# GenHealth Developer Documentation — Full reference

> Complete Markdown context for GenHealth developer guides and the reviewed public API reference.

# Build healthcare workflows with the GenHealth API

> Build provider workflow automations across specialties through REST or MCP, with integration actions, medical policies, cases, and codes.

Source: [https://genhealth.ai/docs](https://genhealth.ai/docs)

## Start building

Use the guides to understand authentication and request conventions, then move into the generated API reference when you are ready to work with a specific resource.

- [Build and run a workflow](https://genhealth.ai/docs/workflows/agent-quickstart.md): Start with a runnable synthetic example, then connect healthcare actions using REST or MCP.
- [Quickstart](https://genhealth.ai/docs/quickstart.md): Make your first authenticated GenHealth API request.
- [Authentication](https://genhealth.ai/docs/authentication.md): Learn how API keys, bearer tokens, and scopes work.
- [API reference](https://genhealth.ai/docs/api-reference.md): Browse endpoints generated from the curated OpenAPI snapshot.
- [Workflow API](https://genhealth.ai/docs/workflows.md): Build workflows, discover available functions, and manage versions and runs.

## Core resources

The GenHealth app organizes prior-authorization work around cases, medical-necessity policies, medical codes, and policy publishers. Each request is scoped to the organization represented by the bearer token.

- [Cases](https://genhealth.ai/docs/api-reference/v1/cases/list-cases-v2.md): Retrieve and inspect prior-authorization cases for your organization.
- [Policies](https://genhealth.ai/docs/api-reference/v1/policies/list-policies.md): Find active policies and the criteria used by GenHealth workflows.
- [Codes and publishers](https://genhealth.ai/docs/api-reference/v1/codes/list-codes.md): Discover supported medical codes and policy sources.

## How requests flow

### 1. Authenticate the organization

Send a GenHealth-issued credential in the bearer authorization header. The credential determines which organization and operations are available.

### 2. Call a resource endpoint

Use the cases, policies, codes, or publishers endpoints documented in the generated reference.

### 3. Handle the JSON response

Read the response status and pagination metadata before continuing a workflow or requesting another page.

---

# Make your first GenHealth API request

> Authenticate with a GenHealth API key and retrieve the first page of cases for your organization.

Source: [https://genhealth.ai/docs/quickstart](https://genhealth.ai/docs/quickstart)

> **Before you begin**
>
> You need a GenHealth-issued API key with read access. [Sign up for GenHealth](https://umpa.genhealth.ai/api/auth/login?screen_hint=signup) to request access. Keep the key on the server and never commit it to source control.

### 1. Store your API key

Set the key as an environment variable in your development environment.

```bash
export GENHEALTH_API_KEY="<YOUR_API_KEY>"
```

### 2. List cases

Send the API key as a bearer token and request the first page of cases.

```bash
curl 'https://api.umpa.genhealth.ai/v2/cases?page=1&limit=10' \
  --header "Authorization: Bearer $GENHEALTH_API_KEY" \
  --header 'Accept: application/json'
```

### 3. Follow the pagination object

Use the returned pagination metadata to request subsequent pages. Case results are always limited to the authenticated organization.

## Understand the response

Successful list requests return a data array and pagination metadata. Store resource IDs from the response instead of depending on display text, which may change over time.

```json
{
  "data": [{ "id": "case_123", "status": "open" }],
  "pagination": { "page": 1, "limit": 10, "has_more": false }
}
```

## Handle errors

| Status | Meaning | What to do |
| --- | --- | --- |
| 401 | Credential was not accepted | Check the bearer token and its expiration |
| 404 | Resource was not found | Confirm the ID and organization access |
| 422 | Request parameters are invalid | Use the error details to correct the request |

## Next steps

- [Retrieve one case](https://genhealth.ai/docs/api-reference/v1/cases/get-case.md): Read the full details for a known case ID.
- [Find policies](https://genhealth.ai/docs/api-reference/v1/policies/list-policies.md): Filter active policies by title or publisher.

---

# Authenticate API requests

> The GenHealth API accepts GenHealth API keys and supported JWTs through the HTTP bearer authorization scheme.

Source: [https://genhealth.ai/docs/authentication](https://genhealth.ai/docs/authentication)

## Choose a credential

Use the credential type provisioned for your integration. API keys are intended for server-to-server requests. Supported JWTs are validated for issuer, audience, expiration, and GenHealth access before a request is authorized.

| Credential | Best for | Storage |
| --- | --- | --- |
| GenHealth API key | Server-to-server integrations | Encrypted server-side secret storage |
| Supported JWT | Short-lived delegated access | Your existing secure token lifecycle |

## Bearer tokens

Include the credential in the Authorization header of every request. GenHealth resolves the organization and permitted operations from the token.

```http
Authorization: Bearer <YOUR_API_KEY>
```

## Permissions and organization access

The read endpoints in this preview require API read access. Every request is scoped to the organization resolved from the credential, so a valid resource ID from another organization is not sufficient to grant access.

## Token security

- Keep credentials on the server and outside browser bundles.
- Store secrets in an encrypted environment or secret manager, not in source control.
- Rotate a credential immediately if it may have been exposed.
- Use separate credentials for development and production environments.

> **Protect healthcare data**
>
> Do not paste production API keys, patient information, or live request bodies into documentation search or Genie chat.

## Troubleshoot authentication errors

| Symptom | Likely cause | Next check |
| --- | --- | --- |
| 401 Unauthorized | Missing, expired, or invalid credential | Authorization header format and credential status |
| 403 Forbidden | Credential lacks access to the operation | Assigned API permissions and organization |
| 404 Not Found | Resource is unavailable in the resolved organization | Resource ID and environment |

---

# GenHealth API reference

> Learn the conventions, authentication, pagination, and response patterns used across the reviewed public GenHealth endpoints.

Source: [https://genhealth.ai/docs/api-reference](https://genhealth.ai/docs/api-reference)

## Conventions

Requests and responses use JSON unless an endpoint states otherwise. Send credentials through the Authorization header and use the documented query parameter names exactly as shown.

## Base URL

```text
https://api.umpa.genhealth.ai
```

## Pagination

List endpoints use page and limit query parameters. Start with the default values, inspect the returned pagination metadata, and stop when the response indicates there are no more records.

| Parameter | Type | Description |
| --- | --- | --- |
| page | integer | One-based page number |
| limit | integer | Maximum records returned on a page |

## Responses and errors

| Range | Meaning | Action |
| --- | --- | --- |
| 2xx | Request succeeded | Read the documented response body |
| 4xx | Request or authorization problem | Correct the request before retrying |
| 5xx | Service could not complete the request | Retry with backoff and preserve the request ID |

## Operations

- [List cases](https://genhealth.ai/docs/api-reference/v1/cases/list-cases-v2.md): `GET /v2/cases` — Returns the prior-authorization cases associated with the authenticated organization.
- [Retrieve a case](https://genhealth.ai/docs/api-reference/v1/cases/get-case.md): `GET /v1/cases/{case_id}` — Retrieves a single case belonging to the authenticated organization.
- [List policies](https://genhealth.ai/docs/api-reference/v1/policies/list-policies.md): `GET /v1/policies` — Returns active medical-necessity policies visible to the authenticated organization.
- [List medical codes](https://genhealth.ai/docs/api-reference/v1/codes/list-codes.md): `GET /v1/codes` — Returns medical codes available to the authenticated organization.
- [List publishers](https://genhealth.ai/docs/api-reference/v1/publishers/list-publishers.md): `GET /v1/publishers` — Returns policy publishers available to the authenticated organization.

---

# What’s new in GenHealth

> The latest GenHealth releases, improvements, and fixes.

Source: [https://genhealth.ai/docs/releases](https://genhealth.ai/docs/releases)

Read weekly product updates at /docs/releases.

---

# List cases

> Returns the prior-authorization cases associated with the authenticated organization.

Source: [https://genhealth.ai/docs/api-reference/v1/cases/list-cases-v2](https://genhealth.ai/docs/api-reference/v1/cases/list-cases-v2)

## Endpoint

`GET /v2/cases`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `read:umpa`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `page` | query | integer | No | Page number. Default: 1. |
| `limit` | query | integer | No | Maximum number of cases to return. Default: 10. |
| `status` | query | string \| array<string> | No | Filter by one or more case statuses. |
| `recommendation` | query | string | No | Filter by decision recommendation. |
| `sort_by` | query | string | No | Case field used for sorting. |
| `order_by` | query | string | No | Sort direction. Default: asc. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/v2/cases?page=1&limit=10&order_by=asc' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/v2/cases?page=1&limit=10&order_by=asc', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/v2/cases?page=1&limit=10&order_by=asc',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | A paginated collection of cases. |
| 401 | The bearer token is missing, invalid, or lacks the required scope. |
| 422 | One or more request values failed validation. |

### 200 response example

```json
{
  "data": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "status": "open",
      "recommendation": "approve",
      "policy_id": "f844ba52-0b67-4874-a06a-900f98b10dd7",
      "created_at": "2026-08-05T14:30:00Z",
      "last_modified": "2026-08-05T14:45:00Z"
    }
  ],
  "pagination": {
    "currentPage": 1,
    "pageSize": 1,
    "totalPages": 1,
    "totalItems": 1,
    "next": 1,
    "previous": 1
  }
}
```

### 401 response example

```json
{
  "detail": "The request could not be completed."
}
```

### 422 response example

```json
{
  "detail": "The request could not be completed."
}
```

---

# Retrieve a case

> Retrieves a single case belonging to the authenticated organization.

Source: [https://genhealth.ai/docs/api-reference/v1/cases/get-case](https://genhealth.ai/docs/api-reference/v1/cases/get-case)

## Endpoint

`GET /v1/cases/{case_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `read:umpa`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `case_id` | path | string | Yes | The case identifier. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/v1/cases/{case_id}' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/v1/cases/{case_id}', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/v1/cases/{case_id}',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Case details. |
| 401 | The bearer token is missing, invalid, or lacks the required scope. |
| 404 | The requested resource could not be found. |

### 200 response example

```json
{
  "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "status": "open",
  "recommendation": "approve",
  "policy_id": "f844ba52-0b67-4874-a06a-900f98b10dd7",
  "created_at": "2026-08-05T14:30:00Z",
  "last_modified": "2026-08-05T14:45:00Z"
}
```

### 401 response example

```json
{
  "detail": "The request could not be completed."
}
```

### 404 response example

```json
{
  "detail": "The request could not be completed."
}
```

---

# List policies

> Returns active medical-necessity policies visible to the authenticated organization.

Source: [https://genhealth.ai/docs/api-reference/v1/policies/list-policies](https://genhealth.ai/docs/api-reference/v1/policies/list-policies)

## Endpoint

`GET /v1/policies`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `read:umpa`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `title` | query | string | No | Filter by policy title. |
| `publisher` | query | string | No | Filter by publisher name. |
| `publisher_id` | query | string | No | Filter by publisher identifier. |
| `policy_id` | query | string | No | Filter by policy identifier. |
| `page` | query | integer | No | Page number. Default: 1. |
| `limit` | query | integer | No | Records per page, capped at 100. Default: 20. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/v1/policies?page=1&limit=20' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/v1/policies?page=1&limit=20', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/v1/policies?page=1&limit=20',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | A paginated collection of policies. |
| 401 | The bearer token is missing, invalid, or lacks the required scope. |
| 422 | One or more request values failed validation. |

### 200 response example

```json
{
  "data": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "title": "Example medical policy",
      "publisher": "Example health plan",
      "type": "string",
      "last_updated": "2026-08-05T14:45:00Z"
    }
  ],
  "pagination": {
    "currentPage": 1,
    "pageSize": 1,
    "totalPages": 1,
    "totalItems": 1,
    "next": 1,
    "previous": 1
  }
}
```

### 401 response example

```json
{
  "detail": "The request could not be completed."
}
```

### 422 response example

```json
{
  "detail": "The request could not be completed."
}
```

---

# List medical codes

> Returns medical codes available to the authenticated organization.

Source: [https://genhealth.ai/docs/api-reference/v1/codes/list-codes](https://genhealth.ai/docs/api-reference/v1/codes/list-codes)

## Endpoint

`GET /v1/codes`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `read:umpa`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `page` | query | integer | No | Page number. Default: 1. |
| `limit` | query | integer | No | Records per page. Default: 20. |
| `query` | query | string | No | Search by code or display name. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/v1/codes?page=1&limit=20' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/v1/codes?page=1&limit=20', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/v1/codes?page=1&limit=20',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Medical-code results. |
| 401 | The bearer token is missing, invalid, or lacks the required scope. |

### 200 response example

```json
[
  {
    "code": "99213",
    "system": "CPT",
    "display": "Office or other outpatient visit"
  }
]
```

### 401 response example

```json
{
  "detail": "The request could not be completed."
}
```

---

# List publishers

> Returns policy publishers available to the authenticated organization.

Source: [https://genhealth.ai/docs/api-reference/v1/publishers/list-publishers](https://genhealth.ai/docs/api-reference/v1/publishers/list-publishers)

## Endpoint

`GET /v1/publishers`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `read:umpa`

## Parameters

This endpoint has no request parameters.

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/v1/publishers' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/v1/publishers', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/v1/publishers',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Publisher results. |
| 401 | The bearer token is missing, invalid, or lacks the required scope. |

### 200 response example

```json
[
  {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "publisher": "Example health plan"
  }
]
```

### 401 response example

```json
{
  "detail": "The request could not be completed."
}
```

---

# GenHealth Workflow Developer API

> Create, version, audit, publish, run, and maintain UMPA workflows directly against the core ETL API. The capability and action-discovery operations are optimized for AI agents.

Source: [https://genhealth.ai/docs/workflows](https://genhealth.ai/docs/workflows)

> **Workflow API access**
>
> Use a GenHealth API key with the workflow scope required by each operation. Copy the request examples to call the API from your server; interactive requests are not enabled in this reference.

## Build workflow automations

Discover supported integrations and actions, validate canonical workflow JSON, manage drafts and immutable versions, inspect graphs, publish viable workflows, and operate organization-scoped workflow runs.

- [Provider workflows across specialties](https://genhealth.ai/docs/workflows/provider-workflows.md): Scope referral intake, clearance, authorization, and recurring care using the right system contracts.
- [Build and run your first workflow](https://genhealth.ai/docs/workflows/agent-quickstart.md): Use REST or MCP, validate a synthetic graph, publish it, and inspect an idempotent run.
- [Discover capabilities](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-capabilities.md): Inspect controls, node types, expressions, integrations, and action schemas.
- [Find workflow functions](https://genhealth.ai/docs/workflows/integrations.md): Search the actions available for use in a workflow definition.
- [Create workflows](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/create-developer-workflow.md): Create organization-scoped workflow records and validate their JSON first.
- [Publish and run](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/run-developer-workflow.md): Publish immutable versions and start idempotent workflow runs.

## Workflow runs, integrations, and events

These terms describe what starts a workflow, how it works with other systems, and how its step attempts are modeled.

### Workflow run

One run begins each time a workflow is triggered—by a person, schedule, API request, file upload, or webhook—and ends when it completes, fails, or is canceled. Branches, waits, loops, and step retries remain part of that run; a child workflow starts a separate run.

### Integration

An integration connects a workflow to another system or exposes a GenHealth capability. It provides actions—tools such as finding a record, extracting data, or sending an update—that can be used as workflow steps. Some integrations require a configured connection or credentials.

[Browse available integrations and actions](https://genhealth.ai/docs/workflows/integrations.md)

### Modeled internal event

A planning unit for work performed inside a run. In the historical benchmark, each event represents one successful or failed attempt to execute a workflow step, after replay duplicates are removed. Loops and retries can add events; an event does not map one-to-one to a visible block, tool call, or external request.

## Contract summary

| Property | Value |
| --- | --- |
| OpenAPI | 3.1.0 |
| API version | 1.0.0 |
| Operations | 37 |
| Component schemas | 62 |
| Authentication | HTTP bearer token with operation-specific workflow scopes |

## Organization isolation

Workflow definitions, versions, graphs, webhook endpoints, and runs are resolved within the organization carried by the authenticated credential. An identifier from another organization does not grant access.

## Operations

- [Search Workflow Actions](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/search-workflow-actions.md): `GET /developer/v1/actions` — Search tenant-permitted platform actions; connection setup is reported separately.
- [Get Workflow Action](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-action.md): `GET /developer/v1/actions/{handler}` — Return the complete first-pass schema for one exact public action handler.
- [List Workflow Action Field Options](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-action-field-options.md): `GET /developer/v1/actions/{handler}/fields/{field}/options` — Resolve dynamic choices for one action field without exposing credentials.
- [Get Workflow Capabilities](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-capabilities.md): `GET /developer/v1/capabilities` — Return the established strict V1 workflow capability manifest.
- [Get Workflow Capabilities V2](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-capabilities-v2.md): `GET /developer/v1/capabilities/v2` — Describe graph controls plus the public webhook lifecycle contract.
- [List Workflow Integration Connections](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-integration-connections.md): `GET /developer/v1/integration-connections` — Report whether each public integration has credentials, without exposing them.
- [List Workflow Integrations](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-integrations.md): `GET /developer/v1/integrations` — List tenant-permitted public integrations; this does not assert connection setup.
- [Cancel Developer Workflow Run](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/cancel-developer-workflow-run.md): `POST /developer/v1/runs/{run_id}/cancel` — Request cancellation of one organization-owned public-compatible workflow run.
- [List Developer Workflows](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-developer-workflows.md): `GET /developer/v1/workflows` — List the same organization-scoped workflows shown in UMPA.
- [Create Developer Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/create-developer-workflow.md): `POST /developer/v1/workflows` — Create a workflow directly in the core ETL store used by UMPA.
- [Import Developer Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/import-developer-workflow.md): `POST /developer/v1/workflows/import` — Import canonical JSON as an inactive UMPA workflow with published version 1.
- [Validate Workflow Definition](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/validate-workflow-definition.md): `POST /developer/v1/workflows/validate` — Preflight canonical workflow JSON against save, audit, and public API rules. This operation does not persist anything. A definition that fails validation still returns HTTP 200 with ``viable=false`` and machine-actionable findings.
- [Delete Developer Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/delete-developer-workflow.md): `DELETE /developer/v1/workflows/{definition_id}` — Soft-delete a workflow after publish-scope authorization and explicit confirmation.
- [Get Developer Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow.md): `GET /developer/v1/workflows/{definition_id}` — Read an active, historical, or draft workflow definition by identifier.
- [Update Developer Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/update-developer-workflow.md): `PATCH /developer/v1/workflows/{definition_id}` — Update workflow metadata or an existing draft; published graphs are immutable.
- [Audit Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/audit-workflow.md): `POST /developer/v1/workflows/{definition_id}/audit` — Audit the unpublished draft and return actionable graph findings without mutation.
- [Discard Developer Workflow Draft](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/discard-developer-workflow-draft.md): `DELETE /developer/v1/workflows/{definition_id}/draft` — Discard the current unpublished draft while preserving published versions.
- [Create Developer Workflow Draft](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/create-developer-workflow-draft.md): `POST /developer/v1/workflows/{definition_id}/draft` — Create an editable draft from the workflow's currently active version.
- [Replace Developer Workflow Draft From Json](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/replace-developer-workflow-draft-from-json.md): `POST /developer/v1/workflows/{definition_id}/draft/from-json` — Replace the complete draft graph from canonical JSON without publishing it.
- [Export Developer Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/export-developer-workflow.md): `GET /developer/v1/workflows/{definition_id}/export` — Export canonical workflow JSON suitable for validation or exact re-import.
- [Get Workflow Graph](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-graph.md): `GET /developer/v1/workflows/{definition_id}/graph` — Read the complete public-safe graph for a workflow's current target version.
- [Replace Workflow Graph](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/replace-workflow-graph.md): `PUT /developer/v1/workflows/{definition_id}/graph` — Replace the entire editable draft graph after public policy validation.
- [Insert Workflow Node After](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/insert-workflow-node-after.md): `POST /developer/v1/workflows/{definition_id}/nodes/after` — Insert one node after an existing draft node and optionally rewire its targets.
- [Insert Workflow Node Before](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/insert-workflow-node-before.md): `POST /developer/v1/workflows/{definition_id}/nodes/before` — Insert one node before an existing draft node and optionally rewire its sources.
- [Delete Workflow Node](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/delete-workflow-node.md): `DELETE /developer/v1/workflows/{definition_id}/nodes/{node_id}` — Delete one draft node and optionally reconnect its incoming and outgoing edges.
- [Get Workflow Node Details](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-node-details.md): `GET /developer/v1/workflows/{definition_id}/nodes/{node_id}` — Read one node's configuration, connections, and public action metadata.
- [Update Workflow Node](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/update-workflow-node.md): `PATCH /developer/v1/workflows/{definition_id}/nodes/{node_id}` — Patch selected fields on one node in the editable draft graph.
- [Get Workflow Node Context](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-node-context.md): `GET /developer/v1/workflows/{definition_id}/nodes/{node_id}/context` — Read one node with its immediate upstream and downstream graph context.
- [Get Workflow Outline](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-outline.md): `GET /developer/v1/workflows/{definition_id}/outline` — Read a compact node-and-edge outline before requesting larger graph details.
- [Publish Developer Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/publish-developer-workflow.md): `POST /developer/v1/workflows/{definition_id}/publish` — Audit and publish the current draft as an immutable active version. Inherits the same confirm_removed_nodes / 409 removed_nodes_require_confirmation contract as the interactive publish route (see publish_draft); confirmation retries must echo the returned removed_nodes_confirmation.
- [List Workflow Runs Safe](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-runs-safe.md): `GET /developer/v1/workflows/{definition_id}/runs` — Return run navigation metadata without trigger or node-result values.
- [Run Developer Workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/run-developer-workflow.md): `POST /developer/v1/workflows/{definition_id}/runs` — Start an active published workflow with idempotent retry semantics.
- [Read Workflow Run Node Shape](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-run-node-shape.md): `GET /developer/v1/workflows/{definition_id}/runs/{run_id}/nodes/{node_id}` — Return status and value-free output shapes for one executed node.
- [List Developer Workflow Versions](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-developer-workflow-versions.md): `GET /developer/v1/workflows/{definition_id}/versions` — List immutable published versions and draft metadata for one workflow.
- [Get Developer Workflow Version](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow-version.md): `GET /developer/v1/workflows/{definition_id}/versions/{version_id}` — Read one immutable workflow version without changing the active version.
- [Revert Developer Workflow Version](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/revert-developer-workflow-version.md): `POST /developer/v1/workflows/{definition_id}/versions/{version_id}/revert` — Create a new editable draft copied from a historical workflow version.
- [Get Developer Workflow Webhook Endpoint](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow-webhook-endpoint.md): `GET /developer/v1/workflows/{definition_id}/webhook-endpoint` — Return an active, published webhook URL; never exposed as an MCP tool.

---

# Provider workflows across specialties

> Build provider operations around shared workflow primitives, specialty-specific requirements, and discovered EHR, payer, and billing connections.

Source: [https://genhealth.ai/docs/workflows/provider-workflows](https://genhealth.ai/docs/workflows/provider-workflows)

## Start with the provider operation

GenHealth workflows combine document processing, system actions, decisions, review, and run tracking. Use the same authoring lifecycle for primary care, specialty groups, outpatient services, and other provider operations. Specialties supply different clinical requirements, payer policies, service codes, and destination systems. Discover the actual supported actions and configured connections for each workflow; a specialty label is not a coverage guarantee.

| Provider operation | Specialty examples to scope | Contracts to establish |
| --- | --- | --- |
| Referral and patient intake | Primary care referrals, specialty consultations, imaging orders, therapy referrals | Referral fields, verified patient identity, destination EHR, missing-information route |
| Financial clearance | Visits, procedures, diagnostics, infusion services | Current coverage, benefit details, service codes, authorization requirements |
| Prior authorization | Imaging, surgery, specialty drugs, rehabilitation services | Payer/benefit coverage, clinical evidence, supported submission channel, status/writeback |
| Recurring care and renewals | Therapy visit renewals, recurring infusions, follow-up services, supply replenishment | Service frequency, prior utilization, current eligibility, documentation expiry, duplicate prevention |
| Revenue cycle follow-up | Claim status, missing documentation, denial resolution | Claim identifiers, reason codes, permitted corrective action, verified resulting state |

## Choose an adapter using live discovery

Use list_workflow_integrations, search_workflow_actions, get_workflow_action, and list_workflow_integration_connections. The catalog includes system-specific actions; API, portal, and organization configuration can differ. Map vendor IDs explicitly and check business outcomes before the next write. Reviewed descriptions and selected output types are currently available for targeted athenahealth and Brightree patient actions; other actions can still have partial or unknown schemas.

- [Build and run your first workflow](https://genhealth.ai/docs/workflows/agent-quickstart.md): A specialty-neutral synthetic execution test using REST or MCP.
- [Provider patient intake](https://genhealth.ai/docs/workflows/recipes/patient-intake.md): A common intake design with a labeled Brightree adapter example.
- [athenahealth chart context example](https://genhealth.ai/docs/examples/provider-chart-context.json): Importable read-only vendor operation for a verified athenahealth patient ID. Requires a configured connection; review endpoints are annotations.
- [Prior authorization](https://genhealth.ai/docs/workflows/recipes/prior-authorization.md): Plan payer-specific evidence, submission coverage, status, and review.
- [Recurring care and renewals](https://genhealth.ai/docs/workflows/recipes/recurring-care.md): Apply specialty rules before another order, visit, or authorization.

## Run the athenahealth example

Validate and import the chart-context JSON using the lifecycle in the quickstart. Supply trigger_data={"patient_id":"<VERIFIED_ATHENAHEALTH_PATIENT_ID>"} with a new run key. The graph reads chart context, checks success, and routes errors to a review annotation. It creates no Patient Case or note. The patient_id is a vendor identifier, not a local GenHealth UUID. Verify the resulting chart context within your authorized environment before adding downstream actions.

---

# Build and run your first workflow

> Discover capabilities, validate a synthetic graph, publish it, start an idempotent run, and inspect its outcome with REST or MCP.

Source: [https://genhealth.ai/docs/workflows/agent-quickstart](https://genhealth.ai/docs/workflows/agent-quickstart)

## Get access and choose a transport

Use an organization-bound GenHealth API key. The workflow developer boundary accepts API keys, not browser sessions or ordinary JWTs. Request workflow:read for discovery and preflight; add workflow:write, workflow:publish, and workflow:run to create and execute workflows. Your organization also needs the workflows plan feature. Keys and integration connections must be provisioned before an agent can operate independently.

| Transport | Production entry point | Contract |
| --- | --- | --- |
| REST | https://api.umpa.genhealth.ai/developer/v1 | Authorization: Bearer <GENHEALTH_API_KEY> |
| MCP | https://api.umpa.genhealth.ai/developer/mcp | Streamable HTTP with the same bearer header; tool discovery is authenticated |
| OpenAPI | https://api.umpa.genhealth.ai/developer/openapi.json | Live server contract; prefer it over a cached website snapshot |
| Swagger | https://api.umpa.genhealth.ai/developer/docs | Interactive REST reference |

## Read the deployed capabilities first

```bash
export GENHEALTH_API_BASE="https://api.umpa.genhealth.ai"
# Set GENHEALTH_API_KEY through your secret manager.
curl --fail-with-body "$GENHEALTH_API_BASE/developer/v1/capabilities/v2" \
  -H "Authorization: Bearer $GENHEALTH_API_KEY"
```

For MCP, initialize the connection, list tools, then call get_workflow_capabilities_v2. Use its node types, expression syntax, routing ports, lifecycle, and deployment flags. Discover exact handlers with search_workflow_actions and load get_workflow_action before authoring. REST and MCP operate on the same organization-scoped workflows.

## Run a synthetic workflow before connecting a healthcare system

This graph routes a synthetic boolean to one of two annotation nodes. It creates no patient, order, claim, or authorization and needs no integration credentials. It tests authoring and execution, not clinical accuracy or payer connectivity. Comment nodes contain annotations only; trigger data comes from trigger.default.

```json
{
  "kind": "genhealth.workflow_definition",
  "schema_version": 1,
  "workflow": {
    "name": "Agent quickstart: synthetic routing",
    "description": "Synthetic execution check; no healthcare system reads or writes.",
    "nodes": [
      {
        "id": "received",
        "type": "comment",
        "name": "Synthetic request",
        "config": {
          "heading": "Start",
          "body": "Inputs are supplied in trigger_data."
        }
      },
      {
        "id": "route",
        "type": "if",
        "name": "Ready?",
        "config": {
          "condition": "{{trigger.default.ready}}"
        }
      },
      {
        "id": "ready",
        "type": "comment",
        "name": "Ready outcome",
        "config": {
          "heading": "Ready",
          "body": "The true branch ran."
        }
      },
      {
        "id": "review",
        "type": "comment",
        "name": "Review outcome",
        "config": {
          "heading": "Review",
          "body": "The false branch ran; no external review task was created."
        }
      }
    ],
    "edges": [
      {
        "source_node_id": "received",
        "source_output": "default",
        "target_node_id": "route",
        "target_input": "default"
      },
      {
        "source_node_id": "route",
        "source_output": "true",
        "target_node_id": "ready",
        "target_input": "default"
      },
      {
        "source_node_id": "route",
        "source_output": "false",
        "target_node_id": "review",
        "target_input": "default"
      }
    ]
  }
}
```

- [Download the workflow JSON](https://genhealth.ai/docs/examples/agent-smoke-test.json): The canonical import envelope used below.
- [Download the runnable Python client](https://genhealth.ai/docs/examples/workflow_agent.py): Python 3 standard library; preserves workflow IDs and run idempotency across restarts.

```bash
curl --fail-with-body https://genhealth.ai/docs/examples/agent-smoke-test.json -o agent-smoke-test.json
curl --fail-with-body https://genhealth.ai/docs/examples/workflow_agent.py -o workflow_agent.py

# Preflight only. No workflow is created.
python3 workflow_agent.py validate agent-smoke-test.json

# Create, publish, and submit one run; retain this state file for recovery.
python3 workflow_agent.py execute agent-smoke-test.json --state agent-smoke-state.json

# Inspect without resubmitting. Repeat until this run is terminal.
python3 workflow_agent.py inspect --state agent-smoke-state.json
```

## What the client does

| Step | Request | Check before continuing |
| --- | --- | --- |
| Preflight | POST /developer/v1/workflows/validate with {"definition": <envelope>} | HTTP 200 can still mean viable=false. Inspect schema_errors, findings, and readiness. |
| Import | POST /developer/v1/workflows/import with the envelope itself | HTTP 201; workflow.id identifies the inactive workflow and immutable initial version. |
| Draft | POST /developer/v1/workflows/{id}/draft | Create an editable draft before publication or subsequent graph edits. |
| Publish | POST /developer/v1/workflows/{id}/publish with {} | Publishing audits the graph and activates an immutable version. Static success is not runtime proof. |
| Run | POST /developer/v1/workflows/{id}/runs | HTTP 202; save run_id. Acceptance is not completion. |
| Observe | GET /developer/v1/workflows/{id}/runs | Find the exact run_id. completed, failed, and cancelled are terminal. |

A successful smoke test should report completed, execute the true branch for ready=true, and skip the false branch. Inspect individual nodes with GET /developer/v1/workflows/{id}/runs/{run_id}/nodes/{node_id}. Public inspection exposes statuses and value-free shapes, not patient data or raw error text. A completed orchestration does not prove that a business result succeeded; healthcare recipes need explicit business-success branches.

## Connect a real workflow

- [Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md): Resolve connections, inputs, outputs, and business failures.
- [Run operations and recovery](https://genhealth.ai/docs/workflows/operations.md): Handle interrupted writes, retries, versions, and cancellation.
- [Provider patient intake recipe](https://genhealth.ai/docs/workflows/recipes/patient-intake.md): Match an extracted patient before a controlled Brightree create.

---

# Use integration action contracts

> Turn discovered actions into workflow nodes using exact handlers, configured connections, explicit output paths, and recovery rules.

Source: [https://genhealth.ai/docs/workflows/action-contracts](https://genhealth.ai/docs/workflows/action-contracts)

## Discover, then load the exact contract

```bash
curl --fail-with-body "$GENHEALTH_API_BASE/developer/v1/actions?group=Brightree&query=patient&limit=100" \
  -H "Authorization: Bearer $GENHEALTH_API_KEY"
curl --fail-with-body "$GENHEALTH_API_BASE/developer/v1/actions/brightree_create_patient_from_document" \
  -H "Authorization: Bearer $GENHEALTH_API_KEY"
curl --fail-with-body "$GENHEALTH_API_BASE/developer/v1/integration-connections" \
  -H "Authorization: Bearer $GENHEALTH_API_KEY"
```

Follow next_offset while has_more is true. Search terms are filters, not an instruction to invent an action. Copy integration_node_config from the live contract, then fill its params. An advertised action does not imply that your organization has credentials, strategy support, payer coverage, or permission to perform the requested business operation. Connection discovery reports configured, validated, and coarse status values without revealing credentials.

## Resolve inputs and identifiers

Use input_schema and fields together. A non-required field may have a runtime prerequisite or a relationship with other fields; read the reviewed description. Retrieve dynamic choices from /developer/v1/actions/{handler}/fields/{field}/options. Do not substitute labels for IDs. GenHealth document IDs, local patient IDs, Brightree patient keys, and vendor order IDs are different identifiers.

## Wire the handler payload under default

```json
{
  "expression": "{{create_patient.default.patient_key}}",
  "business_success": "{{create_patient.default.success}}"
}
```

Integration nodes wrap the handler payload under outputs.default. Use {{node_id.default.field}} in downstream expressions. Node completion and HTTP success are not business success. A handler can return success=false. Branch on the declared success field before dependent writes. A branchable_error flag by itself does not override the node error strategy. A hard failure may prevent default edges from running; do not assume an if node handles every failure. Use deployed capabilities for error_strategy and supported error ports.

| Contract signal | Agent behavior |
| --- | --- |
| output_schema_completeness=unknown | Do not invent fields or infer a successful write. Obtain a reviewed contract or validate in an isolated configured environment before wiring a write. |
| best_effort_declared | Names are known; types and optionality may be incomplete. Check business prerequisites and observed authorized test results. |
| reviewed_partial | Public descriptions and selected output types were reviewed against source. Additional keys and failure variants can exist; this is not runtime certification. |
| safety.retry_safe=false | An uncertain outcome needs reconciliation. A new run key can repeat the business operation. |
| safety.dry_run_supported=false | Do not add a fictional dry_run flag. Use synthetic data and a configured test connection. |

## Brightree patient creation

Use brightree_create_patient_from_document after demographics extraction. It requires document_id, a document belonging to the authenticated organization, extracted first and last names and birth date, a Brightree connection, and organization strategy support. It checks for an existing patient before creation. Branch on success; created=false can mean successful reuse of an existing patient. patient_id is local, while patient_key identifies Brightree. On an ambiguous write, reconcile in Brightree before retrying. The legacy brightree_create_patient handler is excluded from the public Developer API because its executor path is not implemented; do not use its cached catalog entry.

- [Brightree actions](https://genhealth.ai/docs/workflows/integrations/brightree.md): Inspect the latest published catalog and compare it with authenticated discovery.
- [Patient intake recipe](https://genhealth.ai/docs/workflows/recipes/patient-intake.md): An importable patient match/create segment.

---

# Run operations and recovery

> Operate published workflows with durable run identifiers, exact retry semantics, explicit business outcomes, and value-safe inspection.

Source: [https://genhealth.ai/docs/workflows/operations](https://genhealth.ai/docs/workflows/operations)

## Keep a durable run ledger

Before sending a run request, save the workflow ID, active published version ID, exact trigger_data, and an opaque UUID idempotency_key in your protected application store. Reuse the same key only for the same workflow version and identical trigger_data. Do not put PHI or credentials in the key. A fresh key represents a new logical run and can repeat external writes.

```json
{
  "idempotency_key": "d7dc9e64-18b0-409e-bf6f-f16945fd915e",
  "trigger_data": {
    "ready": true
  }
}
```

| Outcome | Next action |
| --- | --- |
| 202 accepted | Persist run_id and observe it. Do not interpret queued/running as completion. |
| Run request timeout | Retry the exact saved request with the same key and version. Do not publish a new version between attempts. |
| 409 on a run | Check active version and whether the key was reused with different inputs. Do not generate a new key to bypass a conflict. |
| 401 / 403 | Correct the organization-bound key, scopes, or plan access. Retrying unchanged credentials cannot repair authorization. |
| 422 | Repair the request or graph using validation findings. Readiness and runtime failures are separate. |
| 429 | Respect Retry-After when supplied and use bounded backoff. Keep the original run key. |
| Import/publish timeout | Read workflow/version state before retrying. Import has no documented idempotency key. Reconcile an unknown import through the workflow list. |
| Uncertain external write | Reconcile the connected record and execution evidence with an authorized operator. Do not automatically replay a non-retry-safe action. |

## Inspect the exact run

Use GET /developer/v1/workflows/{id}/runs with status, since, until, and limit as needed. The limit is at most 25 and this endpoint has no offset pagination. Find the exact run_id rather than assuming the newest entry is yours. Use time filters and narrower status windows if it falls outside the returned set. Public node inspection exposes status, types, and counts without values or raw errors. Keep PHI-bearing diagnosis and record reconciliation in the authorized application, outside model logs.

## Change versions without changing an in-flight request

Create a draft, edit or replace its complete graph, validate and audit it, then publish. Published versions are immutable. To revert, copy a historical version into a new draft and publish it; this does not undo writes from previous runs. A graph replacement must retain every node and edge you intend to keep. Publishing removed nodes can return 409 with a confirmation contract; inspect the diff before deliberately confirming it.

## Cancel and clean up

POST /developer/v1/runs/{run_id}/cancel requests cancellation. Cancellation is not an external-system rollback. DELETE /developer/v1/workflows/{id}?confirm=true soft-deletes the workflow and requires workflow:publish. The quickstart leaves its workflow and state file in place for inspection; delete only the workflow identified in that file when you are finished.

## Separate webhook credentials from agent context

Use capabilities/v2 to check public_webhooks.deployment_enabled before authoring a generic webhook_trigger. After publication, an authorized non-LLM credential client retrieves /developer/v1/workflows/{id}/webhook-endpoint using REST. The URL is an execution credential and is intentionally unavailable through MCP. Honor no-store, keep the URL out of prompts and logs, and send a stable Idempotency-Key for exact delivery retries. The public webhook has a separate 30-day idempotency contract and a 256,000-byte JSON-object body limit. Do not assume that retention window applies to REST run requests.

---

# Provider patient intake recipe

> Build referral intake for any specialty, with an importable Brightree patient match/create example and explicit business-result branches.

Source: [https://genhealth.ai/docs/workflows/recipes/patient-intake](https://genhealth.ai/docs/workflows/recipes/patient-intake)

## Start from an extracted document

For any specialty, intake starts with referral classification, patient identity, coverage, service requirements, and the destination EHR or billing system. Discover the supported actions for that destination before building. The downloadable example implements the patient matching and creation segment using Brightree as one adapter. It is not a complete fax-to-paid-claim pipeline. First upload and extract the referral through your configured intake workflow; supply its organization-owned document_id as trigger_data. Confirm extracted first name, last name, and birth date, configured Brightree credentials, and search/create support for your organization. Use synthetic referrals in a test connection before production.

## Discover these actions before importing

Load brightree_check_patient_exists and brightree_create_patient_from_document using authenticated action discovery, and check /integration-connections. Both integration nodes use error_strategy=fail_branch with an explicit error edge to review. The graph also checks success before using exists. It reuses an existing match, creates only when ready_for_patient_create=true, and branches on creation success. Ambiguous matches and missing demographics stop at a review annotation. Those comment nodes identify the outcome; they do not send notifications or create review tasks. Replace them with a configured, discovered review action if your operation requires a queue or alert.

- [Download the intake segment](https://genhealth.ai/docs/examples/provider-patient-intake.json): Validate against your organization before importing or publishing.

```json
{
  "kind": "genhealth.workflow_definition",
  "schema_version": 1,
  "workflow": {
    "name": "Provider intake: match or create an extracted patient",
    "description": "Requires an extracted organization-owned document and configured Brightree strategy. Review endpoints are annotations only.",
    "nodes": [
      {
        "id": "match",
        "type": "integration",
        "name": "Check extracted patient",
        "config": {
          "handler": "brightree_check_patient_exists",
          "params": {
            "document_id": "{{trigger.default.document_id}}",
            "force": false
          },
          "_group": "Brightree"
        },
        "error_strategy": "fail_branch"
      },
      {
        "id": "matched_ok",
        "type": "if",
        "name": "Match succeeded?",
        "config": {
          "condition": "{{match.default.success}}"
        }
      },
      {
        "id": "exists",
        "type": "if",
        "name": "Patient exists?",
        "config": {
          "condition": "{{match.default.exists}}"
        }
      },
      {
        "id": "can_create",
        "type": "if",
        "name": "Ready to create?",
        "config": {
          "condition": "{{match.default.ready_for_patient_create}}"
        }
      },
      {
        "id": "create_patient",
        "type": "integration",
        "name": "Create or reuse patient",
        "config": {
          "handler": "brightree_create_patient_from_document",
          "params": {
            "document_id": "{{trigger.default.document_id}}"
          },
          "_group": "Brightree"
        },
        "error_strategy": "fail_branch"
      },
      {
        "id": "created_ok",
        "type": "if",
        "name": "Creation succeeded?",
        "config": {
          "condition": "{{create_patient.default.success}}"
        }
      },
      {
        "id": "existing_patient",
        "type": "comment",
        "name": "Existing patient",
        "config": {
          "heading": "Matched",
          "body": "Use match.default.patient_key for a subsequent reviewed step."
        }
      },
      {
        "id": "creation_success",
        "type": "comment",
        "name": "Patient resolved",
        "config": {
          "heading": "Resolved",
          "body": "Use create_patient.default.patient_key for a subsequent reviewed step."
        }
      },
      {
        "id": "review",
        "type": "comment",
        "name": "Review required",
        "config": {
          "heading": "Review",
          "body": "Stop here; replace this annotation with your configured review task or alert."
        }
      }
    ],
    "edges": [
      {
        "source_node_id": "match",
        "source_output": "default",
        "target_node_id": "matched_ok",
        "target_input": "default"
      },
      {
        "source_node_id": "matched_ok",
        "source_output": "true",
        "target_node_id": "exists",
        "target_input": "default"
      },
      {
        "source_node_id": "matched_ok",
        "source_output": "false",
        "target_node_id": "review",
        "target_input": "default"
      },
      {
        "source_node_id": "exists",
        "source_output": "true",
        "target_node_id": "existing_patient",
        "target_input": "default"
      },
      {
        "source_node_id": "exists",
        "source_output": "false",
        "target_node_id": "can_create",
        "target_input": "default"
      },
      {
        "source_node_id": "can_create",
        "source_output": "true",
        "target_node_id": "create_patient",
        "target_input": "default"
      },
      {
        "source_node_id": "can_create",
        "source_output": "false",
        "target_node_id": "review",
        "target_input": "default"
      },
      {
        "source_node_id": "create_patient",
        "source_output": "default",
        "target_node_id": "created_ok",
        "target_input": "default"
      },
      {
        "source_node_id": "created_ok",
        "source_output": "true",
        "target_node_id": "creation_success",
        "target_input": "default"
      },
      {
        "source_node_id": "created_ok",
        "source_output": "false",
        "target_node_id": "review",
        "target_input": "default"
      },
      {
        "source_node_id": "match",
        "source_output": "error",
        "target_node_id": "review",
        "target_input": "default"
      },
      {
        "source_node_id": "create_patient",
        "source_output": "error",
        "target_node_id": "review",
        "target_input": "default"
      }
    ]
  }
}
```

## Validate, publish, and run

Follow the lifecycle in the agent quickstart, using this envelope for preflight and import. Run with trigger_data={"document_id":"<YOUR_ORGANIZATION_DOCUMENT_UUID>"} and a new opaque idempotency key. The smoke-test Python client deliberately uses only the synthetic smoke-test definition; use the documented REST/MCP lifecycle for this connected-system recipe.

| Case | Expected business route |
| --- | --- |
| Check succeeds and exists=true | existing_patient; do not create a patient |
| Check succeeds and ready_for_patient_create=true | create_patient, followed by creation_success |
| Check cannot establish a unique match or required demographics | review, or a hard node failure requiring authorized investigation |
| Create succeeds with created=false | creation_success; an existing record was reused |
| Create returns a branchable failure | review; never continue to order creation |
| Connection/transport fails with unknown write outcome | Stop and reconcile before another run |

## Extend the intake workflow

Discover OCR, demographics extraction, eligibility, policy evaluation, and order actions separately. Verify their required fields and organization configuration; do not assume an output from one action is a compatible input to another. Add qualification and eligibility gates before order creation, including business failures and any required human review. Record the connected-system identifiers needed to verify the result independently of orchestration status.

---

# Prior authorization recipe

> Build a payer-specific authorization workflow with evidence provenance, explicit submission coverage, status tracking, and review gates.

Source: [https://genhealth.ai/docs/workflows/recipes/prior-authorization](https://genhealth.ai/docs/workflows/recipes/prior-authorization)

## Establish coverage before designing a submission

Record the payer, plan, medical versus pharmacy benefit, service codes, submission channel, supported integration, credentials, and who is permitted to approve submission. Discover the exact available actions and connection status in the authenticated catalog. There is no universal public submit action covering every payer. In particular, carelon_submit_prior_auth is excluded from the public Developer API; a portal logo or preview action is not submission coverage.

## Build the workflow in segments

| Segment | Inputs and outputs to establish | Gate |
| --- | --- | --- |
| Discover requirements | Patient coverage, service/date, payer requirement result and source | Distinguish not-required from unknown or failed lookup |
| Prepare clinical evidence | Organization-owned documents, policy identifier/version, criteria and source citations | Missing or conflicting evidence goes to review |
| Assemble packet | Payer-specific required fields and supporting documents | Validate completeness; do not fabricate missing clinical information |
| Submit | Exact discovered public handler and permitted configured connection | If unavailable, stop at a reviewed packet and hand off; do not invent a portal action |
| Track | Payer reference, pending/approved/denied/needs-information state, required next action | Handle requests for additional information without duplicating the submission |
| Write back | Authorization number, approved units/dates, related order identifier | Verify the resulting record and preserve the audit trail |

## FHIR interoperability is a separate integration contract

CRD discovers requirements, DTR exchanges documentation requirements, and PAS supports authorization exchange. Read the existing FHIR integration overview, then confirm the deployed implementation-guide versions, payer endpoints, authentication, profiles, attachment support, and test environment for your integration. The generic Workflow Developer API does not itself promise that every payer supports these operations. Do not infer conformance from a product-page claim.

- [FHIR integration overview](https://docs.genhealth.ai/docs/integration-with-hl7-davinci-fhir-apis): Existing CRD, DTR, and PAS background; confirm integration-specific contracts before implementation.
- [Run recovery](https://genhealth.ai/docs/workflows/operations.md): Submission timeouts need reconciliation before another external write.

## Define an observable acceptance test

Test not-required, complete submission, missing evidence, request-for-information, denial, approval, and uncertain submission outcome separately. Measure packet completeness, successful submission, approval, and touchless completion separately. A static audit or completed workflow is not evidence of payer approval. Use an authorized payer test environment or an approved operational trial to verify the complete result.

---

# Recurring care and renewals recipe

> Build recurring specialty care workflows around current eligibility, service timing, documentation renewal, and duplicate prevention.

Source: [https://genhealth.ai/docs/workflows/recipes/recurring-care](https://genhealth.ai/docs/workflows/recipes/recurring-care)

## Establish the specialty policy and data contracts

Identify the service or product, CPT/HCPCS codes, payer, plan, last encounter or fulfillment, permitted frequency/quantity, required clinical documentation, and target EHR or billing system. Discover candidate, eligibility, timing, documentation, order, and notification actions; inspect every live contract before wiring fields. The organization must provide applicable payer rules and configured connections. Examples include therapy visit renewals, infusion authorization renewals, imaging follow-up, and DME replenishment. This is a workflow design recipe; each specialty needs its own verified policy and action contracts.

| Step | Decision | Exception path |
| --- | --- | --- |
| Find candidates | Select orders/patients within an explicit date window | Missing last encounter/fulfillment or unclear identity goes to review |
| Recheck coverage | Confirm current eligibility and plan changes | Inactive, unknown, or failed coverage lookup blocks the next service or fulfillment |
| Evaluate timing | Apply the current payer/service interval and quantity policy | Not due waits; unknown rules require review |
| Check documentation | Verify prescription and payer-required certification/renewal evidence | Expired or missing evidence triggers a configured renewal process |
| Prevent duplicates | Check an existing equivalent order and persist a logical-cycle checkpoint | Uncertain prior write requires reconciliation |
| Create and verify | Create the permitted order, record vendor ID, and verify expected state | Business failure blocks downstream fulfillment |

## A run key is not an order-level duplicate guarantee

An idempotency_key deduplicates one exact run request. Different runs can still target the same patient and recurring service cycle. Use a durable organization-scoped cycle record and the connected system’s supported duplicate checks. Do not automatically retry an order action whose contract says retry_safe=false. Build schedules using supported schedule nodes; a top-level trigger.type=schedule does not configure scheduling.

## Test the boundaries

Test due and not-due cases, coverage changes, expired documentation, an existing order, overlapping scheduled runs, and a timeout after order submission. Confirm the exact resulting order, visit, or authorization and its state in the connected system. Start with synthetic data and configured test credentials, then a deliberately bounded approved operational scope.

---

# Workflow integrations

> Browse public workflow integrations, including GenHealth actions for intake, checks, eligibility, renewals, and notifications. Preview actions or open an integration to inspect its available tools.

Source: [https://genhealth.ai/docs/workflows/integrations](https://genhealth.ai/docs/workflows/integrations)

## Catalog summary

- Integrations: 64
- Actions: 1133
- Last synchronized: 2026-10-07T20:51:28.913Z

## [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

15 actions. Connection types: airtable.

### [Add Comment to Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_add_comment.md)

- Handler: `airtable_add_comment`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `record_id`, `text`, `parent_comment_id`
- Outputs: `comment_id`, `comment`, `success`, `error`, `error_type`, `status_code`

Perform Add Comment to Record through Airtable.

### [Create Base](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_base.md)

- Handler: `airtable_create_base`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `workspace_id`, `name`, `tables`
- Outputs: `base_id`, `tables`, `success`, `error`, `error_type`, `status_code`

Perform Create Base through Airtable.

### [Create or Update Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_upsert_record.md)

- Handler: `airtable_upsert_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `fields`, `fields_to_merge_on`, `typecast`
- Outputs: `created`, `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Create or Update Record through Airtable.

### [Create Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_record.md)

- Handler: `airtable_create_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `fields`, `typecast`
- Outputs: `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Create Record through Airtable.

### [Create Records (Batch)](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_records.md)

- Handler: `airtable_create_records`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `records`, `typecast`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_type`, `status_code`, `failed_batch_index`

Perform Create Records (Batch) through Airtable.

### [Create Table](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_table.md)

- Handler: `airtable_create_table`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `name`, `description`, `fields`
- Outputs: `table_id`, `primary_field_id`, `table`, `success`, `error`, `error_type`, `status_code`

Perform Create Table through Airtable.

### [Delete Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_delete_record.md)

- Handler: `airtable_delete_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `record_id`
- Outputs: `record_id`, `deleted`, `success`, `error`, `error_type`, `status_code`

Perform Delete Record through Airtable.

### [Find or Create Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_find_or_create_record.md)

- Handler: `airtable_find_or_create_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `match_fields`, `create_fields`, `typecast`
- Outputs: `created`, `match_count`, `match_record_ids`, `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Find or Create Record through Airtable.

### [Get Base Schema](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_get_base_schema.md)

- Handler: `airtable_get_base_schema`
- Connection type: `airtable`
- External effect: `read`
- Inputs: `base_id`, `table`
- Outputs: `tables`, `table_count`, `success`, `error`, `error_type`, `status_code`

Perform Get Base Schema through Airtable.

### [Get Record by ID](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_get_record.md)

- Handler: `airtable_get_record`
- Connection type: `airtable`
- External effect: `read`
- Inputs: `base_id`, `table`, `record_id`
- Outputs: `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Get Record by ID through Airtable.

### [List Bases](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_list_bases.md)

- Handler: `airtable_list_bases`
- Connection type: `airtable`
- External effect: `read`

- Outputs: `bases`, `count`, `success`, `error`, `error_type`, `status_code`

Perform List Bases through Airtable.

### [Search Records](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_search_records.md)

- Handler: `airtable_search_records`
- Connection type: `airtable`
- External effect: `read`
- Inputs: `base_id`, `table`, `match_fields`, `filter_formula`, `view`, `sort_field`, `sort_direction`, `return_fields`, `max_records`
- Outputs: `found`, `first_record_id`, `first_record`, `truncated`, `records`, `record_ids`, `count`, `success`, `error`, `error_type`, `status_code`

Perform Search Records through Airtable.

### [Update Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_update_record.md)

- Handler: `airtable_update_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `record_id`, `fields`, `typecast`
- Outputs: `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Update Record through Airtable.

### [Update Records (Batch)](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_update_records.md)

- Handler: `airtable_update_records`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `records`, `typecast`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_type`, `status_code`, `failed_batch_index`

Perform Update Records (Batch) through Airtable.

### [Upload Attachment](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_upload_attachment.md)

- Handler: `airtable_upload_attachment`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `record_id`, `attachment_field`, `s3_path`, `source_document_id`, `filename`, `content_type`
- Outputs: `record_id`, `attachments`, `attachment_count`, `filename`, `success`, `error`, `error_type`, `status_code`

Perform Upload Attachment through Airtable.

## [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

29 actions. Connection types: athenahealth.

### [Add Insurance Policy](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_add_patient_insurance.md)

- Handler: `athena_add_patient_insurance`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `insurance_package_id`, `id_number`, `sequence_number`, `policy_number`, `issue_date`, `expiration_date`, `insurance_product_type_id`, `copay_type_id`, `copay`, `coinsurance_percent`, `notes`, `relationship_to_insured_id`, `insured_entity_type_id`, `insured_id_number`, `insured_first_name`, `insured_last_name`, `insured_middle_initial`, `insured_name_suffix`, `insured_date_of_birth`, `insured_sex`, `insured_ssn`, `insured_address_line_1`, `insured_address_line_2`, `insured_city`, `insured_state`, `insured_zip`, `insured_country_id`, `eligibility_mode`, `eligibility_service_date`, `eligible`, `eligibility_reason_id`, `additional_form_fields`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `patient_insurance_id`, `patient_id`, `insurance_package_id`, `insurance_package_name`, `sequence_number`, `athena`, `submitted_field_count`, `error`, `error_message`, `failure_phase`, `error_code`, `retryable`

Perform Add Insurance Policy through athenahealth.

### [Add Self-Pay Cash Plan](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_add_self_pay_plan.md)

- Handler: `athena_add_self_pay_plan`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `cash_plan_package_id`, `cash_plan_member_id`, `product_type_id`, `sliding_fee_program_id`, `sliding_fee_plan_id`, `noninsurance_type_id`, `program_poverty_based`, `sequence_number`, `notes`, `family_size`, `yearly_income`, `income_per_pay_period`, `pay_period`, `issue_date`, `expiration_date`, `write_enabled`, `confirm_unverified_write`
- Outputs: `success`, `submitted`, `write_skipped`, `patient_insurance_id`, `patient_id`, `cash_plan_package_id`, `sequence_number`, `submitted_field_count`, `cash_plan_previewed`, `sliding_fee_program_id`, `sliding_fee_program_label`, `sliding_fee_plan_id`, `sliding_fee_plan_label`, `noninsurance_type_id`, `preview_field_count`, `program_plan_pair_verified`, `selection_status`, `verified`, `submission_status`, `manual_review_required`, `readback_status`, `retryable`, `error`, `error_message`

Perform Add Self-Pay Cash Plan through athenahealth.

### [Attach Document To Patient Case](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_attach_document_to_patient_case.md)

- Handler: `athena_attach_document_to_patient_case`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `chart_id`, `attachment_document_id`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `document_class`, `patient_id`, `chart_id`, `attachment_document_id`, `attached`, `status`, `assigned_to`, `subject`, `error`, `error_message`

Perform Attach Document To Patient Case through athenahealth.

### [Create Patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_create_patient.md)

- Handler: `athena_create_patient`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `middle_initial`, `name_suffix`, `preferred_name`, `sex`, `ssn`, `marital_status`, `assigned_sex_at_birth`, `gender_identity`, `sexual_orientation`, `preferred_pronouns`, `address_line_1`, `address_line_2`, `city`, `state`, `zip_code`, `email`, `mobile_phone`, `home_phone`, `work_phone`, `contact_preference`, `privacy_notice_given`, `patient_signature_on_file`, `insured_signature_on_file`, `medication_history_consent`, `consent_to_call`, `consent_to_text`, `registration_date`, `registration_department_id`, `primary_provider_id`, `referral_source_id`, `referral_source_other`, `notes`, `guarantor_is_self`, `additional_form_fields`, `duplicate_check`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `patient_id`, `athena`, `previous_operation`, `duplicate_found`, `duplicate_patient_ids`, `duplicate_count`, `submitted_field_count`, `error`, `error_message`, `failure_phase`, `error_code`, `retryable`

Perform Create Patient through athenahealth.

### [Create Patient Case Note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_create_patient_case_note.md)

- Handler: `athena_create_patient_case_note`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `chart_id`, `note_text`, `subject`, `append_signature`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `subject`, `signed_note_length`, `max_note_length`, `failure_phase`, `error_code`, `retryable`, `error`, `error_message`

Perform Create Patient Case Note through athenahealth.

### [Download Referral Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_download_referral_document.md)

- Handler: `athena_download_referral_document`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `document_class`, `document_type`, `apply_rotation`
- Outputs: `success`, `document_id`, `athena_document_id`, `athena_document_class`, `athena_document_sub_class`, `athena_document_status`, `page_count`, `rotated_page_count`, `size`, `sha256`, `was_existing`, `error`, `error_message`

Perform Download Referral Document through athenahealth.

### [Link Referral Document to Patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_link_referral_document_to_patient.md)

- Handler: `athena_link_referral_document_to_patient`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `chart_id`, `write_enabled`
- Outputs: `success`, `write_skipped`, `linked`, `already_linked`, `verified`, `submitted`, `retryable`, `outcome`, `document_id`, `patient_id`, `chart_id`, `error`, `error_message`

Perform Link Referral Document to Patient through athenahealth.

### [List Referral Documents](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_list_referral_documents.md)

- Handler: `athena_list_referral_documents`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `bucket_name`, `assigned_to`, `subject_types`, `document_classes`, `document_sub_classes`, `per_page`, `max_items`, `sort_column`, `sort_direction`, `sort_field`
- Outputs: `success`, `bucket_name`, `assigned_to`, `documents`, `document_count`, `count`, `document_ids`, `scanned_count`, `filtered_out_count`, `bucket_total_count`, `pages_read`, `truncated`, `subject_types_seen`, `document_classes_seen`, `document_sub_classes_seen`, `error`, `error_message`

Perform List Referral Documents through athenahealth.

### [Process Document Page Range](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_process_document_page_range.md)

- Handler: `athena_process_document_page_range`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `document_class`, `operation`, `parts`, `first_page_num`, `last_page_num`, `document_label`, `order_type`, `order_type_name`, `internal_note`, `part_action`, `review_reason`, `assigned_to`, `require_all_pages`, `patient_id`, `chart_id`, `provider_username`, `action_note`, `urgent`, `action_group_id`, `action_reason_id`, `action_reason_index`, `confirm_delete`, `write_enabled`
- Outputs: `success`, `write_skipped`, `submitted`, `verified`, `outcome`, `document_id`, `operation`, `document_class`, `document_sub_class`, `patient_id`, `chart_id`, `page_count_before`, `page_count_after`, `first_page_num`, `last_page_num`, `resulting_document_ids`, `parts`, `completed_parts`, `failed_part_index`, `next_document_id`, `remainder_document_id`, `error`, `error_message`

Perform Process Document Page Range through athenahealth.

### [Process Existing Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_process_existing_document.md)

- Handler: `athena_process_existing_document`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `document_class`, `document_sub_class`, `document_label`, `order_type`, `provider_username`, `action_note`, `urgent`, `skip_if_urgent`, `review_action_reason_id`, `assigned_to`, `bucket_name`, `expected_patient_id`, `chart_id`, `projection_timeout_seconds`, `write_enabled`
- Outputs: `success`, `write_skipped`, `skipped`, `submitted`, `verified`, `projection_verified`, `outcome`, `document_id`, `document_class`, `document_sub_class`, `order_type_id`, `order_type_name`, `patient_id`, `chart_id`, `provider_username`, `priority`, `status`, `note_verified`, `assigned_to`, `bucket_name`, `attempts`, `retryable`, `error`, `error_message`

Perform Process Existing Document through athenahealth.

### [Read Document Pages](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_pages.md)

- Handler: `athena_read_document_pages`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `document_class`
- Outputs: `success`, `document_id`, `document_class`, `document_sub_class`, `status`, `department_id`, `scan_id`, `page_count`, `rotated_page_count`, `pages`, `error`, `error_message`

Perform Read Document Pages through athenahealth.

### [Read Document Timeline Items](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_timeline_items.md)

- Handler: `athena_read_document_timeline_items`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `chart_id`, `department_id`, `categories`, `briefing`
- Outputs: `success`, `document_id`, `chart_id`, `department_id`, `timeline_item_count`, `count`, `timeline_items`, `categories`, `briefing`, `error`, `error_message`

Perform Read Document Timeline Items through athenahealth.

### [Read Document View Data](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_view_data.md)

- Handler: `athena_read_document_view_data`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `document_class`, `chart_id`
- Outputs: `success`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `document_present`, `error`, `error_message`

Perform Read Document View Data through athenahealth.

### [Read Historical Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_historical_document.md)

- Handler: `athena_read_historical_document`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `document_class`
- Outputs: `success`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `document_present`, `error`, `error_message`, `document_count`, `documents`, `payload_present`

Perform Read Historical Document through athenahealth.

### [Read Patient Case](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_case.md)

- Handler: `athena_read_patient_case`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `patient_id`, `chart_id`
- Outputs: `success`, `document_id`, `document_class`, `patient_id`, `chart_id`, `athena`, `status`, `assigned_to`, `subject`, `provider_note_present`, `provider_note_length`, `provider_note_has_genhealth_signature`, `patient_id_matches`, `chart_id_matches`, `error`, `error_message`

Perform Read Patient Case through athenahealth.

### [Read Patient Cases](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_cases.md)

- Handler: `athena_read_patient_cases`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `patient_id`, `chart_id`, `department_id`
- Outputs: `success`, `patient_id`, `chart_id`, `case_count`, `count`, `patient_cases`, `error`, `error_message`

Perform Read Patient Cases through athenahealth.

### [Read Patient Insurance](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_insurance.md)

- Handler: `athena_read_patient_insurance`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `patient_id`, `chart_id`, `department_id`, `include_sensitive_fields`
- Outputs: `success`, `patient_id`, `chart_id`, `athena`, `policy_count`, `count`, `policies`, `insurance_cards`, `insurance_source`, `has_insurance_policy`, `primary_policy`, `secondary_policy`, `tertiary_policy`, `primary_payer_name`, `primary_payer_id`, `secondary_payer_name`, `secondary_payer_id`, `insurance_removal_request_count`, `error`, `error_message`

Perform Read Patient Insurance through athenahealth.

### [Read Referral Attachments](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_referral_attachments.md)

- Handler: `athena_read_referral_attachments`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `chart_id`, `patient_id`, `document_class`, `target_document_id`
- Outputs: `success`, `document_id`, `document_class`, `patient_id`, `chart_id`, `attachment_count`, `attached_count`, `attachments`, `target_document_id`, `target_attachment_found`, `target_attachment_attached`, `error`, `error_message`

Perform Read Referral Attachments through athenahealth.

### [Reassign Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_reassign_document.md)

- Handler: `athena_reassign_document`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `assigned_to`, `bucket_name`, `document_class`, `chart_id`, `projection_timeout_seconds`, `write_enabled`
- Outputs: `success`, `write_skipped`, `submitted`, `verified`, `projection_verified`, `outcome`, `document_id`, `document_class`, `document_sub_class`, `assigned_to`, `bucket_name`, `status`, `patient_is_unknown`, `attempts`, `retryable`, `error`, `error_message`

Perform Reassign Document through athenahealth.

### [Resolve Carrier](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_resolve_carrier.md)

- Handler: `athena_resolve_carrier`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `carrier_text`, `patient_state`, `plan_type_hint`, `minimum_confidence`, `allow_llm`
- Outputs: `success`, `matched`, `ready`, `search_text`, `package_id`, `package_name`, `product_type`, `is_super_package`, `resolver`, `confidence`, `requires_review`, `review_reason`, `candidate_count`, `mapping_settings_url`, `candidates`, `error_message`, `error`

Perform Resolve Carrier through athenahealth.

### [Resolve Patient Chart Context](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_resolve_patient_chart_context.md)

- Handler: `athena_resolve_patient_chart_context`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `patient_id`, `department_id`
- Outputs: `success`, `patient_id`, `chart_id`, `department_id`, `athena`, `error`, `error_message`

Perform Resolve Patient Chart Context through athenahealth.

### [Save Patient Case Note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_save_patient_case_note.md)

- Handler: `athena_save_patient_case_note`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `chart_id`, `note_text`, `subject`, `append_signature`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `subject`, `signed_note_length`, `max_note_length`, `failure_phase`, `error_code`, `retryable`, `error`, `error_message`

Perform Save Patient Case Note through athenahealth.

### [Search Patients](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_search_patients.md)

- Handler: `athena_search_patients`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `query`, `filter_type`, `date_of_birth`, `first_name`, `last_name`, `max_results`
- Outputs: `success`, `query`, `filter_type`, `search_mode`, `result_count`, `count`, `matches`, `single_match`, `patient_id`, `chart_id`, `first_patient_id`, `first_chart_id`, `response_length`, `error`, `error_message`

Perform Search Patients through athenahealth.

### [Update Patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_update_patient.md)

- Handler: `athena_update_patient`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `note_to_append`, `email`, `address_line_1`, `address_line_2`, `city`, `state`, `zip_code`, `home_phone`, `mobile_phone`, `work_phone`, `contact_preference`, `consent_to_call`, `consent_to_text`, `timezone`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `verified`, `patient_id`, `changed_fields`, `note_appended`, `error`, `error_message`, `failure_phase`, `error_code`

Perform Update Patient through athenahealth.

### [Update Patient Usual Provider](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_update_patient_primary_provider.md)

- Handler: `athena_update_patient_primary_provider`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `provider_id`, `expected_current_provider_id`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `verified`, `patient_id`, `previous_provider_id`, `provider_id`, `error`, `error_message`, `failure_phase`, `error_code`

Perform Update Patient Usual Provider through athenahealth.

### [Upload Document To Chart](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upload_document_to_chart.md)

- Handler: `athena_upload_document_to_chart`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `chart_id`, `file_path`, `s3_path`, `source_document_id`, `file_name`, `document_class`, `content_type`, `close_document`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `attachment_document_id`, `document_class`, `patient_id`, `chart_id`, `department_id`, `file_path`, `source_document_id`, `filename`, `content_type`, `close_document`, `error`, `error_message`

Perform Upload Document To Chart through athenahealth.

### [Upload Patient Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upload_patient_document.md)

- Handler: `athena_upload_patient_document`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `chart_id`, `file_path`, `s3_path`, `source_document_id`, `file_name`, `content_type`, `document_label`, `provider_username`, `order_type`, `assigned_to`, `department_id`, `action_note`, `close_document`, `write_enabled`
- Outputs: `success`, `document_id`, `document_class`, `document_sub_class`, `document_label`, `document_label_name`, `patient_id`, `chart_id`, `department_id`, `provider_username`, `assigned_to`, `order_type_id`, `order_type_name`, `labeling_applied`, `filename`, `source_document_id`, `write_skipped`, `skip_reason`, `error`, `error_message`

Perform Upload Patient Document through athenahealth.

### [Upsert Patient Case Attachment](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upsert_patient_case_attachment.md)

- Handler: `athena_upsert_patient_case_attachment`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `chart_id`, `file_path`, `s3_path`, `source_document_id`, `document_class`, `content_type`, `idempotency_key`, `close_document`, `max_pdf_pages_per_attachment`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `attachment_document_id`, `attachment_document_ids`, `attachment_count`, `part_count`, `uploaded`, `uploaded_count`, `reused`, `reused_count`, `attached`, `attached_count`, `attach_call_count`, `document_complete`, `match_count`, `failure_phase`, `error_code`, `retryable`, `error`, `error_message`

Perform Upsert Patient Case Attachment through athenahealth.

### [Upsert Patient Case Note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upsert_patient_case_note.md)

- Handler: `athena_upsert_patient_case_note`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `chart_id`, `note_text`, `subject`, `append_signature`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `subject`, `signed_note_length`, `max_note_length`, `failure_phase`, `error_code`, `retryable`, `error`, `error_message`, `created`, `reused`, `match_count`

Perform Upsert Patient Case Note through athenahealth.

## [Authorizations](https://genhealth.ai/docs/workflows/integrations/authorizations.md)

2 actions. Connection types: None required.

### [Check Cancellation Or Void Ready](https://genhealth.ai/docs/workflows/integrations/authorizations/authorization_check_cancellation_ready.md)

- Handler: `authorization_check_cancellation_ready`

- External effect: `write`
- Inputs: `document_id`, `auth_type`, `auth_number`, `received_date_threshold_hours`
- Outputs: `success`, `should_process`, `skip_reason`, `mark_complete`, `error`

Perform Check Cancellation Or Void Ready through Authorizations.

### [Push Authorization To Billing System](https://genhealth.ai/docs/workflows/integrations/authorizations/authorization_push_to_billing_system.md)

- Handler: `authorization_push_to_billing_system`

- External effect: `write`
- Inputs: `document_id`, `auth_type`, `insurance_policy_id`, `eligibility`, `patient_exists`, `niko_patient_id`, `create_review_task`
- Outputs: `success`, `pushed`, `status`, `url`, `external_id`, `error`

Perform Push Authorization To Billing System through Authorizations.

## [Availity](https://genhealth.ai/docs/workflows/integrations/availity.md)

3 actions. Connection types: availity.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/availity/availity_check_eligibility.md)

- Handler: `availity_check_eligibility`
- Connection type: `availity`
- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `password_expiration_slack_channel`, `payer_id`, `payer_name`, `member_id`, `patient_first_name`, `patient_middle_name`, `patient_last_name`, `patient_birth_date`, `patient_state`, `as_of_date`, `group_number`, `provider_npi`, `provider_last_name`, `provider_tax_id`, `customer_id`, `service_types`, `service_type_mode`, `procedure_codes`, `subscriber_relationship`, `patient_search_option`, `provider_type`, `place_of_service`, `extra_form_fields`, `field_label_overrides`, `insurance_policy_id`, `source_document_id`, `use_org_mapping`, `include_linked_coverage_response_messages`, `opaque_output`
- Outputs: `success`, `skipped`, `coverage_id`, `status_code`, `status`, `has_active_coverage`, `has_coverage_determination`, `requested_procedure_codes`, `submitted_procedure_codes`, `procedure_code_support`, `procedure_code_support_detail`, `subscriber`, `patient`, `payer`, `requesting_provider`, `plans`, `raw_response`, `customer_message`, `payer_rejection_reason`, `payer_rejection_category`, `is_coverage_data_issue`, `error`, `error_message`

Perform Check Eligibility through Availity.

### [Generate Eligibility Report](https://genhealth.ai/docs/workflows/integrations/availity/availity_generate_eligibility_report.md)

- Handler: `availity_generate_eligibility_report`
- Connection type: `availity`
- External effect: `write`
- Inputs: `coverage_id`, `coverage_response`, `response_label`, `additional_coverage_ids`, `additional_coverage_responses`, `customer_id`, `use_org_mapping`, `include_linked_coverage_response_messages`, `procedure_codes`, `submitted_procedure_codes`, `procedure_code_support`, `procedure_code_support_detail`, `include_branding`, `output_path`, `persistence_target`, `source_document_id`, `insurance_policy_id`, `standalone_document_title`, `show_generated_document_in_inbox`, `patient_id`, `related_document_ids`, `service_types`
- Outputs: `success`, `persistence_target`, `insurance_policy_id`, `document_id`, `pdf_path`, `s3_path`, `attachment_paths`, `filename`, `content_type`, `coverage_id`, `related_document_ids`, `patient_id`, `error`

Perform Generate Eligibility Report through Availity.

### [Summarize Eligibility Response](https://genhealth.ai/docs/workflows/integrations/availity/availity_summarize_eligibility_response.md)

- Handler: `availity_summarize_eligibility_response`

- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `coverage_response`, `service_types`
- Outputs: `success`, `coverage_summary`, `payer`, `plan`, `selected_benefit`, `benefit_summary`, `vob_fields`, `error`

Perform Summarize Eligibility Response through Availity.

## [BCBS](https://genhealth.ai/docs/workflows/integrations/bcbs.md)

1 action. Connection types: None required.

### [Look Up BCBS Prefix](https://genhealth.ai/docs/workflows/integrations/bcbs/bcbs_lookup_prefix.md)

- Handler: `bcbs_lookup_prefix`

- External effect: `write`
- Inputs: `prefix`
- Outputs: `success`, `status`, `prefix`, `state`, `company`, `source_url`, `source_sha256`, `retrieved_at`, `manual_review`, `error`

Perform Look Up BCBS Prefix through BCBS.

## [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

29 actions. Connection types: bonafide.

### [Add Doctor](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_physician.md)

- Handler: `bonafide_add_physician`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `npi`, `last_name`, `first_name`, `middle_name`, `suffix`, `specialization`, `taxonomy`, `degree`, `email`, `cell_phone`, `group_name`, `pecos`, `display_alert`
- Outputs: `success`, `physician_id`, `message`, `error`, `error_message`

Perform Add Doctor through Bonafide.

### [Add Doctor Address](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_physician_address.md)

- Handler: `bonafide_add_physician_address`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `physician_id`, `location`, `address1`, `address2`, `zipcode`, `city`, `state`, `phone`, `ext`, `fax`, `is_contact`, `contact_methods`
- Outputs: `success`, `physician_id`, `message`, `error`, `error_message`, `selected_city`, `selected_zipcode`, `selected_county`, `candidate_count`

Perform Add Doctor Address through Bonafide.

### [Add Task Tag](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_task_tag.md)

- Handler: `bonafide_add_task_tag`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`, `tag_name`
- Outputs: `success`, `task_id`, `tag_id`, `tag_name`, `message`, `error_message`, `error`

Perform Add Task Tag through Bonafide.

### [Close Task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_close_task.md)

- Handler: `bonafide_close_task`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`
- Outputs: `success`, `task_id`, `message`, `error_message`, `error`

Perform Close Task through Bonafide.

### [Create Patient Notes](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_patient_notes.md)

- Handler: `bonafide_create_patient_notes`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `notes`
- Outputs: `success`, `customer_id`, `notes_created`, `notes_failed`, `message`, `error_message`

Perform Create Patient Notes through Bonafide.

### [Create Task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task.md)

- Handler: `bonafide_create_task`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `name`, `detail`, `due_date`, `severity`, `reference_type`, `reference_no`, `category_id`, `category_name`, `outcome_id`, `outcome_name`, `ops_description`, `employee_ids`, `email_targets`
- Outputs: `success`, `task_id`, `message`, `error_message`, `error`

Perform Create Task through Bonafide.

### [Create Task Category](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task_category.md)

- Handler: `bonafide_create_task_category`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `category_name`
- Outputs: `success`, `category_id`, `category_name`, `created`, `message`, `error_message`, `error`

Perform Create Task Category through Bonafide.

### [Create Task Outcome](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task_outcome.md)

- Handler: `bonafide_create_task_outcome`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `outcome_name`
- Outputs: `success`, `outcome_id`, `outcome_name`, `created`, `message`, `error_message`, `error`

Perform Create Task Outcome through Bonafide.

### [Delete Task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_delete_task.md)

- Handler: `bonafide_delete_task`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`
- Outputs: `success`, `task_id`, `message`, `error_message`, `error`

Perform Delete Task through Bonafide.

### [Get Inventory Item](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_inventory_item.md)

- Handler: `bonafide_get_inventory_item`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `sku`, `office`
- Outputs: `success`, `item`, `message`, `error`, `error_message`

Perform Get Inventory Item through Bonafide.

### [Get Patient Insurance](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_insurance.md)

- Handler: `bonafide_get_patient_insurance`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `customer_id`
- Outputs: `success`, `customer_id`, `carrier_name`, `carrier_no`, `member_id`, `group_id`, `group_name`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `patient_relationship`, `mbi`, `secondary_carrier_name`, `tertiary_carrier_name`, `message`, `error_message`

Perform Get Patient Insurance through Bonafide.

### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_notes.md)

- Handler: `bonafide_get_patient_notes`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `customer_id`
- Outputs: `success`, `customer_id`, `notes`, `total_count`, `message`, `error_message`, `error`

Perform Get Patient Notes through Bonafide.

### [Get Patient Physicians](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_physicians.md)

- Handler: `bonafide_get_patient_physicians`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `customer_id`
- Outputs: `success`, `physicians`, `total_count`, `message`, `error`, `error_message`

Perform Get Patient Physicians through Bonafide.

### [Get Staff + Role IDs](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_staff_ids.md)

- Handler: `bonafide_get_staff_ids`
- Connection type: `bonafide`
- External effect: `read`

- Outputs: `success`, `staff`, `roles`, `total_count`, `message`, `error_message`, `error`

Perform Get Staff + Role IDs through Bonafide.

### [Get Task Categories & Outcomes](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_task_form_metadata.md)

- Handler: `bonafide_get_task_form_metadata`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `task_id`
- Outputs: `success`, `categories`, `outcomes`, `message`, `error_message`, `error`

Perform Get Task Categories & Outcomes through Bonafide.

### [Get Task Detail](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_task.md)

- Handler: `bonafide_get_task`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `task_id`
- Outputs: `success`, `task_id`, `name`, `description`, `category_id`, `category_name`, `outcome_id`, `outcome_name`, `reference_type`, `reference_no`, `severity`, `severity_label`, `due_date`, `assigned_employee_ids`, `collaborators`, `conversations`, `tags`, `message`, `error_message`, `error`

Perform Get Task Detail through Bonafide.

### [Get Tasks](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_tasks.md)

- Handler: `bonafide_get_tasks`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `employee_ids`, `closing_status`, `category_id`, `outcome_id`
- Outputs: `success`, `tasks`, `total_count`, `employee_ids`, `message`, `error_message`, `error`

Perform Get Tasks through Bonafide.

### [List Source of Business Options](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_list_source_of_businesses.md)

- Handler: `bonafide_list_source_of_businesses`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `query`, `source_type`
- Outputs: `success`, `options`, `total_count`, `message`, `error`, `error_message`

Perform List Source of Business Options through Bonafide.

### [Post Task Conversation](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_post_task_conversation.md)

- Handler: `bonafide_post_task_conversation`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`, `detail`, `status`, `email_targets`, `last_conversation_id`
- Outputs: `success`, `task_id`, `status`, `message`, `error_message`, `error`

Perform Post Task Conversation through Bonafide.

### [Search Inventory by HCPCS](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_inventory_by_hcpcs.md)

- Handler: `bonafide_search_inventory_by_hcpcs`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `hcpcs`, `office`
- Outputs: `success`, `items`, `total_count`, `message`, `error`, `error_message`

Perform Search Inventory by HCPCS through Bonafide.

### [Search Patients](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_patients.md)

- Handler: `bonafide_search_patients`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `date_of_birth`
- Outputs: `success`, `patient_found`, `single_match`, `match_count`, `external_id`, `customer_type`, `url`, `matches`, `matched_by`, `ambiguous`, `identity_verified`, `review_required`, `message`, `error`, `error_message`

Perform Search Patients through Bonafide.

### [Search Physicians](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_physicians.md)

- Handler: `bonafide_search_physicians`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `last_name`, `first_name`, `npi`
- Outputs: `success`, `physicians`, `total_count`, `message`, `error`, `error_message`

Perform Search Physicians through Bonafide.

### [Set Patient Sales Rep](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_set_patient_sales_rep.md)

- Handler: `bonafide_set_patient_sales_rep`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `sales_rep_id`
- Outputs: `success`, `customer_id`, `sales_rep_id`, `previous_sales_rep_id`, `message`, `error`, `error_message`

Perform Set Patient Sales Rep through Bonafide.

### [Update Patient Billing Info](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_billing_info.md)

- Handler: `bonafide_update_patient_billing_info`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `same_as_primary_guarantor`, `sales_rep_id`
- Outputs: `success`, `customer_id`, `sales_rep_id`, `previous_sales_rep_id`, `same_as_primary_guarantor`, `fields_updated`, `message`, `error`, `error_message`

Perform Update Patient Billing Info through Bonafide.

### [Update Patient Demographics](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_demographics.md)

- Handler: `bonafide_update_patient_demographics`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `update_ship_to_info_for_all_orders`, `overwrite_existing`, `first_name`, `last_name`, `date_of_birth`, `gender`, `address`, `address_2`, `city`, `state`, `zip_code`, `phone`, `ssn`
- Outputs: `success`, `customer_id`, `fields_updated`, `fields_skipped`, `ship_to_propagation_requested`, `message`, `error`, `error_message`

Perform Update Patient Demographics through Bonafide.

### [Update Patient Insurance](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_insurance.md)

- Handler: `bonafide_update_patient_insurance`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `same_as_patient`, `populate_address_from_patient`, `overwrite_existing`, `overwrite_coverage`, `customer_id`, `carrier_name`, `member_no`, `group_no`, `group_name`, `subscriber_first_name`, `subscriber_last_name`, `subscriber_dob`, `subscriber_gender`, `subscriber_address`, `subscriber_address_2`, `subscriber_city`, `subscriber_state`, `subscriber_zip`, `subscriber_phone`, `subscriber_relationship`, `patient_responsibility_pct`, `remaining_deductible`, `insurance_pays_pct`, `remaining_out_of_pocket`, `insurance_type`
- Outputs: `success`, `customer_id`, `fields_updated`, `message`, `error`, `error_message`

Perform Update Patient Insurance through Bonafide.

### [Update Patient's Default Claim Physician](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_link_physician_to_patient.md)

- Handler: `bonafide_link_physician_to_patient`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `physician_id`
- Outputs: `success`, `customer_id`, `physician_id`, `previous_physician_id`, `message`, `error`, `error_message`

Perform Update Patient's Default Claim Physician through Bonafide.

### [Update Source of Business](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_source_of_business.md)

- Handler: `bonafide_update_source_of_business`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `source_of_business_id`
- Outputs: `success`, `customer_id`, `source_of_business_id`, `source_of_business_label`, `message`, `error`, `error_message`

Perform Update Source of Business through Bonafide.

### [Update Task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_task.md)

- Handler: `bonafide_update_task`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`, `name`, `detail`, `due_date`, `severity`, `reference_type`, `reference_no`, `category_id`, `category_name`, `outcome_id`, `outcome_name`, `ops_description`, `employee_ids`, `email_targets`
- Outputs: `success`, `task_id`, `message`, `error_message`, `error`

Perform Update Task through Bonafide.

## [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

140 actions. Connection types: brightree.

### [Add Insurance Policy](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_insurance_policy.md)

- Handler: `brightree_add_insurance_policy`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `carrier_id`, `payor_level`, `subscriber_first_name`, `subscriber_last_name`, `subscriber_state`, `start_date`
- Outputs: `success`, `policy_key`, `message`, `error`

Perform Add Insurance Policy through Brightree.

### [Add Sales Order Diagnosis Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_sales_order_diagnosis_batches.md)

- Handler: `brightree_add_sales_order_diagnosis_batches`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `diagnosis_batches`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Add Sales Order Diagnosis Batches through Brightree.

### [Adjust Item Quantity](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_adjust_item_quantity.md)

- Handler: `brightree_adjust_item_quantity`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `proc_code`, `quantity`, `billing_quantity`, `dry_run`

Perform Adjust Item Quantity through Brightree.

### [Append Order Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_order_note.md)

- Handler: `brightree_append_order_note`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `note_text`, `condition_value`, `condition_expected_value`, `guard_value`, `guard_expected_value`, `guard_label`, `skip_if_present_text`, `order_lease`, `dry_run`
- Outputs: `success`, `status`, `attempted`, `updated`, `already_present`, `sales_order_key`, `note_text`, `reason`, `message`, `order_lease`, `error`

Perform Append Order Note through Brightree.

### [Append Patient Custom Field Value](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_patient_custom_field_value.md)

- Handler: `brightree_append_patient_custom_field_value`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `field_label`, `value`, `delimiter`
- Outputs: `success`, `message`, `updated_fields`, `field_label`, `value`, `error`

Perform Append Patient Custom Field Value through Brightree.

### [Apply Fax Demographics](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_fax_demographics.md)

- Handler: `brightree_apply_fax_demographics`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `include_insurance`
- Outputs: `success`, `document_id`, `address_updated`, `error`

Perform Apply Fax Demographics through Brightree.

### [Apply Invoice Payment](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_invoice_payment.md)

- Handler: `brightree_apply_invoice_payment`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `deposit_key`, `receipt_key`, `invoice_key`, `amount`, `proc_line_index`, `payment_type`, `reason`, `note`, `expected_balance`, `dry_run`
- Outputs: `success`, `dry_run`, `invoice_key`, `invoice_number`, `payments_applied`, `observed_balance`, `gate_passed`, `message`, `error`

Perform Apply Invoice Payment through Brightree.

### [Assign Fax to User](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_assign_fax_to_user.md)

- Handler: `brightree_assign_fax_to_user`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `fax_key`, `user_name`, `user_key`, `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices`
- Outputs: `success`, `fax_key`, `error`

Perform Assign Fax to User through Brightree.

### [Backfill Order Cost Evidence](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_backfill_order_cost_evidence.md)

- Handler: `brightree_backfill_order_cost_evidence`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `date_from`, `date_to`, `max_orders`, `reobserve_nonvalid_after_days`, `continue_on_error`
- Outputs: `success`, `date_from`, `date_to`, `window_exhausted`, `days_completed`, `orders_seen`, `orders_processed`, `orders_skipped_observed`, `inserted`, `updated`, `valid_costs`, `missing_costs`, `invalid_costs`, `nonpositive_costs`, `order_errors`, `error`

Perform Backfill Order Cost Evidence through Brightree.

### [Calculate Resupply Dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_calculate_resupply_dates.md)

- Handler: `brightree_calculate_resupply_dates`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `carrier_name`, `task_date_needed`, `scheduled_date`, `source_so_key`
- Outputs: `new_so_actual_date`, `source_so_key`, `new_so_scheduled_date`, `next_task_date_needed`

Perform Calculate Resupply Dates through Brightree.

### [Cancel Sales Order POD](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_cancel_sales_order_pod.md)

- Handler: `brightree_cancel_sales_order_pod`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `sales_order_key`, `dry_run`
- Outputs: `success`, `cancelled`, `already_cancelled`, `dry_run`, `sales_order_key`, `previous_status`, `current_status`, `message`, `error`, `error_message`

Perform Cancel Sales Order POD through Brightree.

### [Cancel Sales Order POD Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_cancel_sales_order_pod_batches.md)

- Handler: `brightree_cancel_sales_order_pod_batches`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `cancel_pod_requests`, `dry_run`
- Outputs: `success`, `results`, `cancelled_count`, `failed_count`, `dry_run`, `error_message`

Perform Cancel Sales Order POD Batches through Brightree.

### [Check Autoship](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_autoship.md)

- Handler: `brightree_check_autoship`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `patient_note_key`
- Outputs: `is_autoship`

Perform Check Autoship through Brightree.

### [Check CMN](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn.md)

- Handler: `brightree_check_cmn`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`
- Outputs: `has_active`

Perform Check CMN through Brightree.

### [Check CMN Active](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn_active.md)

- Handler: `brightree_check_cmn_active`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `items_records`
- Outputs: `is_valid`, `reason`

Perform Check CMN Active through Brightree.

### [Check Coverage Verified](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_coverage_verified.md)

- Handler: `brightree_check_coverage_verified`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `verification`
- Outputs: `is_verified`, `reason`

Perform Check Coverage Verified through Brightree.

### [Check Delivery Proof](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_delivery_proof.md)

- Handler: `brightree_check_delivery_proof`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `documents`, `delivery_proof_document_types`
- Outputs: `has_match`, `reason`

Perform Check Delivery Proof through Brightree.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_eligibility.md)

- Handler: `brightree_check_eligibility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `patient_note_key`, `check_secondary`

Perform Check Eligibility through Brightree.

### [Check Patient Exists](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_patient_exists.md)

- Handler: `brightree_check_patient_exists`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `force`
- Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `exists`, `ready_for_patient_create`, `external_id`, `patient_key`, `patient_url`, `status`, `error_message`

Perform Check Patient Exists through Brightree.

### [Check Sales Order Diagnosis Absence Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_diagnosis_absence_batches.md)

- Handler: `brightree_check_sales_order_diagnosis_absence_batches`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `guard_batches`
- Outputs: `success`, `results`, `verified_count`, `failed_count`, `error_message`

Perform Check Sales Order Diagnosis Absence Batches through Brightree.

### [Check Sales Order Messages](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_messages.md)

- Handler: `brightree_check_sales_order_messages`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `ignored_message_codes`
- Outputs: `has_blocking_messages`, `reason`

Perform Check Sales Order Messages through Brightree.

### [Check Unresolved Messages](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_unresolved_messages.md)

- Handler: `brightree_check_unresolved_messages`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `messages`
- Outputs: `has_unresolved`, `reason`

Perform Check Unresolved Messages through Brightree.

### [Claim Template Schedule Audit Slice](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_claim_template_schedule_audit_slice.md)

- Handler: `brightree_claim_template_schedule_audit_slice`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `workflow_route`, `interval_days`, `slice_size`, `lease_minutes`, `max_candidates`
- Outputs: `success`, `due`, `cycle_id`, `cycle_status`, `items`, `count`, `total_item_count`, `message`, `error`

Perform Claim Template Schedule Audit Slice through Brightree.

### [Clear Patient Inactivation Reason](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_clear_patient_inactivation_reason.md)

- Handler: `brightree_clear_patient_inactivation_reason`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `skip`, `skip_if_missing`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Clear Patient Inactivation Reason through Brightree.

### [Complete Template Schedule Audit Item](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_complete_template_schedule_audit_item.md)

- Handler: `brightree_complete_template_schedule_audit_item`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `cycle_id`, `item_id`, `claim_token`, `audit_result`
- Outputs: `success`, `cycle_id`, `item_id`, `status`, `message`, `error`

Perform Complete Template Schedule Audit Item through Brightree.

### [Confirm Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_confirm_sales_order.md)

- Handler: `brightree_confirm_sales_order`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `sales_order_key`, `dry_run`
- Outputs: `confirmed`, `error`

Perform Confirm Sales Order through Brightree.

### [Copy Billing Address to Insured](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_billing_address_to_insured.md)

- Handler: `brightree_copy_billing_address_to_insured`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`
- Outputs: `success`, `message`, `error`

Perform Copy Billing Address to Insured through Brightree.

### [Copy Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_sales_order.md)

- Handler: `brightree_copy_sales_order`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `source_so_key`, `scheduled_date`, `actual_date`, `wip_state`, `classification`, `dry_run`
- Outputs: `new_so_key`

Perform Copy Sales Order through Brightree.

### [Create Doctor from NPI Registry](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_doctor_from_npi_registry.md)

- Handler: `brightree_create_doctor_from_npi_registry`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `npi`
- Outputs: `success`, `message`, `doctor_key`, `doctor_name`, `created`, `pecos_verified`, `error`, `error_message`

Perform Create Doctor from NPI Registry through Brightree.

### [Create Drop Ship PO](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_drop_ship_po.md)

- Handler: `brightree_create_drop_ship_po`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `sales_order_key`, `vendor`, `priority`, `ship_method`, `signature_required`, `submit_po`, `verification_max_wait_seconds`, `verification_poll_interval_seconds`, `workflow_outcome_mode`
- Outputs: `success`, `manual_review_required`, `outcome_category`, `message`, `purchase_requests`, `items_not_on_pr_count`, `url`, `failure_reason`, `failure_detail`, `error`, `error_message`

Perform Create Drop Ship PO through Brightree.

### [Create Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_facility.md)

- Handler: `brightree_create_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `name`, `address_1`, `address_2`, `city`, `state`, `postal_code`, `phone`, `fax`, `facility_group_value`, `marketing_rep_text`, `marketing_rep_value`, `country_value`
- Outputs: `success`, `message`, `facility`, `facility_key`, `error`

Perform Create Facility through Brightree.

### [Create or Reuse Fax Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_or_reuse_fax_sales_order.md)

- Handler: `brightree_create_or_reuse_fax_sales_order`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `document_id`, `lookback_days`, `dry_run`
- Outputs: `success`, `patient_key`, `document_id`, `dry_run`, `saved`, `sales_order_key`, `reused`, `message`, `error`, `outcome`, `manual_review_required`, `dedupe_decision`, `document_url`, `matched_document_url`, `sales_order_url`, `candidate_links`

Perform Create or Reuse Fax Sales Order through Brightree.

### [Create Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient.md)

- Handler: `brightree_create_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `date_of_birth`

Perform Create Patient through Brightree.

### [Create Patient Address](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_address.md)

- Handler: `brightree_create_patient_address`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `address_line_1`, `address_line_2`, `city`, `state`, `zip_code`
- Outputs: `success`, `message`, `error`

Perform Create Patient Address through Brightree.

### [Create Patient From Document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_from_document.md)

- Handler: `brightree_create_patient_from_document`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `patient_key`, `external_id`, `created`, `message`, `error_message`

Perform Create Patient From Document through Brightree.

### [Create Patient Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note.md)

- Handler: `brightree_create_patient_note`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `date_needed`, `assigned_to_name`, `dry_run`

Perform Create Patient Note through Brightree.

### [Create Patient Note (If Not Exists)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note_if_not_exists.md)

- Handler: `brightree_create_patient_note_if_not_exists`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `date_needed`, `assigned_to_name`, `condition_field`, `skip_if_match`, `description_prepend_if_exists`, `description_append_if_exists`, `skip_if_match_fields`, `skip_if_entry_present`, `dry_run`

Perform Create Patient Note (If Not Exists) through Brightree.

### [Create Sales Order for Document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_sales_order_for_document.md)

- Handler: `brightree_create_sales_order_for_document`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `document_id`, `dry_run`
- Outputs: `success`, `patient_key`, `document_id`, `dry_run`, `saved`, `sales_order_key`, `reused`, `message`, `error`

Perform Create Sales Order for Document through Brightree.

### [Dispatch Sales Order Templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_dispatch_sales_order_templates.md)

- Handler: `brightree_dispatch_sales_order_templates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `classification`, `confirm_date_after`, `confirm_date_lookback_days`, `report_limit`, `runs_per_order`, `target_queue_depth`, `max_dispatch_per_run`, `use_local_agent`, `http_only`
- Outputs: `success`, `job_id`, `orders_dispatched`, `order_keys`, `queue_depth_before`, `queue_headroom`, `target_queue_depth`, `message`, `error`

Perform Dispatch Sales Order Templates through Brightree.

### [Download Fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_download_fax.md)

- Handler: `brightree_download_fax`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `preserve_duplicate_content`, `fax_key`, `assign_owner_name`, `assign_owner_key`, `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices`
- Outputs: `success`, `document_id`, `fax_key`, `filename`, `display_status`, `skipped`, `resumed`, `should_process`, `error`

Perform Download Fax through Brightree.

### [Edit Coverage Verified](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_coverage_verified.md)

- Handler: `brightree_edit_coverage_verified`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `checked`, `expected_current_wip_state`, `expected_current_classification`, `dry_run`
- Outputs: `success`, `dry_run`, `checked`, `was_already_checked`, `sales_order_key`, `message`, `error`

Perform Edit Coverage Verified through Brightree.

### [Edit Delivery Dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_delivery_dates.md)

- Handler: `brightree_edit_delivery_dates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `scheduled_date`, `actual_date`

Perform Edit Delivery Dates through Brightree.

### [Edit Patient Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_patient_insurance_policy_batches.md)

- Handler: `brightree_edit_patient_insurance_policy_batches`

- External effect: `write`
- Inputs: `policy_edit_batches`, `stop_on_failure`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Edit Patient Insurance Policy Batches through Brightree.

### [Edit WIP State](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_wip_state.md)

- Handler: `brightree_edit_wip_state`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `target_wip_state`, `dry_run`

Perform Edit WIP State through Brightree.

### [Enqueue Sales Order Template Processing](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_enqueue_sales_order_template_processing.md)

- Handler: `brightree_enqueue_sales_order_template_processing`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `account_key`, `runs`, `use_local_agent`, `http_only`
- Outputs: `success`, `orders_dispatched`, `order_keys`, `message`, `error`

Perform Enqueue Sales Order Template Processing through Brightree.

### [Ensure Brightree Session](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_session.md)

- Handler: `brightree_ensure_session`
- Connection type: `brightree`
- External effect: `write`

- Outputs: `available`, `status`, `reason`, `announcement_decision`, `announcement_ids`, `matched_pattern_ids`, `announcement_capture_status`, `announcement_source_state_id`, `announcement_page_hash`, `announcement_warning_alert_sent`

Perform Ensure Brightree Session through Brightree.

### [Ensure Sales Order Status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_sales_order_status.md)

- Handler: `brightree_ensure_sales_order_status`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `current_status`, `target_status`, `dry_run`

Perform Ensure Sales Order Status through Brightree.

### [Fetch Sales Order Documents](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_documents.md)

- Handler: `brightree_fetch_sales_order_documents`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `document_types`, `document_types_expression`, `patient_id`
- Outputs: `success`, `document_ids`, `documents`, `missing_types`, `errors`, `error`

Perform Fetch Sales Order Documents through Brightree.

### [Fetch Sales Order Void Reasons](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_void_reasons.md)

- Handler: `brightree_fetch_sales_order_void_reasons`

- External effect: `write`

- Outputs: `success`, `reasons`, `reason_count`, `raw_reasons`, `error`, `error_message`

Perform Fetch Sales Order Void Reasons through Brightree.

### [Finalize Template Schedule Audit Cycle](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_finalize_template_schedule_audit_cycle.md)

- Handler: `brightree_finalize_template_schedule_audit_cycle`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `cycle_id`, `max_candidates`
- Outputs: `success`, `cycle_id`, `completed`, `should_send_summary`, `cycle_status`, `total_item_count`, `correct_count`, `corrected_count`, `deferred_count`, `manual_review_count`, `failed_count`, `message`, `error`

Perform Finalize Template Schedule Audit Cycle through Brightree.

### [Find or Create Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_facility.md)

- Handler: `brightree_ensure_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `facility_name`, `address_1`, `city`, `state`, `postal_code`, `match_address_1`, `match_city`, `match_state`, `match_postal_code`, `match_address_source`, `phone`, `fax`, `create_if_missing`, `require_address`
- Outputs: `success`, `message`, `facility`, `facility_text`, `facility_value`, `facility_key`, `created`, `found`, `skipped`, `action_required`, `action_required_message`, `selection_reason`, `missing_fields`, `error`

Perform Find or Create Facility through Brightree.

### [Get Deposit Balance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_deposit_balance.md)

- Handler: `brightree_get_deposit_balance`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`
- Outputs: `deposit_key`, `balance`, `is_balanced`, `reference`, `description`, `brightree_url`, `error`

Perform Get Deposit Balance through Brightree.

### [Get Documents from Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_patient_documents.md)

- Handler: `brightree_fetch_patient_documents`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `document_types`, `document_types_expression`, `max_documents`, `patient_id`
- Outputs: `success`, `document_ids`, `documents`, `missing_types`, `available_types`, `errors`, `error`

Perform Get Documents from Patient through Brightree.

### [Get Latest Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_latest_sales_order.md)

- Handler: `brightree_get_latest_sales_order`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `status`, `created_date_from`, `created_date_to`, `read_detail`
- Outputs: `sales_order_key`, `scheduled_date`, `found`, `error`

Perform Get Latest Sales Order through Brightree.

### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_patient_notes.md)

- Handler: `brightree_get_patient_notes`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `note_types`, `status`
- Outputs: `notes_by_type`, `notes`

Perform Get Patient Notes through Brightree.

### [Get Template Dispatch Batch Status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_template_dispatch_batch_status.md)

- Handler: `brightree_get_template_dispatch_batch_status`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `job_id`
- Outputs: `success`, `job_id`, `dispatcher_status`, `dispatcher_finished`, `total_orders`, `settled`, `completed`, `failed`, `skipped`, `in_flight`, `not_started`, `is_complete`, `completed_order_keys`, `failed_order_keys`, `skipped_order_keys`, `in_flight_order_keys`, `not_started_order_keys`, `message`, `error`

Perform Get Template Dispatch Batch Status through Brightree.

### [Historical Margin Summary](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_summary.md)

- Handler: `brightree_historical_margin_summary`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `date_from`, `date_to`, `min_claim_age_days`, `min_group_orders`, `top_n`
- Outputs: `success`, `date_from`, `date_to`, `line_count`, `paid_line_count`, `unpaid_line_count`, `revenue`, `cost`, `gp_dollars`, `gp_pct`, `negative_pct`, `below_15_pct`, `below_30_pct`, `by_payer`, `by_hcpcs`, `sku_opportunities`, `error`

Perform Historical Margin Summary through Brightree.

### [Identify Vendor](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_identify_vendor.md)

- Handler: `brightree_identify_vendor`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `new_so_key`, `patient_key`, `patient_note_key`
- Outputs: `reason`, `status`, `has_vendor`, `vendor_name`

Perform Identify Vendor through Brightree.

### [List CMN Recertification Candidates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_cmn_recertification_candidates.md)

- Handler: `brightree_list_cmn_recertification_candidates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `branch_name`, `as_of_date`, `window_days`, `exclude_faxed_this_cycle`, `maximum_faxes_per_run`, `maximum_candidates`
- Outputs: `success`, `report_id`, `as_of_date`, `window_end_date`, `window_days`, `export_row_count`, `scoped_row_count`, `candidate_count`, `distinct_patient_count`, `distinct_provider_count`, `multi_cmn_patient_count`, `maximum_cmns_per_patient`, `zero_to_seven_day_count`, `eight_to_thirty_day_count`, `thirty_one_plus_day_count`, `missing_expiration_count`, `malformed_expiration_count`, `expired_count`, `beyond_window_count`, `invalid_identity_count`, `missing_ordering_doctor_count`, `branch_mismatch_count`, `inactive_status_count`, `placeholder_count`, `duplicate_cycle_count`, `report_missing_provider_fax_count`, `fax_history_count`, `faxed_this_cycle_count`, `failed_delivery_count`, `data_quality_exception_count`, `excluded_row_count`, `candidates`, `batch`, `batch_count`, `eligible_count`, `held_no_provider_fax`, `held_already_faxed`, `maximum_faxes_per_run`, `failed_delivery_cmns`, `retryable`, `manual_review_required`, `report_job_id`, `report_job_resume_state`, `error`

Perform List CMN Recertification Candidates through Brightree.

### [List Deposit Receipts](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_deposit_receipts.md)

- Handler: `brightree_list_deposit_receipts`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`
- Outputs: `deposit_key`, `receipts`, `count`, `error`

Perform List Deposit Receipts through Brightree.

### [List Inbound Faxes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_inbound_faxes.md)

- Handler: `brightree_list_inbound_faxes`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices`, `exclude_nonempty_report_type`, `max_pages`, `max_items`
- Outputs: `faxes`, `count`, `total_items`, `total_pages`, `has_more`, `message`

Perform List Inbound Faxes through Brightree.

### [Log CMN](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_log_cmn.md)

- Handler: `brightree_log_cmn`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `cmn_key`, `cmn_form_key`
- Outputs: `success`, `logged`, `noop`, `cmn_key`, `cmn_form_key`, `previous_status`, `actual_status`, `message`, `error`

Perform Log CMN through Brightree.

### [Margin Gate (expected margin)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_margin_gate.md)

- Handler: `brightree_margin_gate`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `dry_run`, `margin_threshold_percent`, `destination_wip_state`, `scan_wip_states`, `max_orders`, `days_back`, `reevaluate_after_days`, `continue_on_error`
- Outputs: `success`, `dry_run`, `orders_scanned`, `orders_evaluated`, `flagged`, `wip_moved`, `skipped_unpriced`, `skipped_no_estimates`, `skipped_partial_estimates`, `skipped_already_flagged`, `skipped_recently_evaluated`, `skipped_wrong_wip`, `skipped_wip_unreadable`, `order_errors`, `error`

Perform Margin Gate (expected margin) through Brightree.

### [Margin Gate (historical evidence)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_gate.md)

- Handler: `brightree_historical_margin_gate`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `dry_run`, `margin_threshold_percent`, `min_reimbursement_ratio`, `destination_wip_state`, `scan_wip_states`, `max_orders`, `days_back`, `reevaluate_after_days`, `candidate_lookback_days`, `continue_on_error`
- Outputs: `success`, `dry_run`, `orders_scanned`, `orders_matched`, `flagged`, `wip_moved`, `would_move`, `unverified`, `skipped_out_of_band`, `skipped_already_flagged`, `skipped_recently_evaluated`, `order_errors`, `unverified_reasons`, `error`

Perform Margin Gate (historical evidence) through Brightree.

### [Margin Scorecard (persist + render)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_margin_scorecard.md)

- Handler: `brightree_margin_scorecard`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `org_label`, `period_days`, `date_from`, `date_to`, `min_claim_age_days`, `min_group_orders`, `top_n`, `persist_snapshot`
- Outputs: `success`, `period_start`, `period_end`, `line_count`, `paid_line_count`, `unpaid_line_count`, `revenue`, `cost`, `gp_dollars`, `gp_pct`, `has_prior_period`, `prior_gp_pct`, `gp_pct_change`, `comparable_to_prior`, `snapshot_id`, `snapshot_persisted`, `html_body`, `subject`, `error`

Perform Margin Scorecard (persist + render) through Brightree.

### [Mark Template Schedule Audit Summary Sent](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_mark_template_schedule_audit_summary_sent.md)

- Handler: `brightree_mark_template_schedule_audit_summary_sent`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `cycle_id`
- Outputs: `success`, `cycle_id`, `completed`, `should_send_summary`, `cycle_status`, `message`, `error`

Perform Mark Template Schedule Audit Summary Sent through Brightree.

### [Post Deposit](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_post_deposit.md)

- Handler: `brightree_post_deposit`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `deposit_key`, `funds_confirmed`, `dry_run`
- Outputs: `success`, `dry_run`, `deposit_key`, `message`, `posted`, `balance`, `is_balanced`, `was_already_posted`, `failure_category`, `brightree_url`, `error`

Perform Post Deposit through Brightree.

### [Prepare CMN Recertification Dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_prepare_cmn_recertification.md)

- Handler: `brightree_prepare_cmn_recertification`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `run_date`, `cmn_key`, `cmn_form_key`, `patient_key`, `ordering_doctor_key`, `source_expiration_date`, `report_provider_fax_present`, `dry_run`
- Outputs: `success`, `dry_run`, `prepared`, `noop`, `manual_review_required`, `retryable`, `idempotency_reused`, `outreach_status`, `patient_disposition`, `outcome_category`, `cmn_key`, `renewal_cmn_key`, `cmn_form_key`, `patient_key`, `ordering_doctor_key`, `source_expiration_date`, `fax_cycle_expiration_date`, `length_of_need_months`, `proposed_recertification_date`, `proposed_expiration_date`, `mismatches`, `message`, `error`

Perform Prepare CMN Recertification Dates through Brightree.

### [Process Intake Chart](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_process_intake_chart.md)

- Handler: `brightree_process_intake_chart`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `demographics_document_id`, `progress_note_document_id`
- Outputs: `success`, `document_id`, `processed_demographics`, `processed_progress_note`, `message`, `error`

Perform Process Intake Chart through Brightree.

### [Process Sales Order Templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_process_sales_order_templates.md)

- Handler: `brightree_process_sales_order_templates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `account_key`, `runs`, `use_local_agent`, `http_only`, `job_id`, `insurance_name`, `patient_key`, `patient_note_key`
- Outputs: `success`, `sales_order_key`, `successful_runs`, `failed_runs`, `skipped_runs`, `outcome_category`, `outcome_reason`, `failure_stage`, `skip_reason`, `templates_created`, `needs_reconciliation`, `reconciliation_summary`, `order_profile`, `template_decision`, `manual_review_required`, `manual_review_attempted`, `manual_review_marked`, `manual_review_reason`, `manual_review_blocked`, `manual_review_block_reason`, `manually_resolved`, `manually_resolved_runs`, `attempt_failed_runs`, `error`

Perform Process Sales Order Templates through Brightree.

### [Push Diagnosis Codes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_diagnosis_codes_to_patient.md)

- Handler: `brightree_push_diagnosis_codes_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `diagnosis_codes`, `document_id`
- Outputs: `success`, `document_id`, `patient_key`, `pushed`, `icd10_added`, `icd9_added`, `icd10_duplicates`, `icd9_duplicates`, `icd10_failed`, `icd9_failed`, `icd10_no_slot`, `icd9_no_slot`, `message`, `error_message`

Perform Push Diagnosis Codes through Brightree.

### [Push Fax Clinical Data](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_fax_clinical_data.md)

- Handler: `brightree_push_fax_clinical_data`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `error`

Perform Push Fax Clinical Data through Brightree.

### [Read CMN Detail](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_detail.md)

- Handler: `brightree_read_cmn_detail`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `cmn_key`, `cmn_form_key`, `status_filter`, `occurrence`, `cmn_form_contains`
- Outputs: `success`, `branchable_error`, `error`, `patient_key`, `cmn_key`, `cmn_form_key`, `cmn_status`, `cmn_initial_date`, `cmn_recertification_date`, `cmn_length_of_need_months`, `cmn_expiration`, `cmn_signature_date`, `doctor_name`, `doctor_key`, `cmn_type`, `cmn_type_key`, `branch_name`, `branch_key`, `policy_key`, `policy_text`, `payer_name`, `payer_id`, `policy_level`, `policy_effective_date`, `records`, `count`, `total_records`, `filtered_records`, `selected_row`, `detail_url`, `billable_items`, `billable_proc_codes`, `billable_items_complete`

Perform Read CMN Detail through Brightree.

### [Read Deposit ERN Tab](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_deposit_ern.md)

- Handler: `brightree_read_deposit_ern`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`
- Outputs: `deposit_key`, `claims`, `count`, `provider`, `batch`, `brightree_url`, `error`

Perform Read Deposit ERN Tab through Brightree.

### [Read Invoice Payment Page](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_invoice_payment_page.md)

- Handler: `brightree_read_invoice_payment_page`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`, `receipt_key`, `invoice_key`
- Outputs: `invoice_key`, `invoice_number`, `patient_name`, `date_of_service`, `payer`, `total_balance`, `total_balance_amount`, `proc_lines`, `insurance_tiers`, `brightree_url`, `error`

Perform Read Invoice Payment Page through Brightree.

### [Read Latest CMN Fax Activity](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_fax_status.md)

- Handler: `brightree_read_cmn_fax_status`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `cmn_key`, `cmn_form_key`
- Outputs: `success`, `cmn_key`, `cmn_form_key`, `outcome`, `fax_status`, `fax_status_reason`, `fax_activity_date_time`, `fax_activity_count`, `observed_complete`, `observed_processing`, `observed_failed`, `correlated_to_attempt`, `manual_review_required`, `error`

Perform Read Latest CMN Fax Activity through Brightree.

### [Read Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_facility.md)

- Handler: `brightree_read_patient_facility`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`
- Outputs: `success`, `facility_found`, `facility`, `facility_name`, `facility_source`, `error`

Perform Read Patient Facility through Brightree.

### [Read Patient Insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_insurance.md)

- Handler: `brightree_read_patient_insurance`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `include_inactive`

Perform Read Patient Insurance through Brightree.

### [Read Patient Personal State](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_personal_state.md)

- Handler: `brightree_read_patient_personal_state`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`
- Outputs: `success`, `personal_state`, `branch_office`, `account_group`, `pos`, `error`

Perform Read Patient Personal State through Brightree.

### [Read Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_sales_order.md)

- Handler: `brightree_read_sales_order`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `sales_order_key`, `tabs`
- Outputs: `success`, `sales_order_key`, `patient_id`, `patient_key`, `patient_name`, `order_number`, `header`, `order`, `clinical`, `insurance`, `items`, `purchasing`, `schedule`, `pod`, `messages`, `custom_fields`, `forms`, `history`, `documents`, `url`, `patient_key_error`, `error`

Perform Read Sales Order through Brightree.

### [Read Task Detail](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_task_detail.md)

- Handler: `brightree_read_task_detail`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `patient_note_key`, `patient_note_type_key`
- Outputs: `patient`

Perform Read Task Detail through Brightree.

### [Reassign Tasks by Name](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reassign_tasks_by_name.md)

- Handler: `brightree_reassign_tasks_by_name`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `source_assigned_to_name`, `target_assigned_to_name`, `task_type`, `task_status`, `date_needed_from`, `date_needed_to`, `subject_contains`, `max_tasks`
- Outputs: `found`, `reassigned`

Perform Reassign Tasks by Name through Brightree.

### [Reconcile Fax Insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reconcile_fax_insurance.md)

- Handler: `brightree_reconcile_fax_insurance`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `primary_outcome`, `had_demographics`, `error`

Perform Reconcile Fax Insurance through Brightree.

### [Reconcile Template Schedule](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reconcile_template_schedule.md)

- Handler: `brightree_reconcile_template_schedule`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `template`, `account_key`, `max_attempts`, `retry_delay_seconds`
- Outputs: `success`, `outcome_category`, `audit_outcome`, `template_key`, `source_sales_order_key`, `previous_next_run_date`, `expected_next_run_date`, `actual_next_run_date`, `metadata_fields_corrected`, `schedule_corrected`, `item_quantities_verified`, `item_fields_corrected`, `template_item_detail_key`, `attempts`, `manual_review_required`, `broader_review_required`, `attention_note_present`, `template_created_by`, `manual_review_marked`, `reason`, `error`

Perform Reconcile Template Schedule through Brightree.

### [Refresh Historical Order Index](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_refresh_historical_order_index.md)

- Handler: `brightree_refresh_historical_order_index`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `days_back`, `skip_recent_days`, `date_from`, `date_to`, `max_orders`, `reobserve_unpaid_after_days`, `include_actual_financials`, `reprocess_paid`, `continue_on_error`
- Outputs: `success`, `date_from`, `date_to`, `window_exhausted`, `days_completed`, `orders_seen`, `orders_processed`, `orders_skipped_settled`, `orders_skipped_fresh`, `order_lines_seen`, `inserted`, `updated`, `orders_without_indexable_items`, `financial_estimates_unavailable`, `order_errors`, `error`

Perform Refresh Historical Order Index through Brightree.

### [Resolve Client Sheet Costs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_client_sheet_costs.md)

- Handler: `brightree_resolve_client_sheet_costs`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `max_rows`
- Outputs: `success`, `catalog_entries`, `rows_scanned`, `cost_written`, `matched_item`, `matched_hcpcs`, `no_catalog_match`, `quantity_unparsed`, `uncosted_remaining`, `error`

Perform Resolve Client Sheet Costs through Brightree.

### [Resolve CMN-Linked Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_cmn_linked_sales_order.md)

- Handler: `brightree_resolve_cmn_linked_sales_order`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `cmn_key`, `statuses`, `required_wip_state`, `require_actual_delivery`, `allow_multiple`, `max_candidates`
- Outputs: `success`, `patient_key`, `cmn_key`, `sales_order_key`, `status`, `created_date`, `scheduled_delivery_date`, `actual_delivery_date`, `wip_state`, `candidate_count`, `linked_order_keys`, `matching_order_keys`, `error`

Perform Resolve CMN-Linked Sales Order through Brightree.

### [Resolve Historical Order Costs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_historical_order_costs.md)

- Handler: `brightree_resolve_historical_order_costs`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `max_orders`, `continue_on_error`
- Outputs: `success`, `candidates_selected`, `candidates_remaining`, `cost_written`, `no_received_po`, `no_usable_810`, `shared_po_skipped`, `order_errors`, `shared_purchase_orders`, `error`

Perform Resolve Historical Order Costs through Brightree.

### [Resolve Order Document Type](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_order_document_type.md)

- Handler: `brightree_resolve_order_document_type`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `order_category`
- Outputs: `success`, `document_type`, `error_code`, `error`

Perform Resolve Order Document Type through Brightree.

### [Resolve Patient Context](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_context.md)

- Handler: `brightree_resolve_patient_context`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `patient_id`, `patient_key`, `demographics`, `patient_state_snapshot`, `ordering_doctor`, `ordering_doctor_found`, `marketing_rep_key`, `marketing_rep_name`, `marketing_rep_found`, `warnings`, `error`

Perform Resolve Patient Context through Brightree.

### [Resolve Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_facility.md)

- Handler: `brightree_resolve_patient_facility`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `facility_name`, `expected_address`, `facility`, `delivery_info`, `facility_source`, `is_private_residence`, `skip_address_validation`, `skip_if_missing`
- Outputs: `success`, `facility_found`, `is_private_residence`, `delivery_info`, `facility`, `facility_source`, `expected_facility_address`, `facility_text`, `facility_value`, `facility_key`, `skip_facility_write`, `skip_address_sync`, `facility_search_name`, `facility_search_count`, `facility_selection_reason`, `selected_facility`, `action_required`, `action_required_message`, `error`

Perform Resolve Patient Facility through Brightree.

### [Search Deposits](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_deposits.md)

- Handler: `brightree_search_deposits`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `status`, `reference`, `deposit_id`, `posted_date_from`, `posted_date_to`, `max_pages`
- Outputs: `deposits`, `count`, `current_page`, `total_pages`, `has_more`, `message`, `error`

Perform Search Deposits through Brightree.

### [Search Marketing Referral Facility Options](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_marketing_referral_facility_options.md)

- Handler: `brightree_search_marketing_referral_facility_options`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `search_text`
- Outputs: `success`, `facilities`, `count`, `error`

Perform Search Marketing Referral Facility Options through Brightree.

### [Search Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_order.md)

- Handler: `brightree_search_order`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `order_status`

Perform Search Order through Brightree.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient.md)

- Handler: `brightree_search_patient`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `first_name`, `last_name`

Perform Search Patient through Brightree.

### [Search Patient Facility Options](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient_facility_options.md)

- Handler: `brightree_search_patient_facility_options`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `search_text`
- Outputs: `success`, `facilities`, `count`, `error`

Perform Search Patient Facility Options through Brightree.

### [Search Private ERNs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_private_erns.md)

- Handler: `brightree_search_private_erns`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `status`, `trace_number`, `deposit_id`, `insurance`
- Outputs: `deposits`, `count`, `current_page`, `total_pages`, `has_more`, `message`, `error`

Perform Search Private ERNs through Brightree.

### [Search Receipt Invoices](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_receipt_invoices.md)

- Handler: `brightree_search_receipt_invoices`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`, `receipt_key`, `search_criteria`, `exclude_zero_balances`, `include_patient`, `include_insurance`, `include_facility`
- Outputs: `deposit_key`, `receipt_key`, `invoices`, `count`, `message`, `error`

Perform Search Receipt Invoices through Brightree.

### [Search Sales Orders by Actual Delivery Date](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_sales_orders_by_actual_delivery.md)

- Handler: `brightree_search_sales_orders_by_actual_delivery`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `actual_delivery_from`, `actual_delivery_to`, `page`, `page_size`, `fetch_all`, `include_orders`
- Outputs: `success`, `complete`, `orders`, `sales_order_keys`, `count`, `total_items`, `total_pages`, `pages_fetched`, `current_page`, `page`, `page_size`, `fetch_all`, `include_orders`, `actual_delivery_from`, `actual_delivery_to`, `duplicate_key_count`, `completion_evidence`, `html_row_count`, `unique_record_count`, `message`, `error`, `error_message`

Perform Search Sales Orders by Actual Delivery Date through Brightree.

### [Search SO Worklist](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_so_worklist.md)

- Handler: `brightree_search_so_worklist`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `wip_states`, `page`, `fetch_all`, `include_unassigned`, `sort_by_time_in_wip`, `actual_delivery_date_to`
- Outputs: `orders`

Perform Search SO Worklist through Brightree.

### [Search Tasks](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_tasks.md)

- Handler: `brightree_search_tasks`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `date_needed_from`, `date_needed_to`, `task_type`, `status`, `severity`, `assigned_to_key`, `subject`, `description`, `page_size`, `max_pages`
- Outputs: `tasks`

Perform Search Tasks through Brightree.

### [Select Sales Order Templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_select_sales_order_templates.md)

- Handler: `brightree_select_sales_order_templates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `classification`, `confirm_date_after`, `confirm_date_lookback_days`, `report_limit`, `target_queue_depth`, `max_dispatch_per_run`, `use_local_agent`
- Outputs: `success`, `orders_selected`, `order_keys`, `queue_depth_before`, `queue_headroom`, `target_queue_depth`, `source_system`, `source_report_name`, `source_report_base_url`, `source_account_key`, `source_filter_summary`, `source_filter_rows`, `source_confirm_date_after_configured`, `source_confirm_date_after_effective`, `source_confirm_date_lookback_days`, `raw_count`, `deduped_count`, `candidate_count`, `text_filter_candidate_count`, `dispatchable_count`, `recently_excluded`, `in_flight_excluded`, `exhausted_excluded`, `verification_excluded`, `verification_excluded_order_keys`, `not_processed_orders`, `not_processed_omitted_count`, `not_processed_seen_count`, `exhausted_alert_sent`, `exhausted_alert_suppressed`, `exhausted_alert_job_id`, `report_cap_alert_level`, `report_cap_alert_sent`, `report_cap_alert_suppressed`, `report_cap_alert_job_id`, `message`, `error`

Perform Select Sales Order Templates through Brightree.

### [Select Template Schedule Audit Candidates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_select_template_schedule_audit_candidates.md)

- Handler: `brightree_select_template_schedule_audit_candidates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `start_date`, `end_date`, `max_candidates`
- Outputs: `success`, `templates`, `count`, `start_date`, `end_date`, `message`, `error`

Perform Select Template Schedule Audit Candidates through Brightree.

### [Send CMN Electronic Fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_send_cmn_electronic_fax.md)

- Handler: `brightree_send_cmn_electronic_fax`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `run_date`, `cmn_key`, `fax_target_cmn_key`, `cmn_form_key`, `comments`, `prepare_only`, `cmn_expiration_date`, `confirm_send`
- Outputs: `success`, `submitted`, `rejected`, `prepare_only`, `indeterminate`, `manual_review_required`, `retryable`, `idempotency_reused`, `dispatch_status`, `patient_disposition`, `outcome_category`, `cmn_key`, `fax_target_cmn_key`, `cmn_form_key`, `fax_job_key`, `include_cmn_cover_letter`, `include_fax_cover_sheet`, `recipient_name_present`, `recipient_phone_present`, `recipient_fax_present`, `sender_fields_present`, `recipient_override_applied`, `fax_history_observed`, `fax_status`, `fax_status_reason`, `message`, `error`

Perform Send CMN Electronic Fax through Brightree.

### [Set Fax Work Status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_fax_work_status.md)

- Handler: `brightree_set_fax_work_status`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `fax_key`, `target_status`, `received_date_from`, `received_date_to`, `work_status_filter`, `show_unassigned`, `branch_offices`, `max_pages`
- Outputs: `success`, `fax_key`, `error`

Perform Set Fax Work Status through Brightree.

### [Set Patient Account Group](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_account_group.md)

- Handler: `brightree_set_patient_account_group`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `account_group`
- Outputs: `success`, `message`, `updated_fields`, `account_group`, `error`

Perform Set Patient Account Group through Brightree.

### [Set Patient Custom Field Selection](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_custom_field_selection.md)

- Handler: `brightree_set_patient_custom_field_selection`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `field_label`, `option_label`
- Outputs: `success`, `changed`, `error`

Perform Set Patient Custom Field Selection through Brightree.

### [Set Patient Delivery Address Same As Billing](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_delivery_address_same_as_billing.md)

- Handler: `brightree_set_patient_delivery_address_same_as_billing`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `max_validation_attempts`, `overwrite_existing_delivery_address`, `dry_run`, `failure_alert_channel`
- Outputs: `success`, `skipped`, `skip_reason`, `message`, `updated_fields`, `verification_details`, `error`

Perform Set Patient Delivery Address Same As Billing through Brightree.

### [Set Patient Dropdowns](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_dropdowns.md)

- Handler: `brightree_set_patient_dropdowns`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `branch_office`, `account_group`, `pos`, `skip`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `branch_office`, `account_group`, `pos`, `skipped`, `error`

Perform Set Patient Dropdowns through Brightree.

### [Set Patient Dropdowns](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_patient_dropdowns.md)

- Handler: `intake_set_patient_dropdowns`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `is_private_residence`, `personal_state_payload`, `account_group`, `set_dropdowns`

Perform Set Patient Dropdowns through Brightree.

### [Set Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_facility.md)

- Handler: `brightree_set_patient_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `facility_text`, `facility_value`, `skip_if_missing`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `skipped`, `error`

Perform Set Patient Facility through Brightree.

### [Set Patient Hold Account](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_hold_account.md)

- Handler: `brightree_set_patient_hold_account`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `hold_account`, `skip`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Set Patient Hold Account through Brightree.

### [Set Patient Marketing Referral Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_marketing_referral_facility.md)

- Handler: `brightree_set_patient_marketing_referral_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `facility_text`, `facility_value`, `skip_if_missing`, `dry_run`, `marketing_rep_name`, `marketing_rep_value`
- Outputs: `success`, `message`, `updated_fields`, `skipped`, `error`

Perform Set Patient Marketing Referral Facility through Brightree.

### [Set Patient Primary Doctor Same as Ordering](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_primary_doctor_same_as_ordering.md)

- Handler: `brightree_set_patient_primary_doctor_same_as_ordering`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Set Patient Primary Doctor Same as Ordering through Brightree.

### [Set Patient Responsible Party to Self](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_responsible_party_to_self.md)

- Handler: `brightree_set_patient_responsible_party_to_self`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Set Patient Responsible Party to Self through Brightree.

### [Set Patient Tax Zone](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_tax_zone.md)

- Handler: `brightree_set_patient_tax_zone`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `tax_zone_text`, `tax_zone_value`, `skip_if_missing`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `tax_zone_text`, `tax_zone_value`, `expected_tax_zone`, `verification_details`, `skipped`, `error`

Perform Set Patient Tax Zone through Brightree.

### [Set Patient User Fields](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_user_fields.md)

- Handler: `brightree_set_patient_user_fields`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `user_fields`, `skip`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Set Patient User Fields through Brightree.

### [Set Primary Doctor](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_primary_doctor.md)

- Handler: `intake_set_primary_doctor`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`

Perform Set Primary Doctor through Brightree.

### [Set Responsible Party](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_responsible_party.md)

- Handler: `intake_set_responsible_party`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`

Perform Set Responsible Party through Brightree.

### [Set Sales Order Workers Comp Fields Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_sales_order_workers_comp_fields_batches.md)

- Handler: `brightree_set_sales_order_workers_comp_fields_batches`

- External effect: `write`
- Inputs: `workers_comp_batches`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Set Sales Order Workers Comp Fields Batches through Brightree.

### [Set Tax Zone](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_tax_zone.md)

- Handler: `intake_set_tax_zone`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `delivery_info`

Perform Set Tax Zone through Brightree.

### [Setup Patient Controls](https://genhealth.ai/docs/workflows/integrations/brightree/intake_setup_patient_controls.md)

- Handler: `intake_setup_patient_controls`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `is_private_residence`, `personal_state_payload`, `account_group`, `set_dropdowns`, `delivery_info`

Perform Setup Patient Controls through Brightree.

### [Setup Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/intake_setup_patient_facility.md)

- Handler: `intake_setup_patient_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `precheck_payload`, `delivery_address`, `patient_facility_payload`, `note_facility_name`, `note_facility_updates`, `note_indicates_private_residence`, `account_key`, `dry_run`

Perform Setup Patient Facility through Brightree.

### [Sync Document Insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_insurance_to_patient.md)

- Handler: `brightree_sync_document_insurance_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `insurance_id`, `carrier_id`, `policy_key`, `insurer_name`, `start_date`, `synced`, `skipped`, `message`, `error_message`

Perform Sync Document Insurance through Brightree.

### [Sync Document Marketing Rep](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_marketing_rep_to_patient.md)

- Handler: `brightree_sync_document_marketing_rep_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `marketing_rep_key`, `marketing_rep_name`, `submitted_by_name`, `synced`, `message`, `error_message`

Perform Sync Document Marketing Rep through Brightree.

### [Sync Ordering Doctor](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_ordering_doctor_to_patient.md)

- Handler: `brightree_sync_document_ordering_doctor_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `provider_id`, `provider_name`, `provider_npi`, `doctor_key`, `doctor_name`, `created_doctor`, `pecos_verified`, `synced`, `message`, `error_message`

Perform Sync Ordering Doctor through Brightree.

### [Sync Ordering Doctor Fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_ordering_doctor_fax.md)

- Handler: `brightree_sync_ordering_doctor_fax`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`, `expected_npi`, `source_fax`, `dry_run`
- Outputs: `success`, `changed`, `manual_review_required`, `error`

Perform Sync Ordering Doctor Fax through Brightree.

### [Sync Patient Documents for Duplicate Check](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_patient_documents.md)

- Handler: `brightree_sync_patient_documents`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`, `document_types`
- Outputs: `success`, `is_duplicate`, `already_in_db`, `found_in_brightree`, `synced_count`, `error`

Perform Sync Patient Documents for Duplicate Check through Brightree.

### [Update CMN](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_cmn.md)

- Handler: `brightree_update_cmn`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `cmn_key`, `cmn_form_key`, `initial_date`, `recertification_date`, `length_of_need_months`, `signature_date`, `expiration_date`
- Outputs: `success`, `updated`, `noop`, `cmn_key`, `cmn_form_key`, `cmn_initial_date`, `cmn_recertification_date`, `cmn_length_of_need_months`, `cmn_expiration`, `cmn_signature_date`, `mismatches`, `message`, `error`

Perform Update CMN through Brightree.

### [Update Item Proc Code](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_item_proc_code.md)

- Handler: `brightree_update_item_proc_code`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `sales_order_detail_key`, `proc_code`, `dry_run`
- Outputs: `updated`, `available`, `proc_code`, `sales_order_key`, `sales_order_detail_key`, `message`, `dry_run`

Perform Update Item Proc Code through Brightree.

### [Update Ordering Doctor Contact From Document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_ordering_doctor_contact_from_document.md)

- Handler: `brightree_update_ordering_doctor_contact_from_document`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `doctor_key`, `dry_run`
- Outputs: `success`, `document_id`, `doctor_key`, `contact_source`, `dry_run`, `saved`, `contact_update_failed`, `skipped`, `eligible`, `npi_verified`, `pecos_verified`, `before`, `requested`, `after`, `changes`, `message`, `error`, `error_message`

Perform Update Ordering Doctor Contact From Document through Brightree.

### [Update Patient Gender If Empty](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_gender_if_empty.md)

- Handler: `brightree_update_patient_gender_if_empty`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `gender`
- Outputs: `success`, `updated`, `skipped_reason`, `error`

Perform Update Patient Gender If Empty through Brightree.

### [Update Patient Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_note.md)

- Handler: `brightree_update_patient_note`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `patient_note_key`, `patient_note_type_key`, `description_prepend`, `description_append`, `assigned_to_name`, `date_needed`, `status`, `reason`, `dry_run`

Perform Update Patient Note through Brightree.

### [Update Sales Order Aftercare](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_sales_order_aftercare.md)

- Handler: `brightree_update_sales_order_aftercare`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `wip_state`, `assigned_to_key`, `assigned_to_name`, `date_needed`, `expected_current_wip_state`, `expected_current_classification`, `order_note_append`, `dry_run`
- Outputs: `success`, `updated`, `noop`, `dry_run`, `sales_order_key`, `resolved_assigned_to_key`, `resolved_assigned_to_name`, `fields_updated`, `actual`, `mismatches`, `message`, `error`

Perform Update Sales Order Aftercare through Brightree.

### [Upload Document to Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_upload_document_to_patient.md)

- Handler: `brightree_upload_document_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `document_id`, `document_type`, `deduplicate`, `verify_count_increase`, `verify_document_types`, `verify_max_attempts`, `record_upload_marker`, `batch_name`, `batch_id`, `file_name`, `notes`
- Outputs: `success`, `uploaded_filename`, `uploaded_count`, `skipped_count`, `failed_count`, `uploaded_document_ids`, `count_before`, `count_after`, `skip_reason`, `upload_marker_recorded`, `error`

Perform Upload Document to Patient through Brightree.

### [Validate Patient Billing Address](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_validate_patient_billing_address.md)

- Handler: `brightree_validate_patient_billing_address`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `facility_name`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `error`

Perform Validate Patient Billing Address through Brightree.

### [Verify Patient Setup](https://genhealth.ai/docs/workflows/integrations/brightree/intake_verify_patient_setup.md)

- Handler: `intake_verify_patient_setup`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `facility_set_payload`, `marketing_referral_payload`, `billing_address_payload`, `delivery_address_payload`, `dropdown_payload`, `responsible_party_payload`, `primary_doctor_payload`, `tax_zone_payload`, `account_group`, `account_key`, `set_dropdowns`, `dry_run`

Perform Verify Patient Setup through Brightree.

### [Void Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order.md)

- Handler: `brightree_void_sales_order`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `sales_order_key`, `reason_code`, `dry_run`
- Outputs: `success`, `voided`, `verified`, `dry_run`, `sales_order_key`, `void_key`, `reason_code`, `message`, `error`, `error_message`

Perform Void Sales Order through Brightree.

### [Void Sales Order Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order_batches.md)

- Handler: `brightree_void_sales_order_batches`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `void_requests`, `dry_run`
- Outputs: `success`, `results`, `voided_count`, `failed_count`, `dry_run`, `error_message`

Perform Void Sales Order Batches through Brightree.

### [Write Prepared Patient Updates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_write_prepared_patient_updates.md)

- Handler: `brightree_write_prepared_patient_updates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `patient_updates`
- Outputs: `success`, `patient_key`, `missing_fields`, `has_missing_source_fields`, `updated_fields`, `messages`, `error_message`, `error`

Perform Write Prepared Patient Updates through Brightree.

## [Brightree Margin Review](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review.md)

2 actions. Connection types: brightree.

### [Evaluate Sales Order Margin Queue](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review/brightree_evaluate_historical_payment_margin_queue.md)

- Handler: `brightree_evaluate_historical_payment_margin_queue`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `current_status`, `max_orders`, `max_queue_pages`, `orders_created_after`, `history_cutoff`, `dry_run`
- Outputs: `success`, `evaluation_run_id`, `dry_run`, `evaluated_orders`, `evaluated_items`, `matched_items`, `unverified_items`, `error_items`, `updated_orders`, `queue_pages_scanned`, `queue_exhausted`, `order_results`, `error`

Perform Evaluate Sales Order Margin Queue through Brightree Margin Review.

### [Write Sales Order Margin Result](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review/brightree_write_sales_order_margin_result.md)

- Handler: `brightree_write_sales_order_margin_result`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `margin_percent`, `dry_run`
- Outputs: `success`, `status`, `attempted`, `updated`, `sales_order_key`, `verified`, `low_profit_margin`, `margin_percent`, `user_3_value`, `error`, `error_message`

Perform Write Sales Order Margin Result through Brightree Margin Review.

## [CareCentrix](https://genhealth.ai/docs/workflows/integrations/care-centrix.md)

1 action. Connection types: carecentrix.

### [Submit Prior Auth](https://genhealth.ai/docs/workflows/integrations/care-centrix/carecentrix_submit_prior_auth.md)

- Handler: `carecentrix_submit_prior_auth`
- Connection type: `carecentrix`
- External effect: `write`
- Inputs: `document_id`, `force`, `headless`, `debug`, `lock_wait_minutes`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `patient_address`, `patient_city`, `patient_state`, `patient_zip`, `patient_county`, `patient_phone`, `patient_gender`, `insurance_payer_name`, `insurance_member_id`, `insurance_group_number`, `insurance_policy_holder_name`, `provider_npi`, `provider_first_name`, `provider_last_name`, `service_date`, `diagnosis_codes`, `diagnosis_codes_replace`, `order_items`, `order_items_replace`
- Outputs: `success`, `status`, `reference_number`, `authorization_number`, `denial_reason`, `approved_units`, `effective_date`, `expiration_date`, `notes`, `issues`, `screenshots`, `duration_ms`, `message`, `failure_category`, `error`

Perform Submit Prior Auth through CareCentrix.

## [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

10 actions. Connection types: epic_carelink.

### [Accept and Poll Service Requests](https://genhealth.ai/docs/workflows/integrations/care-link/epic_poll_service_requests.md)

- Handler: `epic_poll_service_requests`
- Connection type: `epic_carelink`
- External effect: `write`
- Inputs: `max_pages`, `max_requests`
- Outputs: `success`, `outcome`, `pages_read`, `requests_listed`, `duplicates_removed`, `skipped_missing_external_id`, `deferred_count`, `accepted_count`, `already_accepted_count`, `accept_unowned_count`, `accept_not_offered_count`, `accept_unsupported_disposition_count`, `accept_indeterminate_count`, `failure_category`, `accept_failure_count`, `accept_deferred_count`, `staged_complete_count`, `staged_partial_count`, `preserved_packet_count`, `reservation_unavailable_count`, `prioritized_retry_count`, `pending_attachment_count`, `healed_packet_count`, `attachment_download_count`, `attachment_browser_page_count`, `attachment_current_frame_pdf_count`, `attachment_portal_popup_count`, `retryable_failure_count`, `error`

Perform Accept and Poll Service Requests through CareLink.

### [Check CareLink Attachments Ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_attachments_ready.md)

- Handler: `carelink_check_attachments_ready`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `ready`, `review_required`, `completeness`, `error`, `failure_category`

Perform Check CareLink Attachments Ready through CareLink.

### [Check CareLink Demographics Ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_demographics_ready.md)

- Handler: `carelink_check_demographics_ready`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `ready`, `review_required`, `missing_fields`, `missing_field_count`, `error`, `failure_category`

Perform Check CareLink Demographics Ready through CareLink.

### [Check CareLink Order Ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_order_ready.md)

- Handler: `carelink_check_order_ready`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `ready`, `review_required`, `missing_fields`, `missing_field_count`, `order_count`, `write_valid_order_count`, `error`, `failure_category`

Perform Check CareLink Order Ready through CareLink.

### [Check CareLink Patient Write Ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_patient_write_ready.md)

- Handler: `carelink_check_patient_write_ready`

- External effect: `write`
- Inputs: `document_id`, `patient_exists`
- Outputs: `success`, `ready`, `review_required`, `missing_fields`, `missing_field_count`, `error`, `failure_category`

Perform Check CareLink Patient Write Ready through CareLink.

### [Claim Service Requests](https://genhealth.ai/docs/workflows/integrations/care-link/accept_and_claim_carelink_service_requests.md)

- Handler: `accept_and_claim_carelink_service_requests`
- Connection type: `epic_carelink`
- External effect: `write`
- Inputs: `max_pages`, `stage_packets`, `max_requests`
- Outputs: `success`, `requests_listed`, `accepted_count`, `already_accepted_count`, `accept_unowned_count`, `accept_not_offered_count`, `accept_indeterminate_count`, `failure_category`, `accept_failure_count`, `accept_deferred_count`, `staged_complete_count`, `staged_partial_count`, `preserved_packet_count`, `reservation_unavailable_count`, `retryable_failure_count`, `error`

Perform Claim Service Requests through CareLink.

### [Finalize Referral](https://genhealth.ai/docs/workflows/integrations/care-link/finalize_carelink_referral.md)

- Handler: `finalize_carelink_referral`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `state`

Perform Finalize Referral through CareLink.

### [Reserve and Stage Referrals](https://genhealth.ai/docs/workflows/integrations/care-link/reserve_and_stage_carelink_referrals.md)

- Handler: `reserve_and_stage_carelink_referrals`
- Connection type: `epic_carelink`
- External effect: `write`
- Inputs: `max_pages`, `max_requests`
- Outputs: `document_ids`, `count`, `requests_listed`, `owned_count`, `reserved_count`, `reservation_unavailable_count`, `staged_count`, `completed_count`, `review_count`, `retryable_failure_count`, `contended`

Perform Reserve and Stage Referrals through CareLink.

### [Retrieve Chart](https://genhealth.ai/docs/workflows/integrations/care-link/epic_carelink_retrieve_chart.md)

- Handler: `epic_carelink_retrieve_chart`

- External effect: `write`
- Inputs: `account`, `patient_first_name`, `patient_last_name`, `patient_dob`, `patient_gender`, `order_type`, `persist_documents`, `show_document_in_inbox`
- Outputs: `success`, `status`, `account`, `patient_found`, `mrn`, `duration_seconds`, `document_id`, `document_status`, `demographics_document_id`, `error_message`, `error`

Perform Retrieve Chart through CareLink.

### [Retry Reviewed Referral](https://genhealth.ai/docs/workflows/integrations/care-link/retry_carelink_review_referral.md)

- Handler: `retry_carelink_review_referral`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `document_ids`, `count`, `requests_listed`, `owned_count`, `reserved_count`, `reservation_unavailable_count`, `staged_count`, `completed_count`, `review_count`, `retryable_failure_count`, `contended`

Perform Retry Reviewed Referral through CareLink.

## [Carelon](https://genhealth.ai/docs/workflows/integrations/carelon.md)

2 actions. Connection types: carelon.

### [Prepare Prior Auth Preview](https://genhealth.ai/docs/workflows/integrations/carelon/carelon_preview_prior_auth.md)

- Handler: `carelon_preview_prior_auth`
- Connection type: `carelon`
- External effect: `write`
- Inputs: `first_name`, `source_order_id`, `recovery_order_id`, `last_name`, `member_number`, `date_of_birth`, `date_of_service`, `cpt_code`, `icd_code`, `solution_card_id`, `ordering_npi`, `ordering_document_practice`, `ordering_practice_match_prompt`, `ordering_state`, `ordering_match`, `substitute_missing_ordering_provider`, `servicing_npi`, `servicing_state`, `servicing_match`, `servicing_fallback_state`, `servicing_fallback_match`, `phone_type`, `phone`, `document_ids`, `supplied_answers`
- Outputs: `success`, `failure_category`, `outcome`, `dry_run`, `is_authorized`, `retryable`, `manual_review`, `unanswered_question_id`, `unanswered_question_text`, `unanswered_question_kind`, `unanswered_question_options`, `unanswered_question_exclusive_options`, `answered_question_count`, `answer_trail`, `configured_answer_count`, `supplied_answer_count`, `derived_answer_count`, `lowest_derived_confidence`, `clinical_outcomes`, `provider_substitution`, `servicing_location_substitution`, `substituted_ordering_npi`, `substituted_ordering_taxonomy_code`, `substituted_ordering_taxonomy_description`, `route`, `portal_message`, `provider_resolution_reason`, `error`

Perform Prepare Prior Auth Preview through Carelon.

### [Process HST Prior Authorization Patient](https://genhealth.ai/docs/workflows/integrations/carelon/carelon_process_hst_prior_auth_patient.md)

- Handler: `carelon_process_hst_prior_auth_patient`

- External effect: `write`
- Inputs: `patient_item`
- Outputs: `success`, `error`, `failure_category`, `status`, `reason_codes`, `candidate`, `review_note_written`, `completion_tag_repaired`, `authorization_confirmed`, `patient_id`, `carelon_order_id`, `outcome`, `operator_action`, `dry_run`, `is_authorized`, `retryable`, `manual_review`, `observed_health_plan`, `submission_status`, `valid_from`, `valid_through`, `authorized_note_written`, `unanswered_question_id`, `unanswered_question_text`, `unanswered_question_kind`, `unanswered_question_options`, `unanswered_question_exclusive_options`, `answered_question_count`, `configured_answer_count`, `supplied_answer_count`, `derived_answer_count`, `lowest_derived_confidence`, `clinical_outcomes`, `provider_substitution`, `substituted_ordering_npi`, `substituted_ordering_taxonomy_code`, `substituted_ordering_taxonomy_description`, `route`, `portal_message`, `provider_resolution_reason`, `is_bcbs`

Perform Process HST Prior Authorization Patient through Carelon.

## [Carelon Post Acute](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute.md)

3 actions. Connection types: carelon_post_acute.

### [Login](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_login.md)

- Handler: `carelon_post_acute_login`
- Connection type: `carelon_post_acute`
- External effect: `write`

- Outputs: `success`, `authenticated`, `landing_path`, `failure_category`, `error`

Perform Login through Carelon Post Acute.

### [Prepare Authorization or Check Saved Draft](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_prepare_authorization.md)

- Handler: `carelon_post_acute_prepare_authorization`
- Connection type: `carelon_post_acute`
- External effect: `write`
- Inputs: `payer_id`, `patient_id`, `claim_id`, `check_only`, `source_fingerprint`, `persisted_documents`, `order_id`, `insurance_id`, `configuration`, `mode`
- Outputs: `success`, `outcome`, `ready_for_documents`, `payer_id`, `source_fingerprint`, `excluded_products`, `omitted_diagnosis_count`, `document_ids`, `packet_selection_status`, `http_status`, `failure_category`, `failure_stage`, `exception_type`, `code_location`, `authorization_id`, `observed_status`, `missing_document_reasons`, `provider_review_reasons`, `authorization_verified`, `questionnaire_verified`, `attachments_verified`, `attachments_retained`, `reason_code`, `error`, `outcome_category`

Perform Prepare Authorization or Check Saved Draft through Carelon Post Acute.

### [Validate Workflow Configuration](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_validate_configuration.md)

- Handler: `carelon_post_acute_validate_configuration`
- Connection type: `carelon_post_acute`
- External effect: `write`
- Inputs: `configuration`, `exclude_tag_names`
- Outputs: `success`, `error`, `configuration`, `trigger_tag`, `payer_name`, `exclude_tag_names`

Perform Validate Workflow Configuration through Carelon Post Acute.

## [CareWebQI](https://genhealth.ai/docs/workflows/integrations/care-web-qi.md)

5 actions. Connection types: carewebqi.

### [Add Episode Note](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_add_episode_note.md)

- Handler: `carewebqi_add_episode_note`
- Connection type: `carewebqi`
- External effect: `write`
- Inputs: `episode_id`, `subject`, `note_text`, `include_discharged`
- Outputs: `success`, `saved`, `exited`, `episode_id`, `subject`, `subject_code`, `note_updated_at`, `note_author`, `error`

Perform Add Episode Note through CareWebQI.

### [Add Task to Episode](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_add_task.md)

- Handler: `carewebqi_add_task`
- Connection type: `carewebqi`
- External effect: `write`
- Inputs: `episode_id`, `subject`, `due_date`, `task_type`, `priority`, `status`, `assignee`, `start_time`, `end_time`, `time_spent`, `note`, `include_discharged`
- Outputs: `success`, `saved`, `episode_id`, `subject`, `task_type`, `priority`, `status`, `due_date`, `start_time`, `end_time`, `time_spent`, `assignee`, `note_added`, `episode_exited`, `error`

Perform Add Task to Episode through CareWebQI.

### [Attach File to Episode](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_upload_episode_attachment.md)

- Handler: `carewebqi_upload_episode_attachment`
- Connection type: `carewebqi`
- External effect: `write`
- Inputs: `episode_id`, `document_id`, `file_name`, `description`
- Outputs: `success`, `accepted`, `exited`, `episode_id`, `attachment_id`, `file_name`, `description`, `byte_size`, `portal_message`, `error`

Perform Attach File to Episode through CareWebQI.

### [Get Episode Details](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_get_episode_details.md)

- Handler: `carewebqi_get_episode_details`
- Connection type: `carewebqi`
- External effect: `read`
- Inputs: `episode_id`, `include_discharged`
- Outputs: `success`, `found`, `exited`, `episode_id`, `auto_authorization`, `patient_name`, `patient_id`, `patient_date_of_birth`, `patient_gender`, `patient_age`, `patient_city`, `patient_state`, `benefit_plan`, `request_type`, `request_status`, `additional_info_requested`, `submit_date`, `complete_date`, `requested_admit_date`, `next_review_date`, `last_modified_date`, `primary_diagnosis`, `primary_procedure`, `attending_provider`, `facility_name`, `place_of_service`, `service_type`, `point_of_care`, `requested_level_of_care`, `approved_level_of_care`, `requested_units_or_visits`, `approved_units_or_visits`, `appeal_date`, `appeal_determination_date`, `episode`, `error`

Perform Get Episode Details through CareWebQI.

### [Search Patients or Episodes](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_search.md)

- Handler: `carewebqi_search`
- Connection type: `carewebqi`
- External effect: `write`
- Inputs: `search_by`, `search_text`, `include_discharged`
- Outputs: `success`, `search_by`, `search_text`, `found`, `match_count`, `single_match`, `ambiguous`, `patients`, `episodes`, `episode_id`, `patient_id`, `patient_id_truncated`, `error`

Perform Search Patients or Episodes through CareWebQI.

## [ClaimMD](https://genhealth.ai/docs/workflows/integrations/claim-md.md)

2 actions. Connection types: claimmd.

### [Check Eligibility (270/271)](https://genhealth.ai/docs/workflows/integrations/claim-md/claimmd_check_eligibility.md)

- Handler: `claimmd_check_eligibility`
- Connection type: `claimmd`
- External effect: `write`
- Inputs: `enabled`, `payer_id`, `insured_last_name`, `insured_first_name`, `insured_middle_name`, `member_id`, `insured_date_of_birth`, `insured_sex`, `patient_relationship`, `patient_last_name`, `patient_first_name`, `patient_middle_name`, `patient_date_of_birth`, `patient_sex`, `provider_npi`, `provider_tax_id`, `provider_tax_id_type`, `provider_name`, `provider_first_name`, `provider_taxonomy`, `service_date`, `service_type_codes`, `coverage_verdict_service_type_codes`, `procedure_code`, `use_raw_x12`, `service_date_lookback_days`, `payer_name`, `generate_pdf`, `pdf_document_title`, `pdf_patient_id`, `pdf_source_document_id`, `other_insurance_history`, `skip_reason`
- Outputs: `success`, `status`, `is_eligible`, `is_capitated`, `has_non_covered_benefit`, `payer_cannot_process`, `managed_care_organizations`, `plan_assignments`, `contracted_service_providers`, `plan_name`, `plan_number`, `group_name`, `group_number`, `coverage_start`, `coverage_end`, `payer_names`, `payer_program_identifier`, `related_entities`, `other_insurance`, `has_other_insurance`, `coverage_codes`, `coverage_descriptions`, `service_type_codes`, `service_type_descriptions`, `insurance_plans`, `insurance_type_codes`, `insurance_type_descriptions`, `active_insurance_plans`, `active_insurance_type_codes`, `active_insurance_type_descriptions`, `network_statuses`, `network_status_descriptions`, `benefit_coverage_windows`, `plan_coverage_windows`, `plan_begin_date`, `plan_end_date`, `eligibility_begin_date`, `eligibility_end_date`, `benefit_count`, `relevant_benefit_count`, `eligibility_id`, `result_date`, `document_id`, `pdf_path`, `pdf_error`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Check Eligibility (270/271) through ClaimMD.

### [Search Payers](https://genhealth.ai/docs/workflows/integrations/claim-md/claimmd_search_payers.md)

- Handler: `claimmd_search_payers`
- Connection type: `claimmd`
- External effect: `read`
- Inputs: `enabled`, `payer_id`, `payer_name`, `require_exact_name`, `require_exact_payer_id`, `allow_enrollment_payer`, `skip_reason`
- Outputs: `success`, `status`, `payers`, `payer_count`, `eligibility_payers`, `eligibility_payer_count`, `payers_truncated`, `top_payer_id`, `top_payer_name`, `requires_payer_selection`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Search Payers through ClaimMD.

## [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

47 actions. Connection types: claimsoft.

### [Add Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_document.md)

- Handler: `claimsoft_add_document`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `document_url`, `document_id`, `filename`, `alternate_filenames`, `tab`
- Outputs: `success`, `patient_id`, `filename`, `skipped`, `matched_filename`, `message`, `error`

Perform Add Document through ClaimSoft.

### [Add Order Items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_order_items.md)

- Handler: `claimsoft_add_order_items`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `items`, `expected_item_count`, `split_coding`
- Outputs: `success`, `order_id`, `items_created`, `outcome`, `items_skipped`, `split_coding_swapped_lines`, `complete`, `message`, `error_kind`, `error`

Perform Add Order Items through ClaimSoft.

### [Assign WIP Task Group](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_group.md)

- Handler: `claimsoft_assign_wip_task_group`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `wip_id`, `task_description`, `allow_existing_assignment`, `allow_missing_task_on_completed_wip`, `allow_missing_task_on_completed_phase`, `expected_device_code`, `clear_task_description`, `clear_user_group_id`, `clear_user_group_name`, `user_group_id`, `user_group_name`
- Outputs: `success`, `assigned`, `task_open`, `wip_id`, `outcome`, `error_kind`, `error`

Perform Assign WIP Task Group through ClaimSoft.

### [Assign WIP Task User](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_user.md)

- Handler: `claimsoft_assign_wip_task_user`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `wip_id`, `task_description`, `allow_existing_assignment`, `allow_missing_task_on_completed_wip`, `allow_missing_task_on_completed_phase`, `expected_device_code`, `clear_task_description`, `clear_user_group_id`, `clear_user_group_name`, `user_id`, `user_name`
- Outputs: `success`, `assigned`, `task_open`, `wip_id`, `outcome`, `error_kind`, `error`

Perform Assign WIP Task User through ClaimSoft.

### [Attach WIP Workflow](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_attach_whip.md)

- Handler: `claimsoft_attach_whip`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `patient_id`, `whip_item_number`
- Outputs: `success`, `order_id`, `wip_id`, `outcome`, `attached`, `message`, `error_kind`, `error`

Perform Attach WIP Workflow through ClaimSoft.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_eligibility.md)

- Handler: `claimsoft_check_eligibility`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `insured_id`, `date_of_service`, `reconcile_read_timeout`, `patient_id`
- Outputs: `success`, `error`

Perform Check Eligibility through ClaimSoft.

### [Check Order Duplicate](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_order_duplicate.md)

- Handler: `claimsoft_check_order_duplicate`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_data`, `billing_location_ids`, `order_params`
- Outputs: `success`, `patient_id`, `duplicate_prevented`, `order_id`, `match_basis`, `error_kind`, `error`, `readback_verdict`, `http_status`

Perform Check Order Duplicate through ClaimSoft.

### [Complete WIP Tasks](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_complete_wip_tasks.md)

- Handler: `claimsoft_complete_wip_tasks`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `wip_id`, `task_descriptions`
- Outputs: `success`, `wip_id`, `tasks_completed`, `tasks_absent`, `outcome`, `message`, `error_kind`, `error`

Perform Complete WIP Tasks through ClaimSoft.

### [Create Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_alert.md)

- Handler: `claimsoft_create_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `comment_text`, `patient_id`, `document_id`, `alert_type_id`, `user`
- Outputs: `success`, `patient_id`, `order_id`, `message`, `error`

Perform Create Alert through ClaimSoft.

### [Create Comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_comment.md)

- Handler: `claimsoft_create_comment`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `comment_text`, `patient_id`, `document_id`, `alert_type_id`, `user`
- Outputs: `success`, `patient_id`, `order_id`, `message`, `error`

Perform Create Comment through ClaimSoft.

### [Create Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_order.md)

- Handler: `claimsoft_create_order`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `idempotency_key`, `write_idempotency_to_original_ref_no`, `patient_id`, `date_of_service_from`, `date_of_service_to`, `location`, `diagnosis_codes`, `physician_id`, `physician`, `referral_source_id`, `referral_source`, `psr_id`, `sales_rep_id`, `sales_rep`, `warehouse`, `place_of_service`, `signature`, `rendering_provider_id`, `rendering_provider`, `semantic_items`, `is_accident`, `accident_date`, `accident_state_id`, `accident_description`, `prescription_date`, `order_override`
- Outputs: `success`, `order_id`, `created`, `duplicate_prevented`, `match_basis`, `idempotency_key`, `message`, `error_kind`, `error`

Perform Create Order through ClaimSoft.

### [Download & Merge Patient Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_download_patient_documents.md)

- Handler: `claimsoft_download_patient_documents`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `documents`, `merge`, `hidden`, `title`, `dedupe_key`, `date_of_service`
- Outputs: `success`, `patient_id`, `document_id`, `document_ids`, `total`, `hidden`, `skipped`, `skipped_count`, `stub`, `error`

Perform Download & Merge Patient Documents through ClaimSoft.

### [Ensure Order Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_alert.md)

- Handler: `claimsoft_ensure_order_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `patient_id`, `alert_type_id`, `comment_marker`, `comment_text`, `document_id`, `user`
- Outputs: `success`, `error`

Perform Ensure Order Alert through ClaimSoft.

### [Ensure Order Correlation Comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_correlation_comment.md)

- Handler: `claimsoft_ensure_order_correlation_comment`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `correlation_token`
- Outputs: `success`, `order_id`, `comment_id`, `created`, `error`, `error_kind`

Perform Ensure Order Correlation Comment through ClaimSoft.

### [Ensure Patient Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_patient_alert.md)

- Handler: `claimsoft_ensure_patient_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `alert_type_id`, `comment_marker`, `comment_text`, `document_id`
- Outputs: `success`, `error`

Perform Ensure Patient Alert through ClaimSoft.

### [Ensure Unmapped Review Comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_review_exception.md)

- Handler: `claimsoft_ensure_review_exception`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `item_id`, `hcpcs`
- Outputs: `success`, `created`, `error`

Perform Ensure Unmapped Review Comment through ClaimSoft.

### [Export Report](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_export_report.md)

- Handler: `claimsoft_export_report`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `report_id`, `parameters`, `max_rows`, `skip_rows`, `poll_interval_seconds`, `timeout_seconds`
- Outputs: `success`, `report_id`, `report_name`, `report_run_id`, `report_status`, `created_date`, `storage_key`, `filename`, `mime_type`, `size_bytes`, `download_url`, `polls`, `rows`, `order_ids`, `total`, `truncated`, `error`

Perform Export Report through ClaimSoft.

### [Find Most Recent Unalerted Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_find_most_recent_unalerted_order.md)

- Handler: `claimsoft_find_most_recent_unalerted_order`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `status_filter`
- Outputs: `found`, `order_id`, `order_number`, `url`, `error`

Perform Find Most Recent Unalerted Order through ClaimSoft.

### [Get Order Comments](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_comments.md)

- Handler: `claimsoft_get_order_comments`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `claims_only`
- Outputs: `order_id`, `total`, `comments`, `error`

Perform Get Order Comments through ClaimSoft.

### [Get Order Source Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_source_document.md)

- Handler: `claimsoft_get_order_source_document`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`
- Outputs: `found`, `document_id`, `document_url`, `from_email`, `subject`, `received_date`, `has_email_metadata`, `document_context_footer`, `message`, `error`

Perform Get Order Source Document through ClaimSoft.

### [Get Patient Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_documents.md)

- Handler: `claimsoft_get_patient_documents`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `patient_id`, `total`, `documents`, `error`

Perform Get Patient Documents through ClaimSoft.

### [Get Patient Orders](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_orders.md)

- Handler: `claimsoft_get_patient_orders`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`, `status_filter`
- Outputs: `total`, `orders`, `error`

Perform Get Patient Orders through ClaimSoft.

### [Get Purchase Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_purchase_order.md)

- Handler: `claimsoft_get_purchase_order`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `purchase_order_id`
- Outputs: `purchase_order_id`, `po_number`, `order_number`, `status`, `status_id`, `next_status`, `vendor`, `vendor_id`, `warehouse`, `created_date`, `sent_date`, `due_date`, `notes`, `patient`, `patient_id`, `patient_order_id`, `items`, `payments`, `total_items`, `total_payments`, `inventory_url`, `error`

Perform Get Purchase Order through ClaimSoft.

### [Get Report Schema](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_report_schema.md)

- Handler: `claimsoft_get_report_schema`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `report_id`
- Outputs: `report_id`, `name`, `category`, `fields`, `error`

Perform Get Report Schema through ClaimSoft.

### [List Purchase Order Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_purchase_order_documents.md)

- Handler: `claimsoft_list_purchase_order_documents`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `purchase_order_id`
- Outputs: `purchase_order_id`, `total`, `documents`, `inventory_url`, `error`

Perform List Purchase Order Documents through ClaimSoft.

### [List Reports](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_reports.md)

- Handler: `claimsoft_list_reports`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `category`
- Outputs: `total_reports`, `categories`, `error`

Perform List Reports through ClaimSoft.

### [Query Claim Detail by Status](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_claim_detail_by_status.md)

- Handler: `claimsoft_query_claim_detail_by_status`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `report`, `selected_ids`, `billing_location_ids`, `begin_date`, `end_date`, `date_basis`, `statuses`, `detail_level`, `include_claim_comments`, `include_no_payer`, `ignore_location_sorting`, `timely_filing_min`, `timely_filing_max`, `max_rows`, `skip_rows`, `poll_interval_seconds`, `timeout_seconds`
- Outputs: `success`, `report_id`, `report_name`, `total`, `rows`, `order_ids`, `report_parameters`, `report_json`, `truncated`, `report_run_id`, `report_status`, `created_date`, `storage_key`, `filename`, `mime_type`, `size_bytes`, `download_url`, `polls`, `error`

Perform Query Claim Detail by Status through ClaimSoft.

### [Query Orders Missing Alerts](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_orders_missing_alerts.md)

- Handler: `claimsoft_query_orders_missing_alerts`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `begin_date`, `end_date`, `billing_location_ids`, `order_statuses`, `search_text`, `search_fields`, `no_alerts`, `show_deleted`, `max_rows`
- Outputs: `success`, `total`, `rows`, `order_ids`, `filter_model`, `query_params`, `truncated`, `error`

Perform Query Orders Missing Alerts through ClaimSoft.

### [Read Order Detail](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_order_detail.md)

- Handler: `claimsoft_read_order_detail`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `include_items`, `include_payers`
- Outputs: `order_id`, `order_number`, `patient_id`, `patient_name`, `status`, `dos_from`, `dos_to`, `location`, `diagnosis_codes`, `items`, `payers`, `url`, `error`

Perform Read Order Detail through ClaimSoft.

### [Read Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_patient.md)

- Handler: `claimsoft_read_patient`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `patient_id`, `name`, `date_of_birth`, `age`, `account_number`, `address`, `phone`, `primary_language`, `primary_payer`, `primary_policy_number`, `is_primary_medicare`, `secondary_payer`, `secondary_policy_number`, `ar_balance`, `alerts`, `url`, `error`

Perform Read Patient through ClaimSoft.

### [Resolve Diagnosis Codes](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_diagnosis_codes.md)

- Handler: `claimsoft_resolve_diagnosis_codes`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `diagnosis_codes`
- Outputs: `success`, `resolved`, `unresolved`, `unresolved_details`, `all_resolved`, `review_reason`, `diagnosis_codes`, `error`

Perform Resolve Diagnosis Codes through ClaimSoft.

### [Resolve Order Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_alert.md)

- Handler: `claimsoft_resolve_order_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `comment_marker`, `alert_type_id`, `created_by_user`
- Outputs: `success`, `error`

Perform Resolve Order Alert through ClaimSoft.

### [Resolve Order Item Identities](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_item_identities.md)

- Handler: `claimsoft_resolve_order_item_identities`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `item_codes`, `item_quantities`, `dos_from`, `dos_to`, `include_catalog_modifiers`, `apply_required_catalog_modifiers`, `item_alternate_codes`, `item_sizes`, `apply_item_sizes`, `item_descriptions`, `item_sides`, `identify_items_from_printed_line`, `rule_out_impossible_item_codes`
- Outputs: `success`, `error`

Perform Resolve Order Item Identities through ClaimSoft.

### [Resolve Order Items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_items.md)

- Handler: `claimsoft_resolve_order_items`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `item_codes`, `item_quantities`, `item_identities`, `warehouse_id`, `warehouse_name`, `dos_from`, `dos_to`, `diagnosis_codes`, `skip_out_of_stock_items`, `existing_lines_satisfy_stock`
- Outputs: `success`, `error`

Perform Resolve Order Items through ClaimSoft.

### [Resolve Payer](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer.md)

- Handler: `claimsoft_resolve_payer`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `policy_data`, `patient_state`, `billing_location`, `payer_code_source`, `claimmd_discovery_reason`, `payer_plan`, `payer_card_state`, `payer_name_truncated`, `card_insurance_type`, `member_number`, `document_id`, `reviewed_payer_id`, `reviewed_payer_confirmed`
- Outputs: `success`, `payer_id`, `payer_name`, `confidence`, `reasoning`, `policy_data`, `error`, `failure_reason`, `candidate_count`, `match_method`

Perform Resolve Payer through ClaimSoft.

### [Resolve Payer From Mapping](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer_from_mapping.md)

- Handler: `claimsoft_resolve_payer_from_mapping`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `payer_name`, `payer_id`
- Outputs: `success`, `resolved`, `payer_id`, `payer_name`, `match_source`, `review_reason`, `candidate_count`, `failure_category`, `error`

Perform Resolve Payer From Mapping through ClaimSoft.

### [Resolve Physician](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_physician.md)

- Handler: `claimsoft_resolve_physician`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `npi`, `name`, `billing_location_id`
- Outputs: `success`, `resolved`, `physician_id`, `physician_name`, `npi`, `review_reason`, `match_method`, `candidate_count`, `error`

Perform Resolve Physician through ClaimSoft.

### [Save Guarantor](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_guarantor.md)

- Handler: `claimsoft_save_guarantor`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `first_name`, `last_name`, `relationship_id`, `date_of_birth`
- Outputs: `success`, `order_id`, `guarantor_id`, `outcome`, `relationship_id`, `same_as`, `message`, `error_kind`, `error`

Perform Save Guarantor through ClaimSoft.

### [Save Insurance](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_insurance.md)

- Handler: `claimsoft_save_insurance`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `policy_data`, `sequence`, `replace_existing`, `order_id`, `insurance_override`
- Outputs: `success`, `patient_id`, `order_id`, `sequence`, `updated`, `insured_id`, `ext_insured_id`, `payer_link_id`, `order_payers_updated`, `patient_payers`, `superseded_patient_payers`, `patient_url`, `message`, `error_kind`, `error`

Perform Save Insurance through ClaimSoft.

### [Save Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_patient.md)

- Handler: `claimsoft_save_patient`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_data`, `billing_location_ids`, `patient_id`, `patient_defaults`, `demographics_override`
- Outputs: `success`, `patient_id`, `claimsoft_patient_id`, `created`, `is_duplicate`, `patient_url`, `message`, `error`, `error_kind`

Perform Save Patient through ClaimSoft.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_patient.md)

- Handler: `claimsoft_search_patient`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `account_id`, `order_number`
- Outputs: `total`, `patients`, `error`

Perform Search Patient through ClaimSoft.

### [Search Purchase Orders](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_purchase_orders.md)

- Handler: `claimsoft_search_purchase_orders`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `search_text`, `order_status`, `warehouses`, `patient_id`, `practitioner_id`, `date_from`, `date_to`, `filters`, `max_rows`
- Outputs: `server_returned`, `returned`, `client_truncated`, `orders`, `inventory_url`, `error`

Perform Search Purchase Orders through ClaimSoft.

### [Select Unworked Review Items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_select_review_items.md)

- Handler: `claimsoft_select_review_items`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `storage_key`, `supported_hcpcs`, `legacy_outcome_markers`, `creator_match`, `batch_size`, `exception_batch_size`, `advanced_alert_type_ids`
- Outputs: `success`, `pending_orders`, `unmapped_items`, `total_rows`, `scanned_rows`, `completed_count`, `advanced_count`, `duplicate_count`, `unmapped_count`, `deferred_unmapped_count`, `exhausted`, `budget_exhausted`, `error`

Perform Select Unworked Review Items through ClaimSoft.

### [Send PO Upload Summary Email](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_send_po_upload_summary_email.md)

- Handler: `claimsoft_send_po_upload_summary_email`

- External effect: `write`
- Inputs: `source_workflow_id`, `source_workflow_name`, `trigger_payload`, `scheduled_run_at`, `fallback_run_at`, `timezone`, `lookback_hours`, `max_source_runs`, `to_emails`, `internal_dry_run_email_domains`, `subject`, `upload_node_id`, `purchase_order_node_id`, `unsafe_order_number_tokens`
- Outputs: `success`, `status`, `successful_upload_count`, `order_numbers`, `window_start`, `window_end`, `emailed_to`, `html`, `error`

Perform Send PO Upload Summary Email through ClaimSoft.

### [Update Order Status](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_update_order_status.md)

- Handler: `claimsoft_update_order_status`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `status_value`
- Outputs: `success`, `state`, `verified`, `review_required`, `status_id`, `status_description`, `error_kind`, `message`, `error`

Perform Update Order Status through ClaimSoft.

### [Upload Eligibility Report](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_eligibility_report.md)

- Handler: `claimsoft_upload_eligibility_report`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `eligibility_id`, `filename`, `alternate_filenames`, `tab`
- Outputs: `success`, `patient_id`, `eligibility_id`, `filename`, `skipped`, `matched_filename`, `message`, `error`

Perform Upload Eligibility Report through ClaimSoft.

### [Upload Purchase Order Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_purchase_order_document.md)

- Handler: `claimsoft_upload_purchase_order_document`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `purchase_order_id`, `document_id`, `filename`
- Outputs: `success`, `purchase_order_id`, `filename`, `size_bytes`, `verification_status`, `documents_total`, `documents`, `inventory_url`, `message`, `error`

Perform Upload Purchase Order Document through ClaimSoft.

## [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

23 actions. Connection types: clearpathmd.

### [Create Patient Note](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_create_patient_note.md)

- Handler: `clearpath_create_patient_note`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `patient_id`, `description`, `note_type_id`, `note_type_label`, `alert`
- Outputs: `success`, `data`, `message`, `error`

Perform Create Patient Note through ClearPathMD.

### [Download Written Order PDF](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_download_written_order.md)

- Handler: `clearpath_download_written_order`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `order_id`, `cmn_form_id`, `show_in_inbox`
- Outputs: `success`, `status`, `order_id`, `document_id`, `filename`, `content_type`, `size_bytes`, `was_existing`, `error`

Perform Download Written Order PDF through ClearPathMD.

### [Edit Patient Note](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_update_patient_note.md)

- Handler: `clearpath_update_patient_note`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `patient_id`, `patient_note_id`, `description`, `note_type_id`, `note_type_label`, `alert`
- Outputs: `success`, `data`, `message`, `error`

Perform Edit Patient Note through ClearPathMD.

### [Get Document Types](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_document_types.md)

- Handler: `clearpath_get_document_types`
- Connection type: `clearpathmd`
- External effect: `read`

- Outputs: `success`, `error`

Perform Get Document Types through ClearPathMD.

### [Get Order Documents](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_documents.md)

- Handler: `clearpath_get_order_documents`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `order_id`, `page_size`
- Outputs: `success`, `error`

Perform Get Order Documents through ClearPathMD.

### [Get Order Insurance Options](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_insurances_for_order.md)

- Handler: `clearpath_get_patient_insurances_for_order`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Order Insurance Options through ClearPathMD.

### [Get Order Item Details](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_item_details.md)

- Handler: `clearpath_get_order_item_details`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `order_id`
- Outputs: `success`, `data`, `error`

Perform Get Order Item Details through ClearPathMD.

### [Get Order Statuses](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_statuses.md)

- Handler: `clearpath_get_order_statuses`
- Connection type: `clearpathmd`
- External effect: `read`

- Outputs: `success`, `error`

Perform Get Order Statuses through ClearPathMD.

### [Get Patient Documents](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_documents.md)

- Handler: `clearpath_get_patient_documents`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`, `page_size`
- Outputs: `success`, `error`

Perform Get Patient Documents through ClearPathMD.

### [Get Patient Insurance](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_insurance.md)

- Handler: `clearpath_get_patient_insurance`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Patient Insurance through ClearPathMD.

### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_notes.md)

- Handler: `clearpath_get_patient_notes`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`, `page_size`
- Outputs: `success`, `data`, `message`, `error`, `error_kind`

Perform Get Patient Notes through ClearPathMD.

### [Get Patient Notes Count](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_notes_count.md)

- Handler: `clearpath_get_patient_notes_count`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Patient Notes Count through ClearPathMD.

### [Get Patient Orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_orders.md)

- Handler: `clearpath_get_patient_orders`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Patient Orders through ClearPathMD.

### [Get Patient Provider Details](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_provider_details.md)

- Handler: `clearpath_get_patient_provider_details`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `data`, `message`, `error`

Perform Get Patient Provider Details through ClearPathMD.

### [Get Patient Providers](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_providers.md)

- Handler: `clearpath_get_patient_providers`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Patient Providers through ClearPathMD.

### [Link Provider](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_link_provider.md)

- Handler: `clearpath_link_provider`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `patient_id`, `npi`
- Outputs: `success`, `error`

Perform Link Provider through ClearPathMD.

### [Read Patient](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_read_patient.md)

- Handler: `clearpath_read_patient`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `data`, `error`, `error_kind`

Perform Read Patient through ClearPathMD.

### [Search Notes](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_notes.md)

- Handler: `clearpath_search_notes`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `note_type_id`, `max_records`
- Outputs: `success`, `data`, `message`, `error`

Perform Search Notes through ClearPathMD.

### [Search Orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_orders.md)

- Handler: `clearpath_search_orders`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `order_statuses`, `max_records`, `sort`, `order_id`, `patient_id`, `patient_first_name`, `patient_last_name`, `practice_id`, `location_id`, `provider_id`, `insurance_id`, `from_order_date`, `to_order_date`, `hcpcs`, `product_id`, `item_type`
- Outputs: `success`, `data`, `message`, `error`

Perform Search Orders through ClearPathMD.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_patient.md)

- Handler: `clearpath_search_patient`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `patient_id`, `page_size`
- Outputs: `success`, `data`, `error`

Perform Search Patient through ClearPathMD.

### [Search Pending Orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_pending_orders.md)

- Handler: `clearpath_search_pending_orders`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `page`, `page_size`, `from_date`, `to_date`, `entity_id`, `provider_id`, `location_id`
- Outputs: `success`, `error`

Perform Search Pending Orders through ClearPathMD.

### [Search Provider](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_provider.md)

- Handler: `clearpath_search_provider`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `npi`, `first_name`, `last_name`, `postal_code`
- Outputs: `success`, `error`

Perform Search Provider through ClearPathMD.

### [Upload Document](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_upload_document.md)

- Handler: `clearpath_upload_document`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `document_type_id`, `title`, `description`, `order_id`
- Outputs: `success`, `data`, `message`, `error`

Perform Upload Document through ClearPathMD.

## [Colorado Medicaid](https://genhealth.ai/docs/workflows/integrations/colorado-medicaid.md)

1 action. Connection types: colorado_medicaid.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/colorado-medicaid/colorado_medicaid_check_eligibility.md)

- Handler: `colorado_medicaid_check_eligibility`
- Connection type: `colorado_medicaid`
- External effect: `write`
- Inputs: `enabled`, `member_id`, `service_start_date`, `service_end_date`, `skip_reason`
- Outputs: `success`, `status`, `is_eligible`, `coverage_details`, `error`, `error_reason`, `lookup_error`, `captcha_failure_stage`, `captcha_diagnostic_screenshot`, `captcha_diagnostic_screenshot_error_type`, `skipped`, `skip_reason`

Perform Check Eligibility through Colorado Medicaid.

## [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

41 actions. Connection types: claimsoft.

### [Apply Consignment Review Corrections](https://genhealth.ai/docs/workflows/integrations/consignment-intake/apply_consignment_review_overrides.md)

- Handler: `apply_consignment_review_overrides`

- External effect: `write`
- Inputs: `document_id`, `extracted_fields`, `review_overrides`, `document_text`, `prior_order_write_status`
- Outputs: `success`, `extracted_fields`, `payer`, `applied_fields`, `reviewed_by`, `reviewed_at`, `field_origins`, `payer_origin`, `item_code_provenance`, `item_code_vision`, `insurance_evidence`, `provider_row_evidence`, `physician_vision`, `side_box_geometry`, `side_box_vision`, `diagnosis_vision`, `diagnosis_suggestion`, `diagnosis_form_source`, `policy_number_vision`, `guided_item_repair`, `error`

Perform Apply Consignment Review Corrections through Consignment Intake.

### [Apply Consignment Side Modifiers](https://genhealth.ai/docs/workflows/integrations/consignment-intake/apply_consignment_side_modifiers.md)

- Handler: `apply_consignment_side_modifiers`

- External effect: `write`
- Inputs: `items`, `diagnosis_codes`, `packet_fields`
- Outputs: `success`, `items`, `resolved_line_count`, `unresolved_line_count`, `unresolved_line_keys`, `error`

Perform Apply Consignment Side Modifiers through Consignment Intake.

### [Build Consignment Order Mapping](https://genhealth.ai/docs/workflows/integrations/consignment-intake/build_consignment_order_mapping.md)

- Handler: `build_consignment_order_mapping`

- External effect: `write`
- Inputs: `packet_context`, `extracted_fields`, `document_text`, `as_of_date`, `salesperson_name`, `salesperson_review_required`, `source_location`, `policyholder_resolution`
- Outputs: `success`, `ready_for_order_write`, `review_required`, `review_reason`, `review_reasons`, `review_details`, `source_location`, `policyholder_outcome`, `medicaid_payer_outcome`, `northwood_tpa_outcome`, `eligibility_rejection_category`, `as_of_date_source`, `subscriber_directory`, `as_of_date`, `error`, `error_kind`

Perform Build Consignment Order Mapping through Consignment Intake.

### [Build Consignment Sender Reply Plans](https://genhealth.ai/docs/workflows/integrations/consignment-intake/build_consignment_sender_reply_plans.md)

- Handler: `build_consignment_sender_reply_plans`

- External effect: `write`
- Inputs: `group_email`, `attachment_collection`, `subject_metadata`, `message_fetch_results`, `status_summary`, `document_loop_results`, `targeted_reprocess`, `source_location_preflight`, `allow_html_body`
- Outputs: `success`, `reply_plans`, `reply_count`, `suppressed_count`, `error`

Perform Build Consignment Sender Reply Plans through Consignment Intake.

### [Check Consignment ClaimSoft Order Duplicate](https://genhealth.ai/docs/workflows/integrations/consignment-intake/check_consignment_claimsoft_order_duplicate.md)

- Handler: `check_consignment_claimsoft_order_duplicate`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `document_id`, `expected_idempotency_key`, `recovery_result`, `patient_data`, `billing_location_ids`, `order_params`, `item_resolution`
- Outputs: `success`, `patient_id`, `duplicate_prevented`, `order_id`, `match_basis`, `existing_order_writable`, `duplicate_reason`, `duplicate_detail`, `error_kind`, `error`, `readback_verdict`, `http_status`

Perform Check Consignment ClaimSoft Order Duplicate through Consignment Intake.

### [Deliver Daily Consignment Summary](https://genhealth.ai/docs/workflows/integrations/consignment-intake/deliver_consignment_reconciliation_report.md)

- Handler: `deliver_consignment_reconciliation_report`

- External effect: `write`
- Inputs: `source_workflow_id`, `recipients`, `cutoff_time`, `timezone_name`, `window_hours`, `claimsoft_base_url`, `umpa_base_url`, `scheduled_run_at`, `fallback_run_at`, `trigger_payload`
- Outputs: `success`, `status`, `delivery`, `delivery_reason`, `delivery_status`, `recipient_count`, `report_reference`, `window_start`, `window_end`, `timezone`, `window_complete`, `received`, `verified_created`, `held`, `not_processed`, `pending`, `failure_count`, `error`

Perform Deliver Daily Consignment Summary through Consignment Intake.

### [Ensure Consignment ClaimSoft Guarantor](https://genhealth.ai/docs/workflows/integrations/consignment-intake/ensure_consignment_claimsoft_guarantor.md)

- Handler: `ensure_consignment_claimsoft_guarantor`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `patient_data`, `guarantor_data`, `extracted_fields`, `as_of_date`
- Outputs: `success`, `order_id`, `guarantor_id`, `outcome`, `relationship_id`, `same_as`, `message`, `error`, `error_kind`

Perform Ensure Consignment ClaimSoft Guarantor through Consignment Intake.

### [Ensure Consignment ClaimSoft Order](https://genhealth.ai/docs/workflows/integrations/consignment-intake/ensure_consignment_claimsoft_order.md)

- Handler: `ensure_consignment_claimsoft_order`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `document_id`, `expected_idempotency_key`, `recovery_result`, `order_params`, `item_resolution`
- Outputs: `success`, `order_id`, `created`, `duplicate_prevented`, `match_basis`, `existing_order_writable`, `duplicate_reason`, `duplicate_detail`, `idempotency_key`, `message`, `error_kind`, `error`

Perform Ensure Consignment ClaimSoft Order through Consignment Intake.

### [Evaluate Consignment Prior Authorization](https://genhealth.ai/docs/workflows/integrations/consignment-intake/evaluate_consignment_prior_authorization.md)

- Handler: `evaluate_consignment_prior_authorization`

- External effect: `write`
- Inputs: `payer_id`, `item_identities`, `eligibility_verified`
- Outputs: `success`, `prior_authorization_required`, `review_required`, `review_reason`, `review_reasons`, `alert_type_id`, `alert_comment`, `state`

Perform Evaluate Consignment Prior Authorization through Consignment Intake.

### [Extract Consignment Item Sizes](https://genhealth.ai/docs/workflows/integrations/consignment-intake/extract_consignment_item_sizes.md)

- Handler: `extract_consignment_item_sizes`

- External effect: `write`
- Inputs: `document_id`, `item_codes`, `item_size_texts`
- Outputs: `outcome`, `size_box_count`, `paired_count`, `unpaired_count`, `product_line_count`, `sizes`, `item_sizes`, `apply_sizes`, `mode`, `shadow_mode`

Perform Extract Consignment Item Sizes through Consignment Intake.

### [Extract Consignment Source Location](https://genhealth.ai/docs/workflows/integrations/consignment-intake/extract_consignment_source_location.md)

- Handler: `extract_consignment_source_location`

- External effect: `write`
- Inputs: `document_id`, `email_location_name`, `email_body_location_name`, `unavailable_location_tiers`
- Outputs: `outcome`, `mapping_id`, `configured_business_address`, `configured_location_name`, `matched_source`, `warehouse_id`, `warehouse_name`, `warehouse_number`, `resolved`, `configured_mapping_count`, `packet_outcome`, `packet_candidate_mapping_ids`, `repaired_packet_candidate_mapping_ids`, `email_matched_mapping_id`, `filename_matched_mapping_id`, `metadata_matches_consistent`, `unmatched_location_name`, `unmatched_location_source`, `closest_configured_location_name`, `closest_configured_similarity`, `reviewed_mapping_id`, `unavailable_location_tiers`

Perform Extract Consignment Source Location through Consignment Intake.

### [Hydrate Consignment Reprocess Context](https://genhealth.ai/docs/workflows/integrations/consignment-intake/hydrate_consignment_reprocess_context.md)

- Handler: `hydrate_consignment_reprocess_context`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `parent_document_id`, `child_document_id`, `order_identity_version`, `order_identity_document_id`, `content_sha256`, `packet_index`, `category`, `title`, `split_review_required`, `split_review_reason`, `email_body_salesperson`, `email_inventory_source`, `email_body_source_location`, `source_location_tiers_unavailable`, `order_write_status`, `error`

Perform Hydrate Consignment Reprocess Context through Consignment Intake.

### [Persist Consignment Intake Records](https://genhealth.ai/docs/workflows/integrations/consignment-intake/persist_consignment_intake_records.md)

- Handler: `persist_consignment_intake_records`

- External effect: `write`
- Inputs: `document_id`, `extracted_fields`
- Outputs: `success`, `patient_written`, `insurance_written`, `order_written`, `error_kind`

Perform Persist Consignment Intake Records through Consignment Intake.

### [Preflight Consignment Email Metadata](https://genhealth.ai/docs/workflows/integrations/consignment-intake/preflight_consignment_email_source_location.md)

- Handler: `preflight_consignment_email_source_location`

- External effect: `write`
- Inputs: `subject_metadata`, `attachment_collection`, `message_fetch_results`
- Outputs: `success`, `document_updates`, `processable_document_updates`, `initial_review_message_ids`, `review_messages`, `message_results`, `approved_message_count`, `blocked_message_count`, `sender_correction_count`, `internal_alert_count`, `internal_alert_reason_counts`, `internal_alert_details`, `internal_alert_message`, `error`

Perform Preflight Consignment Email Metadata through Consignment Intake.

### [Prepare Claim.MD Eligibility](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_eligibility.md)

- Handler: `prepare_consignment_claimmd_eligibility`

- External effect: `write`
- Inputs: `patient_data`, `policy_data`, `policyholder_name`, `policyholder_date_of_birth`, `policyholder_relationship`, `patient_state`, `billing_payer_id`
- Outputs: `success`, `search_ready`, `prepared`, `reason`, `payer_search_name`, `member_id`, `insured_first_name`, `insured_last_name`, `insured_date_of_birth`, `patient_relationship`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `claimmd_payer_id`, `claimmd_route_status`, `claimmd_allow_enrollment_payer`, `electronic_eligibility_unavailable`, `error`

Perform Prepare Claim.MD Eligibility through Consignment Intake.

### [Prepare Claim.MD Inquiry Identity](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_minor_first.md)

- Handler: `prepare_consignment_claimmd_minor_first`

- External effect: `write`
- Inputs: `payer_result`, `original_preparation`, `patient_data`, `policy_data`, `service_date`, `policyholder_relationship`
- Outputs: `prepared`, `minor_first`, `reason`, `eligibility_reason`, `insured_first_name`, `insured_last_name`, `insured_date_of_birth`, `member_id`, `patient_relationship`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `service_date`

Perform Prepare Claim.MD Inquiry Identity through Consignment Intake.

### [Prepare Claim.MD Payer Discovery](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_payer_discovery.md)

- Handler: `prepare_consignment_claimmd_payer_discovery`

- External effect: `write`
- Inputs: `patient_data`, `policy_data`, `policyholder_name`, `policyholder_date_of_birth`, `policyholder_relationship`, `patient_state`, `encounter_date`, `as_of_date`, `existing_payer_code_source`
- Outputs: `success`, `search_ready`, `should_probe`, `reason`, `eligibility_reason`, `payer_search_name`, `member_id`, `insured_first_name`, `insured_last_name`, `insured_date_of_birth`, `patient_relationship`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `service_date`, `error`

Perform Prepare Claim.MD Payer Discovery through Consignment Intake.

### [Prepare Consignment Order Create](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_order_create.md)

- Handler: `prepare_consignment_order_create`

- External effect: `write`
- Inputs: `packet_context`, `as_of_date`, `billing_location_ids`, `patient_save_result`, `insurance_save_result`, `order_defaults`, `extracted_salesperson`, `semantic_items`, `accident_details`
- Outputs: `success`, `ready_for_order_create`, `review_required`, `review_reason`, `review_reasons`, `idempotency_key`, `patient_id`, `date_of_service_from`, `date_of_service_to`, `location`, `diagnosis_codes`, `physician_id`, `physician`, `referral_source_id`, `referral_source`, `psr_id`, `sales_rep_id`, `sales_rep`, `warehouse`, `place_of_service`, `signature`, `rendering_provider_id`, `rendering_provider`, `semantic_items`, `is_accident`, `accident_date`, `accident_state_id`, `accident_description`, `prescription_date`, `error`, `error_kind`

Perform Prepare Consignment Order Create through Consignment Intake.

### [Prepare Consignment Order Duplicate Check](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_order_duplicate_check.md)

- Handler: `prepare_consignment_order_duplicate_check`

- External effect: `write`
- Inputs: `packet_context`, `as_of_date`, `billing_location_ids`, `order_defaults`, `semantic_items`, `item_resolution`
- Outputs: `success`, `ready_for_duplicate_check`, `review_required`, `review_reason`, `review_reasons`, `idempotency_key`, `date_of_service_from`, `date_of_service_to`, `location`, `diagnosis_codes`, `physician_id`, `physician`, `referral_source_id`, `referral_source`, `psr_id`, `sales_rep_id`, `sales_rep`, `warehouse`, `place_of_service`, `signature`, `rendering_provider_id`, `rendering_provider`, `semantic_items`, `error`, `error_kind`

Perform Prepare Consignment Order Duplicate Check through Consignment Intake.

### [Prepare Consignment Status Write](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_status_write.md)

- Handler: `prepare_consignment_status_write`

- External effect: `write`
- Inputs: `order_create_preparation`, `order_create_result`, `status_bucket`, `status_routing_config`, `resolved_line_count`, `skipped_line_count`
- Outputs: `success`, `ready_for_status_write`, `review_required`, `review_reason`, `status_bucket`, `claimsoft_status_value`, `order_id`, `error`

Perform Prepare Consignment Status Write through Consignment Intake.

### [Prepare Consignment Write Payload](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_write_payload.md)

- Handler: `prepare_consignment_write_payload`

- External effect: `write`
- Inputs: `order_mapping`, `extracted_fields`, `document_text`, `packet_context`, `billing_location_resolution`, `policyholder_resolution`, `as_of_date`, `existing_patient_id`, `salesperson_name`, `clean_path_mode`, `patient_name_format`
- Outputs: `success`, `ready_for_patient_insurance_write`, `payload_not_ready_reason`, `review_required`, `review_reason`, `review_reasons`, `review_details`, `patient_data`, `patient_name_resolved_from_fallback`, `patient_name_resolved_from_configured_format`, `policy_data`, `policyholder_name`, `policyholder_date_of_birth`, `policyholder_relationship`, `billing_location_ids`, `billing_location_resolution`, `billing_location`, `patient_state`, `payer_plan`, `payer_card_state`, `payer_name_truncated`, `card_insurance_type`, `member_number`, `insurance_sequence`, `packet_context`, `guarantor_data`, `guarantor_write_required`, `guarantor_first_name`, `guarantor_last_name`, `guarantor_relationship_id`, `guarantor_date_of_birth`, `accident_details`, `existing_patient_id`, `patient_write_mode`, `clean_path_mode`, `error`, `error_kind`

Perform Prepare Consignment Write Payload through Consignment Intake.

### [Prepare Packet Policyholder Fallback](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_parent_fallback.md)

- Handler: `prepare_consignment_claimmd_parent_fallback`

- External effect: `write`
- Inputs: `payer_result`, `first_preparation`, `first_result`, `packet_extracted_fields`, `review_overrides`, `service_date`
- Outputs: `prepared`, `minor_first`, `reason`, `eligibility_reason`, `insured_first_name`, `insured_last_name`, `insured_date_of_birth`, `member_id`, `patient_relationship`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `service_date`

Perform Prepare Packet Policyholder Fallback through Consignment Intake.

### [Publish Consignment Review Result](https://genhealth.ai/docs/workflows/integrations/consignment-intake/publish_consignment_review_result.md)

- Handler: `publish_consignment_review_result`

- External effect: `write`
- Inputs: `document_id`, `extracted_fields`, `billing_location_resolution`, `salesperson_resolution`, `source_location`, `order_reference_resolution`, `order_mapping`, `write_payload`, `order_outcome`, `payer_resolution_result`, `item_identities`, `insurance_save_result`, `reviewed_payer`, `intake_materialization`, `diagnosis_suggestion`
- Outputs: `success`, `published`, `document_id`, `workflow_run_id`, `order_id`, `review_required`, `review_reasons`, `resolution_statuses`, `skipped`, `error`

Perform Publish Consignment Review Result through Consignment Intake.

### [Record ClaimSoft Order Outcome](https://genhealth.ai/docs/workflows/integrations/consignment-intake/record_consignment_claimsoft_order_outcome.md)

- Handler: `record_consignment_claimsoft_order_outcome`

- External effect: `write`
- Inputs: `document_id`, `order_create_result`, `expected_idempotency_key`, `patient_save_result`
- Outputs: `success`, `recorded`, `document_id`, `workflow_run_id`, `order_id`, `idempotency_key`, `created`, `patient_id`, `error`

Perform Record ClaimSoft Order Outcome through Consignment Intake.

### [Recover ClaimSoft Order Outcome](https://genhealth.ai/docs/workflows/integrations/consignment-intake/recover_consignment_claimsoft_order_outcome.md)

- Handler: `recover_consignment_claimsoft_order_outcome`

- External effect: `write`
- Inputs: `document_id`, `expected_idempotency_key`
- Outputs: `success`, `recovered`, `document_id`, `order_id`, `idempotency_key`, `created`, `error`, `error_kind`

Perform Recover ClaimSoft Order Outcome through Consignment Intake.

### [Resolve Claim.MD Payer Discovery](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_claimmd_payer_discovery.md)

- Handler: `resolve_consignment_claimmd_payer_discovery`

- External effect: `write`
- Inputs: `policy_data`, `eligibility_success`, `active_insurance_type_codes`, `eligibility_result`, `existing_payer_code_source`, `discovery_enabled`, `preparation_reason`, `preparation_eligibility_reason`
- Outputs: `success`, `applied`, `reason`, `line_of_business`, `policy_data`, `payer_code_source`, `eligibility_reason`, `error`

Perform Resolve Claim.MD Payer Discovery through Consignment Intake.

### [Resolve Consignment Billing Location](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_billing_location.md)

- Handler: `resolve_consignment_billing_location`

- External effect: `write`
- Inputs: `billing_location`
- Outputs: `success`, `resolved`, `billing_location`, `matched_name`, `billing_location_id`, `billing_location_ids`, `review_required`, `review_reason`, `available_locations`, `error`, `error_kind`

Perform Resolve Consignment Billing Location through Consignment Intake.

### [Resolve Consignment ClaimSoft Order Items](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_claimsoft_order_items.md)

- Handler: `resolve_consignment_claimsoft_order_items`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `item_resolution`, `order_id`, `item_identities`, `warehouse_id`, `warehouse_name`, `dos_from`, `dos_to`, `diagnosis_codes`, `skip_out_of_stock_items`
- Outputs: `success`, `items`, `expected_item_count`, `skipped_item_count`, `skipped_error_kind`, `existing_line_item_count`, `match_method`, `candidate_count`, `error`, `error_kind`

Perform Resolve Consignment ClaimSoft Order Items through Consignment Intake.

### [Resolve Consignment Order References](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_order_references.md)

- Handler: `resolve_consignment_order_references`

- External effect: `write`
- Inputs: `provider_name`, `physician_npi`, `provider_evidence_source`, `referral_source_name`, `diagnosis_codes`, `billing_location_ids`, `psr_name`, `salesperson_name`, `email_body_salesperson_name`, `packet_salesperson_name`, `salesperson_matched_key_type`, `warehouse_id`, `warehouse_name`, `source_location_outcome`, `packet_fields`
- Outputs: `success`, `resolved`, `order_defaults`, `review_required`, `review_reason`, `review_reasons`, `diagnosis_rejections`, `diagnosis_laterality_fills`, `resolved_diagnosis_codes`, `provider_evidence_source`, `error`, `error_kind`

Perform Resolve Consignment Order References through Consignment Intake.

### [Resolve Consignment Salesperson](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_salesperson.md)

- Handler: `resolve_consignment_salesperson`

- External effect: `write`
- Inputs: `email_body_salesperson_label`, `provider_name`, `referral_source_name`, `clinic_name`, `npi`, `explicit_salesperson_label`
- Outputs: `success`, `resolved`, `salesperson_name`, `salesperson_id`, `mapping_id`, `matched_key_type`, `match_type`, `review_required`, `review_reason`, `error`

Perform Resolve Consignment Salesperson through Consignment Intake.

### [Resolve Policyholder Eligibility](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_befitting_policyholder.md)

- Handler: `resolve_befitting_policyholder`

- External effect: `write`
- Inputs: `extracted_fields`, `packet_document_id`
- Outputs: `policyholder_outcome`, `guarantor`, `subscriber_identity_source`, `medicaid_minor_self`, `medicaid_payer_outcome`, `northwood_tpa_outcome`, `eligibility_rejection_category`, `derived_payer_code`, `payer_mapping_id`, `payer_code_source`, `subscriber_directory`, `availity_coverage_verdict`, `eligibility_source`, `availity_coverage_id`, `as_of_date_source`

Perform Resolve Policyholder Eligibility through Consignment Intake.

### [Route Consignment Statuses](https://genhealth.ai/docs/workflows/integrations/consignment-intake/route_consignment_statuses.md)

- Handler: `route_consignment_statuses`

- External effect: `write`
- Inputs: `routing_config`, `loop_results`
- Outputs: `success`, `processed_message_ids`, `review_message_ids`, `processed_count`, `review_count`, `document_summaries`, `message_summaries`, `status_bucket_counts`, `packet_count`, `cleared_packet_count`, `review_reason_counts`, `documents_held_for_review`, `document_review_reason_counts`, `routing_fallback`, `routing_guard`, `routing_degraded`, `routing_degraded_reasons`, `routing_alert`, `routing_error`, `error`

Perform Route Consignment Statuses through Consignment Intake.

### [Split Consignment Document By Categories](https://genhealth.ai/docs/workflows/integrations/consignment-intake/split_consignment_document_by_categories.md)

- Handler: `split_consignment_document_by_categories`

- External effect: `write`
- Inputs: `document_id`, `force`, `hide_parent`
- Outputs: `success`, `document_id`, `children`, `child_count`, `review_required`, `reason`, `split_failure_reason`, `split_reconciliation`, `skipped`, `error`

Perform Split Consignment Document By Categories through Consignment Intake.

### [Store Availity Eligibility Report](https://genhealth.ai/docs/workflows/integrations/consignment-intake/generate_consignment_availity_eligibility_report.md)

- Handler: `generate_consignment_availity_eligibility_report`

- External effect: `write`
- Inputs: `coverage_id`, `source_document_id`
- Outputs: `success`, `document_id`, `error_kind`

Perform Store Availity Eligibility Report through Consignment Intake.

### [Suggest Consignment Hold Repair](https://genhealth.ai/docs/workflows/integrations/consignment-intake/suggest_consignment_hold_repair.md)

- Handler: `suggest_consignment_hold_repair`

- External effect: `write`
- Inputs: `document_id`, `extracted_fields`, `order_reference_resolution`
- Outputs: `success`, `mode`, `hold_repairs`, `error`

Perform Suggest Consignment Hold Repair through Consignment Intake.

### [Summarize Consignment Post-Split Packets](https://genhealth.ai/docs/workflows/integrations/consignment-intake/summarize_consignment_post_split_packets.md)

- Handler: `summarize_consignment_post_split_packets`

- External effect: `write`
- Inputs: `select_packet_items`, `loop_results`
- Outputs: `success`, `document_id`, `packet_contexts`, `packet_document_ids`, `packet_count`, `failed_context_count`, `order_write_status`, `review_required`, `review_reason`, `error`

Perform Summarize Consignment Post-Split Packets through Consignment Intake.

### [Triage Consignment Holds](https://genhealth.ai/docs/workflows/integrations/consignment-intake/triage_consignment_holds.md)

- Handler: `triage_consignment_holds`

- External effect: `write`
- Inputs: `document_id`, `published`, `review_required`, `review_reasons`, `extracted_fields`
- Outputs: `success`, `mode`, `triage`, `skipped`

Perform Triage Consignment Holds through Consignment Intake.

### [Validate Consignment Order Prerequisites](https://genhealth.ai/docs/workflows/integrations/consignment-intake/validate_consignment_order_create_prerequisites.md)

- Handler: `validate_consignment_order_create_prerequisites`

- External effect: `write`
- Inputs: `packet_context`, `billing_location_ids`, `order_defaults`
- Outputs: `success`, `ready_for_patient_insurance_write`, `review_required`, `review_reason`, `review_reasons`, `error`, `error_kind`

Perform Validate Consignment Order Prerequisites through Consignment Intake.

### [Verify Consignment Item Barcodes](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_item_barcodes.md)

- Handler: `verify_consignment_item_barcodes`

- External effect: `write`
- Inputs: `document_id`, `item_codes`, `item_alternate_codes`
- Outputs: `success`, `cleared`, `item_codes`, `outcome`, `decision`, `mode`, `enforced`, `barcode_verification`, `review_required`, `review_reason`, `review_reasons`

Perform Verify Consignment Item Barcodes through Consignment Intake.

### [Verify Consignment Item Laterality](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_item_laterality.md)

- Handler: `verify_consignment_item_laterality`

- External effect: `write`
- Inputs: `item_identities`, `packet_fields`, `resolved_diagnosis_codes`
- Outputs: `success`, `cleared`, `outcome`, `diagnosis_side`, `diagnosis_signal`, `diagnosis_code_source`, `mismatched_line_count`, `catalog_modifier_absent_line_count`, `laterality_verification`, `review_required`, `review_reason`, `review_reasons`

Perform Verify Consignment Item Laterality through Consignment Intake.

### [Verify Consignment Product Slot Lines](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_product_slot_lines.md)

- Handler: `verify_consignment_product_slot_lines`

- External effect: `write`
- Inputs: `packet_fields`, `document_text`, `document_id`, `prior_order_write_status`
- Outputs: `success`, `cleared`, `outcome`, `filled_slot_count`, `document_slot_count`, `extracted_line_count`, `dropped_line_count`, `unexpected_line_count`, `product_slot_line_verification`, `review_required`, `review_reason`, `review_reasons`

Perform Verify Consignment Product Slot Lines through Consignment Intake.

## [DocuTrack](https://genhealth.ai/docs/workflows/integrations/docu-track.md)

7 actions. Connection types: docutrack.

### [Check Upload Status](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_get_upload_status.md)

- Handler: `docutrack_get_upload_status`
- Connection type: `docutrack`
- External effect: `read`
- Inputs: `batch_id`
- Outputs: `success`, `batch_id`, `status`, `docutrack_document_ids`, `error`

Perform Check Upload Status through DocuTrack.

### [Download Document](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_download_document.md)

- Handler: `docutrack_download_document`
- Connection type: `docutrack`
- External effect: `write`
- Inputs: `docutrack_document_id`, `folder_id`
- Outputs: `success`, `document_id`, `docutrack_document_id`, `was_existing`, `size`, `sha256`, `error`

Perform Download Document through DocuTrack.

### [List Folder Documents](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_list_folder_documents.md)

- Handler: `docutrack_list_folder_documents`
- Connection type: `docutrack`
- External effect: `read`
- Inputs: `folder_id`, `include_associations`, `after_document_id`, `limit`
- Outputs: `success`, `documents`, `count`, `total_count`, `truncated`, `next_after_id`, `error`

Perform List Folder Documents through DocuTrack.

### [List Folders](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_list_folders.md)

- Handler: `docutrack_list_folders`
- Connection type: `docutrack`
- External effect: `read`

- Outputs: `success`, `folders`, `count`, `error`

Perform List Folders through DocuTrack.

### [Read Document Information](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_read_document.md)

- Handler: `docutrack_read_document`
- Connection type: `docutrack`
- External effect: `read`
- Inputs: `docutrack_document_id`, `folder_id`
- Outputs: `success`, `document`, `error`

Perform Read Document Information through DocuTrack.

### [Search Documents by Entity](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_search_documents.md)

- Handler: `docutrack_search_documents`
- Connection type: `docutrack`
- External effect: `read`
- Inputs: `entity_type`, `search_value`, `after_document_id`, `limit`
- Outputs: `success`, `documents`, `count`, `total_count`, `truncated`, `next_after_id`, `error`

Perform Search Documents by Entity through DocuTrack.

### [Upload Document](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_upload_document.md)

- Handler: `docutrack_upload_document`
- Connection type: `docutrack`
- External effect: `write`
- Inputs: `document_id`, `source_id`, `source_name`
- Outputs: `success`, `batch_id`, `status`, `docutrack_document_ids`, `error`

Perform Upload Document through DocuTrack.

## [Dynasplint](https://genhealth.ai/docs/workflows/integrations/dynasplint.md)

1 action. Connection types: None required.

### [Correlate And Merge Intake Document](https://genhealth.ai/docs/workflows/integrations/dynasplint/dynasplint_merge_intake_document.md)

- Handler: `dynasplint_merge_intake_document`

- External effect: `write`
- Inputs: `order_candidate`, `document_id`, `gmail_message_id`, `attachment_sha256`, `document_kind`, `external_customer_id`, `external_order_id`, `external_identity_evidence`
- Outputs: `success`, `status`, `aggregate_id`, `source_id`, `duplicate`, `ready_to_verify`, `blockers`, `review_reasons`, `aggregate_review_reasons`, `review_notes`, `accepted_field_paths`, `conflicting_field_paths`, `external_customer_id`, `external_order_id`, `approved_external_order_id`, `aggregate_has_navigator_allocation`, `source_navigator_write_mode`, `source_navigator_execution_status`, `carrier_evidence_stage`, `order_candidate`, `hold_triage`

Perform Correlate And Merge Intake Document through Dynasplint.

## [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

45 actions. Connection types: eclinicalworks.

### [Attach PCP Referral](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_attach_pcp_referral.md)

- Handler: `ecw_attach_pcp_referral`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `encounter_id`, `encounter_ids`, `dos`, `referring_provider_last_name`, `auth_ukey`, `dx_codes`, `auth_pdf_document_id`, `eligibility_pdf_document_id`, `auth_start_date`, `auth_end_date`, `folder_name`, `supplemental_auth_pdf_document_id`, `supplemental_procedure_codes`, `supplemental_auth_ukey`, `supplemental_auth_end_date`, `supplemental_auth_start_date`
- Outputs: `success`, `referral_id`

Perform Attach PCP Referral through eClinicalWorks.

### [Classify New Patient](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_classify_new_patient.md)

- Handler: `ecw_classify_new_patient`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `lookback_days`, `physician_predicate`, `encounter_id`
- Outputs: `success`, `is_new_patient`, `last_physician_visit_date`, `error`

Perform Classify New Patient through eClinicalWorks.

### [Create Incoming Referral](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_create_incoming_referral.md)

- Handler: `ecw_create_incoming_referral`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `auth_number`, `visit_date`, `auth_start_date`, `auth_end_date`, `reason`, `sibling_visit_types`, `referring_provider_last_name`, `resolved_provider_last_name`, `encounter_id`, `encounter_ids`, `visits_allowed`, `match_visit_date`, `link_notes`
- Outputs: `success`, `referral_id`, `patient_id`, `auth_number`, `error`

Perform Create Incoming Referral through eClinicalWorks.

### [ECW Check Rx Eligibility](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_check_rx_eligibility.md)

- Handler: `ecw_check_rx_eligibility`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `encounter_id`, `provider_id`
- Outputs: `success`, `result`, `error`

Perform ECW Check Rx Eligibility through eClinicalWorks.

### [ECW Fetch Insurance Card Scan](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_insurance_card_scan.md)

- Handler: `ecw_fetch_insurance_card_scan`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `subscriber_number`
- Outputs: `success`, `result`, `error`

Perform ECW Fetch Insurance Card Scan through eClinicalWorks.

### [Ecw Fetch Patient Insurance](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_patient_insurance.md)

- Handler: `ecw_fetch_patient_insurance`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_ids`
- Outputs: `insurance_by_patient`, `fetched_count`, `failed_patient_ids`, `success`, `error`, `outcome_category`

Perform Ecw Fetch Patient Insurance through eClinicalWorks.

### [ECW Fetch Rx Log List](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_log_list.md)

- Handler: `ecw_fetch_rx_log_list`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `max_count`
- Outputs: `success`, `result`, `error`

Perform ECW Fetch Rx Log List through eClinicalWorks.

### [ECW Fetch Rx Receipt](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_receipt.md)

- Handler: `ecw_fetch_rx_receipt`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `rx_id`, `rx_type`
- Outputs: `success`, `result`, `error`

Perform ECW Fetch Rx Receipt through eClinicalWorks.

### [ECW Get Epa Transaction Info](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_epa_transaction_info.md)

- Handler: `ecw_get_epa_transaction_info`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `transaction_id`
- Outputs: `success`, `result`, `error`

Perform ECW Get Epa Transaction Info through eClinicalWorks.

### [ECW Get Medication Overview](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_medication_overview.md)

- Handler: `ecw_get_medication_overview`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `patient_id`, `context`
- Outputs: `success`, `result`, `error`

Perform ECW Get Medication Overview through eClinicalWorks.

### [ECW Get Problem List](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_problem_list.md)

- Handler: `ecw_get_problem_list`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `result`, `error`

Perform ECW Get Problem List through eClinicalWorks.

### [ECW List Encounter Attachments](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_encounter_attachments.md)

- Handler: `ecw_list_encounter_attachments`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `patient_id`, `max_results`
- Outputs: `success`, `result`, `error`

Perform ECW List Encounter Attachments through eClinicalWorks.

### [ECW List Epa Queue](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_epa_queue.md)

- Handler: `ecw_list_epa_queue`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `pa_type`, `max_count`, `sort_by`, `sort_order`
- Outputs: `success`, `result`, `error`

Perform ECW List Epa Queue through eClinicalWorks.

### [ECW List Insurance Card Scans](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_insurance_card_scans.md)

- Handler: `ecw_list_insurance_card_scans`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `subscriber_number`, `max_results`
- Outputs: `success`, `result`, `error`

Perform ECW List Insurance Card Scans through eClinicalWorks.

### [ECW List Patient Documents](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_patient_documents.md)

- Handler: `ecw_list_patient_documents`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `name_contains`, `max_results`
- Outputs: `success`, `result`, `error`

Perform ECW List Patient Documents through eClinicalWorks.

### [ECW List Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_progress_notes.md)

- Handler: `ecw_list_progress_notes`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes`
- Outputs: `success`, `result`, `error`

Perform ECW List Progress Notes through eClinicalWorks.

### [ECW List Telephone Encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_telephone_encounters.md)

- Handler: `ecw_list_telephone_encounters`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `assigned_to_id`, `tab_id`, `date`, `date_filter_days`, `facility_id`, `doctor_id`, `page_no`, `rows_per_page`, `sort_by`, `sort_order`
- Outputs: `success`, `result`, `error`

Perform ECW List Telephone Encounters through eClinicalWorks.

### [ECW Read Encounter Action Taken](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_action_taken.md)

- Handler: `ecw_read_encounter_action_taken`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `ticket_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Encounter Action Taken through eClinicalWorks.

### [ECW Read Encounter Attachment](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_attachment.md)

- Handler: `ecw_read_encounter_attachment`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `patient_id`, `document_id`, `include_ocr_text`, `max_ocr_chars`
- Outputs: `success`, `result`, `error`

Perform ECW Read Encounter Attachment through eClinicalWorks.

### [ECW Read Encounter Log](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_log.md)

- Handler: `ecw_read_encounter_log`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `ticket_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Encounter Log through eClinicalWorks.

### [ECW Read Encounter Messages](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_messages.md)

- Handler: `ecw_read_encounter_messages`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `ticket_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Encounter Messages through eClinicalWorks.

### [ECW Read Insurance Card Scan](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_insurance_card_scan.md)

- Handler: `ecw_read_insurance_card_scan`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `document_id`, `subscriber_number`, `include_ocr_text`, `max_pages`
- Outputs: `success`, `result`, `error`

Perform ECW Read Insurance Card Scan through eClinicalWorks.

### [ECW Read Labs](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_labs.md)

- Handler: `ecw_read_labs`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `query`, `start_date`, `end_date`, `lookback_days`, `lab_id`, `max_results`
- Outputs: `success`, `result`, `error`

Perform ECW Read Labs through eClinicalWorks.

### [ECW Read Patient Insurance](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_insurance.md)

- Handler: `ecw_read_patient_insurance`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Patient Insurance through eClinicalWorks.

### [ECW Read Patient Pharmacies](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pharmacies.md)

- Handler: `ecw_read_patient_pharmacies`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Patient Pharmacies through eClinicalWorks.

### [ECW Read Patient Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_progress_notes.md)

- Handler: `ecw_read_patient_progress_notes`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes`, `encounter_ids`, `include_diagnoses`
- Outputs: `success`, `result`, `error`

Perform ECW Read Patient Progress Notes through eClinicalWorks.

### [ECW Read Progress Note](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_progress_note.md)

- Handler: `ecw_read_progress_note`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `enc_type`
- Outputs: `success`, `result`, `error`

Perform ECW Read Progress Note through eClinicalWorks.

### [ECW Resolve Patient](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_resolve_patient.md)

- Handler: `ecw_resolve_patient`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `acc_no`, `first_name`, `last_name`, `dob_mmddyyyy`, `max_count`
- Outputs: `success`, `result`, `error`

Perform ECW Resolve Patient through eClinicalWorks.

### [ECW Search Patient Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_patient_progress_notes.md)

- Handler: `ecw_search_patient_progress_notes`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes`, `query`, `context_chars`
- Outputs: `success`, `result`, `error`

Perform ECW Search Patient Progress Notes through eClinicalWorks.

### [ECW Search Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_progress_notes.md)

- Handler: `ecw_search_progress_notes`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounters`, `encounter_ids`, `query`, `enc_type`, `context_chars`
- Outputs: `success`, `result`, `error`

Perform ECW Search Progress Notes through eClinicalWorks.

### [ECW Search Staff](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_staff.md)

- Handler: `ecw_search_staff`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `last_name`, `max_count`
- Outputs: `success`, `result`, `error`

Perform ECW Search Staff through eClinicalWorks.

### [Find Referral for Date of Service](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_find_referral_for_dos.md)

- Handler: `ecw_find_referral_for_dos`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `visit_date`
- Outputs: `success`, `found`, `referral_id`, `auth_number`, `patient_id`, `error`

Perform Find Referral for Date of Service through eClinicalWorks.

### [Guard PCP Auth Re-bill](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_guard_pcp_auth_rebill.md)

- Handler: `ecw_guard_pcp_auth_rebill`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `encounter_id`, `encounter_ids`, `dos`, `auth_ukey`
- Outputs: `success`, `guard_hit`, `referral_id`, `error`

Perform Guard PCP Auth Re-bill through eClinicalWorks.

### [List Scheduled Encounters (Date Range)](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_scheduled_encounters.md)

- Handler: `ecw_list_scheduled_encounters`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `start_date`, `end_date`, `visit_type_filter`, `insurance_provider_filter`
- Outputs: `success`, `encounters`, `count`, `filtered_count`, `start_date`, `end_date`, `error`

Perform List Scheduled Encounters (Date Range) through eClinicalWorks.

### [List Today's Encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_todays_encounters.md)

- Handler: `ecw_list_todays_encounters`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `visit_date`, `visit_type_filter`, `insurance_provider_filter`
- Outputs: `success`, `encounters`, `count`, `filtered_count`, `visit_date`, `error`

Perform List Today's Encounters through eClinicalWorks.

### [Mark Eligibility Verified](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_mark_eligibility_verified.md)

- Handler: `ecw_mark_eligibility_verified`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `encounter_id`, `encounter_ids`, `portal`, `verified_on`
- Outputs: `success`, `verified_count`, `error`

Perform Mark Eligibility Verified through eClinicalWorks.

### [Post Billing Alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_billing_alert.md)

- Handler: `ecw_post_billing_alert`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `alert_text`, `visit_types`, `visit_type`, `dedup_window`
- Outputs: `success`, `skipped`, `posted_count`, `total_count`, `error`

Perform Post Billing Alert through eClinicalWorks.

### [Post PCP Auth Missing Alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_pcp_auth_missing_alert.md)

- Handler: `ecw_post_pcp_auth_missing_alert`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `dos`, `visit_type`
- Outputs: `success`, `halted`

Perform Post PCP Auth Missing Alert through eClinicalWorks.

### [Post Workflow Failure Alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_workflow_failure_alert.md)

- Handler: `ecw_post_workflow_failure_alert`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `dos`, `category`, `visit_type`
- Outputs: `success`, `halted`

Perform Post Workflow Failure Alert through eClinicalWorks.

### [Read Encounter](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter.md)

- Handler: `ecw_read_encounter`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `visit_type_allowlist`, `no_dx_required_visit_types`, `testing_visit_types`, `insurance_name_prefixes`
- Outputs: `success`, `patient_id`, `encounter_id`, `member_id`, `patient_first_name`, `patient_last_name`, `patient_dob`, `visit_type`, `visit_date`, `diagnosis_codes`, `assessment_plan`, `progress_note_comment`, `reason`, `supervising_provider_name`, `appointment_provider_name`, `supervising_provider_last_name`, `referring_provider_name`, `patient_address`, `patient_city`, `patient_zip`, `failure_category`, `error`

Perform Read Encounter through eClinicalWorks.

### [Read Patient PCP](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pcp.md)

- Handler: `ecw_read_patient_pcp`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `encounter_id`
- Outputs: `found`, `pcp_id`, `pcp_name`

Perform Read Patient PCP through eClinicalWorks.

### [Refresh Reference Data](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/eclinicalworks_refresh_reference_data.md)

- Handler: `eclinicalworks_refresh_reference_data`
- Connection type: `eclinicalworks`
- External effect: `write`

- Outputs: `organization_id`, `success`, `resources`, `facilities`, `error`

Perform Refresh Reference Data through eClinicalWorks.

### [Set Visit Status](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_set_visit_status.md)

- Handler: `ecw_set_visit_status`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `encounter_id`, `visit_date`, `provider_id`, `target_status`, `encounters`
- Outputs: `success`, `error`, `updated_count`

Perform Set Visit Status through eClinicalWorks.

### [Upload Authorization PDF](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_upload_authorization_pdf.md)

- Handler: `ecw_upload_authorization_pdf`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `auth_pdf_document_id`, `auth_pdf`, `date_of_service`, `cpt_code`
- Outputs: `success`, `error`

Perform Upload Authorization PDF through eClinicalWorks.

### [Upload Eligibility PDF](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_upload_eligibility_pdf.md)

- Handler: `ecw_upload_eligibility_pdf`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `eligibility_pdf_document_id`, `eligibility_pdf`, `date_of_service`, `folder_name`
- Outputs: `success`, `error`

Perform Upload Eligibility PDF through eClinicalWorks.

## [Eligibility](https://genhealth.ai/docs/workflows/integrations/eligibility.md)

1 action. Connection types: None required.

### [Commit VOB Sheet Handoff](https://genhealth.ai/docs/workflows/integrations/eligibility/eligibility_commit_vob_sheet_handoff.md)

- Handler: `eligibility_commit_vob_sheet_handoff`

- External effect: `write`
- Inputs: `candidate`, `status_note`, `completed_team_assignment`, `bounded_ranges`, `write_enabled`
- Outputs: `success`, `status`, `submitted`, `reused`, `write_skipped`, `skip_reason`, `conflict`, `conflicting_ranges`, `spreadsheet_id`, `row_number`, `relocated`, `updated_range_count`, `updated_rows`, `updated_columns`, `updated_cells`, `retryable`, `error`, `error_message`

Perform Commit VOB Sheet Handoff through Eligibility.

## [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

13 actions. Connection types: essette.

### [Add Authorization Diagnoses](https://genhealth.ai/docs/workflows/integrations/essette/essette_add_authorization_diagnoses.md)

- Handler: `essette_add_authorization_diagnoses`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `diagnosis_codes`, `set_first_primary`
- Outputs: `success`, `auth_id`, `diagnoses`, `count`, `error`, `error_message`

Perform Add Authorization Diagnoses through Essette.

### [Add Authorization Services](https://genhealth.ai/docs/workflows/integrations/essette/essette_add_authorization_services.md)

- Handler: `essette_add_authorization_services`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `services`
- Outputs: `success`, `auth_id`, `services`, `count`, `error`, `error_message`

Perform Add Authorization Services through Essette.

### [Check Submitted Authorizations](https://genhealth.ai/docs/workflows/integrations/essette/essette_check_existing_authorizations.md)

- Handler: `essette_check_existing_authorizations`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `plan_id`, `lookback_days`
- Outputs: `success`, `count`, `results`, `has_existing`, `error`, `error_message`

Perform Check Submitted Authorizations through Essette.

### [Create Authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_create_authorization.md)

- Handler: `essette_create_authorization`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `plan_id`, `auth_class`, `auth_subclass`, `auth_type`, `service_date_start`, `service_date_end`, `provider_location_id`, `requested_by_id`
- Outputs: `success`, `auth_id`, `incomplete_auth_id_for_recovery`, `auth_number`, `class_id`, `subclass_id`, `type_id`, `provider_location_id`, `requested_by_id`, `error`, `error_message`

Perform Create Authorization through Essette.

### [Get Authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_get_authorization.md)

- Handler: `essette_get_authorization`
- Connection type: `essette`
- External effect: `read`
- Inputs: `essette_account_id`, `auth_id`
- Outputs: `success`, `auth_id`, `auth_number`, `alternate_number`, `external_identifier`, `status_code`, `status_description`, `due_date`, `is_pending`, `auth`, `error`, `error_message`

Perform Get Authorization through Essette.

### [List Authorization Classes](https://genhealth.ai/docs/workflows/integrations/essette/essette_list_authorization_classes.md)

- Handler: `essette_list_authorization_classes`
- Connection type: `essette`
- External effect: `read`
- Inputs: `essette_account_id`, `class_query`
- Outputs: `success`, `classes`, `subclasses`, `count`, `subclass_count`, `fetched_at`, `failure_category`, `error`, `error_message`

Perform List Authorization Classes through Essette.

### [Search Authorizations](https://genhealth.ai/docs/workflows/integrations/essette/essette_search_authorizations.md)

- Handler: `essette_search_authorizations`
- Connection type: `essette`
- External effect: `read`
- Inputs: `essette_account_id`, `date_from`, `date_to`, `auth_number`, `status`, `top`
- Outputs: `success`, `count`, `results`, `error`, `error_message`

Perform Search Authorizations through Essette.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/essette/essette_search_patient.md)

- Handler: `essette_search_patient`
- Connection type: `essette`
- External effect: `read`
- Inputs: `essette_account_id`, `insurance_id`, `include_eligibility`, `top`
- Outputs: `success`, `count`, `results`, `plan_id`, `member_id`, `member_name`, `member_birth_date`, `health_plan`, `line_of_business`, `eligibility_is_current`, `eligibility_history`, `error`, `error_message`

Perform Search Patient through Essette.

### [Set Preferred Contact](https://genhealth.ai/docs/workflows/integrations/essette/essette_set_preferred_contact.md)

- Handler: `essette_set_preferred_contact`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `contact_name`, `email`, `phone`, `phone_extension`, `fax`
- Outputs: `success`, `auth_id`, `error`, `error_message`

Perform Set Preferred Contact through Essette.

### [Set Servicing Provider](https://genhealth.ai/docs/workflows/integrations/essette/essette_set_servicing_provider.md)

- Handler: `essette_set_servicing_provider`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `search`, `provider_location_id`
- Outputs: `success`, `auth_id`, `provider_location_id`, `provider_description`, `count`, `results`, `error`, `error_message`

Perform Set Servicing Provider through Essette.

### [Submit Authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_submit_authorization.md)

- Handler: `essette_submit_authorization`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`
- Outputs: `success`, `auth_id`, `auth_number`, `alternate_number`, `status_code`, `status_description`, `due_date`, `is_pending`, `auto_determination_result`, `sent_to_claims_system`, `retryable`, `error`, `error_message`

Perform Submit Authorization through Essette.

### [Update Authorization Fields](https://genhealth.ai/docs/workflows/integrations/essette/essette_update_authorization.md)

- Handler: `essette_update_authorization`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `priority_id`, `place_of_service_id`, `healthcare_service_type_id`, `extra_fields`
- Outputs: `success`, `auth_id`, `updated_fields`, `error`, `error_message`

Perform Update Authorization Fields through Essette.

### [Upload Authorization Document](https://genhealth.ai/docs/workflows/integrations/essette/essette_upload_authorization_document.md)

- Handler: `essette_upload_authorization_document`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `document_id`, `category_id`, `filename`, `content_type`
- Outputs: `success`, `auth_id`, `essette_document_id`, `filename`, `size`, `category_id`, `error`, `error_message`

Perform Upload Authorization Document through Essette.

## [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

18 actions. Connection types: exapacs.

### [Backfill Completed Studies Phone Numbers](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_backfill_completed_studies_phone_numbers.md)

- Handler: `exapacs_backfill_completed_studies_phone_numbers`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `completed_studies_document_id`, `completed_schedule_details_document_id`, `output_path`
- Outputs: `status`, `document_id`, `filename`, `mime_type`, `report_type`, `filters`, `output_path`, `size_bytes`, `processed_count`, `backfilled_count`, `skipped_existing_phone_count`, `existing_phone_conflict_count`, `unmatched_count`, `ambiguous_count`, `missing_schedule_phone_count`, `blank_accession_count`, `summary`, `error`

Perform Backfill Completed Studies Phone Numbers through ExaPACS.

### [Download Patient Document](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_download_patient_document.md)

- Handler: `exapacs_download_patient_document`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `exa_doc_id`, `patient_id`, `order_id`, `output_path`
- Outputs: `status`, `document_id`, `s3_key`, `filename`, `mime_type`, `byte_count`, `output_path`, `skipped`, `error`

Perform Download Patient Document through ExaPACS.

### [Download Patient Documents](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_download_patient_documents.md)

- Handler: `exapacs_download_patient_documents`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `exa_doc_ids`, `output_path`
- Outputs: `status`, `documents`, `downloaded_count`, `failed_count`, `error`

Perform Download Patient Documents through ExaPACS.

### [Get Approved Report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_get_approved_report.md)

- Handler: `exapacs_get_approved_report`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `study_id`, `patient_id`, `order_id`
- Outputs: `status`, `document_id`, `s3_key`, `filename`, `mime_type`, `byte_count`, `skipped`, `error`

Perform Get Approved Report through ExaPACS.

### [Get Completed Schedule Details Report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_export_completed_schedule_details_report.md)

- Handler: `exapacs_export_completed_schedule_details_report`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `from_date`, `to_date`, `facilities`, `search_date_by`, `include_deleted_studies`, `only_dcm`, `ref_phy_names`, `read_phy_names`, `poll_attempts`, `poll_interval_seconds`, `output_path`
- Outputs: `status`, `document_id`, `filename`, `mime_type`, `report_type`, `filters`, `output_path`, `size_bytes`, `error`

Perform Get Completed Schedule Details Report through ExaPACS.

### [Get Completed Studies Report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_export_completed_studies_report.md)

- Handler: `exapacs_export_completed_studies_report`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `from_date`, `to_date`, `facility_id`, `date_basis`, `output_path`
- Outputs: `status`, `document_id`, `filename`, `mime_type`, `report_type`, `filters`, `output_path`, `size_bytes`, `error`

Perform Get Completed Studies Report through ExaPACS.

### [Get ExaPACS Worklist Item](https://genhealth.ai/docs/workflows/integrations/exa-pacs/get_exapacs_worklist_item.md)

- Handler: `get_exapacs_worklist_item`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `patient_first_name`, `patient_last_name`, `patient_birth_date`, `dos`, `accession_number`
- Outputs: `status`, `item`, `error`

Perform Get ExaPACS Worklist Item through ExaPACS.

### [Get Order Authorizations](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_get_order_authorizations.md)

- Handler: `exapacs_get_order_authorizations`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `order_id`, `cpt_code`
- Outputs: `status`, `authorizations`, `match_count`, `authorization_no`, `authorization_numbers`, `cpt_codes_on_order`, `error`

Perform Get Order Authorizations through ExaPACS.

### [List Eligibility Worklist (Bulk)](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_eligibility_worklist.md)

- Handler: `exapacs_list_eligibility_worklist`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `saved_filter_id`
- Outputs: `items`, `count`, `error`

Perform List Eligibility Worklist (Bulk) through ExaPACS.

### [List Fee-Schedule Plans](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_fee_schedule_plans.md)

- Handler: `exapacs_list_fee_schedule_plans`

- External effect: `read`

- Outputs: `plans`, `error`, `error_message`

Perform List Fee-Schedule Plans through ExaPACS.

### [List Patient Documents](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_patient_documents.md)

- Handler: `exapacs_list_patient_documents`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `order_id`, `patient_id`, `category`, `before_date`, `show_all`, `lookback_days`
- Outputs: `status`, `documents`, `search_after`, `search_before`, `error`

Perform List Patient Documents through ExaPACS.

### [List Patient Insurance Policies](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_patient_insurance_policies.md)

- Handler: `exapacs_list_patient_insurance_policies`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `order_id`, `patient_id`
- Outputs: `status`, `policies`, `error`

Perform List Patient Insurance Policies through ExaPACS.

### [Look Up Contract Rates](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_lookup_contract_rates.md)

- Handler: `exapacs_lookup_contract_rates`

- External effect: `write`
- Inputs: `plan_key`, `studies`
- Outputs: `rates`, `any_ambiguous`, `any_missing`, `resolution_status`, `resolution_message`, `error`, `error_message`

Perform Look Up Contract Rates through ExaPACS.

### [Prepare Verification Sections](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_prepare_verification_sections.md)

- Handler: `exapacs_prepare_verification_sections`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `policy_results`, `match_results`, `service_type`
- Outputs: `form_type`, `cpt_codes`, `sections`, `call_plan`, `call_plan_reason`, `error`

Perform Prepare Verification Sections through ExaPACS.

### [Read Completed Studies Rows](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_read_completed_studies_rows.md)

- Handler: `exapacs_read_completed_studies_rows`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `report_document_id`, `flag_filter`
- Outputs: `rows`, `count`, `filtered_out_count`, `flag_counts`, `document_id`, `error`

Perform Read Completed Studies Rows through ExaPACS.

### [Resolve Eligibility Service Type](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_resolve_service_type.md)

- Handler: `exapacs_resolve_service_type`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `studies`
- Outputs: `stc`, `uhc_service_type_descriptions`, `error`

Perform Resolve Eligibility Service Type through ExaPACS.

### [Save Verification Sheet](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_save_verification_sheet.md)

- Handler: `exapacs_save_verification_sheet`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `form_type`, `order_id`, `patient_id`, `cpt_codes`, `sections`, `call_plan`, `call_plan_reason`, `contract_rates`
- Outputs: `status`, `verification_sheet_doc_id`, `saved_at`, `form_type`, `success`, `call_plan`, `message`, `error`

Perform Save Verification Sheet through ExaPACS.

### [Transform Completed Studies Report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_transform_completed_studies_report.md)

- Handler: `exapacs_transform_completed_studies_report`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `report_document_id`, `output_path`
- Outputs: `status`, `cleaned_output_path`, `exceptions_output_path`, `filtered_output_path`, `cleaned_output_document_id`, `exceptions_output_document_id`, `filtered_output_document_id`, `processed_count`, `clean_count`, `filtered_count`, `exception_count`, `summary`, `error`

Perform Transform Completed Studies Report through ExaPACS.

## [Faxage](https://genhealth.ai/docs/workflows/integrations/faxage.md)

4 actions. Connection types: faxage.

### [Confirm Fax Delivery (Faxage)](https://genhealth.ai/docs/workflows/integrations/faxage/confirm_fax_delivery.md)

- Handler: `confirm_fax_delivery`
- Connection type: `faxage`
- External effect: `write`
- Inputs: `job_id`, `timeout_seconds`, `poll_seconds`
- Outputs: `success`, `job_id`, `status`, `status_detail`, `retryable`, `error`

Perform Confirm Fax Delivery (Faxage) through Faxage.

### [Download & Mark Handled (Faxage)](https://genhealth.ai/docs/workflows/integrations/faxage/download_faxage_faxes.md)

- Handler: `download_faxage_faxes`
- Connection type: `faxage`
- External effect: `write`
- Inputs: `limit`
- Outputs: `created`, `skipped`, `count_created`, `count_skipped`, `error`

Perform Download & Mark Handled (Faxage) through Faxage.

### [List Incoming Faxes (Faxage)](https://genhealth.ai/docs/workflows/integrations/faxage/list_incoming_faxes.md)

- Handler: `list_incoming_faxes`
- Connection type: `faxage`
- External effect: `write`

Perform List Incoming Faxes (Faxage) through Faxage.

### [Send Fax (Faxage)](https://genhealth.ai/docs/workflows/integrations/faxage/send_fax.md)

- Handler: `send_fax`
- Connection type: `faxage`
- External effect: `write`
- Inputs: `fax_number`, `document_url`, `document_id`, `confirm_delivery`, `confirm_timeout_seconds`, `confirm_poll_seconds`
- Outputs: `job_id`, `fax_number`, `status`, `status_detail`, `error`

Perform Send Fax (Faxage) through Faxage.

## [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

238 actions. Connection types: None required.

### [Adjudicate Policy](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_adjudicate_policy.md)

- Handler: `genhealth_adjudicate_policy`

- External effect: `write`
- Inputs: `document_id`, `policy_id`, `init_policies`, `answer_all_questions`, `save_as_document`, `include_cover_sheet`, `include_clinical_documents`
- Outputs: `success`, `document_id`, `case_id`, `case_pdf_id`, `adjudication_id`, `result_document_id`, `policy_id`, `policy_service`, `recommendation`, `rationale`, `decision_tree`, `status`, `passed_count`, `policy_question_count`, `total_questions`, `stub_packet`, `error`

Perform Adjudicate Policy through GenHealth.

### [Aggregate Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_aggregate_documents.md)

- Handler: `genhealth_aggregate_documents`

- External effect: `write`
- Inputs: `document_ids`, `document_id_field`, `add_bookmarks`, `skip_unreadable`, `show_in_inbox`, `title`, `patient_id`, `categories`, `metadata`, `external_id`
- Outputs: `success`, `document_id`, `aggregate_document_id`, `title`, `created`, `source_document_count`, `page_count`, `skipped_document_ids`, `error`

Perform Aggregate Documents through GenHealth.

### [Aggregate Workflow Run Stats](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_aggregate_workflow_run_stats.md)

- Handler: `genhealth_aggregate_workflow_run_stats`

- External effect: `write`
- Inputs: `workflow_run_id`
- Outputs: `success`, `run_id`, `total_nodes`, `success_count`, `failure_count`, `top_error`, `node_summary`, `error`

Perform Aggregate Workflow Run Stats through GenHealth.

### [Apply Intake Workflow Items](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_apply_intake_workflow_items.md)

- Handler: `genhealth_apply_intake_workflow_items`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_item_apply_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Apply Intake Workflow Items through GenHealth.

### [Attach Intake Source Fax](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_attach_intake_source_fax.md)

- Handler: `genhealth_attach_intake_source_fax`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `source_fax_attach_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Attach Intake Source Fax through GenHealth.

### [Cache Filter (Deduplicate Items)](https://genhealth.ai/docs/workflows/integrations/gen-health/cache_filter.md)

- Handler: `cache_filter`

- External effect: `write`
- Inputs: `items`, `item_key_field`, `loop_node_id`, `ttl_hours`
- Outputs: `items`

Perform Cache Filter (Deduplicate Items) through GenHealth.

### [Categorize Document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_categorize_document.md)

- Handler: `genhealth_categorize_document`

- External effect: `write`
- Inputs: `document_id`, `force`, `num_pages`, `prompt_override`

Perform Categorize Document through GenHealth.

### [Categorize Navigator Source Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/categorize_navigator_source_documents.md)

- Handler: `categorize_navigator_source_documents`

- External effect: `write`
- Inputs: `document_id`, `metadata`
- Outputs: `success`, `cached`, `document_groups`, `dynasplint_illegible_order_pages`, `dynasplint_unreadable_pages`, `error`

Perform Categorize Navigator Source Documents through GenHealth.

### [Categorize Pages](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_categorize_pages.md)

- Handler: `genhealth_categorize_pages`

- External effect: `write`
- Inputs: `document_id`, `force`, `taxonomy`
- Outputs: `success`, `cached`, `document_id`, `document_groups`, `classification`, `group_count`, `total_pages`, `error_code`, `error`

Perform Categorize Pages through GenHealth.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_eligibility.md)

- Handler: `genhealth_check_eligibility`

- External effect: `write`
- Inputs: `preferred_portal`, `jurisdiction`, `insurance_policy_id`, `document_id`, `carrier_id`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `patient_state`, `patient_address`, `medicare_id`, `member_id`, `group_id`, `provider_npi`, `provider_last_name`, `provider_type`, `place_of_service`, `as_of_date`, `source_service_date`, `require_source_service_month_current`, `source_service_month_timezone`, `service_types`, `service_type_mode`, `include_availity_coverage_details`, `password_expiration_slack_channel`, `service_type_descriptions`, `coverage_basis`, `fast_http_determination`, `enabled`, `skip_reason`, `generate_pdf`, `persist_generated_pdf`, `show_generated_document_in_inbox`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `input_mode`, `status`, `skipped`, `is_eligible`, `transaction_complete`, `requested_service_types`, `service_type_outcome`, `portal`, `document_id`, `insurance_policy_id`, `carrier_id`, `coverage_id`, `pdf_path`, `coverage_details`, `normalized_coverage_details`, `coverage_start_date`, `coverage_end_date`, `is_medicare_advantage`, `has_msp`, `other_payers`, `coordination_of_benefits`, `settings_url`, `eligibility_response`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`, `error_message`, `error`

Perform Check Eligibility through GenHealth.

### [Check Follow-Up Response](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_response.md)

- Handler: `intake_check_subsequent_response`

- External effect: `write`
- Inputs: `context_payload`, `task_payload`

Perform Check Follow-Up Response through GenHealth.

### [Check Follow-Up Task](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_task.md)

- Handler: `intake_check_subsequent_task`

- External effect: `write`
- Inputs: `context_payload`, `task_name`, `failure_task_name`

Perform Check Follow-Up Task through GenHealth.

### [Check Prior Auth Required](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_prior_auth_required.md)

- Handler: `genhealth_check_prior_auth_required`

- External effect: `write`
- Inputs: `cpt_code`, `payer_name`, `payer_class`
- Outputs: `success`, `determination`, `requires_prior_auth`, `reason`, `payer_name`, `publisher_display`, `plan_name`, `plan_type`, `source_url`, `effective_date`, `error`

Perform Check Prior Auth Required through GenHealth.

### [Check Prior Follow-Up](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_dedup.md)

- Handler: `intake_check_subsequent_dedup`

- External effect: `write`
- Inputs: `context_payload`, `response_payload`

Perform Check Prior Follow-Up through GenHealth.

### [Classify Deferred Retry](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_classify_deferred_retry.md)

- Handler: `intake_classify_deferred_retry`

- External effect: `write`
- Inputs: `retry_context`, `verification_payload`, `send_payload`, `resent_verification_payload`, `resent_send_payload`, `account_key`, `dry_run`

Perform Classify Deferred Retry through GenHealth.

### [Classify Document Pages](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_classify_document_pages.md)

- Handler: `genhealth_classify_document_pages`

- External effect: `write`
- Inputs: `document_id`, `force`, `page_categories`, `prompt_override`
- Outputs: `success`, `cached`, `document_id`, `categorization`, `document_groups`, `page_classifications`, `group_count`, `total_pages`, `error`

Perform Classify Document Pages through GenHealth.

### [Classify Document to Niko Type](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_classify_document_to_niko_type.md)

- Handler: `genhealth_classify_document_to_niko_type`

- External effect: `write`
- Inputs: `document_id`, `niko_org`, `prompt_override`
- Outputs: `success`, `document_id`, `niko_document_type_id`, `document_type_name`, `is_carecentrix`, `niko_org`, `classification_skipped`, `error`

Perform Classify Document to Niko Type through GenHealth.

### [Classify Supplies](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_classify_supplies.md)

- Handler: `intake_classify_supplies`

- External effect: `write`
- Inputs: `context_payload`, `blocker_payload`, `document_payload`, `note_payload`

Perform Classify Supplies through GenHealth.

### [Cleanup Intake Source](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_cleanup_intake_source.md)

- Handler: `genhealth_cleanup_intake_source`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`, `final_summary_context`
- Outputs: `success`, `source_cleanup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Cleanup Intake Source through GenHealth.

### [CMS Order & Referring NPI Lookup](https://genhealth.ai/docs/workflows/integrations/gen-health/cms_order_referring_lookup.md)

- Handler: `cms_order_referring_lookup`

- External effect: `write`
- Inputs: `npi`
- Outputs: `success`, `found`, `npi`, `last_name`, `first_name`, `partb`, `dme`, `hha`, `pmd`, `hospice`, `error`

Perform CMS Order & Referring NPI Lookup through GenHealth.

### [Collect Recent Loop Results (Cross-Run)](https://genhealth.ai/docs/workflows/integrations/gen-health/collect_recent_loop_results.md)

- Handler: `collect_recent_loop_results`

- External effect: `write`
- Inputs: `source_workflow_definition_id`, `loop_node_id`, `collection_mode`, `report_day`, `window_hours`, `timezone`, `auto_rollover_hour`, `replay_mutable_runs`, `result_node_ids`, `result_field_projection`, `compact_result_node_ids`, `item_field_projection`, `max_iterations`, `max_output_bytes`
- Outputs: `success`, `iterations`, `iteration_count`, `iterations_omitted`, `run_count`, `runs_in_window`, `runs_selected`, `runs_truncated`, `runs_by_status`, `collection_mode`, `window_basis`, `run_status_scope`, `storage_source`, `transaction_isolation`, `transaction_read_only`, `audit_scope_complete`, `completed_run_count`, `replay_mutable_runs_applied`, `run_selection_scope`, `result_node_ids`, `result_node_ids_applied`, `selected_result_node_count`, `result_field_projection`, `result_field_projection_applied`, `compact_result_node_ids`, `compact_result_node_ids_applied`, `item_field_projection`, `item_field_projection_applied`, `max_output_bytes`, `report_day`, `report_day_us`, `timezone`, `window_start`, `window_end`, `window_closed`, `window_id`, `window_label`, `truncated`, `error`

Perform Collect Recent Loop Results (Cross-Run) through GenHealth.

### [Complete Intake Eligibility Tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_eligibility_tasks.md)

- Handler: `genhealth_complete_intake_eligibility_tasks`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `eligibility_task_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Eligibility Tasks through GenHealth.

### [Complete Intake Final Summary](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_final_summary.md)

- Handler: `genhealth_complete_intake_final_summary`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `final_summary_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Final Summary through GenHealth.

### [Complete Intake Post Processing](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing.md)

- Handler: `genhealth_complete_intake_post_processing`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Post Processing through GenHealth.

### [Complete Intake Post-Processing Handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing_handoff.md)

- Handler: `genhealth_complete_intake_post_processing_handoff`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Post-Processing Handoff through GenHealth.

### [Complete Intake Post-Processing Setup](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing_setup.md)

- Handler: `genhealth_complete_intake_post_processing_setup`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `trigger_payload`
- Outputs: `success`, `post_processing_setup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Post-Processing Setup through GenHealth.

### [Complete Intake Secure-Send Tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_secure_send_tasks.md)

- Handler: `genhealth_complete_intake_secure_send_tasks`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `secure_document_context`, `trigger_payload`
- Outputs: `success`, `service_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Secure-Send Tasks through GenHealth.

### [Complete Intake Service Confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_service_confirmation.md)

- Handler: `genhealth_complete_intake_service_confirmation`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `service_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Service Confirmation through GenHealth.

### [Complete Intake Workflow Item Tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_workflow_item_tasks.md)

- Handler: `genhealth_complete_intake_workflow_item_tasks`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_item_task_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Workflow Item Tasks through GenHealth.

### [Completed Studies Report](https://genhealth.ai/docs/workflows/integrations/gen-health/elite_completed_studies_report.md)

- Handler: `elite_completed_studies_report`

- External effect: `write`
- Inputs: `summary`, `output_path`, `to_emails`, `subject`, `review_document_id`, `attachment_document_ids`, `attachment_paths`
- Outputs: `status`, `html`, `output_path`, `emailed_to`, `attachment_count`, `review_url`, `total_rows`, `ready_for_import_count`, `filtered_count`, `exception_count`, `error`

Perform Completed Studies Report through GenHealth.

### [Create Document From File](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_document_from_file.md)

- Handler: `genhealth_create_document_from_file`

- External effect: `write`
- Inputs: `file_path`, `title`, `document_type`, `source`, `external_id`, `dedupe_key`, `show_generated_document_in_inbox`, `metadata`
- Outputs: `success`, `status`, `document_id`, `title`, `document_type`, `source`, `external_id`, `sha256`, `size`, `s3_key`, `was_existing`, `error`, `error_message`

Perform Create Document From File through GenHealth.

### [Create Intake Sales Orders](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_intake_sales_orders.md)

- Handler: `genhealth_create_intake_sales_orders`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `sales_order_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Create Intake Sales Orders through GenHealth.

### [Create Referral Intake Case](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_referral_intake_case.md)

- Handler: `genhealth_create_referral_intake_case`

- External effect: `write`
- Inputs: `create_idempotency_key`, `origin`, `external_case_reference`, `service_line`, `source_document_id`, `source_referral_id`, `branch_id`, `patient_snapshot`, `referring_provider_snapshot`, `referring_party_display_name`, `referring_party_fax_number`, `referring_party_npi`, `referring_party_sending_org_id`, `suggest_score`, `auto_link_score`
- Outputs: `success`, `error`, `case_id`, `intake_stage`, `patient_id`, `patient_linked`, `referring_party_id`, `external_case_reference`, `state_version`

Perform Create Referral Intake Case through GenHealth.

### [Create Templated PDF From Text](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_templated_pdf_from_text.md)

- Handler: `genhealth_create_templated_pdf_from_text`

- External effect: `write`
- Inputs: `template`, `arguments`, `title`, `document_type`, `page_size`, `orientation`, `margin_inches`, `font_size_points`, `show_in_inbox`, `inbox_status`, `dedupe_key`
- Outputs: `success`, `status`, `document_id`, `title`, `document_type`, `content_type`, `size`, `sha256`, `was_existing`, `display_path`, `error`, `error_message`

Perform Create Templated PDF From Text through GenHealth.

### [Deposit Posting Report](https://genhealth.ai/docs/workflows/integrations/gen-health/brightree_deposit_posting_report.md)

- Handler: `brightree_deposit_posting_report`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`, `subject`

Perform Deposit Posting Report through GenHealth.

### [Detect Multi-Patient](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_detect_multi_patient.md)

- Handler: `genhealth_detect_multi_patient`

- External effect: `write`
- Inputs: `document_id`, `prompt_override`
- Outputs: `success`, `is_multi_patient`, `reason`, `error`

Perform Detect Multi-Patient through GenHealth.

### [Determine Diagnosis Relevance](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_determine_diagnosis_relevance.md)

- Handler: `genhealth_determine_diagnosis_relevance`

- External effect: `write`
- Inputs: `diagnosis_codes`, `hcpcs_codes`
- Outputs: `success`, `assessments`, `relevant_diagnosis_codes`, `uncertain_diagnosis_codes`, `error`

Perform Determine Diagnosis Relevance through GenHealth.

### [Discover Stored ICD Associations for LCD/NCD Records](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_lcd_ncd_diagnosis_codes.md)

- Handler: `genhealth_check_lcd_ncd_diagnosis_codes`

- External effect: `write`
- Inputs: `cpt_code`, `diagnosis_codes`, `date_of_service`
- Outputs: `success`, `cpt_code`, `date_of_service`, `icd10_reference_release`, `submitted_diagnosis_codes`, `policies_found`, `policies`, `diagnosis_codes_with_stored_policy_association`, `diagnosis_codes_without_stored_policy_association`, `message`, `applicability_scope`, `code_source_scope`, `disclaimer`, `error`

Perform Discover Stored ICD Associations for LCD/NCD Records through GenHealth.

### [Dispatch DME Intake Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_dispatch_dme_intake_documents.md)

- Handler: `genhealth_dispatch_dme_intake_documents`

- External effect: `write`
- Inputs: `source`, `document_ids`, `activity_slack_channel`, `skip_email`, `create_sales_order`, `notification_style`, `aggregate_summary_format`, `aggregate_failure_format`
- Outputs: `success`, `dispatched_count`, `document_ids`, `skipped_document_ids`, `error`

Perform Dispatch DME Intake Documents through GenHealth.

### [Dispatch Workflow Runs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_dispatch_workflow_runs.md)

- Handler: `genhealth_dispatch_workflow_runs`

- External effect: `write`
- Inputs: `items`, `target_route`, `max_dispatches`, `event_batch_size`, `concurrency_key_prefix`, `per_item_concurrency_key_fields`, `lock_source`, `trigger_data_extra`, `user_sub`, `allow_direct_fallback`, `require_unique_target_route`
- Outputs: `success`, `target_route`, `items_received`, `dispatch_count`, `remaining_count`, `dispatch_limited`, `max_dispatches`, `dispatched`, `error`

Perform Dispatch Workflow Runs through GenHealth.

### [Download Public Page](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_download_public_page.md)

- Handler: `genhealth_download_public_page`

- External effect: `write`
- Inputs: `url`, `output_format`, `max_characters`
- Outputs: `success`, `url`, `content_type`, `title`, `text`, `html`, `truncated`, `error`

Perform Download Public Page through GenHealth.

### [Evaluate PAP Qualification](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_evaluate_pap_qualification.md)

- Handler: `genhealth_evaluate_pap_qualification`

- External effect: `read`
- Inputs: `sleep_study_present`, `sleep_study_complete`, `sleep_study_date`, `setup_date`, `ahi`, `rdi`, `symptoms_documented`, `prescription_present`, `prescription_signature_present`, `ordering_provider_npi`, `prescription_pressures_present`, `diagnosis_code_present`, `post_study_notes_present`, `require_post_study_notes`
- Outputs: `success`, `qualifies`, `qualifies_text`, `unverified`, `unverified_text`, `severity_index`, `severity_basis`, `severity_reason`, `study_within_one_year`, `study_age_days`, `study_recency_reason`, `ordering_provider_npi`, `post_study_notes_present`, `error`

Perform Evaluate PAP Qualification through GenHealth.

### [ExaPACS Eligibility Summary](https://genhealth.ai/docs/workflows/integrations/gen-health/exapacs_eligibility_summary_report.md)

- Handler: `exapacs_eligibility_summary_report`

- External effect: `write`
- Inputs: `group_results`, `attachment_document_id_field`, `subject`, `output_path`, `to_emails`
- Outputs: `status`, `html`, `output_path`, `emailed_to`, `group_count`, `processed_count`, `document_issue_count`, `processing_error_count`, `matched_count`, `unmatched_count`, `policy_count`, `verification_sheet_doc_id`, `combined_attachment_count`, `error`

Perform ExaPACS Eligibility Summary through GenHealth.

### [Execute Billing Actions](https://genhealth.ai/docs/workflows/integrations/gen-health/execute_billing_actions.md)

- Handler: `execute_billing_actions`

- External effect: `write`
- Inputs: `document_id`, `resource_type`, `action_type`, `resource_id`, `data`, `prescription_selected_product`, `dry_run`, `idempotency_fingerprint`, `auto_push_action_key`, `manual_review_as_soft_fail`, `record_summary`, `skip_if_no_resource_data`, `verify_count_increase`, `verify_document_types`, `verify_max_attempts`, `duplicate_match_mode`
- Outputs: `success`, `document_id`, `resource_type`, `action_type`, `status`, `message`, `data`, `actions_executed`, `skipped`, `review_required`, `auto_push_allowed`, `reason`, `missing_fields`, `idempotency_fingerprint`, `error`

Perform Execute Billing Actions through GenHealth.

### [Execute Intake Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_execute_intake_eligibility.md)

- Handler: `genhealth_execute_intake_eligibility`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `trigger_payload`
- Outputs: `success`, `eligibility_context`, `tracker_summary`, `blocking_failures`, `error_message`, `manual_review_required`

Perform Execute Intake Eligibility through GenHealth.

### [Extract CMN Fields](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_cmn_fields.md)

- Handler: `genhealth_extract_cmn_fields`

- External effect: `write`
- Inputs: `document_id`, `minimum_signature_date_confidence`, `received_date`, `signature_date_judge_mode`
- Outputs: `success`, `document_id`, `is_cmn`, `physician_signature_present`, `physician_signature_type`, `physician_signature_valid`, `physician_signature_date_candidate`, `physician_signature_date`, `physician_signature_date_confidence`, `physician_signature_date_contextually_plausible`, `physician_signature_date_context_reason`, `physician_signature_date_legible`, `physician_signature_date_legibility_reason`, `physician_signature_date_ocr`, `physician_signature_date_ocr_agreement`, `minimum_signature_date_confidence`, `initial_date`, `recertification_date`, `length_of_need_value`, `length_of_need_unit`, `length_of_need_months`, `expected_expiration_date`, `ready_for_write`, `failure_reasons`, `page_count`, `pages_processed`, `field_source_page`, `signature_source_page`, `patient_signature_date`, `order_start_date`, `order_start_date_source`, `signature_date_mismatch`, `physician_signature_date_source`, `signature_date_judge_mode`, `signature_date_judge_status`, `signature_date_judge_candidates`, `signature_date_judge_selected_candidate_id`, `signature_date_judge_reason`, `error`

Perform Extract CMN Fields through GenHealth.

### [Extract Demographics](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_demographics.md)

- Handler: `genhealth_extract_demographics`

- External effect: `write`
- Inputs: `document_id`, `force`, `fill_missing_only`, `prompt_override`, `extraction_variant`
- Outputs: `success`, `document_id`, `cached`, `patient_name`, `first_name`, `middle_name`, `last_name`, `birth_date`, `address`, `city`, `state`, `zip`, `phone`, `email`, `ssn`, `height`, `weight`, `resident_phone`, `poa_phone`, `emergency_contact`, `emergency_contact.first_name`, `emergency_contact.last_name`, `emergency_contact.relationship_type`, `emergency_contact.phone`, `emergency_contact.mobile`, `emergency_contact.email`, `error`

Perform Extract Demographics through GenHealth.

### [Extract Diagnosis Codes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_diagnosis_codes.md)

- Handler: `genhealth_extract_diagnosis_codes`

- External effect: `write`
- Inputs: `document_id`, `force`, `prompt_override`, `convert_icd9`, `extra_codes`
- Outputs: `success`, `document_id`, `diagnosis_codes`, `diagnosis_count`, `rejected_codes`, `converted_codes`, `converted_text`, `ambiguous_icd9_codes`, `ambiguous_icd9_text`, `icd9_conversion_available`, `message`, `error`

Perform Extract Diagnosis Codes through GenHealth.

### [Extract Document (Organization Extraction)](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_with_strategy.md)

- Handler: `genhealth_extract_with_strategy`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `supported`, `document_id`, `patient_id`, `order_count`, `needs_review`, `review_reasons`, `attributes`, `low_confidence_fields`, `ocr_stored`, `error`

Perform Extract Document (Organization Extraction) through GenHealth.

### [Extract Emergency Contact](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_emergency_contact.md)

- Handler: `genhealth_extract_emergency_contact`

- External effect: `write`
- Inputs: `document_id`, `force`, `prompt_override`
- Outputs: `success`, `document_id`, `patient_id`, `cached`, `contact_name`, `first_name`, `middle_name`, `last_name`, `relationship_type`, `address`, `address_2`, `city`, `state`, `zip`, `country`, `phone`, `mobile`, `email`, `error`

Perform Extract Emergency Contact through GenHealth.

### [Extract Facility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_facility.md)

- Handler: `genhealth_extract_facility`

- External effect: `write`
- Inputs: `document_id`, `prompt_override`
- Outputs: `success`, `document_id`, `facility_id`, `facility_name`, `npi`, `error`

Perform Extract Facility through GenHealth.

### [Extract ICD Codes From Text](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_icd_codes_from_text.md)

- Handler: `genhealth_extract_icd_codes_from_text`

- External effect: `write`
- Inputs: `text`, `date_of_service`, `encounter_setting`
- Outputs: `success`, `icd_codes`, `diagnosis_codes`, `diagnosis_count`, `extraction_runs`, `successful_extraction_runs`, `agreed_on_first_two`, `consensus_reached`, `official_code_validation_performed`, `icd10_reference_release`, `diagnosis_coding_service`, `diagnosis_coding_model`, `human_review_required`, `error`

Perform Extract ICD Codes From Text through GenHealth.

### [Extract Insurance](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_insurance.md)

- Handler: `genhealth_extract_insurance`

- External effect: `write`
- Inputs: `document_id`, `force`, `fill_missing_only`, `extract_claims_address`, `emit_secondary_coverage`, `prompt_override`
- Outputs: `success`, `document_id`, `extracted_data`, `id`, `insurance_policy_id`, `carrier`, `carrier_name`, `card_carrier`, `extracted_carrier`, `carrier_evidence_stage`, `carrier_id`, `member_id`, `group_id`, `plan_type`, `enrollment_date_start`, `enrollment_date_end`, `subscriber_name`, `employer`, `claim_number`, `date_of_injury`, `relationship`, `auth_id`, `auth_number`, `auth_start`, `auth_end`, `is_auth`, `benefit_verified`, `type`, `issuance_date`, `cancellation_date`, `ext_payer_id`, `ext_insured_id`, `citations`, `error`

Perform Extract Insurance through GenHealth.

### [Extract Metadata](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_metadata.md)

- Handler: `genhealth_extract_metadata`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `metadata`, `validation_issues_created`, `error`

Perform Extract Metadata through GenHealth.

### [Extract Order](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_order.md)

- Handler: `genhealth_extract_order`

- External effect: `write`
- Inputs: `document_id`, `force`, `prompt_override`, `checkbox_aware_content`, `order_response_variant`, `drop_empty_order`
- Outputs: `success`, `document_id`, `cached`, `order_count`, `order_items`, `has_order_date`, `error`

Perform Extract Order through GenHealth.

### [Extract Order Tags](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_order_tags.md)

- Handler: `extract_order_tags`

- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `tag_ids`, `tag_summaries`, `notes`, `delivery_zip`, `discharge_status`, `error`

Perform Extract Order Tags through GenHealth.

### [Extract Ordering Provider](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_ordering_provider.md)

- Handler: `genhealth_extract_ordering_provider`

- External effect: `write`
- Inputs: `document_id`, `prompt_override`
- Outputs: `success`, `document_id`, `provider_id`, `provider_name`, `npi`, `verified_npi`, `verified_provider_name`, `npi_verified_this_pass`, `npi_verification_source`, `document_practice`, `provider_lookup_status`, `source_fax_number`, `error`

Perform Extract Ordering Provider through GenHealth.

### [Extract Patient Note](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_patient_note.md)

- Handler: `genhealth_extract_patient_note`

- External effect: `write`
- Inputs: `document_id`, `force`
- Outputs: `success`, `document_id`, `saved`, `skipped`, `reason`, `note_text`, `note_drafts`, `metadata`, `error`

Perform Extract Patient Note through GenHealth.

### [Extract Patient Tags](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_patient_tags.md)

- Handler: `extract_patient_tags`

- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `tag_ids`, `tag_summaries`, `error`

Perform Extract Patient Tags through GenHealth.

### [Extract Service Type](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_service_type.md)

- Handler: `genhealth_extract_service_type`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `service_type`, `error`

Perform Extract Service Type through GenHealth.

### [Extract Wound Patient Demographics](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_demographics.md)

- Handler: `extract_demographics`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `patient_name`, `error`, `message`

Perform Extract Wound Patient Demographics through GenHealth.

### [Fail Workflow Run](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_fail_workflow_run.md)

- Handler: `genhealth_fail_workflow_run`

- External effect: `write`
- Inputs: `document_id`, `message`
- Outputs: `success`, `document_id`, `error`

Perform Fail Workflow Run through GenHealth.

### [Feed Alert Manual Review](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_feed_alert_manual_review.md)

- Handler: `genhealth_feed_alert_manual_review`

- External effect: `irreversible`
- Inputs: `document_id`, `task_title`, `reason`
- Outputs: `success`, `document_id`, `channel`, `display_status`, `slack_ts`, `error`

Perform Feed Alert Manual Review through GenHealth.

### [Fetch Intake EHR Context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_fetch_intake_ehr_context.md)

- Handler: `genhealth_fetch_intake_ehr_context`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `trigger_payload`
- Outputs: `success`, `ehr_payload`, `tracker_summary`, `error_message`, `manual_review_required`

Perform Fetch Intake EHR Context through GenHealth.

### [Finalize (Emit Status)](https://genhealth.ai/docs/workflows/integrations/gen-health/workflow_finalize.md)

- Handler: `workflow_finalize`

- External effect: `write`
- Inputs: `status`, `reason`

Perform Finalize (Emit Status) through GenHealth.

### [Finalize Ingest Job](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_finalize_ingest_job.md)

- Handler: `genhealth_finalize_ingest_job`

- External effect: `write`
- Inputs: `job_id`, `has_error`
- Outputs: `success`, `job_id`, `error`

Perform Finalize Ingest Job through GenHealth.

### [Finalize Intake Workflow](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_finalize_intake_workflow.md)

- Handler: `genhealth_finalize_intake_workflow`

- External effect: `write`
- Inputs: `workflow_key`, `stage_label`, `case_payload`, `ehr_payload`, `execution_payload`, `fallback_execution_payload`, `secondary_fallback_execution_payload`, `error_payload`, `manual_review_on_error`
- Outputs: `success`, `job_id`, `document_id`, `runtime_status`, `summary`, `error_message`

Perform Finalize Intake Workflow through GenHealth.

### [Finalize Precheck](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_finalize_precheck.md)

- Handler: `intake_finalize_precheck`

- External effect: `write`
- Inputs: `context_payload`, `blocker_payload`, `document_payload`, `note_payload`, `classification_payload`, `delivery_payload`

Perform Finalize Precheck through GenHealth.

### [Find Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_documents.md)

- Handler: `genhealth_find_documents`

- External effect: `read`
- Inputs: `filters`
- Outputs: `documents`, `count`, `has_more`, `next_cursor`

Perform Find Documents through GenHealth.

### [Find Patient Documents By Category](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_patient_documents_by_category.md)

- Handler: `genhealth_find_patient_documents_by_category`

- External effect: `read`
- Inputs: `patient_id`, `required_categories`, `lookback_days`
- Outputs: `success`, `documents`, `document_ids`, `matched_categories`, `missing_categories`, `error`

Perform Find Patient Documents By Category through GenHealth.

### [Find Stuck Intake Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_stuck_intake_documents.md)

- Handler: `genhealth_find_stuck_intake_documents`

- External effect: `write`
- Inputs: `source`, `max_age_minutes`, `limit`
- Outputs: `success`, `document_ids`, `count`, `error`

Perform Find Stuck Intake Documents through GenHealth.

### [Generate Eligibility Report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_generate_eligibility_report.md)

- Handler: `genhealth_generate_eligibility_report`

- External effect: `write`
- Inputs: `portal`, `coverage_response`, `output_path`, `persistence_target`, `source_document_id`, `standalone_document_title`, `patient_id`, `related_document_ids`, `service_types`
- Outputs: `success`, `persistence_target`, `insurance_policy_id`, `document_id`, `pdf_path`, `s3_path`, `attachment_paths`, `filename`, `content_type`, `patient_id`, `error`

Perform Generate Eligibility Report through GenHealth.

### [Get Document Status](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_get_document_status.md)

- Handler: `genhealth_get_document_status`

- External effect: `read`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `status`, `display_status`, `has_ocr`, `document_title`, `patient_name`, `unresolved_error_count`, `unresolved_warning_count`, `has_blocking_errors`, `unresolved_error_messages`, `error`

Perform Get Document Status through GenHealth.

### [Intake Precheck](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_precheck.md)

- Handler: `intake_precheck`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `account_key`, `brightree_test`, `test_patient_id`, `test_patient_state`
- Outputs: `order_id`, `patient_id`, `patient_state`, `brightree_test`, `success`, `delivery_address`, `note_facility_name`, `note_facility_updates`, `note_indicates_private_residence`, `dos`, `workflow_number`, `skip_doc_creation`

Perform Intake Precheck through GenHealth.

### [List Eligible Review Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_list_eligible_review_documents.md)

- Handler: `auto_push_list_eligible_review_documents`

- External effect: `write`
- Inputs: `limit`, `document_source`, `scan_limit`, `claim_ttl_minutes`
- Outputs: `success`, `documents`, `count`, `held_count`, `claimed_count`, `scanned_count`, `document_source`, `error`

Perform List Eligible Review Documents through GenHealth.

### [List Review Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_list_review_documents.md)

- Handler: `genhealth_list_review_documents`

- External effect: `read`
- Inputs: `limit`, `document_source`
- Outputs: `success`, `documents`, `count`, `error`

Perform List Review Documents through GenHealth.

### [Load Batch Loop Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_loop_results.md)

- Handler: `genhealth_load_loop_results`

- External effect: `write`
- Inputs: `result_ref`, `count`, `result_node_ids`
- Outputs: `success`, `results`, `count`, `error`

Perform Load Batch Loop Results through GenHealth.

### [Load Intake Settings](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_intake_settings.md)

- Handler: `genhealth_load_intake_settings`

- External effect: `write`
- Inputs: `source`
- Outputs: `success`, `error`, `suggest_score`, `auto_link_score`, `enable_pre_extraction_hook`, `extract_demographics`, `extract_diagnosis_codes`, `extract_page_categories`, `extract_insurance`, `extract_order`, `extract_ordering_provider`, `enable_document_splitting`, `check_patient_existence`, `niko_duplicate_match_mode`, `classify_document_type`, `skip_multi_patient`, `niko_org`, `auto_create_patient`, `auto_push_demographics`, `auto_push_insurance`, `auto_push_order`, `auto_push_document`, `existing_patient_signature_date`, `patient_genhealth_tag_id`, `claimsoft_wip_group_assignment`, `claimsoft_verification_wip_user_assignment`, `claimsoft_inventory_wip_group_assignment`, `claimsoft_patient_alert_target`, `barcode_item_verification_mode`, `consignment_item_size_mode`, `consignment_item_laterality_mode`, `consignment_item_laterality_vision_mode`, `consignment_diagnosis_vision_mode`, `consignment_diagnosis_max_codes`, `consignment_diagnosis_form_source_mode`, `consignment_item_vision_mode`, `consignment_payer_vision_mode`, `consignment_policy_number_vision_mode`, `consignment_source_location_vision_mode`, `consignment_physician_vision_mode`, `consignment_guided_hold_repair_mode`, `consignment_vision_settles_slot_line_hold`, `consignment_responsible_party_allow_missing_dob`, `consignment_source_location_warehouse_name_fallback`, `extraction_validation_mode`, `intake_task_title`, `intake_task_category_id`, `intake_task_assignee_id`, `skip_single_page_caller_ids`, `filter_unassigned_only`, `filter_work_status`, `filter_exclude_nonempty_report_type`, `filter_by_order_classification`, `assign_fax_owner_name`, `assign_fax_owner_key`, `fax_processing_tag_id`, `fax_completed_tag_id`, `userdoc_processing_tag_id`, `userdoc_processed_tag_id`, `max_items_per_run`, `polling_interval_minutes`, `slack_channel`, `notification_email_subject`, `notification_email_recipients`, `billing_system_patient_url_template`

Perform Load Intake Settings through GenHealth.

### [Load Persisted Intake Case](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_persisted_intake_case.md)

- Handler: `genhealth_load_persisted_intake_case`

- External effect: `write`
- Inputs: `workflow_key`, `document_id`, `trigger_payload`, `force_reextract`, `force_reocr`
- Outputs: `success`, `job_id`, `document_id`, `case_payload`, `error_message`, `manual_review_required`

Perform Load Persisted Intake Case through GenHealth.

### [Log Activity](https://genhealth.ai/docs/workflows/integrations/gen-health/log_activity.md)

- Handler: `log_activity`

- External effect: `write`
- Inputs: `document_id`, `resource_type`, `action_type`, `step_label`, `status`, `message`, `external_id`, `url`, `system`, `patient_id`, `job_id`, `meta_json`
- Outputs: `success`, `activity_logged`, `error`

Perform Log Activity through GenHealth.

### [Log Message](https://genhealth.ai/docs/workflows/integrations/gen-health/log_message.md)

- Handler: `log_message`

- External effect: `write`
- Inputs: `level`, `message`

Perform Log Message through GenHealth.

### [Medical Necessity Report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_medical_necessity_report.md)

- Handler: `genhealth_medical_necessity_report`

- External effect: `write`
- Inputs: `review_rows`, `report_date`, `review_document_id`, `pdf_row_threshold`
- Outputs: `success`, `email_html`, `pdf_document_id`, `pdf_generated`, `row_count`, `needs_review_count`, `not_met_count`, `error`

Perform Medical Necessity Report through GenHealth.

### [Merge Intake Document BDM Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_document_bdm_results.md)

- Handler: `genhealth_merge_intake_document_bdm_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `document_bdm_batch_context`, `bdm_push_result`
- Outputs: `success`, `workflow_items_context`, `document_bdm_push_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Document BDM Results through GenHealth.

### [Merge Intake Eligibility Check Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_eligibility_check_results.md)

- Handler: `genhealth_merge_intake_eligibility_check_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `trigger_payload`, `eligibility_check_context`, `primary_cgs_eligibility_result`, `secondary_cgs_eligibility_result`
- Outputs: `success`, `eligibility_context`, `tracker_summary`, `blocking_failures`, `error_message`, `manual_review_required`

Perform Merge Intake Eligibility Check Results through GenHealth.

### [Merge Intake Eligibility Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_eligibility_task_results.md)

- Handler: `genhealth_merge_intake_eligibility_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `eligibility_task_batch_context`, `task_update_result`
- Outputs: `success`, `workflow_items_context`, `eligibility_task_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Eligibility Task Results through GenHealth.

### [Merge Intake Final Summary Note Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_final_summary_note_results.md)

- Handler: `genhealth_merge_intake_final_summary_note_results`

- External effect: `write`
- Inputs: `workflow_key`, `final_summary_note_context`, `note_write_result`
- Outputs: `success`, `final_summary_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Final Summary Note Results through GenHealth.

### [Merge Intake Order Change Write Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_order_change_write_results.md)

- Handler: `genhealth_merge_intake_order_change_write_results`

- External effect: `write`
- Inputs: `order_change_write_context`, `source_fax_result`, `date_update_result`, `workflow_diagnosis_result`, `workflow_diagnosis_guard_result`, `workflow_facility_result`, `sales_order_diagnosis_result`, `sales_order_diagnosis_guard_result`, `cancellation_fax_result`, `note_write_result`, `status_update_result`, `cancel_pod_result`, `void_sales_order_result`, `delete_result`
- Outputs: `success`, `order_change_result_context`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Order Change Write Results through GenHealth.

### [Merge Intake Post-Processing Eligibility Document Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_eligibility_document_results.md)

- Handler: `genhealth_merge_intake_post_processing_eligibility_document_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_context`, `post_processing_eligibility_document_bdm_batch_context`, `post_processing_eligibility_document_batch_context`, `pdf_upload_result`, `post_processing_eligibility_document_bdm_prepare_result`, `bdm_push_result`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Eligibility Document Results through GenHealth.

### [Merge Intake Post-Processing Eligibility Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_eligibility_task_results.md)

- Handler: `genhealth_merge_intake_post_processing_eligibility_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_context`, `post_processing_eligibility_task_batch_context`, `task_update_result`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Eligibility Task Results through GenHealth.

### [Merge Intake Post-Processing ETS Form Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_ets_form_results.md)

- Handler: `genhealth_merge_intake_post_processing_ets_form_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_context`, `post_processing_ets_form_bdm_batch_context`, `post_processing_ets_form_batch_context`, `ets_update_result`, `post_processing_ets_form_bdm_prepare_result`, `bdm_push_result`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing ETS Form Results through GenHealth.

### [Merge Intake Post-Processing Note Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_note_results.md)

- Handler: `genhealth_merge_intake_post_processing_note_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_note_context`, `note_write_result`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Note Results through GenHealth.

### [Merge Intake Post-Processing Work Comp Brightree Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_work_comp_brightree_results.md)

- Handler: `genhealth_merge_intake_post_processing_work_comp_brightree_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_setup_context`, `post_processing_work_comp_brightree_batch_context`, `brightree_result`
- Outputs: `success`, `post_processing_setup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Work Comp Brightree Results through GenHealth.

### [Merge Intake Post-Processing Work Comp Refresh Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_work_comp_refresh_results.md)

- Handler: `genhealth_merge_intake_post_processing_work_comp_refresh_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_setup_context`, `post_processing_work_comp_refresh_bdm_batch_context`, `post_processing_work_comp_refresh_batch_context`, `refresh_result`, `post_processing_work_comp_refresh_bdm_prepare_result`, `bdm_push_result`
- Outputs: `success`, `post_processing_setup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Work Comp Refresh Results through GenHealth.

### [Merge Intake Sales Order Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_sales_order_results.md)

- Handler: `genhealth_merge_intake_sales_order_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `sales_order_batch_context`, `sales_order_result`
- Outputs: `success`, `workflow_items_context`, `sales_order_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Sales Order Results through GenHealth.

### [Merge Intake Same/Similar Final Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_same_or_similar_final_results.md)

- Handler: `genhealth_merge_intake_same_or_similar_final_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `same_or_similar_context`, `pdf_upload_result`, `branch_update_result`
- Outputs: `success`, `workflow_items_context`, `same_or_similar_final_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Same/Similar Final Results through GenHealth.

### [Merge Intake Same/Similar Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_same_or_similar_results.md)

- Handler: `genhealth_merge_intake_same_or_similar_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `same_or_similar_check_context`, `same_or_similar_result`
- Outputs: `success`, `workflow_items_context`, `same_or_similar_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `pdf_batches`, `branch_batches`

Perform Merge Intake Same/Similar Results through GenHealth.

### [Merge Intake Secure Document Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_secure_document_results.md)

- Handler: `genhealth_merge_intake_secure_document_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `secure_document_request_context`, `secure_document_result`, `trigger_payload`
- Outputs: `success`, `secure_document_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Secure Document Results through GenHealth.

### [Merge Intake Secure-Send Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_secure_send_task_results.md)

- Handler: `genhealth_merge_intake_secure_send_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `secure_document_context`, `secure_send_task_batch_context`, `task_update_result`, `trigger_payload`
- Outputs: `success`, `service_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Secure-Send Task Results through GenHealth.

### [Merge Intake Service Confirmation BDM Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_confirmation_bdm_results.md)

- Handler: `genhealth_merge_intake_service_confirmation_bdm_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `bdm_push_result`, `trigger_payload`
- Outputs: `success`, `service_confirmation_prepare_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Service Confirmation BDM Results through GenHealth.

### [Merge Intake Service Confirmation Update Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_confirmation_update_results.md)

- Handler: `genhealth_merge_intake_service_confirmation_update_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `service_confirmation_update_result`, `trigger_payload`
- Outputs: `success`, `service_confirmation_prepare_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `document_batches`

Perform Merge Intake Service Confirmation Update Results through GenHealth.

### [Merge Intake Service-Area Cancellation Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_area_cancellation_results.md)

- Handler: `genhealth_merge_intake_service_area_cancellation_results`

- External effect: `write`
- Inputs: `workflow_key`, `service_area_cancellation_context`, `cancellation_kinex_fax_result`, `provider_fax_result`, `status_update_result`, `note_write_result`, `cancel_pod_result`, `void_sales_order_result`, `delete_result`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `service_area_cancellation_result_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Service-Area Cancellation Results through GenHealth.

### [Merge Intake Source Cleanup Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_source_cleanup_results.md)

- Handler: `genhealth_merge_intake_source_cleanup_results`

- External effect: `write`
- Inputs: `workflow_key`, `source_cleanup_prepare_context`, `delete_result`
- Outputs: `success`, `source_cleanup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Source Cleanup Results through GenHealth.

### [Merge Intake Source Fax Attachment Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_source_fax_attachment_results.md)

- Handler: `genhealth_merge_intake_source_fax_attachment_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `source_fax_attach_batch_context`, `page_batch_result`
- Outputs: `success`, `workflow_items_context`, `source_fax_attach_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Source Fax Attachment Results through GenHealth.

### [Merge Intake Terminal Handoff Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_terminal_handoff_results.md)

- Handler: `genhealth_merge_intake_terminal_handoff_results`

- External effect: `write`
- Inputs: `workflow_key`, `terminal_handoff_context`, `note_write_result`, `delete_result`
- Outputs: `success`, `stage_label`, `case_payload`, `tracker_summary`, `execution_summary`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Terminal Handoff Results through GenHealth.

### [Merge Intake Vendor Fax Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_vendor_fax_results.md)

- Handler: `genhealth_merge_intake_vendor_fax_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `vendor_fax_batch_context`, `fax_send_result`
- Outputs: `success`, `workflow_items_context`, `vendor_fax_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `task_batches`

Perform Merge Intake Vendor Fax Results through GenHealth.

### [Merge Intake Vendor Fax Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_vendor_fax_task_results.md)

- Handler: `genhealth_merge_intake_vendor_fax_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `vendor_fax_context`, `task_update_result`
- Outputs: `success`, `workflow_items_context`, `vendor_fax_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Vendor Fax Task Results through GenHealth.

### [Merge Intake Work Comp Confirmation Fax Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_work_comp_confirmation_fax_results.md)

- Handler: `genhealth_merge_intake_work_comp_confirmation_fax_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `work_comp_confirmation_batch_context`, `fax_send_result`
- Outputs: `success`, `workflow_items_context`, `work_comp_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `task_batches`

Perform Merge Intake Work Comp Confirmation Fax Results through GenHealth.

### [Merge Intake Work Comp Confirmation Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_work_comp_confirmation_task_results.md)

- Handler: `genhealth_merge_intake_work_comp_confirmation_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `work_comp_confirmation_context`, `task_update_result`
- Outputs: `success`, `workflow_items_context`, `work_comp_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Work Comp Confirmation Task Results through GenHealth.

### [Merge Intake Workflow Clinician Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_clinician_results.md)

- Handler: `genhealth_merge_intake_workflow_clinician_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_clinician_batch_context`, `clinician_selection_result`
- Outputs: `success`, `workflow_items_context`, `workflow_clinician_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Clinician Results through GenHealth.

### [Merge Intake Workflow Create Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_create_results.md)

- Handler: `genhealth_merge_intake_workflow_create_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `workflow_create_context`, `workflow_create_result`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Create Results through GenHealth.

### [Merge Intake Workflow Document Upload Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_document_upload_results.md)

- Handler: `genhealth_merge_intake_workflow_document_upload_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_document_upload_batch_context`, `pdf_upload_result`
- Outputs: `success`, `workflow_items_context`, `workflow_document_upload_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Document Upload Results through GenHealth.

### [Merge Intake Workflow Item Add Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_item_add_results.md)

- Handler: `genhealth_merge_intake_workflow_item_add_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_item_add_batch_context`, `item_add_result`
- Outputs: `success`, `workflow_items_context`, `workflow_item_apply_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Item Add Results through GenHealth.

### [Merge Intake Workflow Item Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_item_task_results.md)

- Handler: `genhealth_merge_intake_workflow_item_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_item_task_batch_context`, `task_update_result`
- Outputs: `success`, `workflow_items_context`, `workflow_item_task_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Item Task Results through GenHealth.

### [Merge Intake Workflow Patient Insurance Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_patient_insurance_results.md)

- Handler: `genhealth_merge_intake_workflow_patient_insurance_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_patient_insurance_batch_context`, `patient_info_result`, `insurance_policy_result`
- Outputs: `success`, `workflow_items_context`, `workflow_patient_insurance_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Patient Insurance Results through GenHealth.

### [Merge Intake Workflow Setup Field Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_setup_field_results.md)

- Handler: `genhealth_merge_intake_workflow_setup_field_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_setup_field_batch_context`, `diagnosis_result`, `physician_result`, `date_result`, `facility_result`, `marketing_rep_result`
- Outputs: `success`, `workflow_items_context`, `workflow_setup_fields_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Setup Field Results through GenHealth.

### [Normalize Worksheet](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_normalize_worksheet.md)

- Handler: `genhealth_normalize_worksheet`

- External effect: `write`
- Inputs: `document_id`, `source_format`, `target_fields`, `derived_fields`
- Outputs: `document_id`, `file_name`, `source_format`, `sheet_name`, `columns`, `raw_row_count`, `count`, `rows`, `schema`, `message`, `error`

Perform Normalize Worksheet through GenHealth.

### [NPPES Provider Lookup](https://genhealth.ai/docs/workflows/integrations/gen-health/nppes_lookup.md)

- Handler: `nppes_lookup`

- External effect: `write`
- Inputs: `npi`

Perform NPPES Provider Lookup through GenHealth.

### [Open Ingest Job](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_open_ingest_job.md)

- Handler: `genhealth_open_ingest_job`

- External effect: `write`
- Inputs: `job_type`
- Outputs: `success`, `job_id`, `error`

Perform Open Ingest Job through GenHealth.

### [Optimize & Save Wounds](https://genhealth.ai/docs/workflows/integrations/gen-health/optimize_and_save_wounds.md)

- Handler: `optimize_and_save_wounds`

- External effect: `write`
- Inputs: `document_id`

Perform Optimize & Save Wounds through GenHealth.

### [Precheck Intake Client Insurance Policies](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_precheck_intake_client_insurance_policies.md)

- Handler: `genhealth_precheck_intake_client_insurance_policies`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `policy_read_result`, `client_insurance_remediation_context`, `trigger_payload`
- Outputs: `success`, `client_insurance_precheck_context`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_item_plan_context`

Perform Precheck Intake Client Insurance Policies through GenHealth.

### [Prepare Deferred Intake Retry](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_deferred_retry.md)

- Handler: `intake_prepare_deferred_retry`

- External effect: `write`
- Inputs: `retry_candidate`, `order_id`, `workflow_number`, `patient_id`, `patient_state`, `physician_docs`, `document_titles`, `fax_purpose`, `recipient_optgroup_label`, `use_coversheet`, `fax_attempt`, `doc_created_at`, `document_ids`, `fax_submitted_at`, `fax_verification_pending`, `fax_verification_attempt`, `local_patient_id`, `retry_attempt`, `account_key`, `dry_run`

Perform Prepare Deferred Intake Retry through GenHealth.

### [Prepare Intake Cancellation Fax Jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_cancellation_fax_jobs.md)

- Handler: `genhealth_prepare_intake_cancellation_fax_jobs`

- External effect: `write`
- Inputs: `workflow_key`, `order_change_write_context`, `source_fax_result`, `trigger_payload`
- Outputs: `success`, `ready_for_live_writes`, `order_change_write_context`, `cancellation_fax_jobs`, `error_message`, `manual_review_required`

Perform Prepare Intake Cancellation Fax Jobs through GenHealth.

### [Prepare Intake Cancellation Fax Requirements](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_cancellation_fax_requirements.md)

- Handler: `genhealth_prepare_intake_cancellation_fax_requirements`

- External effect: `write`
- Inputs: `workflow_key`, `order_change_write_context`, `fax_history_result`, `trigger_payload`
- Outputs: `success`, `ready_for_live_writes`, `order_change_write_context`, `cancellation_kinex_fax_required_workflow_ids`, `error_message`, `manual_review_required`

Perform Prepare Intake Cancellation Fax Requirements through GenHealth.

### [Prepare Intake Client Insurance Policy Remediation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_client_insurance_policy_remediation.md)

- Handler: `genhealth_prepare_intake_client_insurance_policy_remediation`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `policy_read_result`, `trigger_payload`
- Outputs: `success`, `client_insurance_remediation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_item_plan_context`, `brightree_policy_edit_batches`, `client_refresh_batches`, `policy_update_batches`

Perform Prepare Intake Client Insurance Policy Remediation through GenHealth.

### [Prepare Intake Document BDM Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_document_bdm_batches.md)

- Handler: `genhealth_prepare_intake_document_bdm_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `document_batches`, `document_bdm_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Document BDM Batches through GenHealth.

### [Prepare Intake Eligibility Checks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_eligibility_checks.md)

- Handler: `genhealth_prepare_intake_eligibility_checks`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `trigger_payload`
- Outputs: `success`, `eligibility_check_context`, `primary_cgs_eligibility_check`, `secondary_cgs_eligibility_check`, `error_message`, `manual_review_required`

Perform Prepare Intake Eligibility Checks through GenHealth.

### [Prepare Intake Eligibility Task Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_eligibility_task_batches.md)

- Handler: `genhealth_prepare_intake_eligibility_task_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `task_batches`, `eligibility_task_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Eligibility Task Batches through GenHealth.

### [Prepare Intake Execution Context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_execution_context.md)

- Handler: `genhealth_prepare_intake_execution_context`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `trigger_payload`
- Outputs: `success`, `execution_context`, `selected_dme_items`, `error_message`, `manual_review_required`

Perform Prepare Intake Execution Context through GenHealth.

### [Prepare Intake Final Summary Notes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_final_summary_notes.md)

- Handler: `genhealth_prepare_intake_final_summary_notes`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `final_summary_note_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `note_jobs`

Perform Prepare Intake Final Summary Notes through GenHealth.

### [Prepare Intake Order Change Match](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_order_change_match.md)

- Handler: `genhealth_prepare_intake_order_change_match`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `recent_window_days`, `routing_context`, `detect_markerless_revision`, `trigger_payload`
- Outputs: `success`, `continue_new_order`, `order_change_required`, `ready_for_cancellation_writes`, `ready_for_dos_revision_upload`, `order_change_match_context`, `tracker_summary`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Prepare Intake Order Change Match through GenHealth.

### [Prepare Intake Order Change Writes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_order_change_writes.md)

- Handler: `genhealth_prepare_intake_order_change_writes`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `order_change_match_context`, `markerless_order_change_match_context`, `brightree_void_reason_code`, `trigger_payload`
- Outputs: `success`, `ready_for_live_writes`, `ready_for_revision_writes`, `ready_for_dos_revision_writes`, `ready_for_cancellation_writes`, `order_change_write_context`, `workflow_items_context`, `patient_context`, `cpm_cancellation_workflow_ids`, `status_batches`, `date_batches`, `facility_batches`, `diagnosis_batches`, `diagnosis_guard_batches`, `brightree_diagnosis_batches`, `brightree_diagnosis_guard_batches`, `note_jobs`, `cancel_pod_requests`, `void_sales_order_request`, `void_sales_order_requests`, `source_fax_page_batches`, `delete_request`, `tracker_summary`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Prepare Intake Order Change Writes through GenHealth.

### [Prepare Intake Post-Processing Eligibility Document Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_document_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_document_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `post_processing_eligibility_document_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `pdf_batches`

Perform Prepare Intake Post-Processing Eligibility Document Batches through GenHealth.

### [Prepare Intake Post-Processing Eligibility Document BDM Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_document_bdm_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_document_bdm_batches`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_eligibility_document_batch_context`, `pdf_upload_result`
- Outputs: `success`, `post_processing_eligibility_document_bdm_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `document_batches`

Perform Prepare Intake Post-Processing Eligibility Document BDM Batches through GenHealth.

### [Prepare Intake Post-Processing Eligibility Task Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_task_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_task_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `post_processing_eligibility_task_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `task_batches`

Perform Prepare Intake Post-Processing Eligibility Task Batches through GenHealth.

### [Prepare Intake Post-Processing ETS Form Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_ets_form_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_ets_form_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `post_processing_ets_form_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `ets_form_batches`

Perform Prepare Intake Post-Processing ETS Form Batches through GenHealth.

### [Prepare Intake Post-Processing ETS Form BDM Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_ets_form_bdm_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_ets_form_bdm_batches`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_ets_form_batch_context`, `ets_update_result`
- Outputs: `success`, `post_processing_ets_form_bdm_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `document_batches`

Perform Prepare Intake Post-Processing ETS Form BDM Batches through GenHealth.

### [Prepare Intake Post-Processing Notes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_notes.md)

- Handler: `genhealth_prepare_intake_post_processing_notes`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `post_processing_note_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `note_jobs`, `note_count`

Perform Prepare Intake Post-Processing Notes through GenHealth.

### [Prepare Intake Post-Processing Work Comp Brightree Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_brightree_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_brightree_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `trigger_payload`
- Outputs: `success`, `post_processing_setup_context`, `post_processing_work_comp_brightree_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workers_comp_batches`

Perform Prepare Intake Post-Processing Work Comp Brightree Batches through GenHealth.

### [Prepare Intake Post-Processing Work Comp Refresh Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_refresh_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_refresh_batches`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_setup_context`
- Outputs: `success`, `post_processing_setup_context`, `post_processing_work_comp_refresh_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `refresh_batches`

Perform Prepare Intake Post-Processing Work Comp Refresh Batches through GenHealth.

### [Prepare Intake Post-Processing Work Comp Refresh BDM Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_refresh_bdm_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_refresh_bdm_batches`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_setup_context`, `post_processing_work_comp_refresh_batch_context`, `refresh_result`
- Outputs: `success`, `post_processing_setup_context`, `post_processing_work_comp_refresh_bdm_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `document_batches`

Perform Prepare Intake Post-Processing Work Comp Refresh BDM Batches through GenHealth.

### [Prepare Intake Sales Order Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_sales_order_batches.md)

- Handler: `genhealth_prepare_intake_sales_order_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `sales_order_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `sales_order_batches`

Perform Prepare Intake Sales Order Batches through GenHealth.

### [Prepare Intake Same/Similar Check](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_same_or_similar_check.md)

- Handler: `genhealth_prepare_intake_same_or_similar_check`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `same_or_similar_check_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `same_or_similar_check`, `same_or_similar_enabled`

Perform Prepare Intake Same/Similar Check through GenHealth.

### [Prepare Intake Secure Document Requests](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_secure_document_requests.md)

- Handler: `genhealth_prepare_intake_secure_document_requests`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `trigger_payload`
- Outputs: `success`, `secure_document_requests`, `secure_document_request_context`, `max_attempts`, `retry_interval_seconds`, `timeout_seconds`, `error_message`

Perform Prepare Intake Secure Document Requests through GenHealth.

### [Prepare Intake Secure-Send Task Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_secure_send_task_batches.md)

- Handler: `genhealth_prepare_intake_secure_send_task_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `secure_document_context`, `trigger_payload`
- Outputs: `success`, `task_batches`, `secure_send_task_batch_context`, `error_message`

Perform Prepare Intake Secure-Send Task Batches through GenHealth.

### [Prepare Intake Service Confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_confirmation.md)

- Handler: `genhealth_prepare_intake_service_confirmation`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `service_confirmation_prepare_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `service_confirmation_update_batches`

Perform Prepare Intake Service Confirmation through GenHealth.

### [Prepare Intake Service-Area Cancellation Reads](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_area_cancellation_reads.md)

- Handler: `genhealth_prepare_intake_service_area_cancellation_reads`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `routing_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `service_area_cancellation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_ids`, `ready_for_live_writes`

Perform Prepare Intake Service-Area Cancellation Reads through GenHealth.

### [Prepare Intake Service-Area Cancellation Writes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_area_cancellation_writes.md)

- Handler: `genhealth_prepare_intake_service_area_cancellation_writes`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `service_area_cancellation_context`, `physician_contact_result`, `fax_history_result`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `service_area_cancellation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_ids`, `ready_for_live_writes`, `cancellation_kinex_fax_jobs`, `provider_fax_jobs`, `status_batches`, `note_jobs`, `cancel_pod_requests`, `void_sales_order_requests`, `delete_request`

Perform Prepare Intake Service-Area Cancellation Writes through GenHealth.

### [Prepare Intake Source Cleanup](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_source_cleanup.md)

- Handler: `genhealth_prepare_intake_source_cleanup`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`, `final_summary_context`
- Outputs: `success`, `source_cleanup_prepare_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `delete_request`

Perform Prepare Intake Source Cleanup through GenHealth.

### [Prepare Intake Source Fax Attachment Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_source_fax_attachment_batches.md)

- Handler: `genhealth_prepare_intake_source_fax_attachment_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `source_fax_attach_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `page_batches`

Perform Prepare Intake Source Fax Attachment Batches through GenHealth.

### [Prepare Intake Terminal Handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_terminal_handoff.md)

- Handler: `genhealth_prepare_intake_terminal_handoff`

- External effect: `write`
- Inputs: `workflow_key`, `stage_label`, `note_mode`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `execution_payload`, `fallback_execution_payload`, `secondary_fallback_execution_payload`, `error_payload`, `manual_review_on_error`, `trigger_payload`
- Outputs: `success`, `terminal_handoff_context`, `note_jobs`, `delete_request`, `stage_label`, `error_message`

Perform Prepare Intake Terminal Handoff through GenHealth.

### [Prepare Intake Vendor Fax Jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_vendor_fax_jobs.md)

- Handler: `genhealth_prepare_intake_vendor_fax_jobs`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `fax_jobs`, `vendor_fax_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Vendor Fax Jobs through GenHealth.

### [Prepare Intake Work Comp Confirmation Fax Jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_work_comp_confirmation_fax_jobs.md)

- Handler: `genhealth_prepare_intake_work_comp_confirmation_fax_jobs`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `fax_jobs`, `work_comp_confirmation_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Work Comp Confirmation Fax Jobs through GenHealth.

### [Prepare Intake Workflow Clinician Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_clinician_batches.md)

- Handler: `genhealth_prepare_intake_workflow_clinician_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_clinician_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `clinician_batches`

Perform Prepare Intake Workflow Clinician Batches through GenHealth.

### [Prepare Intake Workflow Create Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_create_batches.md)

- Handler: `genhealth_prepare_intake_workflow_create_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `order_change_match_context`, `trigger_payload`
- Outputs: `success`, `workflow_create_context`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_batches`, `reactivation_required`, `reactivation_date_batches`, `reactivation_status_batches`

Perform Prepare Intake Workflow Create Batches through GenHealth.

### [Prepare Intake Workflow Document Upload Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_document_upload_batches.md)

- Handler: `genhealth_prepare_intake_workflow_document_upload_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_document_upload_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `pdf_batches`

Perform Prepare Intake Workflow Document Upload Batches through GenHealth.

### [Prepare Intake Workflow Item Add Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_add_batches.md)

- Handler: `genhealth_prepare_intake_workflow_item_add_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_item_add_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `item_batches`

Perform Prepare Intake Workflow Item Add Batches through GenHealth.

### [Prepare Intake Workflow Item Plan](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_plan.md)

- Handler: `genhealth_prepare_intake_workflow_item_plan`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `trigger_payload`
- Outputs: `success`, `workflow_item_plan_context`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Prepare Intake Workflow Item Plan through GenHealth.

### [Prepare Intake Workflow Item Task Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_task_batches.md)

- Handler: `genhealth_prepare_intake_workflow_item_task_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `task_batches`, `workflow_item_task_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Workflow Item Task Batches through GenHealth.

### [Prepare Intake Workflow Patient Insurance Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_patient_insurance_batches.md)

- Handler: `genhealth_prepare_intake_workflow_patient_insurance_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `policy_read_result`, `client_insurance_remediation_context`
- Outputs: `success`, `workflow_items_context`, `workflow_patient_insurance_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `patient_info_batches`, `insurance_policy_batches`

Perform Prepare Intake Workflow Patient Insurance Batches through GenHealth.

### [Prepare Intake Workflow Patient Insurance Policy Reads](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_patient_insurance_policy_reads.md)

- Handler: `genhealth_prepare_intake_workflow_patient_insurance_policy_reads`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_item_plan_context`
- Outputs: `success`, `workflow_items_context`, `workflow_patient_insurance_policy_read_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_item_plan_context`, `policy_read_batches`

Perform Prepare Intake Workflow Patient Insurance Policy Reads through GenHealth.

### [Prepare Intake Workflow Setup Field Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_setup_field_batches.md)

- Handler: `genhealth_prepare_intake_workflow_setup_field_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_setup_field_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `diagnosis_batches`, `physician_batches`, `date_batches`, `facility_batches`, `marketing_rep_batches`

Perform Prepare Intake Workflow Setup Field Batches through GenHealth.

### [Prepare Patient Facility Resolution](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_patient_facility_resolution.md)

- Handler: `intake_prepare_patient_facility_resolution`

- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `precheck_payload`, `delivery_address`, `patient_facility_payload`, `note_facility_name`, `note_facility_updates`, `note_indicates_private_residence`, `account_key`, `dry_run`

Perform Prepare Patient Facility Resolution through GenHealth.

### [Prepare Precheck Context](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_precheck_context.md)

- Handler: `intake_prepare_precheck_context`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `account_key`, `brightree_test`, `test_patient_id`, `test_patient_state`

Perform Prepare Precheck Context through GenHealth.

### [Prepare Subsequent Fax](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_subsequent_fax.md)

- Handler: `intake_prepare_subsequent_fax`

- External effect: `write`
- Inputs: `candidate`, `selection_payload`, `account_key`, `dry_run`

Perform Prepare Subsequent Fax through GenHealth.

### [Process Intake Workflow Items](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_process_intake_workflow_items.md)

- Handler: `genhealth_process_intake_workflow_items`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Process Intake Workflow Items through GenHealth.

### [Process Subsequent Fax Batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_process_subsequent_batch.md)

- Handler: `intake_process_subsequent_batch`

- External effect: `write`
- Inputs: `job_id`, `candidates`, `account_key`, `dry_run`

Perform Process Subsequent Fax Batch through GenHealth.

### [Publish Document To Inbox](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_document_to_inbox.md)

- Handler: `genhealth_publish_document_to_inbox`

- External effect: `write`
- Inputs: `document_id`, `target_document_id`, `display_status`, `title`, `summary_json`, `allow_reprocess`, `related_document_ids`, `input_document_ids`, `artifact_labels`
- Outputs: `success`, `document_id`, `primary_document_id`, `display_status`, `title`, `related_document_ids`, `error`

Perform Publish Document To Inbox through GenHealth.

### [Publish Referral Care Milestone](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_referral_care_milestone.md)

- Handler: `genhealth_publish_referral_care_milestone`

- External effect: `write`
- Inputs: `referral_id`, `source_system`, `code`, `label`, `value`, `occurred_at`, `note`, `idempotency_key`
- Outputs: `success`, `status`, `referral_id`, `state_version`, `code`, `value`, `source_system`, `error`

Perform Publish Referral Care Milestone through GenHealth.

### [Publish Referral Document Version](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_referral_document_version.md)

- Handler: `genhealth_publish_referral_document_version`

- External effect: `write`
- Inputs: `referral_id`, `document_id`, `document_version_id`, `category`, `source_system`, `idempotency_key`
- Outputs: `success`, `status`, `referral_id`, `state_version`, `document_id`, `document_version_id`, `category`, `source_system`, `error`

Perform Publish Referral Document Version through GenHealth.

### [Push Intake Documents to BDM](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_push_intake_documents_to_bdm.md)

- Handler: `genhealth_push_intake_documents_to_bdm`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `document_bdm_push_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Push Intake Documents to BDM through GenHealth.

### [Qualification Review Summary Report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_qualification_review_summary_report.md)

- Handler: `genhealth_qualification_review_summary_report`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`, `subject`

Perform Qualification Review Summary Report through GenHealth.

### [Read Workbook Rows](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_read_workbook_rows.md)

- Handler: `genhealth_read_workbook_rows`

- External effect: `read`
- Inputs: `document_id`, `sheet_name`, `header_row`, `columns`, `required_headers`, `max_rows`
- Outputs: `success`, `rows`, `count`, `column_keys`, `columns`, `sheet_name`, `document_id`, `error`

Perform Read Workbook Rows through GenHealth.

### [Reconcile Document Split](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_reconcile_document_split.md)

- Handler: `genhealth_reconcile_document_split`

- External effect: `write`
- Inputs: `document_id`, `expected_patient_count`, `child_count`
- Outputs: `success`, `document_id`, `is_match`, `expected_count`, `actual_count`, `review_required`, `reason`, `error`

Perform Reconcile Document Split through GenHealth.

### [Reconcile DOS Encounter Status](https://genhealth.ai/docs/workflows/integrations/gen-health/reconcile_dos_encounter_status.md)

- Handler: `reconcile_dos_encounter_status`

- External effect: `write`
- Inputs: `visit_date`, `encounters`, `terminal_statuses`
- Outputs: `success`, `visit_date`, `total_count`, `terminal_count`, `gap_count`, `gap_summary`, `error`

Perform Reconcile DOS Encounter Status through GenHealth.

### [Render Written Order Request](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_render_written_order_request.md)

- Handler: `genhealth_render_written_order_request`

- External effect: `write`
- Inputs: `provider_name`, `patient_name`, `patient_dob`, `equipment_summary`, `order_id`, `patient_id`, `correlation_id`, `return_phone`, `return_fax`
- Outputs: `success`, `document_id`, `url`, `filename`, `content_type`, `error`

Perform Render Written Order Request through GenHealth.

### [Resolve Carrier](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_carrier.md)

- Handler: `genhealth_resolve_carrier`

- External effect: `read`
- Inputs: `carrier_text`, `niko_payer_id`, `require_eligibility_route`, `patient_state`
- Outputs: `success`, `matched`, `source_text`, `carrier_id`, `carrier_name`, `carrier_display_name`, `resolver`, `eligibility_status`, `portal`, `settings_url`, `error_message`, `error`

Perform Resolve Carrier through GenHealth.

### [Resolve Intake Patient Context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_intake_patient_context.md)

- Handler: `genhealth_resolve_intake_patient_context`

- External effect: `read`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `order_change_match_context`, `trigger_payload`
- Outputs: `success`, `patient_context`, `tracker_summary`, `error_message`, `manual_review_required`

Perform Resolve Intake Patient Context through GenHealth.

### [Resolve Intake Routing Context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_intake_routing_context.md)

- Handler: `genhealth_resolve_intake_routing_context`

- External effect: `read`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `trigger_payload`
- Outputs: `success`, `routing_context`, `tracker_summary`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Resolve Intake Routing Context through GenHealth.

### [Resolve Intake Tax Zone](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_tax_zone.md)

- Handler: `intake_resolve_tax_zone`

- External effect: `read`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `delivery_info`, `delivery_address_payload`

Perform Resolve Intake Tax Zone through GenHealth.

### [Resolve Niko Insurance Mapping](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_insurance_mapping.md)

- Handler: `genhealth_resolve_insurance_mapping`

- External effect: `write`
- Inputs: `source_payer_name`, `source_payer_id`, `dry_run`, `document_id`, `resolve_from_document_text`, `apply_to_document`
- Outputs: `success`, `status`, `can_proceed`, `should_sync_insurance`, `dry_run`, `source_payer_name`, `source_payer_id`, `matched_by`, `target_system`, `target_payer_key`, `target_payer_name`, `target_carrier_id`, `applied_to_document`, `insurance_policy_id`, `reason`, `error`

Perform Resolve Niko Insurance Mapping through GenHealth.

### [Resolve Order Item Mappings](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_order_item_mappings.md)

- Handler: `genhealth_resolve_order_item_mappings`

- External effect: `read`
- Inputs: `items`, `source_system`, `target_system`, `unmapped_policy`, `missing_hcpcs_fallback`
- Outputs: `success`, `status`, `can_create_order`, `source_system`, `target_system`, `order_items`, `resolved_items`, `excluded_items`, `issues`, `input_count`, `order_item_count`, `excluded_count`, `resolution_fingerprint`, `error`

Perform Resolve Order Item Mappings through GenHealth.

### [Resolve Patient](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient.md)

- Handler: `intake_resolve_patient`

- External effect: `read`
- Inputs: `patient_id`, `patient_state`, `patient_context_payload`, `account_key`, `dry_run`

Perform Resolve Patient through GenHealth.

### [Resolve Patient By External ID](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_patient_by_external_identifier.md)

- Handler: `genhealth_resolve_patient_by_external_identifier`

- External effect: `read`
- Inputs: `external_identifier`
- Outputs: `success`, `patient_id`, `external_identifier`, `patient_name`, `error`

Perform Resolve Patient By External ID through GenHealth.

### [Resolve Patient Dropdowns](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient_dropdowns.md)

- Handler: `intake_resolve_patient_dropdowns`

- External effect: `read`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `is_private_residence`, `personal_state_payload`, `account_group`, `set_dropdowns`

Perform Resolve Patient Dropdowns through GenHealth.

### [Resolve Patient Facility](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient_facility.md)

- Handler: `intake_resolve_patient_facility`

- External effect: `read`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `precheck_payload`, `delivery_address`, `patient_facility_payload`, `note_facility_name`, `note_facility_updates`, `note_indicates_private_residence`, `account_key`, `dry_run`

Perform Resolve Patient Facility through GenHealth.

### [Resolve Patient-Create Location](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_patient_create_location.md)

- Handler: `genhealth_resolve_patient_create_location`

- External effect: `read`
- Inputs: `document_id`, `force`
- Outputs: `success`, `document_id`, `location_id`, `cached`, `error`

Perform Resolve Patient-Create Location through GenHealth.

### [Resolve Prior Auth Route](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_prior_auth_route.md)

- Handler: `genhealth_resolve_prior_auth_route`

- External effect: `read`
- Inputs: `carrier_id`, `preferred_portal`, `require_ready`
- Outputs: `success`, `ready`, `status`, `error_code`, `error_message`, `error_detail`, `carrier_id`, `carrier_name`, `carrier_display_name`, `portal`, `settings_url`

Perform Resolve Prior Auth Route through GenHealth.

### [Resolve Qualification Review Config](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_qualification_review_config.md)

- Handler: `genhealth_resolve_qualification_review_config`

- External effect: `read`
- Inputs: `selector`, `mappings`
- Outputs: `success`, `selector`, `assignment_status`, `review_type`, `policy_id`, `policy_service`, `required_document_categories`, `required_document_types`, `complete_state`, `error`

Perform Resolve Qualification Review Config through GenHealth.

### [Resolve Strategy Actions](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_resolve_strategy_actions.md)

- Handler: `auto_push_resolve_strategy_actions`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `service_type`, `prescription_required`, `patient_status`, `patient_note_actions`, `patient_note_count`, `skipped_note_texts`, `task_title`, `task_description`, `patient_id`, `data_fingerprint`, `error`

Perform Resolve Strategy Actions through GenHealth.

### [Resupply Report](https://genhealth.ai/docs/workflows/integrations/gen-health/kidmed_resupply_report.md)

- Handler: `kidmed_resupply_report`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`

Perform Resupply Report through GenHealth.

### [Resupply Report V2](https://genhealth.ai/docs/workflows/integrations/gen-health/kidmed_resupply_report_v2.md)

- Handler: `kidmed_resupply_report_v2`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`

Perform Resupply Report V2 through GenHealth.

### [Retry Deferred Intake Step](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_retry_deferred_fax.md)

- Handler: `intake_retry_deferred_fax`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `physician_docs`, `doc_created_at`, `document_ids`, `fax_submitted_at`, `fax_verification_pending`, `fax_verification_attempt`, `local_patient_id`, `retry_attempt`, `account_key`, `dry_run`
- Outputs: `needs_retry`

Perform Retry Deferred Intake Step through GenHealth.

### [Route Returned Intake Document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_route_returned_intake_document.md)

- Handler: `genhealth_route_returned_intake_document`

- External effect: `write`
- Inputs: `document_id`, `idempotency_key`, `claimed_types`
- Outputs: `success`, `error`, `matched`, `outcome`, `case_id`, `request_id`, `intake_stage`, `recorded_types`, `has_unrequested_types`, `unrequested_type_count`, `expired`, `pages_scanned`

Perform Route Returned Intake Document through GenHealth.

### [Run Intake Same/Similar](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_intake_same_or_similar.md)

- Handler: `genhealth_run_intake_same_or_similar`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `same_or_similar_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Run Intake Same/Similar through GenHealth.

### [Run Intake Workflow](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_intake_workflow.md)

- Handler: `genhealth_run_intake_workflow`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Run Intake Workflow through GenHealth.

### [Run OCR](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_ocr.md)

- Handler: `genhealth_run_ocr`

- External effect: `write`
- Inputs: `document_id`, `pre_processing`, `route_tables_to_pages`, `correct_orientation`, `checkbox_aware_content`
- Outputs: `success`, `document_id`, `document_text`, `text_length`, `pre_processing_applied`, `route_tables_to_pages`, `correct_orientation`, `error`, `error_code`

Perform Run OCR through GenHealth.

### [Save Spreadsheet Revision](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_save_spreadsheet_revision.md)

- Handler: `genhealth_save_spreadsheet_revision`

- External effect: `write`
- Inputs: `revision`
- Outputs: `document_id`, `primary_document_id`, `generation`, `state`, `progress`, `was_existing`

Perform Save Spreadsheet Revision through GenHealth.

### [Search Google](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_search_google.md)

- Handler: `genhealth_search_google`

- External effect: `read`
- Inputs: `query`, `num_results`, `country`, `language`
- Outputs: `success`, `results`, `cached`, `fetched_at`, `expires_at`, `error`

Perform Search Google through GenHealth.

### [Search Patient Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_search_patient_documents.md)

- Handler: `genhealth_search_patient_documents`

- External effect: `read`
- Inputs: `document_id`, `patient_id`, `categories`, `statuses`, `exclude_display_statuses`, `include_hidden`, `include_deleted`, `exclude_self`, `limit`
- Outputs: `success`, `documents`, `document_ids`, `count`, `patient_id`, `error`

Perform Search Patient Documents through GenHealth.

### [Select Deferred Intake Retries](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_retry_candidates.md)

- Handler: `intake_select_retry_candidates`

- External effect: `write`
- Inputs: `lookback_hours`, `dry_run`, `trigger_payload`
- Outputs: `items`

Perform Select Deferred Intake Retries through GenHealth.

### [Select Intake Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_candidates.md)

- Handler: `intake_select_candidates`

- External effect: `write`
- Inputs: `account_key`, `from_date`, `to_date`, `dry_run`, `brightree_test`, `test_patient_id`, `test_patient_state`
- Outputs: `dry_run`, `items`, `notify_summary`, `account_key`

Perform Select Intake Candidates through GenHealth.

### [Select Intake Terminal Handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_select_intake_terminal_handoff.md)

- Handler: `genhealth_select_intake_terminal_handoff`

- External effect: `write`

- Outputs: `success`, `terminal_handoff_context`, `note_jobs`, `delete_request`, `stage_label`, `error_message`

Perform Select Intake Terminal Handoff through GenHealth.

### [Select Subsequent Fax Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_subsequent_candidates.md)

- Handler: `intake_select_subsequent_candidates`

- External effect: `write`
- Inputs: `account_key`, `lookback_days`, `min_age_hours`, `dry_run`
- Outputs: `should_process`, `job_id`, `dry_run`, `items`, `account_key`

Perform Select Subsequent Fax Candidates through GenHealth.

### [Send Backlog Push Report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_backlog_push_report.md)

- Handler: `send_backlog_push_report`

- External effect: `write`
- Inputs: `window_hours`, `start_date`, `end_date`, `timezone`, `to_emails`, `cc_emails`, `subject`, `report_title`, `client_name`, `source`, `source_workflow_id`, `billing_base_url`, `email_body`, `email_detail_threshold`, `attach_pdf`, `send_when_empty`, `dry_run`, `output_path`
- Outputs: `success`, `report_day`, `window_start`, `window_end`, `window_label`, `subject`, `recipients`, `email_sent`, `skip_reason`, `output_path`, `pdf_attached`, `email_mode`, `total`, `migrated_count`, `needs_review_count`, `not_migrated_count`, `tasks_opened`, `html`, `error`

Perform Send Backlog Push Report through GenHealth.

### [Send Deduplicated Email Attachment Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/send_deduplicated_email_attachment_batches.md)

- Handler: `send_deduplicated_email_attachment_batches`

- External effect: `write`
- Inputs: `write_enabled`, `preconditions_ok`, `delivery_scope`, `items`, `attach_documents`, `group_email`, `to`, `cc`, `subject`, `intro`, `intro_html`, `link_label`, `count_suffix_templates`, `count_notice_templates`, `from_email`, `max_serialized_message_bytes`, `max_attachments_per_email`
- Outputs: `success`, `skipped`, `skip_reason`, `candidate_count`, `suppressed_count`, `claimed_count`, `sent_item_count`, `message_count`, `message_ids`, `indeterminate_count`, `manual_reconciliation_count`, `oversized_count`, `error`

Perform Send Deduplicated Email Attachment Batches through GenHealth.

### [Send Email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_email.md)

- Handler: `send_email`

- External effect: `write`
- Inputs: `to`, `subject`, `body`, `cc`, `html`, `from_email`, `attachment_document_ids`, `attachment_paths`, `reply_to_thread_id`, `reply_to_message_id`, `delivery_document_id`, `delivery_key`
- Outputs: `success`, `message_id`, `recipients`, `error`

Perform Send Email through GenHealth.

### [Send Intake Outcome Reply](https://genhealth.ai/docs/workflows/integrations/gen-health/notifications_send_intake_outcome_reply.md)

- Handler: `notifications_send_intake_outcome_reply`

- External effect: `write`
- Inputs: `document_id`, `outcome`, `patient_created`, `skip_reason`
- Outputs: `success`, `sent`, `message`, `error`

Perform Send Intake Outcome Reply through GenHealth.

### [Send Intake Report Email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_intake_report_email.md)

- Handler: `send_intake_report_email`

- External effect: `write`
- Inputs: `start_date`, `end_date`, `lookback_days`, `metric_profile`, `minutes_per_touchless_document`, `include_review_savings`, `seconds_per_reviewed_document`, `hide_hours_saved`, `hide_passed_without_touch`, `to_emails`, `subject`, `report_title`, `output_path`
- Outputs: `status`, `start_date`, `end_date`, `total_docs`, `passed_without_touch`, `required_review`, `validation_error_docs`, `time_saved_hours`, `report_path`, `emailed_to`, `error`

Perform Send Intake Report Email through GenHealth.

### [Send Intake Secure Document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_secure_document.md)

- Handler: `genhealth_send_intake_secure_document`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `trigger_payload`
- Outputs: `success`, `secure_document_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Send Intake Secure Document through GenHealth.

### [Send Intake Vendor Fax](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_vendor_fax.md)

- Handler: `genhealth_send_intake_vendor_fax`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `vendor_fax_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Send Intake Vendor Fax through GenHealth.

### [Send Intake Work Comp Confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_work_comp_confirmation.md)

- Handler: `genhealth_send_intake_work_comp_confirmation`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `work_comp_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Send Intake Work Comp Confirmation through GenHealth.

### [Send Monthly Intake Report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_monthly_intake_report_email.md)

- Handler: `send_monthly_intake_report_email`

- External effect: `write`
- Inputs: `report`, `preconditions_ok`, `write_enabled`, `to`, `cc`, `subject`, `generated_on`, `generated_at`, `from_email`, `gmail_group_email`
- Outputs: `success`, `sent`, `preview`, `skip_reason`, `report_period`, `item_key`, `recipients`, `subject`, `attachment_name`, `attachment_content_type`, `attachment_size_bytes`, `message_id`, `error`

Perform Send Monthly Intake Report through GenHealth.

### [Send Parachute → Niko Daily Activity Report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_parachute_niko_daily_report.md)

- Handler: `send_parachute_niko_daily_report`

- External effect: `write`
- Inputs: `intake_workflow_name`, `eligibility_workflow_name`, `include_same_similar`, `report_day`, `window_hours`, `timezone`, `to_emails`, `cc_emails`, `subject`, `report_title`, `client_name`, `niko_base_url`, `send_when_empty`, `intake_loop_node_id`, `eligibility_loop_node_id`, `from_email`, `gmail_group_email`, `force_resend`, `output_path`
- Outputs: `success`, `report_day`, `window_label`, `subject`, `recipients`, `email_sent`, `message_id`, `skip_reason`, `output_path`, `intake_run_count`, `eligibility_run_count`, `intake_counts`, `eligibility_counts`, `html`, `error`

Perform Send Parachute → Niko Daily Activity Report through GenHealth.

### [Send Report Email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_report_email.md)

- Handler: `send_report_email`

- External effect: `write`
- Inputs: `document_id`, `template`, `report_results`, `to`, `cc`, `subject`, `from_email`
- Outputs: `success`, `message_id`, `recipients`, `patient_name`, `error`

Perform Send Report Email through GenHealth.

### [Send Slack Event](https://genhealth.ai/docs/workflows/integrations/gen-health/send_slack_event.md)

- Handler: `send_slack_event`

- External effect: `write`
- Inputs: `event`, `channel`, `thread_ts`, `dry_run`
- Outputs: `success`, `delivery_status`, `receipt_status`, `notification_error`, `parent_ts`, `reply_ts`, `text`, `reply_text`

Perform Send Slack Event through GenHealth.

### [Send Slack Message](https://genhealth.ai/docs/workflows/integrations/gen-health/send_slack_message.md)

- Handler: `send_slack_message`

- External effect: `write`
- Inputs: `channel`, `message`, `thread_ts`, `append_workflow_context`, `dry_run`
- Outputs: `success`, `channel`, `ts`, `dry_run`, `error`

Perform Send Slack Message through GenHealth.

### [Send Summary Report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_summary_report.md)

- Handler: `send_summary_report`

- External effect: `write`
- Inputs: `report_type`, `report_day`, `to_emails`, `subject`, `source_workflow_id`, `output_path`
- Outputs: `status`, `window`, `counts`, `emailed_to`, `message_id`, `error`

Perform Send Summary Report through GenHealth.

### [Send Workflow Daily Summary](https://genhealth.ai/docs/workflows/integrations/gen-health/send_workflow_daily_summary.md)

- Handler: `send_workflow_daily_summary`

- External effect: `write`
- Inputs: `workflow_name`, `report_day`, `window_hours`, `timezone`, `to_emails`, `subject`, `report_title`, `loop_node_id`, `dedupe_key_fields`, `links`, `attachment_document_id_field`, `max_attachments`, `item_title`, `item_subtitle`, `max_items_per_section`, `inline_max_rows`, `processed_label`, `skipped_label`, `manual_label`, `node_buckets`, `output_path`
- Outputs: `success`, `run_count`, `productive_run_count`, `total`, `completed_count`, `processed_count`, `skipped_count`, `action_required_count`, `unclassified_count`, `failed_count`, `recipients`, `subject`, `report_day`, `html`, `output_path`, `email_mode`, `pdf_attached`, `attachments_attached`, `attachments_dropped`, `error`

Perform Send Workflow Daily Summary through GenHealth.

### [Send Workflow Run Summary](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_workflow_run_summary.md)

- Handler: `genhealth_send_workflow_run_summary`

- External effect: `write`
- Inputs: `loop_node_id`, `loop_node_ids`, `to_emails`, `subject`, `report_title`, `timezone`, `links`, `item_title`, `item_subtitle`, `dedupe_key_fields`, `max_items_per_section`, `processed_label`, `skipped_label`, `manual_label`, `node_buckets`, `skip_if_empty`, `output_path`
- Outputs: `success`, `skipped`, `total`, `completed_count`, `processed_count`, `skipped_count`, `action_required_count`, `unclassified_count`, `failed_count`, `recipients`, `subject`, `html`, `output_path`, `error`

Perform Send Workflow Run Summary through GenHealth.

### [Set Document Status](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_set_document_status.md)

- Handler: `genhealth_set_document_status`

- External effect: `write`
- Inputs: `document_id`, `display_status`, `run_completion_hook`, `status`, `visibility`, `hidden`, `categories`
- Outputs: `success`, `document_id`, `display_status`, `status`, `hidden`, `categories`, `completion_hook_ran`, `error`

Perform Set Document Status through GenHealth.

### [Set Insurance Plan](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_set_insurance_plan.md)

- Handler: `genhealth_set_insurance_plan`

- External effect: `write`
- Inputs: `document_id`, `plan`, `insurance_rank`, `skip_if_empty`, `overwrite_existing`
- Outputs: `success`, `skipped`, `document_id`, `insurance_rank`, `insurance_policy_id`, `plan`, `error`

Perform Set Insurance Plan through GenHealth.

### [Setup Intake Workflows](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_setup_intake_workflows.md)

- Handler: `genhealth_setup_intake_workflows`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_setup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Setup Intake Workflows through GenHealth.

### [Setup Patient](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_setup_patient.md)

- Handler: `intake_setup_patient`

- External effect: `write`
- Inputs: `order_id`, `patient_id`, `patient_state`, `delivery_address`, `note_facility_name`, `note_facility_updates`, `account_group`, `account_key`, `note_indicates_private_residence`, `set_dropdowns`, `dry_run`, `brightree_test`
- Outputs: `success`, `facility_manual_followup_reason`, `facility_manual_followup_required`, `ordering_doctor`, `local_patient_id`

Perform Setup Patient through GenHealth.

### [SO Confirmation Report](https://genhealth.ai/docs/workflows/integrations/gen-health/piedmont_so_confirmation_report.md)

- Handler: `piedmont_so_confirmation_report`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`

Perform SO Confirmation Report through GenHealth.

### [SO Verification Report](https://genhealth.ai/docs/workflows/integrations/gen-health/sales_order_verification_report.md)

- Handler: `sales_order_verification_report`

- External effect: `write`
- Inputs: `results`, `report_title`, `output_path`, `to_emails`, `subject`

Perform SO Verification Report through GenHealth.

### [Split Document By Categories](https://genhealth.ai/docs/workflows/integrations/gen-health/split_document_by_categories.md)

- Handler: `split_document_by_categories`

- External effect: `write`
- Inputs: `document_id`, `force`, `hide_parent`, `child_display_status`
- Outputs: `success`, `document_id`, `children`, `child_count`, `review_required`, `reason`, `split_failure_reason`, `split_reconciliation`, `skipped`, `error`

Perform Split Document By Categories through GenHealth.

### [Split Document By Page Categories](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_split_document_by_page_categories.md)

- Handler: `genhealth_split_document_by_page_categories`

- External effect: `write`
- Inputs: `document_id`, `force`, `hide_parent`, `group_by_category`, `child_display_status`
- Outputs: `success`, `document_id`, `children`, `child_count`, `skipped`, `review_required`, `reason`, `error`

Perform Split Document By Page Categories through GenHealth.

### [Split Document By Patient](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_split_by_patient.md)

- Handler: `genhealth_split_by_patient`

- External effect: `write`
- Inputs: `document_id`, `boundary_categories`, `drop_categories`, `cover_page_policy`, `group_by`, `split_on_identity_change`, `orphan_page_policy`, `identity_source`, `identity_model`, `identity_prompt_override`, `expected_patient_count`, `review_on_count_mismatch`, `min_pages_per_patient`, `persist`, `hide_parent`, `force`, `split_cache_version`
- Outputs: `success`, `document_id`, `children`, `child_count`, `segments`, `segment_count`, `dropped_pages`, `review_required`, `review_reason`, `review_reasons`, `reason`, `split_failure_reason`, `split_reconciliation`, `skipped`, `manual_split`, `error`

Perform Split Document By Patient through GenHealth.

### [Summarize Follow-Up Fax Batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_subsequent_batch.md)

- Handler: `intake_summarize_subsequent_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`, `notify`

Perform Summarize Follow-Up Fax Batch through GenHealth.

### [Summarize Follow-Up Fax Item](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_subsequent_item.md)

- Handler: `intake_summarize_subsequent_item`

- External effect: `write`
- Inputs: `stage_label`, `context_payload`, `task_payload`, `response_payload`, `dedup_payload`, `fax_payload`, `send_payload`, `verification_payload`

Perform Summarize Follow-Up Fax Item through GenHealth.

### [Summarize Intake Batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_batch.md)

- Handler: `intake_summarize_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`, `dispatch_payload`, `dry_run`, `notify`, `channel`, `output_path`, `to_emails`, `subject`
- Outputs: `status`, `html`, `output_path`, `emailed_to`, `email_subject`, `slack_message`, `found_count`, `skipped_count`, `processed_count`, `ready_count`, `needs_review_count`, `failed_count`, `dispatch_count`, `remaining_count`, `slack_sent`, `slack_skipped`

Perform Summarize Intake Batch through GenHealth.

### [Summarize Intake Status](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_status.md)

- Handler: `intake_summarize_status`

- External effect: `write`
- Inputs: `stage_label`, `account_key`, `dry_run`, `notify`, `channel`, `enqueue_retry`, `retry_route`, `precheck_payload`, `brightree_payload`, `resolve_patient_payload`, `resolve_facility_payload`, `verify_patient_setup_payload`, `myforms_payload`, `retry_payload`

Perform Summarize Intake Status through GenHealth.

### [Template Processing Summary Report](https://genhealth.ai/docs/workflows/integrations/gen-health/brightree_template_processing_summary_report.md)

- Handler: `brightree_template_processing_summary_report`

- External effect: `write`
- Inputs: `period`, `report_date`, `as_of`, `target_workflow_definition_id`, `source_report_base_url`, `output_path`, `to_emails`, `subject`
- Outputs: `status`, `html`, `output_path`, `emailed_to`, `attachment_count`, `period`, `window_mode`, `time_range_label`, `processed_count`, `needs_review_count`, `unexpected_failure_count`, `business_flow_rows`

Perform Template Processing Summary Report through GenHealth.

### [Update Document Metadata](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_update_document_metadata.md)

- Handler: `genhealth_update_document_metadata`

- External effect: `write`
- Inputs: `document_id`, `skip_if_empty`, `metadata`, `summary`
- Outputs: `success`, `skipped`, `document_id`, `metadata`, `summary_saved`, `error`

Perform Update Document Metadata through GenHealth.

### [Upload Intake Workflow Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_upload_intake_workflow_documents.md)

- Handler: `genhealth_upload_intake_workflow_documents`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_document_upload_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Upload Intake Workflow Documents through GenHealth.

### [Validate Auto-Push Readiness](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_validate_readiness.md)

- Handler: `auto_push_validate_readiness`

- External effect: `write`
- Inputs: `document_id`, `required_patient_fields`, `patient_field_fallbacks`
- Outputs: `success`, `document_id`, `auto_push_allowed`, `review_required`, `skipped`, `patient_id`, `display_status`, `reason`, `missing_fields`, `errors`, `data_fingerprint`, `patient_billing_data`, `patient_fallback_fields_used`, `error`

Perform Validate Auto-Push Readiness through GenHealth.

### [Verify Subsequent Fax Backlog](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_verify_subsequent_fax_backlog.md)

- Handler: `intake_verify_subsequent_fax_backlog`

- External effect: `write`
- Inputs: `selection_payload`, `account_key`

Perform Verify Subsequent Fax Backlog through GenHealth.

### [Write Workbook](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_write_workbook.md)

- Handler: `genhealth_write_workbook`

- External effect: `write`
- Inputs: `rows`, `sheet_name`, `extra_sheets`, `columns`, `header_labels`, `filename`
- Outputs: `success`, `document_id`, `filename`, `row_count`, `sheet_names`, `error`

Perform Write Workbook through GenHealth.

## [GenHealth - Checks](https://genhealth.ai/docs/workflows/integrations/gen-health-checks.md)

6 actions. Connection types: None required.

### [Check Documents Contain Type](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_documents_contain_type.md)

- Handler: `check_documents_contain_type`

- External effect: `write`
- Inputs: `documents`, `required_types`, `flag_type`

Perform Check Documents Contain Type through GenHealth - Checks.

### [Check Encounter Visit Type](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_encounter_visit_type.md)

- Handler: `check_encounter_visit_type`

- External effect: `write`
- Inputs: `encounter`, `match_types`
- Outputs: `is_match`, `matched`, `visit_type`

Perform Check Encounter Visit Type through GenHealth - Checks.

### [Check Field Value](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_field_value.md)

- Handler: `check_field_value`

- External effect: `write`
- Inputs: `data`, `key_candidates`, `expected_value`, `case_insensitive`

Perform Check Field Value through GenHealth - Checks.

### [Check Grid for Substring](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_grid_for_substring.md)

- Handler: `check_grid_for_substring`

- External effect: `write`
- Inputs: `grids`, `grid_keys`, `search_term`, `empty_field`

Perform Check Grid for Substring through GenHealth - Checks.

### [Check List Field Values](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_list_field_values.md)

- Handler: `check_list_field_values`

- External effect: `read`
- Inputs: `items`, `required_field`, `required_value`, `match_mode`, `skip_null`, `unique_field`

Perform Check List Field Values through GenHealth - Checks.

### [Verify Batch Action Result](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/genhealth_verify_batch_action_result.md)

- Handler: `genhealth_verify_batch_action_result`

- External effect: `write`
- Inputs: `expected_items`, `result_payload`, `identity_fields`, `required_truthy_fields`
- Outputs: `success`, `verified`, `expected_count`, `actual_count`, `failed_count`, `missing_count`, `unexpected_count`, `reason_codes`, `error_message`

Perform Verify Batch Action Result through GenHealth - Checks.

## [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

31 actions. Connection types: None required.

### [Admit VOB Retry Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_admit_vob_retry_candidates.md)

- Handler: `eligibility_admit_vob_retry_candidates`

- External effect: `write`
- Inputs: `candidates`, `enforce_backoff`, `max_retry_attempts`, `backoff_minutes`, `uhc_max_retry_attempts`, `uhc_backoff_minutes`
- Outputs: `success`, `status`, `candidates`, `processing_candidate_count`, `retry_deferred_count`, `retry_exhausted_count`, `terminal_unchanged_count`, `sheet_handoff_resume_count`, `retry_history`, `deferred_items`, `exhausted_items`, `exhausted_handoff`, `terminal_unchanged_items`, `error`

Perform Admit VOB Retry Candidates through GenHealth - Eligibility.

### [Aggregate VOB Benefits](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_aggregate_vob_benefits.md)

- Handler: `eligibility_aggregate_vob_benefits`

- External effect: `write`
- Inputs: `primary_summary`, `dme_purchase_submission`, `dme_purchase_summary`, `dme_purchase_service_type`, `dme_rental_submission`, `dme_rental_summary`, `dme_rental_service_type`, `office_visit_submission`, `office_visit_summary`, `office_visit_service_type`, `sleep_study_submission`, `sleep_study_summary`, `sleep_study_service_type`
- Outputs: `success`, `coverage_summary`, `vob_fields`, `vob_field_sources`, `vob_field_provenance`, `service_probe_summaries`, `probe_reference_numbers`, `manual_review_required`, `manual_review_reason`, `field_conflicts`, `error`

Perform Aggregate VOB Benefits through GenHealth - Eligibility.

### [Evaluate DME Eligibility Policy](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_dme_policy.md)

- Handler: `eligibility_evaluate_dme_policy`

- External effect: `write`
- Inputs: `phase`, `niko_patient_id`, `niko_order_id`, `niko_order_display_id`, `source_types`, `service_type`, `patient_insurance`, `order_insurance`, `insurance_id`, `niko_insurance_status`, `patient`, `patient_insurances`, `payer_key`, `benefit_summary`, `niko_eligibility`, `patient_notes`, `current_order`, `current_order_items`, `patient_orders`, `dry_run`
- Outputs: `success`, `phase`, `status`, `reason`, `case_key`, `service_type`, `payer_key`, `patient_insurance`, `order_insurance`, `insurance_id`, `requires_eligibility_check`, `dry_run`, `side_effects_enabled`, `side_effects_ready`, `niko_eligibility_request`, `benefit_summary_ready`, `benefit_summary`, `upfront_fee`, `installment_details`, `final_summary_text`, `self_pay_note_text`, `network_status`, `network_status_detail`, `patient_note_request`, `task_request`, `patient_tag_request`, `order_tag_request`, `required_side_effects`, `missing_side_effect_settings`, `diagnostics`, `error`, `error_message`

Perform Evaluate DME Eligibility Policy through GenHealth - Eligibility.

### [Evaluate Sleep VOB Evidence](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_sleep_vob_evidence.md)

- Handler: `eligibility_evaluate_sleep_vob_evidence`

- External effect: `write`
- Inputs: `general_check`, `pre_test_check`, `general_summary`, `pre_test_summary`, `sleep_check`, `sleep_summary`, `post_test_check`, `post_test_summary`
- Outputs: `success`, `error`, `failure_category`, `write_evidence`, `reason`, `coverage_status`, `manual_review_required`, `manual_review_reasons`, `field_values`, `allowed_field_link_names`, `withheld_field_link_names`, `service_group_evidence`, `report_title`

Perform Evaluate Sleep VOB Evidence through GenHealth - Eligibility.

### [Evaluate VOB Outcome](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_vob_outcome.md)

- Handler: `eligibility_evaluate_vob_outcome`

- External effect: `write`
- Inputs: `primary_outcome`, `fallback_outcome`, `portal_outcome`, `fallback_guard`, `portal_context`, `candidate`, `patient_resolution_failed`
- Outputs: `success`, `status`, `category`, `resolution`, `public_conclusion`, `terminal`, `retry`, `documentable`, `submitted`, `report_available`, `reason`, `source`, `insurance_source`, `attempt_history`, `fallback_attempted`, `payer_conflict`, `member_id_conflict`, `insurance_discrepancy`, `discrepancy_message`, `operator_status`, `report_document_id`, `report_s3_path`, `report_pdf_path`, `error`, `error_message`

Perform Evaluate VOB Outcome through GenHealth - Eligibility.

### [Guard athenahealth VOB Reconciliation](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_athena_vob_reconciliation.md)

- Handler: `eligibility_guard_athena_vob_reconciliation`

- External effect: `write`
- Inputs: `candidate`, `read_enabled`
- Outputs: `success`, `should_read`, `status`, `reasons`, `candidate_athena_id`, `patient_id`, `chart_id`, `source`, `error`

Perform Guard athenahealth VOB Reconciliation through GenHealth - Eligibility.

### [Guard athenahealth VOB Writeback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_athena_vob_writeback.md)

- Handler: `eligibility_guard_athena_vob_writeback`

- External effect: `write`
- Inputs: `candidate`, `outcome`, `note`, `athena_reconciliation`, `external_writes_enabled`, `writeback_enabled`, `signature`
- Outputs: `success`, `should_write`, `should_upload_documents`, `write_kind`, `append_signature`, `status`, `reasons`, `patient_id`, `chart_id`, `note_text`, `subject`, `audit_note_text`, `audit_subject`, `source`, `error`

Perform Guard athenahealth VOB Writeback through GenHealth - Eligibility.

### [Guard Availity VOB Submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_availity_vob_submission.md)

- Handler: `eligibility_guard_availity_vob_submission`

- External effect: `write`
- Inputs: `candidate`, `athena_payer_reconciliation`, `loop_index`, `submit_enabled`, `max_live_transactions`, `max_live_submissions`, `primary_transactions_per_candidate`, `max_transactions_per_candidate`, `allowed_row_numbers`, `require_row_allowlist`, `require_athena_payer_match`
- Outputs: `success`, `should_submit`, `status`, `reasons`, `source`, `transaction_budget_required`, `availity_params`, `attempt`, `error`

Perform Guard Availity VOB Submission through GenHealth - Eligibility.

### [Guard Fallback VOB Submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_fallback_submission.md)

- Handler: `eligibility_guard_vob_fallback_submission`

- External effect: `write`
- Inputs: `candidate`, `athena_payer_reconciliation`, `primary_guard`, `primary_outcome`, `loop_index`, `submit_enabled`, `max_live_transactions`, `max_live_submissions`, `max_transactions_per_candidate`, `allowed_row_numbers`, `require_row_allowlist`
- Outputs: `success`, `should_submit`, `status`, `reasons`, `source`, `transaction_budget_required`, `availity_params`, `probe_plan`, `attempt`, `payer_conflict`, `member_id_conflict`, `error`

Perform Guard Fallback VOB Submission through GenHealth - Eligibility.

### [Guard Primary VOB Submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_primary_submission.md)

- Handler: `eligibility_guard_vob_primary_submission`

- External effect: `write`
- Inputs: `candidate`, `athena_payer_reconciliation`, `loop_index`, `submit_enabled`, `max_live_transactions`, `max_live_submissions`, `primary_transactions_per_candidate`, `max_transactions_per_candidate`, `allowed_row_numbers`, `require_row_allowlist`, `uhc_submit_enabled`
- Outputs: `success`, `should_submit`, `status`, `reasons`, `source`, `transaction_budget_required`, `portal`, `availity_params`, `uhc_params`, `probe_plan`, `attempt`, `error`

Perform Guard Primary VOB Submission through GenHealth - Eligibility.

### [Guard VOB Sheet Fallback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_sheet_fallback.md)

- Handler: `eligibility_guard_vob_sheet_fallback`

- External effect: `write`
- Inputs: `candidate`, `primary_guard`, `primary_outcome`, `loop_index`, `submit_enabled`, `max_live_transactions`, `max_live_submissions`, `max_transactions_per_candidate`, `allowed_row_numbers`, `require_row_allowlist`
- Outputs: `success`, `should_submit`, `status`, `reasons`, `source`, `transaction_budget_required`, `availity_params`, `attempt`, `payer_conflict`, `member_id_conflict`, `error`

Perform Guard VOB Sheet Fallback through GenHealth - Eligibility.

### [Normalize DME Benefit Summary](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_normalize_dme_benefits.md)

- Handler: `eligibility_normalize_dme_benefits`

- External effect: `write`
- Inputs: `eligibility_result`, `service_type`, `target_fields`, `use_prompt`
- Outputs: `success`, `benefit_summary_ready`, `benefit_summary`, `missing_fields`, `diagnostics`, `error`, `error_message`

Perform Normalize DME Benefit Summary through GenHealth - Eligibility.

### [Normalize VOB Attempt](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_normalize_vob_attempt.md)

- Handler: `eligibility_normalize_vob_attempt`

- External effect: `write`
- Inputs: `candidate`, `not_submitted`, `submission_failure`, `submission`, `eligibility_summary`, `report`, `report_failure`, `service_probe_failures`, `attempt`
- Outputs: `success`, `status`, `category`, `submitted`, `terminal`, `retry`, `vob_fields`, `report_document_id`, `error`

Perform Normalize VOB Attempt through GenHealth - Eligibility.

### [Prepare Eligibility Delivery Digest](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/prepare_eligibility_delivery_digest.md)

- Handler: `prepare_eligibility_delivery_digest`

- External effect: `write`
- Inputs: `source_workflow_definition_id`, `report_day`, `timezone`, `auto_rollover_hour`, `require_terminal_source_population`
- Outputs: `success`, `error`, `failure_category`, `preconditions_ok`, `delivery_cutover_proven`, `delivery_start_day`, `source_workflow_definition_id`, `collector_scope_proven`, `calculation_integrity_ok`, `source_population_terminal_required`, `source_population_terminal`, `source_window_closed`, `report_day`, `report_day_us`, `processed_count`, `successful_report_count`, `active_count`, `inactive_count`, `no_definitive_answer_count`, `candidate_count`, `status_19_candidate_count`, `status_19_subscriber_insured_not_found_count`, `status_19_invalid_missing_subscriber_insured_name_count`, `status_19_invalid_missing_subscriber_insured_id_count`, `definitive_missing_pdf_count`, `identity_conflict_count`, `active_inactive_conflict_count`, `document_identity_conflict_count`, `manual_evidence_error_count`, `manual_review_missing_order_number_count`, `status_19_missing_order_number_count`, `status_19_multi_category_count`, `status_19_qualifier_evidence_error_count`, `failure_reasons`, `review_reasons`, `review_excluded_count`, `report_day_candidate_count`, `report_day_status_19_candidate_count`, `already_delivered_count`, `status_19_already_delivered_count`, `delivery_unresolved_count`, `email_items`, `status_19_email_items`

Perform Prepare Eligibility Delivery Digest through GenHealth - Eligibility.

### [Prepare Reviewed VOB Benefits](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_reviewed_vob_benefits.md)

- Handler: `eligibility_prepare_reviewed_vob_benefits`

- External effect: `write`
- Inputs: `record_id`, `record_link_id`, `payer_id`, `payer_name`, `member_id`, `patient_first_name`, `patient_middle_name`, `patient_last_name`, `patient_birth_date`, `subscriber_relationship`, `identity_basis`, `registered_subscriber_member_id`, `registered_subscriber_first_name`, `registered_subscriber_last_name`, `registered_subscriber_birth_date`, `card_identity_artifact_ref`, `expected_field_values`, `card_extraction_prompt`, `card_extraction_model`, `card_extraction_timeout_seconds`, `general_coverage_id`, `pre_test_coverage_id`, `sleep_coverage_id`, `post_test_coverage_id`, `as_of_date`, `rates`, `reviewed_document_rules`, `reviewed_cost_share_rules`, `card`, `automatic_write_enabled`
- Outputs: `success`, `error`, `failure_category`, `status`, `write_evidence`, `reason`, `field_values`, `allowed_field_link_names`, `withheld_field_link_names`, `fallback_services`, `model_calls`, `source_hashes`, `request_sha256`, `preparation_sha256`, `estimate_sha256`, `note_sha256`, `report_title`

Perform Prepare Reviewed VOB Benefits through GenHealth - Eligibility.

### [Prepare VOB Card Identity](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_card_identity.md)

- Handler: `eligibility_prepare_vob_card_identity`

- External effect: `write`
- Inputs: `record_id`, `values`, `extraction_prompt`, `model`, `timeout_seconds`
- Outputs: `success`, `error`, `failure_category`, `status`, `reason`, `identity_artifact_ref`

Perform Prepare VOB Card Identity through GenHealth - Eligibility.

### [Prepare VOB Note](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_note.md)

- Handler: `eligibility_prepare_vob_note`

- External effect: `write`
- Inputs: `candidate`, `outcome`, `athena_policy`, `subject`, `payer_note_rules`
- Outputs: `success`, `status`, `reason`, `note_kind`, `subject`, `note_text`, `audit_subject`, `audit_note_text`, `source`, `athena`, `error`, `error_message`

Perform Prepare VOB Note through GenHealth - Eligibility.

### [Prepare VOB Review Payload](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_review_payload.md)

- Handler: `eligibility_prepare_vob_review_payload`

- External effect: `write`
- Inputs: `candidate`
- Outputs: `success`, `status`, `reason`, `source`, `routing`, `payer_resolution`, `redacted_availity_params`, `error`, `error_message`

Perform Prepare VOB Review Payload through GenHealth - Eligibility.

### [Prepare VOB Sheet Writeback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_sheet_writeback.md)

- Handler: `eligibility_prepare_vob_sheet_writeback`

- External effect: `write`
- Inputs: `candidate`, `outcome`, `athena_policy`, `patient_resolution_failure`, `athena_case`, `athena_attachment`, `external_writes_enabled`, `writeback_enabled`, `completed_team_assignment`
- Outputs: `success`, `should_write`, `status`, `primary_reason`, `reasons`, `source`, `spreadsheet_id`, `status_note`, `expected_data`, `data`, `error`, `error_message`

Perform Prepare VOB Sheet Writeback through GenHealth - Eligibility.

### [Prepare Zoho VOB Claim](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_claim.md)

- Handler: `eligibility_prepare_zoho_vob_claim`

- External effect: `write`
- Inputs: `expected_field_values`, `attempt`
- Outputs: `success`, `error`, `failure_category`, `marker`, `attempt`, `field_values`, `allowed_field_link_names`, `expected_field_values`, `claimed_field_values`

Perform Prepare Zoho VOB Claim through GenHealth - Eligibility.

### [Prepare Zoho VOB Review Disposition](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_review_disposition.md)

- Handler: `eligibility_prepare_zoho_vob_review_disposition`

- External effect: `write`
- Inputs: `expected_field_values`, `reason`
- Outputs: `success`, `error`, `failure_category`, `marker`, `reason`, `attempt`, `field_values`, `allowed_field_link_names`, `expected_field_values`

Perform Prepare Zoho VOB Review Disposition through GenHealth - Eligibility.

### [Prepare Zoho VOB Scalar Guard](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_scalar_guard.md)

- Handler: `eligibility_prepare_zoho_vob_scalar_guard`

- External effect: `write`
- Inputs: `expected_field_values`, `uploaded_field_link_name`, `uploaded_file_name`
- Outputs: `success`, `error`, `failure_category`, `expected_field_values`

Perform Prepare Zoho VOB Scalar Guard through GenHealth - Eligibility.

### [Prepare Zoho VOB Subject](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_subject.md)

- Handler: `eligibility_prepare_zoho_vob_subject`

- External effect: `write`
- Inputs: `record_id`, `record_link_id`, `values`, `expected_coverage_notes`, `card_identity`
- Outputs: `success`, `error`, `failure_category`, `can_submit`, `review_disposition_safe`, `reason`, `record_id`, `record_link_id`, `payer_label`, `member_id`, `patient_first_name`, `patient_middle_name`, `patient_last_name`, `patient_birth_date`, `subscriber_relationship`, `identity_basis`, `registered_subscriber_member_id`, `registered_subscriber_first_name`, `registered_subscriber_last_name`, `registered_subscriber_birth_date`, `registration_policyholder_differs`, `expected_field_values`

Perform Prepare Zoho VOB Subject through GenHealth - Eligibility.

### [Reconcile athenahealth VOB Payer](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_reconcile_athena_vob_payer.md)

- Handler: `eligibility_reconcile_athena_vob_payer`

- External effect: `write`
- Inputs: `candidate`, `athena_reconciliation`, `selected_policy`, `athena_payer_resolution`, `require_match`, `manual_review_payer_terms`
- Outputs: `success`, `status`, `should_allow_availity`, `payer_match`, `reasons`, `selected_policy`, `resolved_availity_payer`, `source`, `error`

Perform Reconcile athenahealth VOB Payer through GenHealth - Eligibility.

### [Resolve Portal Payer](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_resolve_portal_payer.md)

- Handler: `eligibility_resolve_portal_payer`

- External effect: `read`
- Inputs: `portal`, `source_payer_label`, `source_payer_id`
- Outputs: `success`, `status`, `can_submit`, `portal`, `source_label`, `normalized_label`, `source_payer_id`, `payer_id`, `payer_name`, `payer_aliases`, `supported_service_types`, `reason`, `error`, `error_message`

Perform Resolve Portal Payer through GenHealth - Eligibility.

### [Resolve VOB Run Controls](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_resolve_vob_run_controls.md)

- Handler: `eligibility_resolve_vob_run_controls`

- External effect: `read`
- Inputs: `trigger`, `automatic_processing_enabled`, `default_spreadsheet_id`, `default_max_candidates`, `default_vob_assignment_value`, `default_team_assignment_values`, `default_max_retry_attempts`, `default_retry_backoff_minutes`, `default_uhc_max_retry_attempts`, `default_uhc_retry_backoff_minutes`, `default_uhc_automatic_processing_enabled`
- Outputs: `success`, `status`, `run_mode`, `automatic_processing_enabled`, `automatic_run`, `spreadsheet_id`, `max_candidates`, `candidate_row_numbers`, `vob_assignment_value`, `team_assignment_values`, `allow_unassigned_vob_rows_for_allowlist`, `athena_reconciliation_enabled`, `availity_submit_enabled`, `uhc_submit_enabled`, `enabled_eligibility_portals`, `max_live_availity_submissions`, `candidate_processing_enabled`, `max_live_availity_candidates`, `max_live_availity_transactions`, `availity_primary_transactions_per_candidate`, `availity_max_transactions_per_candidate`, `allowed_availity_row_numbers`, `require_availity_row_allowlist`, `require_athena_payer_match`, `athena_writeback_enabled`, `google_sheets_writeback_enabled`, `external_writes_enabled`, `writes_locked`, `max_retry_attempts`, `retry_backoff_minutes`, `uhc_max_retry_attempts`, `uhc_retry_backoff_minutes`, `retry_backoff_enforced`, `retry_backoff_overridden`, `error`

Perform Resolve VOB Run Controls through GenHealth - Eligibility.

### [Select athenahealth VOB Policy](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_athena_vob_policy.md)

- Handler: `eligibility_select_athena_vob_policy`

- External effect: `write`
- Inputs: `candidate`, `athena_insurance`
- Outputs: `success`, `selected_policy`, `has_resolvable_payer`, `selection_reason`, `top_priority_policy_count`, `sheet_disambiguated`, `patient_id`, `chart_id`, `athena`, `error`

Perform Select athenahealth VOB Policy through GenHealth - Eligibility.

### [Select DME VOB Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_dme_vob_candidates.md)

- Handler: `eligibility_select_dme_vob_candidates`

- External effect: `write`
- Inputs: `value_ranges`, `spreadsheet_id`, `as_of_date`, `vob_assignment_value`, `team_assignment_values`, `max_candidates`, `candidate_row_numbers`, `allow_unassigned_vob_rows_for_allowlist`, `additional_assignment_scopes`, `enabled_eligibility_portals`
- Outputs: `success`, `candidates`, `candidate_count`, `manual_review_rows`, `manual_review_count`, `manual_review_handoff`, `portal_held_rows`, `portal_held_count`, `skipped_rows`, `skipped_count`, `diagnostics`, `error`, `error_message`

Perform Select DME VOB Candidates through GenHealth - Eligibility.

### [Select VOB Processing Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_vob_processing_candidates.md)

- Handler: `eligibility_select_vob_processing_candidates`

- External effect: `write`
- Inputs: `candidates`, `processing_enabled`, `availity_submit_enabled`, `max_live_availity_candidates`, `enabled_eligibility_portals`
- Outputs: `success`, `status`, `processing_candidate_count`, `portal_held_candidate_count`, `budget_limited_candidate_count`, `candidates`, `error`

Perform Select VOB Processing Candidates through GenHealth - Eligibility.

### [Select Zoho VOB Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_zoho_vob_candidates.md)

- Handler: `eligibility_select_zoho_vob_candidates`

- External effect: `write`
- Inputs: `records`, `max_candidates`, `record_link_ids`, `automatic_selection_enabled`, `retry_review_record_link_ids`, `claim_timeout_minutes`, `max_claim_attempts`
- Outputs: `success`, `error`, `failure_category`, `candidates`, `decisions`, `candidate_count`, `review_count`, `skipped_count`, `truncated_count`

Perform Select Zoho VOB Candidates through GenHealth - Eligibility.

### [Summarize VOB Batch](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_summarize_vob_batch.md)

- Handler: `eligibility_summarize_vob_batch`

- External effect: `write`
- Inputs: `loop_results`, `candidate_count`, `processing_status`, `processing_candidate_count`, `manual_review_count`, `skipped_count`, `portal_held_count`, `selector_diagnostics`, `availity_transaction_budget`, `retry_deferred_count`, `retry_exhausted_count`, `terminal_unchanged_count`, `retry_history`, `max_retry_attempts`, `uhc_max_retry_attempts`
- Outputs: `success`, `status`, `candidate_count`, `processing_candidate_count`, `manual_review_count`, `selector_manual_review_count`, `outcome_manual_review_count`, `portal_held_count`, `reportable_activity_count`, `should_report_activity`, `failed_review_payload_count`, `recovered_branch_failure_count`, `recovered_fallback_outcome_count`, `availity_submission_count`, `availity_submission_failed_count`, `availity_recovered_submission_count`, `availity_transaction_attempt_count`, `eligibility_transaction_attempt_count`, `uhc_transaction_attempt_count`, `uhc_submission_count`, `uhc_submission_failed_count`, `uhc_report_count`, `availity_transaction_budget_remaining`, `retry_deferred_count`, `retry_exhausted_count`, `terminal_unchanged_count`, `retry_newly_exhausted_count`, `retry_newly_exhausted_items`, `retry_newly_exhausted_handoff`, `error_message`, `verified_availity_outcome_count`, `retry_availity_outcome_count`, `terminal_failure_availity_outcome_count`, `athena_writeback_count`, `google_sheets_writeback_count`

Perform Summarize VOB Batch through GenHealth - Eligibility.

## [GenHealth - Intake](https://genhealth.ai/docs/workflows/integrations/gen-health-intake.md)

1 action. Connection types: None required.

### [Build Manual Handoff Status](https://genhealth.ai/docs/workflows/integrations/gen-health-intake/intake_build_manual_handoff_status.md)

- Handler: `intake_build_manual_handoff_status`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_key`, `local_patient_id`, `status`, `reason`, `task_name`, `target_channel`, `details`
- Outputs: `success`, `status`, `failure_category`, `manual_handoff_required`, `order_id`, `workflow_number`, `patient_id`, `patient_key`, `local_patient_id`, `reason`, `task_name`, `target_channel`, `details`, `message`, `error`, `error_message`

Perform Build Manual Handoff Status through GenHealth - Intake.

## [GenHealth - Notifications](https://genhealth.ai/docs/workflows/integrations/gen-health-notifications.md)

1 action. Connection types: None required.

### [Send Intake Summary Email](https://genhealth.ai/docs/workflows/integrations/gen-health-notifications/notifications_send_intake_summary_email.md)

- Handler: `notifications_send_intake_summary_email`

- External effect: `write`
- Inputs: `job_id`, `intake_source_id`
- Outputs: `success`, `error`

Perform Send Intake Summary Email through GenHealth - Notifications.

## [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

11 actions. Connection types: None required.

### [Create Initial Renewal Assignment Plan](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_prepare_initial_assignment_plan.md)

- Handler: `renewal_prepare_initial_assignment_plan`

- External effect: `write`
- Inputs: `start_date`, `end_date`, `scheduled_date`, `target_months_ahead`, `account_key`, `use_local_agent`, `assignment_distribution_window_days`, `send_email`, `to_emails`, `cc_emails`, `subject`, `greeting_name`, `trigger_payload`

Perform Create Initial Renewal Assignment Plan through GenHealth - Renewals.

### [Dispatch Initial Renewal Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_dispatch_initial_items.md)

- Handler: `renewal_dispatch_initial_items`

- External effect: `write`
- Inputs: `selection_payload`

Perform Dispatch Initial Renewal Candidates through GenHealth - Renewals.

### [Prepare Initial Renewal Send Schedule](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_prepare_initial_send_schedule.md)

- Handler: `renewal_prepare_initial_send_schedule`

- External effect: `write`
- Inputs: `scheduled_date`, `account_key`, `lead_days`, `dry_run`, `use_local_agent`, `assignment_distribution_window_days`, `trigger_payload`
- Outputs: `should_process`, `dry_run`, `end_date`, `start_date`, `account_key`, `use_local_agent`, `assignment_plan_job_id`, `assignment_distribution_window_days`

Perform Prepare Initial Renewal Send Schedule through GenHealth - Renewals.

### [Process Renewal Follow-Up Candidate](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_process_subsequent_item.md)

- Handler: `renewal_process_subsequent_item`

- External effect: `write`
- Inputs: `job_id`, `request`, `item`

Perform Process Renewal Follow-Up Candidate through GenHealth - Renewals.

### [Reconcile Renewal Verification Follow-Up](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_reconcile_followup_item.md)

- Handler: `renewal_reconcile_followup_item`

- External effect: `write`
- Inputs: `job_id`, `request`, `item`

Perform Reconcile Renewal Verification Follow-Up through GenHealth - Renewals.

### [Select Initial Renewal Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_initial_candidates.md)

- Handler: `renewal_select_initial_candidates`

- External effect: `write`
- Inputs: `start_date`, `end_date`, `account_key`, `dry_run`, `use_local_agent`, `exclude_patients`, `assignment_plan_job_id`, `assignment_distribution_window_days`, `trigger_payload`

Perform Select Initial Renewal Candidates through GenHealth - Renewals.

### [Select Renewal Follow-Up Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_subsequent_candidates.md)

- Handler: `renewal_select_subsequent_candidates`

- External effect: `write`
- Inputs: `attempt_type`, `due_within_days`, `min_days_between_attempts`, `max_orders`, `states`, `account_key`, `user_id`, `dry_run`, `trigger_payload`
- Outputs: `should_process`, `items`, `job_id`, `request`

Perform Select Renewal Follow-Up Candidates through GenHealth - Renewals.

### [Select Renewal Verification Follow-Up Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_followup_candidates.md)

- Handler: `renewal_select_followup_candidates`

- External effect: `write`
- Inputs: `lookback_hours`, `max_orders`, `account_key`, `dry_run`, `trigger_payload`
- Outputs: `should_process`, `items`, `job_id`, `request`

Perform Select Renewal Verification Follow-Up Candidates through GenHealth - Renewals.

### [Summarize Renewal Follow-Up Batch](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_summarize_subsequent_batch.md)

- Handler: `renewal_summarize_subsequent_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`, `notify`

Perform Summarize Renewal Follow-Up Batch through GenHealth - Renewals.

### [Summarize Renewal Verification Follow-Up](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_summarize_followup_batch.md)

- Handler: `renewal_summarize_followup_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`, `notify`

Perform Summarize Renewal Verification Follow-Up through GenHealth - Renewals.

### [Validate Returned CMN Signature Date](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/brightree_validate_cmn_signature_date.md)

- Handler: `brightree_validate_cmn_signature_date`

- External effect: `write`
- Inputs: `cmn_key`, `cmn_form_key`, `signature_date`, `received_date`, `fax_timezone`
- Outputs: `success`, `ready_for_write`, `dispatch_linked`, `reason`, `error`

Perform Validate Returned CMN Signature Date through GenHealth - Renewals.

## [GenHealth - SWO Outreach](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach.md)

3 actions. Connection types: clearpathmd.

### [Get Ordering Provider Details](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_get_ordering_provider_details.md)

- Handler: `swo_get_ordering_provider_details`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`, `patient_provider_id`
- Outputs: `success`, `data`, `matched_in_csv`, `error`

Perform Get Ordering Provider Details through GenHealth - SWO Outreach.

### [Render SWO Follow-up PDF](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_followup_render_pdf.md)

- Handler: `swo_followup_render_pdf`

- External effect: `write`
- Inputs: `transcript`, `recording_url`, `order_id`, `patient_id`, `correlation_id`, `patient_name`, `patient_dob`, `order_date`, `provider_name`, `provider_phone`, `outcome`
- Outputs: `success`, `document_id`, `error`

Perform Render SWO Follow-up PDF through GenHealth - SWO Outreach.

### [Sync Ordering Provider Directory](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_sync_ordering_provider_directory.md)

- Handler: `swo_sync_ordering_provider_directory`

- External effect: `write`

- Outputs: `success`, `synced`, `failure_category`, `rows_written`, `rows_rejected`, `providers_without_fax`, `held_contact_changes`, `error`

Perform Sync Ordering Provider Directory through GenHealth - SWO Outreach.

## [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

8 actions. Connection types: None required.

### [Check Message Labels](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_check_message_labels.md)

- Handler: `gmail_check_message_labels`

- External effect: `write`
- Inputs: `message_id`, `labels`, `match_mode`
- Outputs: `success`, `message_id`, `has_labels`, `matched_labels`, `missing_labels`, `message_labels`, `error`, `error_message`, `error_code`

Perform Check Message Labels through GMail.

### [Count Inbox Backlog](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_count_inbox_backlog.md)

- Handler: `gmail_count_inbox_backlog`

- External effect: `write`
- Inputs: `without_labels`, `count_only_untagged`, `since`, `since_days`, `threshold`, `to_emails`, `cc_emails`, `subject`, `timezone`, `dry_run`
- Outputs: `success`, `fresh_count`, `eligible_count`, `handled_count`, `total_count`, `compared_count`, `threshold`, `count_capped`, `alert_sent`, `skip_reason`, `oldest_waiting_at`, `oldest_waiting_label`, `since`, `window_label`, `subject`, `recipients`, `unknown_labels`, `html`, `error`, `error_message`, `error_code`

Perform Count Inbox Backlog through GMail.

### [Fetch Email Document Attachments](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_fetch_pdf_attachments.md)

- Handler: `gmail_fetch_pdf_attachments`

- External effect: `write`
- Inputs: `message_id`, `document_type`, `source`, `show_documents_in_inbox`, `deduplicate_by_content`, `content_hash_mode`, `preserve_existing_stored_pdf`, `document_status`, `workflow_id_override`, `reuse_existing_document`, `include_attached_images`, `body_field_label`, `body_field_labels`, `max_pdf_attachments`, `max_pdf_attachment_bytes`, `enforce_attachment_limits`, `include_drive_links`, `max_drive_pdf_bytes`
- Outputs: `success`, `message_id`, `document_ids`, `new_document_ids`, `existing_document_ids`, `duplicate_count`, `all_attachments_existing`, `attachments`, `attachment_results`, `attachment_count`, `failed_count`, `max_pdf_attachments`, `max_pdf_attachment_bytes`, `email_body_field`, `email_body_fields`, `email_body_field_statuses`, `count`, `skipped`, `skip_reason`, `error`, `error_message`, `error_code`

Perform Fetch Email Document Attachments through GMail.

### [Get Gmail Message Body](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_get_message_body.md)

- Handler: `gmail_get_message_body`

- External effect: `read`
- Inputs: `message_id`
- Outputs: `success`, `message_id`, `email_body`, `error`, `error_message`, `error_code`

Perform Get Gmail Message Body through GMail.

### [List Inbox Messages](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_list_inbox_messages.md)

- Handler: `gmail_list_inbox_messages`

- External effect: `read`
- Inputs: `search_phrase`, `since_days`, `max_results`, `with_labels`, `without_labels`, `priority_labels`, `oldest_first`, `untagged_only`, `unread_only`
- Outputs: `success`, `messages`, `message_ids`, `priority_message_ids`, `count`, `scanned`, `scan_limit_hit`, `unknown_labels`, `error`, `error_message`, `error_code`

Perform List Inbox Messages through GMail.

### [Modify Message Labels](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_modify_message_labels.md)

- Handler: `gmail_modify_message_labels`

- External effect: `write`
- Inputs: `message_id`, `add_labels`, `remove_labels`, `create_missing_labels`, `dry_run`
- Outputs: `success`, `message_id`, `added_labels`, `removed_labels`, `created_labels`, `skipped_labels`, `dry_run`, `error`, `error_message`, `error_code`

Perform Modify Message Labels through GMail.

### [Reply To Gmail Message](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_reply_to_message.md)

- Handler: `gmail_reply_to_message`

- External effect: `write`
- Inputs: `message_id`, `subject`, `body`, `html`, `trust_reply_to`, `reject_automated_sender`, `preserve_thread`
- Outputs: `success`, `message_id`, `recipients`, `error`

Perform Reply To Gmail Message through GMail.

### [Verify Authenticated Gmail Ingress](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_verify_authenticated_ingress.md)

- Handler: `gmail_verify_authenticated_ingress`

- External effect: `write`
- Inputs: `message_id`, `allowed_senders`, `allowed_sender_domains`, `allowed_forwarders`, `allow_direct`, `test_auto_forward_route`
- Outputs: `success`, `accepted`, `ingress_type`, `reason_code`, `provenance`, `trusted_route_id`, `has_attachment`, `accepted_count`, `rejected_unverified_count`, `chatter_count`, `accepted_with_attachment_count`, `retryable`, `error`, `error_message`, `error_code`

Perform Verify Authenticated Gmail Ingress through GMail.

## [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

10 actions. Connection types: google_sheets.

### [Append Row](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_append_row.md)

- Handler: `google_sheets_append_row`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `sheet_title`, `header_row`, `headers`, `values`, `value_input_option`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `spreadsheet_id`, `updated_range`, `updated_cells`, `error`, `error_message`

Perform Append Row through Google Sheets.

### [Batch Get Values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_get_values.md)

- Handler: `google_sheets_batch_get_values`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `ranges`, `major_dimension`
- Outputs: `success`, `spreadsheet_id`, `value_ranges`, `range_count`, `error`, `error_message`

Perform Batch Get Values through Google Sheets.

### [Batch Update Cells](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_update_cells.md)

- Handler: `google_sheets_batch_update_cells`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `sheet_title`, `header_row`, `headers`, `row_updates`, `value_input_option`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `spreadsheet_id`, `row_update_count`, `updated_cells`, `updated_rows`, `error`, `error_message`

Perform Batch Update Cells through Google Sheets.

### [Batch Update Values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_update_values.md)

- Handler: `google_sheets_batch_update_values`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `data`, `value_input_option`, `expected_data`, `require_expected_match`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `conflict`, `conflicting_ranges`, `spreadsheet_id`, `updated_range_count`, `updated_rows`, `updated_columns`, `updated_cells`, `error`, `error_message`

Perform Batch Update Values through Google Sheets.

### [Create Sheet From Upload](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_create_from_upload.md)

- Handler: `google_sheets_create_from_upload`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `document_id`, `title`, `sheet_title`, `source_format`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `spreadsheet_id`, `spreadsheet_url`, `sheet_title`, `row_count`, `column_count`, `drive_folder_id`, `error`, `error_message`

Perform Create Sheet From Upload through Google Sheets.

### [Get Rows](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_rows.md)

- Handler: `google_sheets_get_rows`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `sheet_title`, `header_row`, `max_rows`, `filter_column`, `filter_value`, `skip_empty_rows`
- Outputs: `success`, `spreadsheet_id`, `sheet_title`, `headers`, `rows`, `row_count`, `truncated`, `error`, `error_message`

Perform Get Rows through Google Sheets.

### [Get Spreadsheet Metadata](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_spreadsheet_metadata.md)

- Handler: `google_sheets_get_spreadsheet_metadata`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `include_grid_data`
- Outputs: `success`, `spreadsheet_id`, `title`, `tabs`, `tab_count`, `error`, `error_message`

Perform Get Spreadsheet Metadata through Google Sheets.

### [Get Values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_values.md)

- Handler: `google_sheets_get_values`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `range_name`, `major_dimension`
- Outputs: `success`, `spreadsheet_id`, `range`, `values`, `row_count`, `column_count`, `error`, `error_message`

Perform Get Values through Google Sheets.

### [List Tabs](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_list_tabs.md)

- Handler: `google_sheets_list_tabs`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`
- Outputs: `success`, `spreadsheet_id`, `tabs`, `tab_count`, `visible_tabs`, `visible_tab_count`, `error`, `error_message`

Perform List Tabs through Google Sheets.

### [Update Cells](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_update_cells.md)

- Handler: `google_sheets_update_cells`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `sheet_title`, `header_row`, `headers`, `row_number`, `updates`, `value_input_option`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `spreadsheet_id`, `row_number`, `updated_cells`, `updated_rows`, `error`, `error_message`

Perform Update Cells through Google Sheets.

## [Humana Military](https://genhealth.ai/docs/workflows/integrations/humana-military.md)

1 action. Connection types: humana_military.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/humana-military/humana_military_check_eligibility.md)

- Handler: `humana_military_check_eligibility`
- Connection type: `humana_military`
- External effect: `write`
- Inputs: `enabled`, `tricare_id`, `patient_birth_date`, `date_of_service`, `generate_pdf`, `show_generated_document_in_inbox`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`, `skip_reason`
- Outputs: `success`, `status`, `is_eligible`, `region`, `is_tricare_east`, `status_raw`, `coverage_class`, `plan_name`, `coverage_start`, `coverage_end`, `coverage_details`, `is_coverage_data_issue`, `portal`, `settings_url`, `error`, `error_reason`, `lookup_error`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`, `skipped`, `skip_reason`

Perform Check Eligibility through Humana Military.

## [Inbound Fax Intake](https://genhealth.ai/docs/workflows/integrations/inbound-fax-intake.md)

1 action. Connection types: brightree.

### [Sync Single Fax Phone to Mobile](https://genhealth.ai/docs/workflows/integrations/inbound-fax-intake/brightree_sync_single_phone_to_mobile.md)

- Handler: `brightree_sync_single_phone_to_mobile`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `primary_phone`, `secondary_phone`
- Outputs: `success`, `skipped`, `patient_key`, `error_message`, `error`

Perform Sync Single Fax Phone to Mobile through Inbound Fax Intake.

## [Intake](https://genhealth.ai/docs/workflows/integrations/intake.md)

2 actions. Connection types: None required.

### [Deliver Daily Navigator Intake Summary](https://genhealth.ai/docs/workflows/integrations/intake/deliver_navigator_intake_reconciliation_report.md)

- Handler: `deliver_navigator_intake_reconciliation_report`

- External effect: `write`
- Inputs: `source_workflow_id`, `recipients`, `cutoff_time`, `timezone_name`, `window_hours`, `umpa_base_url`, `scheduled_run_at`, `fallback_run_at`
- Outputs: `success`, `delivery`, `delivery_reason`, `recipient_count`, `counts`, `window_start`, `window_end`, `error`

Perform Deliver Daily Navigator Intake Summary through Intake.

### [Hydrate Intake Reprocess Context](https://genhealth.ai/docs/workflows/integrations/intake/hydrate_canonical_intake_reprocess_context.md)

- Handler: `hydrate_canonical_intake_reprocess_context`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_item`, `error`

Perform Hydrate Intake Reprocess Context through Intake.

## [Medsender](https://genhealth.ai/docs/workflows/integrations/medsender.md)

4 actions. Connection types: medsender.

### [Download Document](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_download_document.md)

- Handler: `medsender_download_document`
- Connection type: `medsender`
- External effect: `write`
- Inputs: `file_token`, `max_retries`, `relogin_on_failure`, `max_retries_after_relogin`, `retries_before_failing`, `retry_delay_seconds`
- Outputs: `success`, `document_id`, `org_id`, `file_token`, `was_existing`, `skipped`, `documents`, `skipped_file_tokens`, `failure_category`, `error`

Perform Download Document through Medsender.

### [List Documents](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_list_documents.md)

- Handler: `medsender_list_documents`
- Connection type: `medsender`
- External effect: `read`
- Inputs: `fetch_all_pages`, `page`, `max_pages`, `page_size`, `sort_dir`
- Outputs: `success`, `documents`, `count`, `page`, `per_page`, `has_more`, `pages_fetched`, `scanned`, `error`

Perform List Documents through Medsender.

### [Mark Document Error](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_mark_document_error.md)

- Handler: `medsender_mark_document_error`
- Connection type: `medsender`
- External effect: `write`
- Inputs: `file_token`, `archived`
- Outputs: `success`, `changed`, `skipped`, `error`

Perform Mark Document Error through Medsender.

### [Mark Document Processed](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_mark_document_processed.md)

- Handler: `medsender_mark_document_processed`
- Connection type: `medsender`
- External effect: `write`
- Inputs: `file_token`, `archived`
- Outputs: `success`, `changed`, `skipped`, `documents`, `error`

Perform Mark Document Processed through Medsender.

## [ModMed](https://genhealth.ai/docs/workflows/integrations/mod-med.md)

3 actions. Connection types: modmed.

### [Get Patient Details](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_get_patient_details.md)

- Handler: `modmed_get_patient_details`
- Connection type: `modmed`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `patient`, `patient_id`, `error`

Perform Get Patient Details through ModMed.

### [Search Patients](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_search_patients.md)

- Handler: `modmed_search_patients`
- Connection type: `modmed`
- External effect: `read`
- Inputs: `term`, `page_size`
- Outputs: `success`, `patients`, `count`, `error`

Perform Search Patients through ModMed.

### [Upload Attachment to Patient](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_upload_attachment_to_patient.md)

- Handler: `modmed_upload_attachment_to_patient`
- Connection type: `modmed`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `category_id`
- Outputs: `success`, `attachment_id`, `file_name`, `patient_id`, `error`

Perform Upload Attachment to Patient through ModMed.

## [myCGS](https://genhealth.ai/docs/workflows/integrations/my-cgs.md)

3 actions. Connection types: mycgs.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_check_eligibility.md)

- Handler: `mycgs_check_eligibility`
- Connection type: `mycgs`
- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `member_id`, `medicare_id`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `as_of_date`, `jurisdiction`, `coverage_basis`, `fast_http_determination`, `persist_generated_pdf`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `status`, `skipped`, `is_eligible`, `portal`, `response_id`, `pdf_path`, `coverage_details`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_error`, `generated_pdf_error_message`, `error`, `error_message`, `lookup_error`

Perform Check Eligibility through myCGS.

### [Check Same/Similar](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_check_same_or_similar.md)

- Handler: `mycgs_check_same_or_similar`
- Connection type: `mycgs`
- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `soft_fail_portal_errors`, `member_id`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `as_of_date`, `lookup_mode`, `code_ranges`, `product_category`, `hcpcs_code`, `hcpcs_range_from`, `hcpcs_range_to`, `jurisdiction`, `fast_http_determination`, `persist_generated_pdf`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `status`, `skipped`, `has_same_or_similar`, `range_results`, `range_count`, `pdf_path`, `portal`, `hcpcs_range_from`, `hcpcs_range_to`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_error`, `generated_pdf_error_message`, `same_or_similar_error`, `same_or_similar_error_message`, `same_or_similar_soft_failed`, `error`, `error_message`

Perform Check Same/Similar through myCGS.

### [Keep Login Alive](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_keepalive.md)

- Handler: `mycgs_keepalive`
- Connection type: `mycgs`
- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `jurisdiction`
- Outputs: `success`, `status`, `skipped`, `needs_human`, `portal`, `jurisdiction`, `logged_in_at`, `error`, `error_message`

Perform Keep Login Alive through myCGS.

## [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

93 actions. Connection types: None required.

### [Add Workflow Diagnosis Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_diagnosis_batches.md)

- Handler: `myforms_add_workflow_diagnosis_batches`

- External effect: `write`
- Inputs: `diagnosis_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `added_count`, `failed_count`, `error_message`

Perform Add Workflow Diagnosis Batches through MyForms.

### [Add Workflow Item Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_item_batches.md)

- Handler: `myforms_add_workflow_item_batches`

- External effect: `write`
- Inputs: `item_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `added_count`, `failed_count`, `error_message`

Perform Add Workflow Item Batches through MyForms.

### [Add Workflow Note](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_note.md)

- Handler: `myforms_add_workflow_note`

- External effect: `write`
- Inputs: `workflow_id`, `note`, `is_sticky`, `category`, `timeout_seconds`
- Outputs: `success`, `note_added`, `error_message`

Perform Add Workflow Note through MyForms.

### [Add Workflow Notes](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_notes.md)

- Handler: `myforms_add_workflow_notes`

- External effect: `write`
- Inputs: `notes`, `timeout_seconds`
- Outputs: `success`, `results`, `added_count`, `failed_count`, `error_message`

Perform Add Workflow Notes through MyForms.

### [Capture Work State](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_capture_workstate.md)

- Handler: `intake_capture_workstate`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`

Perform Capture Work State through MyForms.

### [Capture Work State](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_capture_workstate.md)

- Handler: `myforms_capture_workstate`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`

Perform Capture Work State through MyForms.

### [Change Workflow Branch Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_change_workflow_branch_batches.md)

- Handler: `myforms_change_workflow_branch_batches`

- External effect: `write`
- Inputs: `branch_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `changed_count`, `failed_count`, `error_message`

Perform Change Workflow Branch Batches through MyForms.

### [Change Workflow Status Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_change_workflow_status_batches.md)

- Handler: `myforms_change_workflow_status_batches`

- External effect: `write`
- Inputs: `status_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `changed_count`, `failed_count`, `error_message`

Perform Change Workflow Status Batches through MyForms.

### [Check Blocker Tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_blocker_tasks.md)

- Handler: `intake_check_blocker_tasks`

- External effect: `write`
- Inputs: `context_payload`, `account_key`

Perform Check Blocker Tasks through MyForms.

### [Check Blocker Tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_blocker_tasks.md)

- Handler: `myforms_check_blocker_tasks`

- External effect: `write`
- Inputs: `context_payload`, `account_key`

Perform Check Blocker Tasks through MyForms.

### [Check Document Readiness](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_document_readiness.md)

- Handler: `myforms_check_document_readiness`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `physician_docs`, `fax_purpose`, `doc_created_at`, `document_readiness`, `local_patient_id`, `dry_run`

Perform Check Document Readiness through MyForms.

### [Check Existing Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_existing_documents.md)

- Handler: `intake_check_existing_documents`

- External effect: `write`
- Inputs: `context_payload`, `account_key`, `blocker_payload`

Perform Check Existing Documents through MyForms.

### [Check Existing Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_existing_documents.md)

- Handler: `myforms_check_existing_documents`

- External effect: `write`
- Inputs: `context_payload`, `account_key`, `blocker_payload`

Perform Check Existing Documents through MyForms.

### [Check Follow-Up Response](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_follow_up_response.md)

- Handler: `myforms_check_follow_up_response`

- External effect: `write`
- Inputs: `context_payload`, `task_payload`

Perform Check Follow-Up Response through MyForms.

### [Check Follow-Up Task](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_follow_up_task.md)

- Handler: `myforms_check_follow_up_task`

- External effect: `write`
- Inputs: `context_payload`, `task_name`, `failure_task_name`

Perform Check Follow-Up Task through MyForms.

### [Check Intake Document Readiness](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_document_readiness.md)

- Handler: `intake_check_document_readiness`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `physician_docs`, `doc_created_at`, `document_readiness`, `local_patient_id`, `account_key`, `dry_run`

Perform Check Intake Document Readiness through MyForms.

### [Check Workflow Diagnosis Absence Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_workflow_diagnosis_absence_batches.md)

- Handler: `myforms_check_workflow_diagnosis_absence_batches`

- External effect: `write`
- Inputs: `guard_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `verified_count`, `failed_count`, `error_message`

Perform Check Workflow Diagnosis Absence Batches through MyForms.

### [Classify Document Outcome](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_classify_document_outcome.md)

- Handler: `intake_classify_document_outcome`

- External effect: `write`
- Inputs: `send_payload`, `verification_payload`

Perform Classify Document Outcome through MyForms.

### [Collect Monthly Workflow Report](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_monthly_workflow_report.md)

- Handler: `myforms_monthly_workflow_report`

- External effect: `read`
- Inputs: `report_anchor_date`, `report_month`, `timezone_name`, `account_key`, `workflow_template`, `workflow_template_id`, `include_deidentified_rows`, `max_csv_bytes`, `max_rows`
- Outputs: `success`, `report_period`, `total`, `status_counts`, `completed_count`, `average_turnaround_days`, `median_turnaround_days`, `rows`, `error`

Perform Collect Monthly Workflow Report through MyForms.

### [Complete Order Task Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_complete_order_task_batches.md)

- Handler: `myforms_complete_order_task_batches`

- External effect: `write`
- Inputs: `task_batches`, `status`, `timeout_seconds`
- Outputs: `success`, `results`, `completed_count`, `error_message`

Perform Complete Order Task Batches through MyForms.

### [Complete Order Tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_complete_order_tasks.md)

- Handler: `myforms_complete_order_tasks`

- External effect: `write`
- Inputs: `workflow_id`, `task_names`, `status`, `timeout_seconds`
- Outputs: `success`, `completed_tasks`, `completed_count`, `error_message`

Perform Complete Order Tasks through MyForms.

### [Create Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_documents.md)

- Handler: `myforms_create_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `local_patient_id`, `skip_doc_creation`, `dry_run`

Perform Create Documents through MyForms.

### [Create Facility Document Manual Handoff](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_facility_document_manual_handoff.md)

- Handler: `myforms_create_facility_document_manual_handoff`

- External effect: `write`
- Inputs: `order_id`, `failure_stage`, `account_key`, `dry_run`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Create Facility Document Manual Handoff through MyForms.

### [Create Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_insurance_policy_batches.md)

- Handler: `myforms_create_insurance_policy_batches`

- External effect: `write`
- Inputs: `insurance_policy_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `created_count`, `failed_count`, `error_message`

Perform Create Insurance Policy Batches through MyForms.

### [Create Intake Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_create_documents.md)

- Handler: `intake_create_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `local_patient_id`, `account_key`, `skip_doc_creation`, `dry_run`

Perform Create Intake Documents through MyForms.

### [Create Sales Order Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_sales_order_batches.md)

- Handler: `myforms_create_sales_order_batches`

- External effect: `write`
- Inputs: `sales_order_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `created_count`, `failed_count`, `error_message`

Perform Create Sales Order Batches through MyForms.

### [Create Workflow Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_workflow_batches.md)

- Handler: `myforms_create_workflow_batches`

- External effect: `write`
- Inputs: `workflow_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `created_count`, `failed_count`, `error_message`

Perform Create Workflow Batches through MyForms.

### [Delete Inbox Message](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_delete_inbox_message.md)

- Handler: `myforms_delete_inbox_message`

- External effect: `write`
- Inputs: `delete_request`, `timeout_seconds`
- Outputs: `success`, `deleted`, `skipped`, `error_message`

Perform Delete Inbox Message through MyForms.

### [Dispatch Guarded MyForms Intake](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_dispatch_guarded_intake.md)

- Handler: `myforms_dispatch_guarded_intake`

- External effect: `write`
- Inputs: `workflow_key`, `max_messages`, `delete_source_when_safe`
- Outputs: `success`, `event_id`, `event_name`, `workflow_key`, `max_messages`, `dry_run`, `error`

Perform Dispatch Guarded MyForms Intake through MyForms.

### [Ensure Facility Document Attached](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_ensure_facility_document_attached.md)

- Handler: `myforms_ensure_facility_document_attached`

- External effect: `write`
- Inputs: `order_id`, `retry_context`, `doc_created_at`, `account_key`, `dry_run`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Ensure Facility Document Attached through MyForms.

### [Finalize Intake Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_finalize_documents.md)

- Handler: `intake_finalize_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `ordering_doctor`, `dos`, `local_patient_id`, `account_key`, `extra_params`, `skip_doc_creation`, `dry_run`
- Outputs: `deferred_fax`

Perform Finalize Intake Documents through MyForms.

### [Import Intake Order Data](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_import_order_data.md)

- Handler: `intake_import_order_data`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `dry_run`

Perform Import Intake Order Data through MyForms.

### [Import Order Data](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_import_order_data.md)

- Handler: `myforms_import_order_data`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `dry_run`

Perform Import Order Data through MyForms.

### [List Client Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_list_client_insurance_policy_batches.md)

- Handler: `myforms_list_client_insurance_policy_batches`

- External effect: `read`
- Inputs: `policy_read_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `read_count`, `failed_count`, `error_message`

Perform List Client Insurance Policy Batches through MyForms.

### [List Workflow Fax Requests](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_list_workflow_fax_request_batches.md)

- Handler: `myforms_list_workflow_fax_request_batches`

- External effect: `read`
- Inputs: `workflow_ids`, `timeout_seconds`
- Outputs: `success`, `results`, `request_count`, `error_message`

Perform List Workflow Fax Requests through MyForms.

### [Merge Superseded Source Cleanup](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_merge_superseded_source_cleanup.md)

- Handler: `intake_merge_superseded_source_cleanup`

- External effect: `write`
- Inputs: `superseded_source_cleanup_context`, `delete_result`
- Outputs: `success`, `superseded_source_cleanup_context`, `execution_summary`, `side_effect_ledger`, `manual_review_required`, `error`, `failure_category`

Perform Merge Superseded Source Cleanup through MyForms.

### [Prepare Follow-Up Fax Payload](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_prepare_subsequent_fax_payload.md)

- Handler: `intake_prepare_subsequent_fax_payload`

- External effect: `write`
- Inputs: `context_payload`, `dedup_payload`

Perform Prepare Follow-Up Fax Payload through MyForms.

### [Prepare Follow-Up Fax Payload](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_prepare_follow_up_fax_payload.md)

- Handler: `myforms_prepare_follow_up_fax_payload`

- External effect: `write`
- Inputs: `context_payload`, `dedup_payload`

Perform Prepare Follow-Up Fax Payload through MyForms.

### [Prepare Superseded Source Cleanup](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_prepare_superseded_source_cleanup.md)

- Handler: `intake_prepare_superseded_source_cleanup`

- External effect: `write`
- Inputs: `case_payload`, `order_change_match_context`, `source_cleanup_context`
- Outputs: `success`, `delete_request`, `superseded_source_cleanup_context`, `execution_summary`, `side_effect_ledger`, `manual_review_required`, `error`, `failure_category`

Perform Prepare Superseded Source Cleanup through MyForms.

### [Push Document Batches to BDM](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_push_document_batches_to_bdm.md)

- Handler: `myforms_push_document_batches_to_bdm`

- External effect: `write`
- Inputs: `document_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `succeeded_count`, `failed_count`, `error_message`

Perform Push Document Batches to BDM through MyForms.

### [Push Documents to BDM](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_push_documents_to_bdm.md)

- Handler: `myforms_push_documents_to_bdm`

- External effect: `write`
- Inputs: `workflow_id`, `document_ids`, `timeout_seconds`
- Outputs: `success`, `pushed`, `document_ids`, `error_message`

Perform Push Documents to BDM through MyForms.

### [Read Selected Ordering Physician Contacts](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_selected_ordering_physician_contact_batches.md)

- Handler: `myforms_read_selected_ordering_physician_contact_batches`

- External effect: `read`
- Inputs: `workflow_ids`, `timeout_seconds`
- Outputs: `success`, `results`, `contact_count`, `error_message`

Perform Read Selected Ordering Physician Contacts through MyForms.

### [Read Send-Fax Defaults](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_send_fax_defaults.md)

- Handler: `myforms_read_send_fax_defaults`

- External effect: `read`
- Inputs: `workflow_id`, `document_ids`, `timeout_seconds`
- Outputs: `success`, `defaults`, `cover_sheet_titles`, `error_message`

Perform Read Send-Fax Defaults through MyForms.

### [Read Workflow Note](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_read_workflow_note.md)

- Handler: `intake_read_workflow_note`

- External effect: `read`
- Inputs: `context_payload`, `account_key`, `blocker_payload`, `document_payload`

Perform Read Workflow Note through MyForms.

### [Read Workflow Note](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_workflow_note.md)

- Handler: `myforms_read_workflow_note`

- External effect: `read`
- Inputs: `context_payload`, `account_key`, `blocker_payload`, `document_payload`

Perform Read Workflow Note through MyForms.

### [Refresh Client Data From Brightree Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_client_data_from_brightree_batches.md)

- Handler: `myforms_refresh_client_data_from_brightree_batches`

- External effect: `write`
- Inputs: `client_refresh_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `refreshed_count`, `failed_count`, `error_message`

Perform Refresh Client Data From Brightree Batches through MyForms.

### [Refresh Order Data](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_refresh_order_data.md)

- Handler: `intake_refresh_order_data`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `ordering_doctor`, `account_key`, `dry_run`

Perform Refresh Order Data through MyForms.

### [Refresh Order Data](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_order_data.md)

- Handler: `myforms_refresh_order_data`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `ordering_doctor`, `dry_run`

Perform Refresh Order Data through MyForms.

### [Refresh Workflow Data From Brightree Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_workflow_data_from_brightree_batches.md)

- Handler: `myforms_refresh_workflow_data_from_brightree_batches`

- External effect: `write`
- Inputs: `refresh_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `refreshed_count`, `failed_count`, `error_message`

Perform Refresh Workflow Data From Brightree Batches through MyForms.

### [Resend Failed Facility Document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_resend_failed_facility_document.md)

- Handler: `myforms_resend_failed_facility_document`

- External effect: `write`
- Inputs: `retry_context`, `verification_payload`, `account_key`, `dry_run`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Resend Failed Facility Document through MyForms.

### [Resolve Delivery State](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_resolve_delivery_state.md)

- Handler: `intake_resolve_delivery_state`

- External effect: `read`
- Inputs: `context_payload`, `account_key`, `blocker_payload`, `document_payload`, `note_payload`, `classification_payload`

Perform Resolve Delivery State through MyForms.

### [Resolve Delivery State](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_resolve_delivery_state.md)

- Handler: `myforms_resolve_delivery_state`

- External effect: `read`
- Inputs: `context_payload`, `account_key`, `blocker_payload`, `document_payload`, `note_payload`, `classification_payload`

Perform Resolve Delivery State through MyForms.

### [Select Facility Document Candidates](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_facility_document_candidates.md)

- Handler: `myforms_select_facility_document_candidates`

- External effect: `write`
- Inputs: `account_key`, `from_date`, `max_candidates`, `dry_run`, `trigger_payload`
- Outputs: `success`, `items`, `candidate_count`, `source_rows_scanned`, `handled_skipped`, `pending_retry_skipped`, `unreadable_skipped`, `max_candidates`, `dry_run`, `account_key`, `from_date`, `error`

Perform Select Facility Document Candidates through MyForms.

### [Select Workflow Clinician Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_workflow_clinician_batches.md)

- Handler: `myforms_select_workflow_clinician_batches`

- External effect: `write`
- Inputs: `clinician_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `selected_count`, `failed_count`, `error_message`

Perform Select Workflow Clinician Batches through MyForms.

### [Select Workflow Physician Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_workflow_physician_batches.md)

- Handler: `myforms_select_workflow_physician_batches`

- External effect: `write`
- Inputs: `physician_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `selected_count`, `failed_count`, `error_message`

Perform Select Workflow Physician Batches through MyForms.

### [Send Deferred Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_deferred_fax.md)

- Handler: `intake_send_deferred_fax`

- External effect: `write`
- Inputs: `retry_context`, `document_readiness`, `account_key`, `dry_run`

Perform Send Deferred Fax through MyForms.

### [Send Deferred Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_deferred_fax.md)

- Handler: `myforms_send_deferred_fax`

- External effect: `write`
- Inputs: `retry_context`, `document_readiness`, `account_key`, `dry_run`

Perform Send Deferred Fax through MyForms.

### [Send Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_documents.md)

- Handler: `myforms_send_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `physician_docs`, `doc_created_at`, `document_readiness`, `local_patient_id`, `dry_run`

Perform Send Documents through MyForms.

### [Send Facility Document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_facility_document.md)

- Handler: `myforms_send_facility_document`

- External effect: `write`
- Inputs: `order_id`, `patient_id`, `patient_state`, `workflow_number`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Send Facility Document through MyForms.

### [Send Follow-Up Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_subsequent_fax.md)

- Handler: `intake_send_subsequent_fax`

- External effect: `write`
- Inputs: `context_payload`, `fax_payload`

Perform Send Follow-Up Fax through MyForms.

### [Send Follow-Up Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_follow_up_fax.md)

- Handler: `myforms_send_follow_up_fax`

- External effect: `write`
- Inputs: `context_payload`, `fax_payload`

Perform Send Follow-Up Fax through MyForms.

### [Send Intake Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_documents.md)

- Handler: `intake_send_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `physician_docs`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`

Perform Send Intake Documents through MyForms.

### [Send Secure Document Request Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_secure_document_request_batches.md)

- Handler: `myforms_send_secure_document_request_batches`

- External effect: `write`
- Inputs: `secure_document_requests`, `max_attempts`, `retry_interval_seconds`, `timeout_seconds`
- Outputs: `success`, `results`, `sent_count`, `failed_count`, `error_message`

Perform Send Secure Document Request Batches through MyForms.

### [Send Workflow Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_workflow_fax.md)

- Handler: `myforms_send_workflow_fax`

- External effect: `write`
- Inputs: `workflow_id`, `document_ids`, `recipient_name`, `recipient_fax_number`, `recipient_phone_number`, `cover_sheet_title`, `cover_sheet_id`, `notes_html`, `fax_number_id`, `timeout_seconds`
- Outputs: `success`, `sent`, `document_ids`, `error_message`

Perform Send Workflow Fax through MyForms.

### [Send Workflow Fax Batch](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_workflow_fax_batch.md)

- Handler: `myforms_send_workflow_fax_batch`

- External effect: `write`
- Inputs: `fax_jobs`, `timeout_seconds`
- Outputs: `success`, `results`, `sent_count`, `failed_count`, `error_message`

Perform Send Workflow Fax Batch through MyForms.

### [Set Service Date](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_set_service_date.md)

- Handler: `intake_set_service_date`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `dos`, `account_key`, `dry_run`

Perform Set Service Date through MyForms.

### [Set Service Date](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_set_service_date.md)

- Handler: `myforms_set_service_date`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `dos`, `dry_run`

Perform Set Service Date through MyForms.

### [Set Workflow Facility Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_facility_batches.md)

- Handler: `myforms_add_workflow_facility_batches`

- External effect: `write`
- Inputs: `facility_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `added_count`, `failed_count`, `error_message`

Perform Set Workflow Facility Batches through MyForms.

### [Set Workflow Marketing Rep Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_set_workflow_marketing_rep_batches.md)

- Handler: `myforms_set_workflow_marketing_rep_batches`

- External effect: `write`
- Inputs: `marketing_rep_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `set_count`, `failed_count`, `error_message`

Perform Set Workflow Marketing Rep Batches through MyForms.

### [Submit Workflow Page Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_page_batches.md)

- Handler: `myforms_submit_workflow_page_batches`

- External effect: `write`
- Inputs: `page_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `submitted_count`, `failed_count`, `error_message`

Perform Submit Workflow Page Batches through MyForms.

### [Submit Workflow Pages](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_pages.md)

- Handler: `myforms_submit_workflow_pages`

- External effect: `write`
- Inputs: `workflow_id`, `client_id`, `attachment_id`, `document_name`, `page_numbers`, `timeout_seconds`
- Outputs: `success`, `document_id`, `page_numbers`, `error_message`

Perform Submit Workflow Pages through MyForms.

### [Submit Workflow to Document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_to_document.md)

- Handler: `myforms_submit_workflow_to_document`

- External effect: `write`
- Inputs: `workflow_id`, `client_id`, `attachment_id`, `document_id`, `page_number`, `timeout_seconds`
- Outputs: `success`, `document_id`, `page_number`, `error_message`

Perform Submit Workflow to Document through MyForms.

### [Sync Ordering Physician](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_sync_ordering_physician.md)

- Handler: `intake_sync_ordering_physician`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `client_id`, `ordering_doctor`, `account_key`, `dry_run`

Perform Sync Ordering Physician through MyForms.

### [Sync Ordering Physician](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_sync_ordering_physician.md)

- Handler: `myforms_sync_ordering_physician`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `client_id`, `ordering_doctor`, `dry_run`

Perform Sync Ordering Physician through MyForms.

### [Update Client Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_client_insurance_policy_batches.md)

- Handler: `myforms_update_client_insurance_policy_batches`

- External effect: `write`
- Inputs: `policy_update_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Update Client Insurance Policy Batches through MyForms.

### [Update ETS Benefit Form Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_ets_benefit_form_batches.md)

- Handler: `myforms_update_ets_benefit_form_batches`

- External effect: `write`
- Inputs: `ets_form_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `skipped_count`, `failed_count`, `error_message`

Perform Update ETS Benefit Form Batches through MyForms.

### [Update Patient Info Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_patient_info_batches.md)

- Handler: `myforms_update_patient_info_batches`

- External effect: `write`
- Inputs: `patient_info_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Update Patient Info Batches through MyForms.

### [Update Service Confirmation Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_service_confirmation_batches.md)

- Handler: `myforms_update_service_confirmation_batches`

- External effect: `write`
- Inputs: `service_confirmation_batches`, `retry_delays_seconds`, `not_found_max_document_loads`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `not_found_count`, `failed_count`, `error_message`

Perform Update Service Confirmation Batches through MyForms.

### [Update Workflow Date Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_date_batches.md)

- Handler: `myforms_update_workflow_date_batches`

- External effect: `write`
- Inputs: `date_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Update Workflow Date Batches through MyForms.

### [Update Workflow Task Batches with Verification](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_task_batches_with_verification.md)

- Handler: `myforms_update_workflow_task_batches_with_verification`

- External effect: `write`
- Inputs: `task_batches`, `status`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Update Workflow Task Batches with Verification through MyForms.

### [Update Workflow Tasks with Verification](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_tasks_with_verification.md)

- Handler: `myforms_update_workflow_tasks_with_verification`

- External effect: `write`
- Inputs: `workflow_id`, `task_names`, `status`, `defer_until_active`, `require_all_requested_names`, `timeout_seconds`
- Outputs: `success`, `updated_names`, `missing_names`, `state_advance_failed`, `deferred`, `error_message`

Perform Update Workflow Tasks with Verification through MyForms.

### [Upload Workflow Generated PDF Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_generated_pdf_batches.md)

- Handler: `myforms_upload_workflow_generated_pdf_batches`

- External effect: `write`
- Inputs: `pdf_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `uploaded_count`, `failed_count`, `error_message`

Perform Upload Workflow Generated PDF Batches through MyForms.

### [Upload Workflow PDF](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_pdf.md)

- Handler: `myforms_upload_workflow_pdf`

- External effect: `write`
- Inputs: `workflow_id`, `document_kind`, `pdf_base64`, `filename`, `document_template_id`, `document_title`, `timeout_seconds`
- Outputs: `success`, `uploaded`, `document_id`, `error_message`

Perform Upload Workflow PDF through MyForms.

### [Upload Workflow PDF Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_pdf_batches.md)

- Handler: `myforms_upload_workflow_pdf_batches`

- External effect: `write`
- Inputs: `pdf_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `uploaded_count`, `failed_count`, `error_message`

Perform Upload Workflow PDF Batches through MyForms.

### [Validate Facility Document Candidate](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_validate_facility_document_candidate.md)

- Handler: `myforms_validate_facility_document_candidate`

- External effect: `write`
- Inputs: `candidate`
- Outputs: `success`, `eligible`, `skipped`, `skip_reason`, `order_id`, `workflow_number`, `workflow_template`, `workflow_template_id`, `workflow_state_id`, `workflow_state_name`, `patient_id`, `patient_state`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`, `error`

Perform Validate Facility Document Candidate through MyForms.

### [Verify Deferred Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_deferred_fax.md)

- Handler: `intake_verify_deferred_fax`

- External effect: `write`
- Inputs: `retry_context`, `send_payload`, `account_key`, `dry_run`

Perform Verify Deferred Fax through MyForms.

### [Verify Deferred Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_deferred_fax.md)

- Handler: `myforms_verify_deferred_fax`

- External effect: `write`
- Inputs: `retry_context`, `send_payload`, `account_key`, `dry_run`
- Outputs: `success`, `resolved`, `fax_verified`, `fax_verification_pending`, `fax_verification_outcome`, `resend_required`, `fax_attempt`, `deferred_fax`, `error`

Perform Verify Deferred Fax through MyForms.

### [Verify Facility Document Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_facility_document_fax.md)

- Handler: `myforms_verify_facility_document_fax`

- External effect: `write`
- Inputs: `order_id`, `patient_id`, `patient_state`, `workflow_number`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`, `send_payload`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Verify Facility Document Fax through MyForms.

### [Verify Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_fax.md)

- Handler: `myforms_verify_fax`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `send_payload`, `document_ids`, `physician_docs`, `doc_created_at`, `local_patient_id`, `dry_run`

Perform Verify Fax through MyForms.

### [Verify First Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_first_fax.md)

- Handler: `intake_verify_first_fax`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `send_payload`, `document_ids`, `physician_docs`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`

Perform Verify First Fax through MyForms.

### [Verify Follow-Up Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_subsequent_fax.md)

- Handler: `intake_verify_subsequent_fax`

- External effect: `write`
- Inputs: `context_payload`, `send_payload`

Perform Verify Follow-Up Fax through MyForms.

### [Verify Follow-Up Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_follow_up_fax.md)

- Handler: `myforms_verify_follow_up_fax`

- External effect: `write`
- Inputs: `context_payload`, `send_payload`

Perform Verify Follow-Up Fax through MyForms.

### [Verify Follow-Up Fax Backlog](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_follow_up_fax_backlog.md)

- Handler: `myforms_verify_follow_up_fax_backlog`

- External effect: `write`
- Inputs: `selection_payload`, `account_key`

Perform Verify Follow-Up Fax Backlog through MyForms.

## [Navigator](https://genhealth.ai/docs/workflows/integrations/navigator.md)

7 actions. Connection types: dynasplint_navigator.

### [Create Navigator Order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_create_navigator_order.md)

- Handler: `dynasplint_create_navigator_order`
- Connection type: `dynasplint_navigator`
- External effect: `write`
- Inputs: `order_candidate`, `document_id`, `document_kind`, `fax_received_at`, `territory_id`, `territory_source`, `last_name_prefix`, `ingress_provenance`, `trusted_route_id`, `routing_branch`, `local_timezone`, `swo_demographics`, `swo_diagnoses`, `swo_order`, `intake_review_reasons`, `intake_conflicting_field_paths`, `source_navigator_execution_status`
- Outputs: `success`, `retryable`, `created`, `customer_id`, `order_id`, `disposition`, `matched_order_id`, `existing_customer`, `ready_to_verify`, `blockers`, `left_for_staff`, `unmapped_products`, `assumptions`, `source_document_status`, `payer_update_stage`, `error`

Perform Create Navigator Order through Navigator.

### [Dispatch Staff Attachments To Intake](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_dispatch_staff_attachments.md)

- Handler: `navigator_dispatch_staff_attachments`

- External effect: `write`
- Inputs: `max_replays`, `max_dispatch`
- Outputs: `success`, `dispatched`, `replays_started`, `run_ids`

Perform Dispatch Staff Attachments To Intake through Navigator.

### [Fill Optional Home Phone](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_enrich_optional_home_phone.md)

- Handler: `navigator_enrich_optional_home_phone`

- External effect: `write`
- Inputs: `document_ids`, `lock_source`
- Outputs: `success`, `outcome`

Perform Fill Optional Home Phone through Navigator.

### [Match Supplementary Navigator Order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_match_supplementary_navigator_order.md)

- Handler: `dynasplint_match_supplementary_navigator_order`
- Connection type: `dynasplint_navigator`
- External effect: `write`
- Inputs: `order_candidate`, `match_requested`, `document_id`, `fax_received_at`, `territory_id`, `territory_source`, `last_name_prefix`, `ingress_provenance`, `trusted_route_id`, `routing_branch`, `local_timezone`
- Outputs: `attempted`, `supplementary`, `new_order`, `matched_external_order_id`, `orders_in_progress`, `candidates_compared`, `matching_orders`, `review_reasons`, `error`

Perform Match Supplementary Navigator Order through Navigator.

### [Queue Optional Home Phones](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_queue_optional_home_phone.md)

- Handler: `navigator_queue_optional_home_phone`

- External effect: `write`
- Inputs: `document_ids`
- Outputs: `success`, `queued`

Perform Queue Optional Home Phones through Navigator.

### [Update Existing Navigator Order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_update_existing_navigator_order.md)

- Handler: `dynasplint_update_existing_navigator_order`
- Connection type: `dynasplint_navigator`
- External effect: `write`
- Inputs: `order_candidate`, `external_order_id`, `supplementary_order_id`, `document_id`, `fax_received_at`, `territory_id`, `territory_source`, `last_name_prefix`, `ingress_provenance`, `trusted_route_id`, `routing_branch`, `local_timezone`
- Outputs: `external_order_id`, `sections_updated`, `sections_skipped`, `sections_conflicted`, `needs_review`, `review_reasons`, `source_document_status`, `payer_update_stage`, `error`

Perform Update Existing Navigator Order through Navigator.

### [Watch Order Attachments](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_watch_order_attachments.md)

- Handler: `navigator_watch_order_attachments`

- External effect: `write`
- Inputs: `max_age_days`, `max_orders`, `deadline_seconds`
- Outputs: `success`, `summary`, `orders`

Perform Watch Order Attachments through Navigator.

## [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

100 actions. Connection types: nikohealth.

### [Acquire Claim Processing Marker](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_acquire_claim_processing_marker.md)

- Handler: `nikohealth_acquire_claim_processing_marker`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `claim_id`, `marker_id`, `order_id`, `patient_id`, `run_id`, `note_subject`, `marker_prefix`, `stale_after_minutes`, `allow_stale_recovery`, `block_draft_saved`, `block_failed`, `block_partial_draft_saved`, `verify_no_concurrent_markers`, `dry_run`
- Outputs: `success`, `acquired`, `skipped`, `skip_reason`, `marker_written`, `dry_run`, `claim_id`, `order_id`, `patient_id`, `run_id`, `status`, `stale_processing_replaced`, `collision_detected`, `processing_contender_count`, `existing_marker`, `error`

Perform Acquire Claim Processing Marker through NikoHealth.

### [Activate Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_activate_insurance.md)

- Handler: `nikohealth_activate_insurance`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_id`
- Outputs: `success`, `error`

Perform Activate Insurance through NikoHealth.

### [Add HCPCS Code to Prescription](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_prescription_hcpcs.md)

- Handler: `nikohealth_add_prescription_hcpcs`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `hcpcs_code`, `diagnosis_codes`, `skip_if_missing`, `dry_run`, `verify`
- Outputs: `success`, `prescription_id`, `hcpcs_code`, `added`, `was_already_present`, `verified`, `covered_codes`, `skipped`, `reason`, `dry_run`, `message`, `error`

Perform Add HCPCS Code to Prescription through NikoHealth.

### [Add Note to Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_task_note.md)

- Handler: `nikohealth_add_task_note`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `task_id`, `text`, `add_patient_note`, `dry_run`, `verify`
- Outputs: `success`, `task_id`, `note_id`, `add_patient_note`, `verified`, `dry_run`, `message`, `error`, `error_type`

Perform Add Note to Task through NikoHealth.

### [Add Order Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_order_tags.md)

- Handler: `nikohealth_add_order_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `tag_request`, `order_id`, `tag_ids`, `tag_ids_select`, `skip_if_empty`
- Outputs: `success`, `skipped`, `order_id`, `tag_ids`, `error`

Perform Add Order Tags through NikoHealth.

### [Add Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_patient_tags.md)

- Handler: `nikohealth_add_patient_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `tag_request`, `patient_id`, `tag_ids`, `tag_ids_select`, `skip_if_empty`
- Outputs: `success`, `skipped`, `patient_id`, `tag_ids`, `error`

Perform Add Patient Tags through NikoHealth.

### [Assign Documents to Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_assign_order_documents.md)

- Handler: `nikohealth_assign_order_documents`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `patient_document_ids`, `merge_existing`, `enabled`, `skip_if_empty`
- Outputs: `success`, `status`, `skipped`, `patient_id`, `order_id`, `incoming_patient_document_ids`, `existing_patient_document_ids`, `submitted_patient_document_ids`, `patient_document_ids`, `assigned_count`, `associated_count`, `error`

Perform Assign Documents to Order through NikoHealth.

### [Check Intake Sales Order Exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_intake_sales_order_exists.md)

- Handler: `nikohealth_check_intake_sales_order_exists`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `status`, `found`, `document_id`, `patient_id`, `block_reason`, `error`

Perform Check Intake Sales Order Exists through NikoHealth.

### [Check Local Document Exists in Niko](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_local_patient_document_exists.md)

- Handler: `nikohealth_check_local_patient_document_exists`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `status`, `found`, `patient_document_id`, `document_id`, `error`

Perform Check Local Document Exists in Niko through NikoHealth.

### [Check Patient Document Exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_document_exists.md)

- Handler: `nikohealth_check_patient_document_exists`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `document_type`, `filename_prefix`, `include_previous_versions`, `pseudonymized_filename_template`, `pseudonymization_purpose`
- Outputs: `success`, `status`, `found`, `matched_document_id`, `matched_format`, `matched_legacy_format`, `error`

Perform Check Patient Document Exists through NikoHealth.

### [Check Patient Exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_exists.md)

- Handler: `nikohealth_check_patient_exists`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `duplicate_match_mode`
- Outputs: `success`, `patient_exists`, `niko_patient_id`, `doc_id`, `patient_check_status`, `ambiguous_patient_match`, `ambiguous_patient_match_tag_id`, `error`

Perform Check Patient Exists through NikoHealth.

### [Claim Tagged Billing Claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_claim_tagged_billing_claims.md)

- Handler: `nikohealth_claim_tagged_billing_claims`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `trigger_tag_name`, `processing_tag_name`, `acquire_processing_marker`, `exclude_tag_names`, `exclude_order_statuses`, `include_order_statuses`, `exclude_claim_statuses`, `include_claim_statuses`, `lookback_hours`, `created_from`, `created_to`, `server_filter_created_window`, `order_created_from`, `timezone`, `page_size`, `max_pages`, `record_limit`, `max_order_refetches`, `max_order_date_filter_reads`, `preferred_prior_auth_portal`, `max_prior_auth_qualification_candidates`, `preferred_payer_name_markers`, `note_subject`, `marker_prefix`, `stale_after_minutes`, `dry_run`
- Outputs: `success`, `error`, `items`, `count`, `claimed_count`, `claim_attempted`, `claim_failed_count`, `marker_skipped_count`, `skipped_stale_count`, `excluded_by_order_created_date_count`, `missing_order_created_date_count`, `verify_failed_count`, `diagnostics`, `route_qualified_count`, `route_excluded_count`, `route_unresolved_count`, `route_unresolved_hinted_count`, `route_payer_name_marker_count`, `route_error_count`

Perform Claim Tagged Billing Claims through NikoHealth.

### [Claim Tagged Orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_claim_tagged_orders.md)

- Handler: `nikohealth_claim_tagged_orders`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `trigger_tag_name`, `processing_tag_name`, `exclude_tag_names`, `exclude_statuses`, `include_statuses`, `lookback_hours`, `created_from`, `created_to`, `timezone`, `page_size`, `max_pages`, `record_limit`, `dry_run`
- Outputs: `success`, `error`, `items`, `count`, `claimed_count`, `claim_attempted`, `claim_failed_count`, `claim_failed_order_ids`, `skipped_stale_count`, `verify_failed_count`, `diagnostics`

Perform Claim Tagged Orders through NikoHealth.

### [Complete Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_complete_task.md)

- Handler: `nikohealth_complete_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `task_id`, `dry_run`, `verify`
- Outputs: `success`, `status`, `task_id`, `completed`, `was_already_completed`, `verified`, `dry_run`, `message`, `error`

Perform Complete Task through NikoHealth.

### [Create Intake Review Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_task.md)

- Handler: `nikohealth_create_intake_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `niko_org`, `patient_id`, `is_new_patient`, `task_title`, `task_description`, `use_auto_push_task_text`, `intake_task_category_id`, `intake_task_assignee_id`, `intake_task_assignee_id_manual`, `priority`, `due_date`
- Outputs: `success`, `task_id`, `skipped`, `document_id`, `error`

Perform Create Intake Review Task through NikoHealth.

### [Create Intake Sales Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_sales_order.md)

- Handler: `nikohealth_create_intake_sales_order`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `status`, `review_reason`, `tag_ids`, `document_id`, `patient_id`, `block_reason`, `error`

Perform Create Intake Sales Order through NikoHealth.

### [Create Invoice](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_claim.md)

- Handler: `nikohealth_create_claim`
- Connection type: `nikohealth`
- External effect: `irreversible`
- Inputs: `patient_id`, `hcpcs_code`, `service_date_from`, `service_date_to`, `billing_provider_name`, `referring_provider_id`, `diagnosis_codes`, `insurance_id`, `place_of_service`, `quantity`, `status`, `resubmission_code`, `order_id`, `prefer_latest_order`, `product_id`, `require_product`, `product_name`, `line_name`, `modifiers`, `price_option_id`, `sale_type`, `require_patient_diagnoses`, `fail_on_restrictions`, `attach_prior_authorization`, `require_prior_authorization`, `skip_if_empty`, `dry_run`
- Outputs: `success`, `skipped`, `status`, `claim_id`, `can_submit`, `price_option_id`, `charge`, `allowed`, `modifiers`, `billing_provider_name`, `insurance_id`, `order_id`, `product_id`, `product_name`, `product_source`, `product_candidates_count`, `restriction_warnings`, `restriction_codes`, `prior_auth_status`, `prior_auth_candidates_count`, `validation_errors`, `payload`, `dry_run`, `error`

Perform Create Invoice through NikoHealth.

### [Create Order Note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_note.md)

- Handler: `nikohealth_create_order_note`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `note_request`, `order_id`, `subject`, `description`, `is_pinned`, `idempotency_fingerprint`, `skip_if_empty`, `dry_run`
- Outputs: `success`, `skipped`, `dry_run`, `idempotent`, `order_id`, `note_id`, `subject`, `note_text`, `message`, `error`, `error_type`

Perform Create Order Note through NikoHealth.

### [Create Order Review Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_review_task.md)

- Handler: `nikohealth_create_order_review_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `order_id`, `patient_id`, `patient_name`, `task_title`, `assignee_id_dropdown`, `assignee_id`, `priority`, `note`, `due_date`
- Outputs: `success`, `task_id`, `order_id`, `error`

Perform Create Order Review Task through NikoHealth.

### [Create Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient.md)

- Handler: `nikohealth_create_patient`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `date_of_birth`
- Outputs: `success`, `result`

Perform Create Patient through NikoHealth.

### [Create Patient Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_insurance.md)

- Handler: `nikohealth_create_insurance`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `insurance_data`
- Outputs: `success`, `insurance`, `error`

Perform Create Patient Insurance through NikoHealth.

### [Create Patient Note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_note.md)

- Handler: `nikohealth_create_patient_note`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `note_request`, `document_id`, `patient_id`, `subject`, `description`, `is_pinned`, `skip_if_empty`, `idempotency_fingerprint`, `auto_push_action_key`, `record_summary`, `dry_run`
- Outputs: `success`, `note`, `skipped`, `dry_run`, `document_id`, `patient_id`, `resource_type`, `action_type`, `note_text`, `idempotent`, `message`, `error`, `error_type`, `status_code`, `cause_type`, `correlation_id`, `readback`

Perform Create Patient Note through NikoHealth.

### [Create Patient Notes (Bulk)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_notes.md)

- Handler: `nikohealth_create_patient_notes`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `notes`, `use_strategy_notes`, `idempotency_fingerprint`, `record_summary`, `dry_run`
- Outputs: `success`, `skipped`, `dry_run`, `created_count`, `skipped_count`, `failed_count`, `results`, `reason`, `document_id`, `patient_id`

Perform Create Patient Notes (Bulk) through NikoHealth.

### [Create Sales Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order.md)

- Handler: `nikohealth_create_sales_order`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `service_location_id`, `service_location_id_select`, `notes`, `order_tag_ids`, `order_tag_ids_select`
- Outputs: `success`, `document_id`, `order_id`, `order_url`, `resource`, `patient_id`, `service_location_id`, `item_count`, `tag_ids`, `persisted_order_count`, `provider_resolution_warning`, `generic_fallback_warning`, `start_date_warning`, `order_date_warning`, `order_gaps`, `product_gaps`, `failure_category`, `review_reason`, `message`, `error`

Perform Create Sales Order through NikoHealth.

### [Create Sales Order (Generic)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order_generic.md)

- Handler: `nikohealth_create_sales_order_generic`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `order_start_date`, `patient_id`, `service_location_id`, `items`, `delivery_type`, `ship_to`, `delivery_address_line`, `delivery_address_line_2`, `delivery_city`, `delivery_state`, `delivery_zip`, `pickup_location_id`, `order_tag_ids`, `description`, `referring_provider_npi`, `diagnosis_codes`, `length_of_need`
- Outputs: `success`, `order_id`, `order_url`, `patient_id`, `service_location_id`, `item_count`, `tag_ids`, `referring_provider_attach_skipped_reason`, `failure_category`, `status_code`, `correlation_id`, `error_type`, `error`

Perform Create Sales Order (Generic) through NikoHealth.

### [Create Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_task.md)

- Handler: `nikohealth_create_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `task_request`, `title`, `description`, `patient_id`, `order_id`, `assignee_ids`, `assignee_ids_manual`, `existing_tasks`, `idempotency_fingerprint`, `priority`, `due_date`, `category_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `idempotent`, `task_id`, `patient_id`, `order_id`, `error`

Perform Create Task through NikoHealth.

### [Deactivate Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_deactivate_insurance.md)

- Handler: `nikohealth_deactivate_insurance`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_id`
- Outputs: `success`, `error`

Perform Deactivate Insurance through NikoHealth.

### [Detect Late-Tagged Orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_detect_late_tagged_orders.md)

- Handler: `nikohealth_detect_late_tagged_orders`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `trigger_tag_name`, `handled_tag_name`, `exclude_tag_names`, `exclude_statuses`, `include_statuses`, `outer_lookback_hours`, `primary_lookback_hours`, `timezone`, `page_size`, `max_pages`, `max_candidates`, `output_limit`, `preferred_prior_auth_portal`, `preferred_payer_name_markers`, `exclude_payer_name_markers`, `marker_note_subject`, `marker_prefix`, `review_note_prefix`, `stale_after_minutes`
- Outputs: `success`, `error`, `candidates`, `candidate_count`, `candidate_list_truncated`, `digest`, `diagnostics`

Perform Detect Late-Tagged Orders through NikoHealth.

### [Download Intake Item](https://genhealth.ai/docs/workflows/integrations/nikohealth/genhealth_download_intake_item.md)

- Handler: `genhealth_download_intake_item`

- External effect: `write`
- Inputs: `source_type`, `item`, `job_id`, `workflow_id`
- Outputs: `success`, `document_id`, `was_existing`, `downloaded`, `skip_reason`, `ext_id`, `error`

Perform Download Intake Item through NikoHealth.

### [Download Patient Document](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_download_patient_document.md)

- Handler: `nikohealth_download_patient_document`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_document_id`, `document`
- Outputs: `success`, `status`, `document_id`, `niko_patient_document_id`, `downloaded`, `was_existing`, `title`, `sha256`, `size`, `error`

Perform Download Patient Document through NikoHealth.

### [Edit Existing Order (v1)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_edit_order.md)

- Handler: `nikohealth_edit_order`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `product_swaps`, `add_items`, `diagnosis_codes`, `diagnosis_code_prefixes`, `dry_run`
- Outputs: `success`, `order_id`, `edit_status`, `applied_ops`, `item_count`, `diagnosis_count`, `confirmed_by_readback`, `refusal_reason`, `refusal_field`, `refusal_detail`, `failure_category`, `retryable`, `error`

Perform Edit Existing Order (v1) through NikoHealth.

### [Edit Existing Order via Tracking (v2)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_edit_order_tracking_v2.md)

- Handler: `nikohealth_edit_order_tracking_v2`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `product_swaps`, `add_items`, `diagnosis_codes`, `diagnosis_code_prefixes`, `dry_run`
- Outputs: `success`, `order_id`, `edit_status`, `applied_ops`, `item_count`, `diagnosis_count`, `confirmed_by_readback`, `partial_edit`, `refusal_reason`, `refusal_field`, `refusal_detail`, `failure_category`, `retryable`, `error`

Perform Edit Existing Order via Tracking (v2) through NikoHealth.

### [Fill Insurance Details From Eligibility](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_fill_insurance_details_from_eligibility.md)

- Handler: `nikohealth_fill_insurance_details_from_eligibility`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_id`, `eligibility_result`, `coinsurance_service_codes`, `dry_run`
- Outputs: `success`, `insurance_id`, `updated_fields`, `skipped_fields`, `dry_run`, `error`

Perform Fill Insurance Details From Eligibility through NikoHealth.

### [Filter Existing WellCare Authorizations](https://genhealth.ai/docs/workflows/integrations/nikohealth/wellcare_filter_existing_niko_authorizations.md)

- Handler: `wellcare_filter_existing_niko_authorizations`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `payer_id`, `order_service_date`, `hcpcs_items`
- Outputs: `success`, `route`, `review_required`, `reason_code`, `hcpcs_items`, `uncovered_hcpcs_codes`, `covered_hcpcs_codes`, `requested_hcpcs_count`, `uncovered_hcpcs_count`, `covered_hcpcs_count`, `authorization_count`, `error`, `failure_category`

Perform Filter Existing WellCare Authorizations through NikoHealth.

### [Find or Add Referring Provider Location](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_add_referring_provider_location.md)

- Handler: `nikohealth_find_or_add_referring_provider_location`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `provider_id`, `address_line`, `address_line_2`, `city`, `state`, `zip`, `phone`, `fax`, `email`, `location_name`, `add_if_missing`, `dry_run`
- Outputs: `success`, `provider_id`, `location_id`, `added`, `match_status`, `readback_verified`, `missing_fields`, `failure_category`, `status_code`, `correlation_id`, `error_type`, `error`

Perform Find or Add Referring Provider Location through NikoHealth.

### [Find or Create Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_patient.md)

- Handler: `nikohealth_find_or_create_patient`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `location_id`, `location_id_select`, `auto_update_existing_patient_fields`, `append_missing_phone_contacts`, `duplicate_match_mode`, `patient_genhealth_tag_id`, `patient_genhealth_tag_id_select`, `mark_signature_on_file`, `existing_patient_signature_date`, `new_patient_signature_date`, `name_case`, `overwrite_existing_signature_date`, `set_responsible_contact_to_self`, `overwrite_responsible_contact_for_minor`, `parachute_address_street`, `parachute_address_line2`, `parachute_address_city`, `parachute_address_state`, `parachute_address_zip_code`, `parachute_phone_number`, `parachute_first_name`, `parachute_last_name`, `parachute_birth_date`, `parachute_mode`, `task_team_id`
- Outputs: `success`, `patient_id`, `first_name`, `last_name`, `birthday`, `is_new_patient`, `document_id`, `applied_patient_tag_ids`, `patient_tag_writeback_status`, `patient_tag_warning`, `patient_check_status`, `ambiguous_patient_match`, `ambiguous_patient_match_tag_id`, `responsible_contact_updated`, `responsible_contact_overwritten`, `responsible_contact_skip_reason`, `manual_review_required`, `review_reason`, `error`

Perform Find or Create Patient through NikoHealth.

### [Find or Create Referring Provider](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_referring_provider.md)

- Handler: `nikohealth_find_or_create_referring_provider`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `npi`, `first_name`, `last_name`, `address_line`, `address_line_2`, `city`, `state`, `zip`, `phone`, `fax`, `email`, `title`, `practice`, `note`, `location_name`, `create_if_missing`, `use_npi_registry`
- Outputs: `success`, `provider_id`, `location_id`, `created`, `lookup_status`, `npi`, `registry_used`, `readback_verified`, `missing_fields`, `failure_category`, `status_code`, `correlation_id`, `error_type`, `error`

Perform Find or Create Referring Provider through NikoHealth.

### [Find Patients](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_patients.md)

- Handler: `nikohealth_find_patients`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `lookback_hours`, `exact_elapsed_lookback`, `created_from`, `created_to`, `timezone`, `page_size`, `max_pages`, `require_complete`, `record_limit`, `sort_expression`, `tag_ids`, `tag_names`, `exclude_tag_ids`, `exclude_tag_names`
- Outputs: `success`, `patients`, `count`, `excluded_by_tag_count`, `unknown_tags`, `truncated_by_record_limit`, `pages_fetched`, `truncated_by_page_cap`, `window_source`, `created_from`, `created_to`, `error`

Perform Find Patients through NikoHealth.

### [Get Document Management Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags.md)

- Handler: `nikohealth_get_document_management_tags`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `include_archived`, `page_size`
- Outputs: `success`, `tags`, `count`, `error`

Perform Get Document Management Tags through NikoHealth.

### [Get Document Management Tags by Filename](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags_by_filename.md)

- Handler: `nikohealth_get_document_management_tags_by_filename`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `filename`
- Outputs: `success`, `found`, `ambiguous`, `document_id`, `tags`, `matches`, `match_count`, `search_complete`, `error_type`, `error`

Perform Get Document Management Tags by Filename through NikoHealth.

### [Get Fax Inbox Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_fax_tags.md)

- Handler: `nikohealth_get_fax_tags`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `include_archived`, `page_size`
- Outputs: `success`, `tags`, `count`, `error`

Perform Get Fax Inbox Tags through NikoHealth.

### [Get Invoice Detail](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_hcpcs.md)

- Handler: `nikohealth_get_order_hcpcs`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `claim_id`, `include_items`, `skip_if_empty`
- Outputs: `success`, `order_id`, `patient_id`, `payer_id`, `patient_insurance_id`, `hcpcs_codes`, `hcpcs_items`, `claim_diagnosis_codes`, `items`, `count`, `payer_name`, `billing_provider`, `billing_provider_name`, `billing_provider_npi`, `has_prior_authorization`, `source_type`, `prior_authorizations`, `invoice`, `invoice_id`, `skipped`, `reason`, `error`

Perform Get Invoice Detail through NikoHealth.

### [Get Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order.md)

- Handler: `nikohealth_get_order`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `order_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `order`, `reason`, `error`

Perform Get Order through NikoHealth.

### [Get Order Cost Estimate HCPCS](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_cost_sharing.md)

- Handler: `nikohealth_get_order_cost_sharing`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `order_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `reason`, `hcpcs_items`, `hcpcs_codes`, `count`, `error`, `error_type`

Perform Get Order Cost Estimate HCPCS through NikoHealth.

### [Get Order Events](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_events.md)

- Handler: `nikohealth_get_order_events`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `order_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `events`, `count`, `reason`, `error`

Perform Get Order Events through NikoHealth.

### [Get Order Items](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_items.md)

- Handler: `nikohealth_get_order_items`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `order_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `items`, `count`, `hcpcs_codes`, `hcpcs_items`, `order_item_ids_without_hcpcs`, `reason`, `error`

Perform Get Order Items through NikoHealth.

### [Get Order Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_tags.md)

- Handler: `nikohealth_get_order_tags`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `success`, `tags`, `count`, `error`

Perform Get Order Tags through NikoHealth.

### [Get Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient.md)

- Handler: `nikohealth_get_patient`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `patient`, `error`

Perform Get Patient through NikoHealth.

### [Get Patient Authorizations](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_authorizations.md)

- Handler: `nikohealth_get_patient_authorizations`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `authorizations`, `count`, `error`

Perform Get Patient Authorizations through NikoHealth.

### [Get Patient Diagnoses](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_diagnoses.md)

- Handler: `nikohealth_get_patient_diagnoses`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `skip_if_empty`
- Outputs: `success`, `diagnoses`, `icd_codes`, `diagnosis_records`, `count`, `skipped`, `reason`, `error`, `error_type`

Perform Get Patient Diagnoses through NikoHealth.

### [Get Patient Documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_documents.md)

- Handler: `nikohealth_get_patient_documents`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `document_types`, `page_size`, `max_pages`, `require_complete`
- Outputs: `success`, `documents`, `patient_document_ids`, `count`, `page_count`, `truncated_by_page_cap`, `error`

Perform Get Patient Documents through NikoHealth.

### [Get Patient Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_insurance.md)

- Handler: `nikohealth_get_patient_insurance`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `insurance_id`, `payer_id`
- Outputs: `success`, `insurance`, `insurances`, `count`, `error`, `error_type`

Perform Get Patient Insurance through NikoHealth.

### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_notes.md)

- Handler: `nikohealth_get_patient_notes`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `notes`, `count`, `total`, `error`

Perform Get Patient Notes through NikoHealth.

### [Get Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_tags.md)

- Handler: `nikohealth_get_patient_tags`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `success`, `tags`, `count`, `error`

Perform Get Patient Tags through NikoHealth.

### [Get Prescription Details](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescription_details.md)

- Handler: `nikohealth_get_prescription_details`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `prescription_id`
- Outputs: `success`, `prescription`, `error`

Perform Get Prescription Details through NikoHealth.

### [Get Prescriptions](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescriptions.md)

- Handler: `nikohealth_get_prescriptions`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `prescriptions`, `count`, `error`

Perform Get Prescriptions through NikoHealth.

### [Get Resupply Programs](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_resupply_programs.md)

- Handler: `nikohealth_get_resupply_programs`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `programs`, `error`

Perform Get Resupply Programs through NikoHealth.

### [List Billing Claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_billing_claims.md)

- Handler: `nikohealth_list_billing_claims`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `statuses`, `sales_type`, `sort`, `created_from`, `created_to`, `date_of_service_from`, `date_of_service_to`, `patient_ids`, `page_size`, `max_pages`
- Outputs: `success`, `items`, `count`, `pages_fetched`, `truncated_by_max_pages`, `statuses`, `sales_type`, `sort`, `created_from`, `created_to`, `date_of_service_from`, `date_of_service_to`, `patient_ids`, `error`

Perform List Billing Claims through NikoHealth.

### [List Document Management Uploads](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_document_management_docs.md)

- Handler: `nikohealth_list_document_management_docs`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `page_size`, `page_index`, `sort`, `processed_tag_id`
- Outputs: `success`, `items`, `count`, `page_index`, `has_more`, `error`

Perform List Document Management Uploads through NikoHealth.

### [List Fax Inbox](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_inbox.md)

- Handler: `nikohealth_list_fax_inbox`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `page_size`, `max_pages`, `date_from`, `date_to`, `status`, `tag_ids_select`, `sort_expression`, `require_complete`
- Outputs: `success`, `faxes`, `count`, `pages_fetched`, `truncated`, `error`

Perform List Fax Inbox through NikoHealth.

### [List Fax Tag Dictionary](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_tag_dictionary_v1.md)

- Handler: `nikohealth_list_fax_tag_dictionary_v1`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `tags`, `count`, `definition_version`

Perform List Fax Tag Dictionary through NikoHealth.

### [List Order Documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_order_documents.md)

- Handler: `nikohealth_list_order_documents`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `order_id`, `document_types`, `skip_if_empty`
- Outputs: `success`, `skipped`, `found`, `documents`, `count`, `document_types`, `error`

Perform List Order Documents through NikoHealth.

### [List Order Tag Dictionary](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_order_tag_dictionary_v1.md)

- Handler: `nikohealth_list_order_tag_dictionary_v1`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `tags`, `count`, `definition_version`

Perform List Order Tag Dictionary through NikoHealth.

### [List Patient Tag Dictionary](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_patient_tag_dictionary_v1.md)

- Handler: `nikohealth_list_patient_tag_dictionary_v1`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `tags`, `count`, `definition_version`

Perform List Patient Tag Dictionary through NikoHealth.

### [List Users / Assignees](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_assignees.md)

- Handler: `nikohealth_list_assignees`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `success`, `users`, `count`, `error`

Perform List Users / Assignees through NikoHealth.

### [Match Order Products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_match_order_products.md)

- Handler: `nikohealth_match_order_products`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `matches`, `has_ambiguous`, `has_generic`, `preview_text`, `failure_category`, `review_reason`, `message`, `error`

Perform Match Order Products through NikoHealth.

### [Persist Patient Documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_persist_patient_documents.md)

- Handler: `nikohealth_persist_patient_documents`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `strict_type_resolution`, `document_type_names`, `recency_window_hours`, `max_documents`, `min_documents`
- Outputs: `success`, `status`, `created`, `skipped`, `failed`, `document_ids`, `results`, `error`

Perform Persist Patient Documents through NikoHealth.

### [Push Diagnosis Codes to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_diagnosis_codes.md)

- Handler: `nikohealth_sync_diagnosis_codes`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `code_prefixes`
- Outputs: `success`, `synced`, `updated`, `already_present`, `partial`, `manual_review_required`, `dropped_count`, `unresolved_icd_codes`, `icd_codes_found`, `filtered_out_count`, `validation_rejected`, `validation_rejected_count`, `error`

Perform Push Diagnosis Codes to Patient through NikoHealth.

### [Push Insurance to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_insurance.md)

- Handler: `nikohealth_sync_insurance`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `auto_verify_eligibility`, `choose_default_plan`, `parachute_carrier_name`, `parachute_member_id`, `parachute_insurance_mode`, `task_team_id`
- Outputs: `success`, `status`, `synced_count`, `skipped_count`, `policies_found`, `already_present_count`, `unmapped_count`, `failed_count`, `failure_reasons`, `coverages`, `insurance_gaps`, `unmatched_plan_payers`, `unmatched_plan_text`, `inferred_plan_payers`, `inferred_plan_text`, `hold_order`, `hold_reason`, `eligibility_status`, `error`

Perform Push Insurance to Patient through NikoHealth.

### [Quick-Ship From Inventory](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_quick_ship_from_inventory.md)

- Handler: `nikohealth_quick_ship_from_inventory`
- Connection type: `nikohealth`
- External effect: `irreversible`
- Inputs: `order_id`, `patient_id`, `source_location_id`, `shipped_date`, `equipment_statuses`, `location_type_ids`
- Outputs: `success`, `order_id`, `patient_id`, `shipped_item_ids`, `skipped_already_shipped_item_ids`, `failure_category`, `retryable`, `error`

Perform Quick-Ship From Inventory through NikoHealth.

### [Reconcile Tagged Orders to Billing Claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_reconcile_tagged_orders_to_billing_claims.md)

- Handler: `nikohealth_reconcile_tagged_orders_to_billing_claims`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `trigger_tag_name`, `exclude_tag_names`, `exclude_statuses`, `include_statuses`, `lookback_hours`, `created_from`, `created_to`, `timezone`, `page_size`, `max_pages`, `record_limit`, `claim_processing_lookback_hours`, `claimless_insurance_selection`, `enable_claimless_order_processing`, `order_processing_lookback_hours`, `target_order_ids`, `suppress_review_items`, `claimless_exclude_payer_name_markers`, `preferred_prior_auth_portal`, `preferred_payer_name_markers`, `max_prior_auth_qualification_candidates`
- Outputs: `success`, `error`, `items`, `count`, `review_items`, `review_count`, `diagnostics`

Perform Reconcile Tagged Orders to Billing Claims through NikoHealth.

### [Record Claim Processing Marker Result](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_record_claim_processing_marker_result.md)

- Handler: `nikohealth_record_claim_processing_marker_result`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `claim_id`, `marker_id`, `order_id`, `patient_id`, `run_id`, `note_subject`, `marker_prefix`, `status`, `save_result`, `duplicate_check_result`, `allow_same_run_draft_to_submitted`, `dry_run`
- Outputs: `success`, `written`, `skipped`, `skip_reason`, `dry_run`, `claim_id`, `order_id`, `patient_id`, `run_id`, `status`, `existing_marker`, `error`

Perform Record Claim Processing Marker Result through NikoHealth.

### [Refresh Reference Data](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_refresh_reference_data.md)

- Handler: `nikohealth_refresh_reference_data`
- Connection type: `nikohealth`
- External effect: `write`

- Outputs: `organization_id`, `success`, `catalog`, `dictionary_refresh`, `error`

Perform Refresh Reference Data through NikoHealth.

### [Resolve Order Products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_order_products.md)

- Handler: `nikohealth_resolve_order_products`

- External effect: `read`
- Inputs: `items`
- Outputs: `success`, `items`, `unresolved_hcpcs`, `unresolved_warning`, `error`

Perform Resolve Order Products through NikoHealth.

### [Resolve Referring Provider by Name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_referring_provider_by_name.md)

- Handler: `nikohealth_resolve_referring_provider_by_name`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `first_name`, `last_name`
- Outputs: `success`, `found`, `npi`, `resolved_provider_id`, `primary_location_id`, `retryable`, `error_type`, `error`

Perform Resolve Referring Provider by Name through NikoHealth.

### [Resolve Source Location From Clinic Name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_source_location.md)

- Handler: `nikohealth_resolve_source_location`

- External effect: `read`
- Inputs: `clinic_name`, `clinic_npi`
- Outputs: `success`, `location_id`, `matched_location_name`, `candidate_count`, `reason`, `failure_category`, `retryable`, `error`

Perform Resolve Source Location From Clinic Name through NikoHealth.

### [Rule-Based Task Router](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_rule_based_task_router.md)

- Handler: `nikohealth_rule_based_task_router`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `has_patient_data`, `has_order_data`, `is_new_patient`, `document_type`, `is_carecentrix`, `has_resupply`, `has_pending_authorization`, `referring_provider_name`, `ocr_text`, `document_url`, `enable_strategy_title_triage`, `routing_rules`
- Outputs: `success`, `tasking_outcome`, `task_id`, `idempotent`, `matched_rule`, `matched_rule_source`, `document_id`, `document_type`, `is_new_patient`, `supports_order_tasking`, `custom_context_flags`, `has_resupply`, `has_pending_authorization`, `display_name`, `skipped`, `message`, `error_code`, `error_type`, `error`

Perform Rule-Based Task Router through NikoHealth.

### [Run Eligibility Check](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_eligibility_check.md)

- Handler: `nikohealth_run_eligibility_check`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `niko_insurance_id`, `force_resubmit`, `enabled`, `skip_reason`, `update_insurance_status_without_local_policy`
- Outputs: `success`, `status`, `skipped`, `is_eligible`, `alerts`, `transaction_id`, `eligibility_result`, `niko_insurance_id`, `insurance_status_updated`, `status_update_skipped_reason`, `error`, `error_message`

Perform Run Eligibility Check through NikoHealth.

### [Run Policy Eligibility Check](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_policy_eligibility_check.md)

- Handler: `nikohealth_run_policy_eligibility_check`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_policy_id`, `niko_insurance_id`, `force_resubmit`
- Outputs: `success`, `status`, `is_eligible`, `alerts`, `transaction_id`, `eligibility_result`, `insurance_policy_id`, `niko_insurance_id`, `insurance_status_updated`, `status_update_skipped_reason`, `error`, `error_message`

Perform Run Policy Eligibility Check through NikoHealth.

### [Search Orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_orders.md)

- Handler: `nikohealth_search_orders`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `require_patient_id`, `status`, `lookback_hours`, `created_from`, `created_to`, `timezone`, `order_types`, `page_size`, `max_pages`, `record_limit`, `sort_expression`, `exclude_tag_ids`, `exclude_tag_names`, `include_tag_ids`, `include_tag_names`, `hydrate_details`, `require_complete`, `default_on_error`
- Outputs: `success`, `orders`, `count`, `excluded_by_tag_count`, `included_by_tag_count`, `scanned_count`, `truncated_by_record_limit`, `pages_fetched`, `truncated_by_page_cap`, `details_hydrated`, `window_source`, `created_from`, `created_to`, `defaulted`, `reason`, `error`

Perform Search Orders through NikoHealth.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patient.md)

- Handler: `nikohealth_search_patient`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `full_address`, `tags`, `created_from`, `created_to`, `sort_by`, `sort_descending`, `page_size`, `page_index`
- Outputs: `patients`, `count`, `sort_expression`, `unknown_tags`, `error`

Perform Search Patient through NikoHealth.

### [Search Patients](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patients.md)

- Handler: `nikohealth_search_patients`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `full_address`, `page_size`
- Outputs: `patients`, `count`, `sort_expression`, `error`

Perform Search Patients through NikoHealth.

### [Search Payers](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_payers.md)

- Handler: `nikohealth_search_payers`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `search_term`
- Outputs: `success`, `payers`, `count`, `error`

Perform Search Payers through NikoHealth.

### [Search Products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_products.md)

- Handler: `nikohealth_search_products`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `search_term`, `hcpcs_code`
- Outputs: `success`, `products`, `count`, `error`

Perform Search Products through NikoHealth.

### [Search Tasks](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_tasks.md)

- Handler: `nikohealth_search_tasks`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `category_name`, `assignee_name`, `assignee_id`, `title`, `title_match`, `statuses`, `sort`, `page_size`, `max_pages`, `skip_if_empty`
- Outputs: `success`, `skipped`, `category_name`, `category_id`, `assignee_name`, `assignee_id`, `title`, `title_match`, `statuses`, `sort`, `count`, `unfiltered_count`, `items`, `pages_fetched`, `truncated`, `error`

Perform Search Tasks through NikoHealth.

### [Set Document Management Note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_set_document_management_note.md)

- Handler: `nikohealth_set_document_management_note`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `note`
- Outputs: `success`, `document_id`, `error`, `error_type`

Perform Set Document Management Note through NikoHealth.

### [Submit Claim](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_submit_claim.md)

- Handler: `nikohealth_submit_claim`
- Connection type: `nikohealth`
- External effect: `irreversible`
- Inputs: `claim_id`, `skip_if_empty`, `dry_run`
- Outputs: `success`, `skipped`, `dry_run`, `is_electronically_submitted`, `message`, `reason`, `error`

Perform Submit Claim through NikoHealth.

### [Tag Patient with Referral Source](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_apply_referral_source_tag.md)

- Handler: `nikohealth_apply_referral_source_tag`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `niko_patient_id`
- Outputs: `success`, `verdict`, `extracted_name`, `matched_tag_name`, `matched_tag_id`, `matched_tag_ids`, `document_id`, `error`

Perform Tag Patient with Referral Source through NikoHealth.

### [Update Claim Line Quantities](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_claim_line_quantities.md)

- Handler: `nikohealth_update_claim_line_quantities`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `claim_id`, `line_updates`, `dry_run`, `skip_if_empty`
- Outputs: `success`, `skipped`, `dry_run`, `claim_id`, `corrections`, `changed_count`, `refused_count`, `refusals`, `verified`, `message`, `error`, `error_type`

Perform Update Claim Line Quantities through NikoHealth.

### [Update Document Management Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_document_management_tags.md)

- Handler: `nikohealth_update_document_management_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `tag_ids`
- Outputs: `success`, `document_id`, `error`

Perform Update Document Management Tags through NikoHealth.

### [Update Fax Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_fax_tags.md)

- Handler: `nikohealth_update_fax_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `fax_id`, `tag_ids`, `tag_ids_select`, `mode`
- Outputs: `success`, `mode`, `tag_ids`, `error`

Perform Update Fax Tags through NikoHealth.

### [Update Insurance Details](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_insurance_details.md)

- Handler: `nikohealth_update_insurance_details`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_id`, `in_network_individual_calendar_year_deductible`, `in_network_individual_remaining_deductible`, `in_network_individual_out_of_pocket_max`, `in_network_individual_out_of_pocket_remaining`, `in_network_individual_coinsurance`, `in_network_individual_copay`, `in_network_family_calendar_year_deductible`, `in_network_family_remaining_deductible`, `in_network_family_out_of_pocket_max`, `in_network_family_out_of_pocket_remaining`, `out_of_network_individual_calendar_year_deductible`, `out_of_network_individual_remaining_deductible`, `out_of_network_individual_out_of_pocket_max`, `out_of_network_individual_out_of_pocket_remaining`, `out_of_network_individual_coinsurance`, `out_of_network_individual_copay`, `out_of_network_family_calendar_year_deductible`, `out_of_network_family_remaining_deductible`, `out_of_network_family_out_of_pocket_max`, `out_of_network_family_out_of_pocket_remaining`
- Outputs: `success`, `insurance_id`, `updated_fields`, `error`

Perform Update Insurance Details through NikoHealth.

### [Update Order State](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_state.md)

- Handler: `nikohealth_update_order_state`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `order_id`, `status`, `tags`
- Outputs: `success`, `error`

Perform Update Order State through NikoHealth.

### [Update Order Tags By Name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_tags_by_name.md)

- Handler: `nikohealth_update_order_tags_by_name`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `order_id`, `remove_tag_names`, `add_tag_names`, `skip_if_empty`, `best_effort`
- Outputs: `success`, `status`, `skipped`, `order_id`, `tag_ids`, `added_tag_ids`, `removed_tag_ids`, `missing_tag_names`, `failure_reason`, `error`

Perform Update Order Tags By Name through NikoHealth.

### [Update Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient.md)

- Handler: `nikohealth_update_patient`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `first_name`, `last_name`, `date_of_birth`, `phone`, `email`
- Outputs: `success`, `patient_id`, `error`

Perform Update Patient through NikoHealth.

### [Update Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient_tags.md)

- Handler: `nikohealth_update_patient_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `tag_ids`, `tag_ids_select`, `clear_when_empty`
- Outputs: `success`, `skipped`, `error`

Perform Update Patient Tags through NikoHealth.

### [Update Signature Status](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_signature_status.md)

- Handler: `nikohealth_update_signature_status`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `signature_status`
- Outputs: `success`, `skipped`, `error`

Perform Update Signature Status through NikoHealth.

### [Update Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_task.md)

- Handler: `nikohealth_update_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `task_id`, `title`, `description`, `clear_description`, `due_date`, `clear_due_date`, `category_id`, `priority`, `assign_to`, `patients`, `patient_documents`, `dry_run`, `verify`
- Outputs: `success`, `updated`, `task_id`, `changed_fields`, `verified`, `dry_run`, `message`, `error`, `error_type`

Perform Update Task through NikoHealth.

### [Upload Document to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_document.md)

- Handler: `nikohealth_upload_document`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `s3_key`, `s3_uri`, `filename`, `sha256`, `content_type`, `document_type`, `enabled`, `skip_if_missing_source`, `delete_source_artifact_after_upload`
- Outputs: `success`, `status`, `uploaded`, `skipped`, `document_id`, `patient_id`, `patient_document_id`, `workflow_artifact_deleted`, `s3_key`, `filename`, `error`

Perform Upload Document to Patient through NikoHealth.

### [Upload Documents by Page Category](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_documents_by_category.md)

- Handler: `nikohealth_upload_documents_by_category`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `supported`, `document_id`, `uploaded_count`, `skipped_count`, `failed_count`, `child_document_ids`, `child_documents`, `errors`, `reason`, `error`

Perform Upload Documents by Page Category through NikoHealth.

## [Noridian](https://genhealth.ai/docs/workflows/integrations/noridian.md)

4 actions. Connection types: noridian.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_check_eligibility.md)

- Handler: `noridian_check_eligibility`
- Connection type: `noridian`
- External effect: `write`
- Inputs: `jurisdiction`, `member_id`, `patient_last_name`, `patient_first_name`, `patient_birth_date`, `patient_address`, `in_region_states`, `service_start_date`, `service_end_date`, `coverage_basis`, `suppress_stale_snf_flags`, `check_consolidated_billing`, `consolidated_billing_hcpcs_codes`, `generate_pdf`, `persist_generated_pdf`, `show_generated_document_in_inbox`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `status`, `failure_category`, `is_eligible`, `inactive_reason`, `is_deceased`, `flags`, `snf_most_recent_status`, `snf_most_recent_status_category`, `jurisdiction`, `medicare_program`, `part_a`, `part_b`, `part_b_deductible`, `ineligible_period`, `same_or_similar`, `consolidated_billing`, `has_home_health_bundled`, `has_hospice_consolidated`, `insurance_info`, `patient_address`, `pdf_path`, `portal`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`, `error`, `error_message`

Perform Check Eligibility through Noridian.

### [Check Prior Authorization](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_check_prior_auth.md)

- Handler: `noridian_check_prior_auth`
- Connection type: `noridian`
- External effect: `read`
- Inputs: `jurisdiction`, `member_id`, `patient_first_name`, `patient_last_name`, `hcpcs`, `reference_number`
- Outputs: `success`, `status`, `reference_number`, `results_available`, `authorization_records`, `recheck_after_seconds`, `retryable`, `error`

Perform Check Prior Authorization through Noridian.

### [Check Same/Similar](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_same_or_similar.md)

- Handler: `noridian_same_or_similar`
- Connection type: `noridian`
- External effect: `write`
- Inputs: `jurisdiction`, `member_id`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `code_ranges`, `hcpcs_from`, `hcpcs_to`, `specific_hcpcs_codes`, `date_of_service`, `equivalent_hcpcs_ranges`, `owned_supplier_names`, `history_policy_mode`, `allow_partial_results`, `retry_unrecognized_page_once`, `generate_pdf`, `persist_generated_pdf`, `show_generated_document_in_inbox`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `checks_complete`, `status`, `has_same_or_similar`, `same_or_similar`, `range_results`, `requested_ranges`, `actionable_equivalent_ranges`, `owned_supplier_names`, `history_policy_mode`, `rental_purchase_classification`, `range_count`, `range_checks_attempted`, `session_retry_count`, `stopped_after_terminal_range_error`, `option1_results`, `option1_count`, `requested_option1_hcpcs`, `ordered_hcpcs_codes`, `classification`, `classification_category`, `classification_reason`, `should_create_review_task`, `flags`, `jurisdiction`, `medicare_program`, `hcpcs_from`, `hcpcs_to`, `pdf_path`, `portal`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`, `error`, `error_message`

Perform Check Same/Similar through Noridian.

### [Submit Prior Authorization](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_submit_prior_auth.md)

- Handler: `noridian_submit_prior_auth`
- Connection type: `noridian`
- External effect: `write`
- Inputs: `jurisdiction`, `member_id`, `patient_first_name`, `patient_last_name`, `hcpcs`, `patient_birth_date`, `submission_fields`, `document_id`
- Outputs: `success`, `status`, `reference_number`, `results_available`, `authorization_records`, `recheck_after_seconds`, `retryable`, `error`

Perform Submit Prior Authorization through Noridian.

## [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

18 actions. Connection types: odoo.

### [Attach Document](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_attach_document.md)

- Handler: `odoo_attach_document`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_id`, `s3_path`, `source_document_id`, `filename`, `content_type`
- Outputs: `attachment_id`, `record_id`, `filename`, `size`, `success`, `error`, `error_name`, `status_code`

Perform Attach Document through Odoo.

### [Count Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_count_records.md)

- Handler: `odoo_count_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `match_fields`, `domain`, `include_archived`, `context`
- Outputs: `count`, `success`, `error`, `error_name`, `status_code`

Perform Count Records through Odoo.

### [Create or Update Record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_upsert_record.md)

- Handler: `odoo_upsert_record`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `match_fields`, `domain`, `values`, `resolve_names`, `fields`, `include_archived`, `context`
- Outputs: `record_id`, `record`, `success`, `error`, `error_name`, `status_code`, `created`, `updated`, `match_count`, `match_record_ids`

Perform Create or Update Record through Odoo.

### [Create Record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_create_record.md)

- Handler: `odoo_create_record`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `values`, `resolve_names`, `fields`, `context`
- Outputs: `record_id`, `record`, `success`, `error`, `error_name`, `status_code`

Perform Create Record through Odoo.

### [Create Records (Batch)](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_create_records.md)

- Handler: `odoo_create_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `records`, `resolve_names`, `fields`, `context`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_name`, `status_code`

Perform Create Records (Batch) through Odoo.

### [Delete Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_delete_records.md)

- Handler: `odoo_delete_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_ids`, `context`
- Outputs: `record_ids`, `deleted`, `success`, `error`, `error_name`, `status_code`

Perform Delete Records through Odoo.

### [Download Attachment](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_download_attachment.md)

- Handler: `odoo_download_attachment`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `attachment_id`, `document_type`
- Outputs: `document_id`, `s3_path`, `attachment_id`, `filename`, `mimetype`, `size`, `sha256`, `res_model`, `res_id`, `was_existing`, `success`, `error`, `error_name`, `status_code`

Perform Download Attachment through Odoo.

### [Find or Create Record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_find_or_create_record.md)

- Handler: `odoo_find_or_create_record`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `match_fields`, `domain`, `values`, `resolve_names`, `fields`, `include_archived`, `context`
- Outputs: `record_id`, `record`, `success`, `error`, `error_name`, `status_code`, `created`, `updated`, `match_count`, `match_record_ids`

Perform Find or Create Record through Odoo.

### [Get Model Fields](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_get_model_fields.md)

- Handler: `odoo_get_model_fields`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `model`, `custom_only`, `writable_only`, `context`
- Outputs: `model`, `fields`, `field_names`, `count`, `success`, `error`, `error_name`, `status_code`

Perform Get Model Fields through Odoo.

### [Get Record by ID](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_get_record.md)

- Handler: `odoo_get_record`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `model`, `record_id`, `fields`, `context`
- Outputs: `record_id`, `record`, `success`, `error`, `error_name`, `status_code`, `found`

Perform Get Record by ID through Odoo.

### [Group and Summarize Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_group_records.md)

- Handler: `odoo_group_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `match_fields`, `domain`, `group_by`, `aggregates`, `max_records`, `include_archived`, `context`
- Outputs: `groups`, `group_count`, `success`, `error`, `error_name`, `status_code`

Perform Group and Summarize Records through Odoo.

### [List Field Choices](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_list_field_options.md)

- Handler: `odoo_list_field_options`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `model`, `field`, `relation_domain`, `query`, `max_records`, `context`
- Outputs: `field_type`, `relation`, `options`, `count`, `truncated`, `success`, `error`, `error_name`, `status_code`

Perform List Field Choices through Odoo.

### [List Models](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_list_models.md)

- Handler: `odoo_list_models`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `query`, `custom_only`, `max_records`
- Outputs: `models`, `count`, `truncated`, `success`, `error`, `error_name`, `status_code`

Perform List Models through Odoo.

### [Post Chatter Message](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_post_message.md)

- Handler: `odoo_post_message`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_id`, `body`, `kind`, `partner_ids`, `attachment_ids`
- Outputs: `message_id`, `record_id`, `success`, `error`, `error_name`, `status_code`

Perform Post Chatter Message through Odoo.

### [Run Model Method](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_call_method.md)

- Handler: `odoo_call_method`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `method`, `record_ids`, `arguments`, `context`
- Outputs: `result`, `success`, `error`, `error_name`, `status_code`

Perform Run Model Method through Odoo.

### [Schedule Activity](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_schedule_activity.md)

- Handler: `odoo_schedule_activity`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_ids`, `activity_type`, `summary`, `note`, `date_deadline`, `user`
- Outputs: `activity_ids`, `count`, `success`, `error`, `error_name`, `status_code`

Perform Schedule Activity through Odoo.

### [Search Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_search_records.md)

- Handler: `odoo_search_records`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `model`, `match_fields`, `domain`, `fields`, `order`, `max_records`, `offset`, `include_archived`, `context`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_name`, `status_code`, `found`, `truncated`, `first_record_id`, `first_record`

Perform Search Records through Odoo.

### [Update Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_update_records.md)

- Handler: `odoo_update_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_ids`, `values`, `resolve_names`, `fields`, `context`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_name`, `status_code`

Perform Update Records through Odoo.

## [Outlook](https://genhealth.ai/docs/workflows/integrations/outlook.md)

5 actions. Connection types: microsoft_outlook.

### [Fetch Outlook PDF Attachments](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_fetch_pdf_attachments.md)

- Handler: `outlook_fetch_pdf_attachments`
- Connection type: `microsoft_outlook`
- External effect: `write`
- Inputs: `message_id`, `document_type`, `source`, `show_documents_in_inbox`, `deduplicate_by_content`, `content_hash_mode`, `preserve_existing_stored_pdf`, `document_status`, `workflow_id_override`, `reuse_existing_document`, `body_field_label`, `body_field_labels`, `max_pdf_attachments`, `max_pdf_attachment_bytes`
- Outputs: `success`, `message_id`, `document_ids`, `new_document_ids`, `existing_document_ids`, `duplicate_count`, `all_attachments_existing`, `attachments`, `attachment_results`, `attachment_count`, `failed_count`, `max_pdf_attachments`, `max_pdf_attachment_bytes`, `email_body_field`, `email_body_fields`, `email_body_field_statuses`, `count`, `skipped`, `skip_reason`, `error`, `error_message`, `error_code`, `skipped_attachments`

Perform Fetch Outlook PDF Attachments through Outlook.

### [Get Outlook Message Body](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_get_message_body.md)

- Handler: `outlook_get_message_body`
- Connection type: `microsoft_outlook`
- External effect: `read`
- Inputs: `message_id`
- Outputs: `success`, `message_id`, `email_body`, `error`, `error_message`, `error_code`

Perform Get Outlook Message Body through Outlook.

### [List Folder Messages](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_list_folder_messages.md)

- Handler: `outlook_list_folder_messages`
- Connection type: `microsoft_outlook`
- External effect: `read`
- Inputs: `folder`, `unread_only`, `since`, `since_days`, `limit`, `oldest_first`
- Outputs: `success`, `messages`, `message_ids`, `count`, `folder_id`, `more_available`, `error`, `error_message`, `error_code`

Perform List Folder Messages through Outlook.

### [Move Outlook Message](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_move_message.md)

- Handler: `outlook_move_message`
- Connection type: `microsoft_outlook`
- External effect: `write`
- Inputs: `message_id`, `destination_folder`, `create_if_missing`, `mark_as_read`
- Outputs: `success`, `message_id`, `moved`, `destination_folder_id`, `new_message_id`, `created_folder`, `marked_read`, `error`, `error_message`, `error_code`

Perform Move Outlook Message through Outlook.

### [Reply To Outlook Message](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_reply_to_message.md)

- Handler: `outlook_reply_to_message`
- Connection type: `microsoft_outlook`
- External effect: `write`
- Inputs: `message_id`, `body`, `html`, `trust_reply_to`, `reject_automated_sender`
- Outputs: `success`, `message_id`, `recipients`, `error`, `error_message`, `error_code`

Perform Reply To Outlook Message through Outlook.

## [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

20 actions. Connection types: parachute.

### [Build Prior Authorization Packet](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_build_prior_auth_packet.md)

- Handler: `parachute_build_prior_auth_packet`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `order_documents`, `include_named_documents`, `document_names`
- Outputs: `success`, `status`, `document_id`, `source_document_count`, `page_count`, `size_bytes`, `was_existing`, `error`

Perform Build Prior Authorization Packet through Parachute Health.

### [Check Internal Comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_check_internal_comment.md)

- Handler: `parachute_check_internal_comment`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `activity`, `refresh_activity`, `content`
- Outputs: `success`, `order_id`, `supplier_id`, `marker_found`, `matching_marker_found`, `should_process`, `should_create_comment`, `matched_at`, `checked_event_count`, `internal_comment_count`, `expected_content`, `activity_source`

Perform Check Internal Comment through Parachute Health.

### [Create Internal Comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_create_internal_comment.md)

- Handler: `parachute_create_internal_comment`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `content`
- Outputs: `success`, `order_id`, `supplier_id`, `content`, `comment_id`, `error_message`

Perform Create Internal Comment through Parachute Health.

### [Download and Upload Documents to Niko](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_upload_documents_to_niko.md)

- Handler: `parachute_download_upload_documents_to_niko`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `patient_id`, `downloadable_documents`, `document_keys`, `document_type`
- Outputs: `success`, `status`, `uploaded_count`, `skipped_count`, `failed_count`, `document_ids`, `patient_document_ids`, `documents`, `error`, `error_message`

Perform Download and Upload Documents to Niko through Parachute Health.

### [Download Document PDF](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_document_pdf.md)

- Handler: `parachute_download_document_pdf`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `document_key`, `supplier_id`, `include_pdf_base64`
- Outputs: `pdf_base64`, `pdf_size_bytes`, `download_id`

Perform Download Document PDF through Parachute Health.

### [Download Inbox Document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_inbox_document.md)

- Handler: `parachute_download_inbox_document`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `document`, `inbox_document_id`
- Outputs: `pages`, `page_count`, `success`, `error`, `failure_category`

Perform Download Inbox Document through Parachute Health.

### [Ensure Global Comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_ensure_global_comment.md)

- Handler: `parachute_ensure_global_comment`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `content`, `require_completed_signature`
- Outputs: `success`, `order_id`, `supplier_id`, `content`, `created`, `already_exists`, `comment_id`, `matched_at`, `checked_event_count`, `global_comment_count`, `error_message`

Perform Ensure Global Comment through Parachute Health.

### [Get Inbox Document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_inbox_document.md)

- Handler: `parachute_get_inbox_document`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `inbox_document_id`, `parachute_org_id`
- Outputs: `inbox_document_id`, `csr_inbox_state`, `facility`, `clinician`, `extracted_cart_items`, `documents`, `patient_count`, `skipped`, `skip_reason`, `skip_message`, `status_code`, `success`, `error`, `failure_category`

Perform Get Inbox Document through Parachute Health.

### [Get Order Details](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_order_details.md)

- Handler: `parachute_get_order_details`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `order_id`, `supplier_id`, `include_activity`, `include_documents`
- Outputs: `success`, `error`, `failure_category`, `status_code`, `order_id`, `supplier_id`, `patient`, `patient_state`, `insurance_policies`, `active_insurance_policies`, `primary_insurance`, `secondary_insurance`, `eligibility_subjects`, `primary_eligibility_subject`, `medicare_eligibility_subjects`, `medicare_jurisdiction`, `icd10_codes`, `hcpcs_codes`, `line_items`, `line_item_groups`, `doctor`, `clinical_facility`, `review`, `activity`, `documents`, `downloadable_documents`, `task_title`, `task_description`, `source_fingerprint`, `warnings`, `skipped`, `skip_reason`, `skip_message`

Perform Get Order Details through Parachute Health.

### [Get Order Patient Info](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_order_patient_info.md)

- Handler: `parachute_get_order_patient_info`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `order_id`, `supplier_id`
- Outputs: `patient_id`, `first_name`, `last_name`, `date_of_birth`, `sex`, `mrn`, `address`, `primary_insurance`, `insurance_policies`, `icd10_codes`, `doctor`, `clinical_facility`

Perform Get Order Patient Info through Parachute Health.

### [Get Orders](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_orders.md)

- Handler: `parachute_get_orders`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `paginate_all`, `page`, `max_pages`
- Outputs: `orders`, `total`, `pages_fetched`, `parachute_org_id`

Perform Get Orders through Parachute Health.

### [Get Patient Demographics From Parachute](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_patient_demographics.md)

- Handler: `parachute_get_patient_demographics`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `inbox_document_id`, `parachute_org_id`, `mode`
- Outputs: `address_street`, `address_line2`, `address_city`, `address_state`, `address_zip_code`, `phone_number`, `first_name`, `last_name`, `birth_date`, `mode`

Perform Get Patient Demographics From Parachute through Parachute Health.

### [Get Patient Insurance From Parachute](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_patient_insurance.md)

- Handler: `parachute_get_patient_insurance`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `inbox_document_id`, `parachute_org_id`, `mode`
- Outputs: `carrier_name`, `member_id`, `mode`

Perform Get Patient Insurance From Parachute through Parachute Health.

### [List Inbox Documents](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_list_inbox_documents.md)

- Handler: `parachute_list_inbox_documents`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `assignee_user_id`, `supplier_id`, `worked`, `paginate_all`, `page`, `max_pages`
- Outputs: `documents`, `total`, `pages_fetched`, `skipped_idless_count`, `internal_statuses`, `parachute_org_id`, `success`, `error`, `failure_category`

Perform List Inbox Documents through Parachute Health.

### [Persist Inbox Document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_persist_inbox_document.md)

- Handler: `parachute_persist_inbox_document`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `inbox_document_id`, `documents`, `max_document_pages`
- Outputs: `document_id`, `page_count`, `source_document_count`, `success`, `error`, `failure_category`

Perform Persist Inbox Document through Parachute Health.

### [Save Patient, Insurance, and Order Details to GenHealth](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_seed_structured_intake_data.md)

- Handler: `parachute_seed_structured_intake_data`

- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `order_details`, `primary_insurance_carrier_id_override`, `expected_niko_payer_id`, `include_secondary_phone`
- Outputs: `success`, `source_fingerprint`, `document_id`, `order_id`, `supplier_id`, `patient_id`, `insurance_id`, `primary_insurance_policy_id`, `secondary_insurance_policy_id`, `insurance_policy_ids`, `diagnosis_count`, `order_item_id`, `seeded_fields`, `warnings`, `error`

Perform Save Patient, Insurance, and Order Details to GenHealth through Parachute Health.

### [Select Order Candidates](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_select_order_candidates.md)

- Handler: `parachute_select_order_candidates`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `orders`, `max_orders`, `max_scan`, `order_created_marker_template`, `action_required_marker_template`, `retry_marker_template`, `legacy_retry_marker_template`, `legacy_processed_marker_template`
- Outputs: `orders`, `selected_count`, `scanned_count`, `skipped_state_counts`

Perform Select Order Candidates through Parachute Health.

### [Set Inbox Document Internal Status](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_set_inbox_document_internal_status.md)

- Handler: `parachute_set_inbox_document_internal_status`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `inbox_document_id`, `internal_status_name`, `internal_statuses`, `parachute_org_id`
- Outputs: `success`, `inbox_document_id`, `org_id`, `internal_status_id`, `status`, `status_code`, `error`, `error_message`

Perform Set Inbox Document Internal Status through Parachute Health.

### [Upload Supplemental Parachute Documents to Niko](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_upload_supplemental_documents_to_niko.md)

- Handler: `parachute_upload_supplemental_documents_to_niko`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `patient_id`, `order_documents`, `document_type`, `include_named_documents`, `document_names`, `skip_unnamed_order_summaries`, `route_non_summary_to_physician_notes`
- Outputs: `success`, `status`, `uploaded_count`, `skipped_count`, `failed_count`, `document_ids`, `patient_document_ids`, `documents`, `error`, `error_message`

Perform Upload Supplemental Parachute Documents to Niko through Parachute Health.

### [Validate Extraction Against Parachute LLM Result](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_validate_extraction_against_llm_result.md)

- Handler: `parachute_validate_extraction_against_llm_result`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `inbox_document_id`, `parachute_org_id`, `document_classification`, `first_name`, `last_name`, `birth_date`, `member_id`, `carrier_name`, `carrier`, `plan_type`, `diagnosis_codes`, `order_items`, `provider_name`, `npi`, `verified_npi`, `facility_name`, `address`, `city`, `state`, `zip`, `phone`
- Outputs: `gate_disposition`, `field_results`, `mode`, `enforced`, `unavailable_reason`

Perform Validate Extraction Against Parachute LLM Result through Parachute Health.

## [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

11 actions. Connection types: plivo.

### [Capture Call UUID](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_capture_call_uuid.md)

- Handler: `plivo_capture_call_uuid`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `to_number`, `from_number`, `timeout_seconds`
- Outputs: `success`, `call_uuid`, `call_status`

Perform Capture Call UUID through Plivo.

### [Create Transcription](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_create_transcription.md)

- Handler: `plivo_create_transcription`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `recording_id`
- Outputs: `success`, `transcription`

Perform Create Transcription through Plivo.

### [Get Call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_call.md)

- Handler: `plivo_get_call`
- Connection type: `plivo`
- External effect: `read`
- Inputs: `call_uuid`
- Outputs: `success`, `call`, `call_uuid`, `call_status`

Perform Get Call through Plivo.

### [Get Recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_recording.md)

- Handler: `plivo_get_recording`
- Connection type: `plivo`
- External effect: `read`
- Inputs: `recording_id`
- Outputs: `success`, `recording`, `recording_url`

Perform Get Recording through Plivo.

### [Get Transcription](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_transcription.md)

- Handler: `plivo_get_transcription`
- Connection type: `plivo`
- External effect: `read`
- Inputs: `recording_id`
- Outputs: `success`, `transcription`

Perform Get Transcription through Plivo.

### [Hang Up Call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_hangup_call.md)

- Handler: `plivo_hangup_call`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `call_uuid`
- Outputs: `success`, `call_uuid`

Perform Hang Up Call through Plivo.

### [List Recordings](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_list_recordings.md)

- Handler: `plivo_list_recordings`
- Connection type: `plivo`
- External effect: `read`
- Inputs: `call_uuid`, `limit`, `offset`
- Outputs: `success`, `recordings`, `count`

Perform List Recordings through Plivo.

### [Make Call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_make_call.md)

- Handler: `plivo_make_call`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `from_number`, `to_number`, `answer_url`, `ring_url`, `hangup_url`, `fallback_url`
- Outputs: `success`, `call_uuid`, `request_uuid`, `provider_response`

Perform Make Call through Plivo.

### [Start Call Recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_start_call_recording.md)

- Handler: `plivo_start_call_recording`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `call_uuid`, `time_limit`, `file_format`, `transcription_type`, `transcription_url`, `callback_url`
- Outputs: `success`, `provider_response`

Perform Start Call Recording through Plivo.

### [Stop Call Recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_stop_call_recording.md)

- Handler: `plivo_stop_call_recording`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `call_uuid`, `recording_url`
- Outputs: `success`, `call_uuid`

Perform Stop Call Recording through Plivo.

### [Trigger AI Agent Flow](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_trigger_ai_agent_flow.md)

- Handler: `plivo_trigger_ai_agent_flow`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `flow_url`, `payload`
- Outputs: `success`, `flow_run_id`, `provider_response`

Perform Trigger AI Agent Flow through Plivo.

## [ProviderFlow](https://genhealth.ai/docs/workflows/integrations/provider-flow.md)

1 action. Connection types: providerflow.

### [List Pending Documents](https://genhealth.ai/docs/workflows/integrations/provider-flow/providerflow_list_pending_documents.md)

- Handler: `providerflow_list_pending_documents`
- Connection type: `providerflow`
- External effect: `read`
- Inputs: `source`, `status`, `created_by`, `assigned_to`, `description_text`, `selected_page`
- Outputs: `success`, `documents`, `count`, `current_page`, `total_pages`, `error`

Perform List Pending Documents through ProviderFlow.

## [React Health](https://genhealth.ai/docs/workflows/integrations/react-health.md)

4 actions. Connection types: reacthealth.

### [List Patient Follow-Ups](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_follow_ups.md)

- Handler: `reacthealth_list_follow_ups`
- Connection type: `reacthealth`
- External effect: `read`
- Inputs: `follow_up_date`, `location`, `my_follow_ups_only`, `pending_follow_ups_only`, `order_direction`, `max_pages`
- Outputs: `success`, `records`, `count`, `current_page`, `last_page`, `per_page`, `total`, `first_result_index`, `last_result_index`, `next_page_url`, `prev_page_url`, `truncated`, `error`

Perform List Patient Follow-Ups through React Health.

### [List Patient Notes](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_patient_notes.md)

- Handler: `reacthealth_list_patient_notes`
- Connection type: `reacthealth`
- External effect: `read`
- Inputs: `patient_id`, `max_pages`
- Outputs: `success`, `records`, `count`, `current_page`, `last_page`, `per_page`, `total`, `first_result_index`, `last_result_index`, `next_page_url`, `prev_page_url`, `truncated`, `error`

Perform List Patient Notes through React Health.

### [List Patients](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_patients.md)

- Handler: `reacthealth_list_patients`
- Connection type: `reacthealth`
- External effect: `read`
- Inputs: `page`, `limit`, `order_by`, `order_direction`, `first_name`, `last_name`, `birth_date`, `patient_id`, `serial_number`, `active`, `compliance`, `organization`, `location`, `group`, `clinician`, `date_type`, `date_start`, `date_end`
- Outputs: `success`, `patients`, `count`, `current_page`, `last_page`, `per_page`, `total`, `first_result_index`, `last_result_index`, `next_page_url`, `prev_page_url`, `truncated`, `error`

Perform List Patients through React Health.

### [Update Patient Note](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_update_patient_note.md)

- Handler: `reacthealth_update_patient_note`
- Connection type: `reacthealth`
- External effect: `write`
- Inputs: `patient_id`, `note_id`, `expected_current_note`, `replacement_note`
- Outputs: `success`, `patient_id`, `note_id`, `updated`, `skipped`, `error`

Perform Update Patient Note through React Health.

## [Regal](https://genhealth.ai/docs/workflows/integrations/regal.md)

1 action. Connection types: regal_lakeside.

### [Search Referred-Provider Authorization](https://genhealth.ai/docs/workflows/integrations/regal/regal_search_pcp_authored_authorization.md)

- Handler: `regal_search_pcp_authored_authorization`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `mbrno`, `dos`, `visit_types`, `submit_delta_auth`, `flagged_procedure_override_cpts`, `reason`, `diagnosis_codes`, `supervising_provider_name`, `appointment_provider_name`, `fallback_provider_name`, `comments`, `from_zipcode`, `grpid`, `ipacd`, `patient_site`, `plntp`
- Outputs: `found`, `auth_ukey`, `auth_number`, `referred_from`, `referred_to`, `referred_to_last_name`, `diagnosis_codes`, `auth_pdf_document_id`, `auth_start_date`, `auth_end_date`, `coverage_state`, `supplemental_auth_pdf_document_id`, `supplemental_procedure_codes`, `supplemental_submission_error`, `supplemental_auth_ukey`, `supplemental_auth_end_date`, `supplemental_auth_start_date`, `flagged_procedure_override`, `referred_from_verified_external`

Perform Search Referred-Provider Authorization through Regal.

## [Regal/Lakeside](https://genhealth.ai/docs/workflows/integrations/regal-lakeside.md)

4 actions. Connection types: regal_lakeside.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_lakeside_check_eligibility.md)

- Handler: `regal_lakeside_check_eligibility`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `member_id`, `patient_first`, `patient_last`, `patient_dob`, `capture_elig_pdf`, `show_elig_pdf_in_inbox`, `ecw_patient_address`, `ecw_patient_name`, `ecw_patient_city`, `ecw_patient_zip`
- Outputs: `success`, `eligibility_active`, `member_id`, `mbrno`, `coverage_details`, `elig_pdf_path`, `eligibility_pdf_document_id`, `identity_mismatch`, `identity_mismatch_reason`, `failure_category`, `company`, `line_of_business`, `referral_network`, `error`

Perform Check Eligibility through Regal/Lakeside.

### [Process F/U Authorization](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_process_fu_auth.md)

- Handler: `regal_process_fu_auth`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `mbrno`, `visit_type`, `visit_types`, `diagnosis_codes`, `assessment_plan`, `date_of_service`, `supervising_provider_name`, `appointment_provider_name`, `comments`, `reason`, `show_auth_pdf_in_inbox`, `ecw_patient_id`, `fallback_provider_name`, `from_zipcode`, `grpid`, `ipacd`, `patient_site`, `plntp`, `flagged_procedure_override_cpts`
- Outputs: `success`, `flagged_procedure_override`, `auth_number`, `auth_status`, `auth_ukey`, `validity_end_date`, `auth_start_date`, `procedure_codes`, `auth_pdf_path`, `auth_pdf_document_id`, `reused_existing`, `resolved_provider_last_name`, `supplemental_auth_pdf_document_id`, `supplemental_procedure_codes`, `supplemental_submission_error`, `failure_reason`, `failure_category`, `human_review_reason`, `diagnosis_undetermined_studies`, `diagnosis_primary_undetermined`, `error`

Perform Process F/U Authorization through Regal/Lakeside.

### [Resolve Insurance (Capitation Match)](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_resolve_insurance.md)

- Handler: `regal_resolve_insurance`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `company`, `line_of_business`, `referral_network`, `patient_id`, `date_of_service`, `member_id`, `visit_type`, `visit_types`, `portal`
- Outputs: `success`, `error`

Perform Resolve Insurance (Capitation Match) through Regal/Lakeside.

### [Submit Authorization](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_lakeside_submit_authorization.md)

- Handler: `regal_lakeside_submit_authorization`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `mbrno`, `referring_provider_id`, `referred_to_provider_id`, `diagnosis_codes`, `procedure_codes`, `place_of_service`, `visits_allowed`, `date_of_service`, `comments`
- Outputs: `success`, `auth_number`, `auth_status`, `auth_ukey`, `validity_end_date`, `failure_reason`, `failure_category`, `error`

Perform Submit Authorization through Regal/Lakeside.

## [RingCentral](https://genhealth.ai/docs/workflows/integrations/ring-central.md)

2 actions. Connection types: ringcentral.

### [Download Fax (RingCentral)](https://genhealth.ai/docs/workflows/integrations/ring-central/download_ringcentral_fax.md)

- Handler: `download_ringcentral_fax`
- Connection type: `ringcentral`
- External effect: `write`
- Inputs: `message_id`, `attachment_id`, `dry_run`
- Outputs: `success`, `doc_id`, `message_id`, `skipped`, `reason`, `dry_run`, `sha256`, `size`, `error`

Perform Download Fax (RingCentral) through RingCentral.

### [List Faxes (RingCentral)](https://genhealth.ai/docs/workflows/integrations/ring-central/list_ringcentral_faxes.md)

- Handler: `list_ringcentral_faxes`
- Connection type: `ringcentral`
- External effect: `write`
- Inputs: `days_back`, `from_number`, `limit`
- Outputs: `success`, `faxes`, `count`, `error`

Perform List Faxes (RingCentral) through RingCentral.

## [RiverSpring / ElderServe](https://genhealth.ai/docs/workflows/integrations/river-spring-elder-serve.md)

1 action. Connection types: riverspring.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/river-spring-elder-serve/riverspring_check_eligibility.md)

- Handler: `riverspring_check_eligibility`
- Connection type: `riverspring`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `insurance_policy_id`, `timeout_seconds`
- Outputs: `success`, `benefit_verified`, `status`, `details`, `elig_s3_path`, `insurance_policy_id`, `eligibility`, `error`

Perform Check Eligibility through RiverSpring / ElderServe.

## [SharePoint](https://genhealth.ai/docs/workflows/integrations/share-point.md)

3 actions. Connection types: sharepoint.

### [Batch Update Cells](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_batch_update_cells.md)

- Handler: `sharepoint_excel_batch_update_cells`
- Connection type: `sharepoint`
- External effect: `write`
- Inputs: `workbook_url`, `worksheet_name`, `header_row`, `headers`, `row_updates`, `fail_on_partial`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `workbook`, `row_update_count`, `updated_cells`, `failed_cells`, `failure_codes`, `error`, `error_message`

Perform Batch Update Cells through SharePoint.

### [Get Rows](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_get_rows.md)

- Handler: `sharepoint_excel_get_rows`
- Connection type: `sharepoint`
- External effect: `write`
- Inputs: `workbook_url`, `worksheet_name`, `header_row`, `max_rows`, `filter_column`, `filter_value`, `skip_empty_rows`
- Outputs: `success`, `workbook`, `worksheet`, `headers`, `rows`, `row_count`, `first_column_index`, `truncated`, `error`, `error_message`

Perform Get Rows through SharePoint.

### [Update Cells](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_update_cells.md)

- Handler: `sharepoint_excel_update_cells`
- Connection type: `sharepoint`
- External effect: `write`
- Inputs: `workbook_url`, `worksheet_name`, `header_row`, `headers`, `row_number`, `updates`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `workbook`, `row_number`, `updated_cells`, `error`, `error_message`

Perform Update Cells through SharePoint.

## [Stedi](https://genhealth.ai/docs/workflows/integrations/stedi.md)

3 actions. Connection types: stedi.

### [Check Eligibility (270/271)](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_check_eligibility.md)

- Handler: `stedi_check_eligibility`
- Connection type: `stedi`
- External effect: `write`
- Inputs: `enabled`, `payer_id`, `member_id`, `first_name`, `last_name`, `date_of_birth`, `dependent_first_name`, `dependent_last_name`, `dependent_date_of_birth`, `dependent_gender`, `dependent_ssn`, `dependent_group_number`, `dependent_address1`, `dependent_city`, `dependent_state`, `dependent_postal_code`, `provider_npi`, `provider_organization_name`, `service_start_date`, `service_end_date`, `service_type_codes`, `skip_reason`
- Outputs: `success`, `status`, `stedi_status`, `eligibility_check_id`, `warning_count`, `warnings`, `is_eligible`, `payer_name`, `payer_id`, `trading_partner_service_id`, `plan_name`, `plan_number`, `group_number`, `plan_coverage_start`, `plan_coverage_end`, `coverage_start`, `coverage_end`, `insurance_types`, `plan_coverage_descriptions`, `benefit_codes`, `related_entities`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Check Eligibility (270/271) through Stedi.

### [Get Insurance Discovery Results](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_get_insurance_discovery_results.md)

- Handler: `stedi_get_insurance_discovery_results`
- Connection type: `stedi`
- External effect: `read`
- Inputs: `enabled`, `discovery_id`, `first_name`, `last_name`, `date_of_birth`, `gender`, `ssn`, `address1`, `city`, `state`, `postal_code`, `skip_reason`
- Outputs: `success`, `status`, `discovery_status`, `discovery_id`, `coverages_found`, `coverages`, `requires_identity_review`, `top_payer_name`, `top_payer_id`, `top_member_id`, `warning_count`, `warnings`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Get Insurance Discovery Results through Stedi.

### [Insurance Discovery](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_insurance_discovery.md)

- Handler: `stedi_insurance_discovery`
- Connection type: `stedi`
- External effect: `write`
- Inputs: `enabled`, `first_name`, `last_name`, `date_of_birth`, `gender`, `ssn`, `address1`, `city`, `state`, `postal_code`, `provider_npi`, `service_start_date`, `service_end_date`, `skip_reason`
- Outputs: `success`, `status`, `discovery_status`, `discovery_id`, `coverages_found`, `coverages`, `requires_identity_review`, `top_payer_name`, `top_payer_id`, `top_member_id`, `warning_count`, `warnings`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Insurance Discovery through Stedi.

## [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

8 actions. Connection types: tellescope.

### [Add Fax Tags (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/add_tellescope_fax_tags.md)

- Handler: `add_tellescope_fax_tags`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `fax_log_id`, `tags`
- Outputs: `success`, `fax_log_id`, `tags`, `error`

Perform Add Fax Tags (Tellescope) through Tellescope.

### [Download Fax (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/download_tellescope_fax.md)

- Handler: `download_tellescope_fax`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `file_id`
- Outputs: `success`, `doc_id`, `file_id`, `skipped`, `filename`, `error`

Perform Download Fax (Tellescope) through Tellescope.

### [Find or Create Patient (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/find_or_create_tellescope_patient.md)

- Handler: `find_or_create_tellescope_patient`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `email`, `phone`, `gender`, `external_id`, `address_line_one`, `address_line_two`, `city`, `state`, `zip_code`, `intake_source_field_name`, `intake_source`
- Outputs: `success`, `patient_id`, `created`, `already_exists`, `address_updated`, `intake_source_set`, `error`

Perform Find or Create Patient (Tellescope) through Tellescope.

### [Get New Faxes (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/get_new_tellescope_faxes.md)

- Handler: `get_new_tellescope_faxes`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `limit`, `lookback_hours`

Perform Get New Faxes (Tellescope) through Tellescope.

### [List Faxes (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/list_tellescope_faxes.md)

- Handler: `list_tellescope_faxes`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `limit`, `lookback_hours`, `exclude_tagged`
- Outputs: `faxes`, `count`, `error`

Perform List Faxes (Tellescope) through Tellescope.

### [List Files (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/list_tellescope_files.md)

- Handler: `list_tellescope_files`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `limit`, `filter_json`, `sort_by`
- Outputs: `files`, `count`, `error`

Perform List Files (Tellescope) through Tellescope.

### [List Intake Sources](https://genhealth.ai/docs/workflows/integrations/tellescope/tellescope_list_intake_sources.md)

- Handler: `tellescope_list_intake_sources`
- Connection type: `tellescope`
- External effect: `read`
- Inputs: `intake_source_field_name`
- Outputs: `success`, `values`, `count`, `error`

Perform List Intake Sources through Tellescope.

### [Set Fax Tags (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/set_tellescope_fax_tags.md)

- Handler: `set_tellescope_fax_tags`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `fax_log_id`, `tags`
- Outputs: `success`, `fax_log_id`, `tags`, `error`

Perform Set Fax Tags (Tellescope) through Tellescope.

## [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

27 actions. Connection types: tomorrow_health.

### [Accept Order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_accept_order.md)

- Handler: `tomorrow_health_accept_order`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `estimated_delivery_at`, `line_item_estimated_delivery_at`, `additional_documentation_required`
- Outputs: `success`, `accepted`, `skipped`, `documentation_survey_submitted`, `additional_documentation_required`, `order_id`, `estimated_delivery_at`, `line_item_count`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Accept Order through Tomorrow Health.

### [Build Order Notification Slack Alert](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_build_order_notification_slack_alert.md)

- Handler: `tomorrow_health_build_order_notification_slack_alert`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`, `source_label`
- Outputs: `success`, `should_alert`, `message`, `order_references`, `count`

Perform Build Order Notification Slack Alert through Tomorrow Health.

### [Create Packet Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_create_packet_document.md)

- Handler: `tomorrow_health_create_packet_document`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `order_details`, `raw_order_details`
- Outputs: `success`, `document_id`, `created`, `order_details_changed`, `order_id`, `supplier_id`, `source_document_count`, `page_count`, `document_types`, `error`

Perform Create Packet Document through Tomorrow Health.

### [Download Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_download_document.md)

- Handler: `tomorrow_health_download_document`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `document_id`, `type`, `original_file_name`, `supplier_id`, `is_primary`, `source_position`, `persist_hidden_document`
- Outputs: `success`, `raw_document_id`, `document_id`, `type`, `type_label`, `supplier_id`, `original_file_name`, `created`, `error`

Perform Download Document through Tomorrow Health.

### [Download Order Documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_download_order_documents.md)

- Handler: `tomorrow_health_download_order_documents`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `persist_hidden_document`
- Outputs: `success`, `documents`, `count`, `created_count`, `order_id`, `primary_document_id`, `supplier_id`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `error`

Perform Download Order Documents through Tomorrow Health.

### [Extract Ordering Facility From Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_extract_ordering_facility_from_document.md)

- Handler: `tomorrow_health_extract_ordering_facility_from_document`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `facility_name`, `address_1`, `city`, `state`, `postal_code`, `address_source`, `match_address_1`, `match_city`, `match_state`, `match_postal_code`, `match_address_source`, `provider_npi`, `phone`, `fax`, `action_required`, `action_required_message`, `missing_fields`, `error`

Perform Extract Ordering Facility From Document through Tomorrow Health.

### [Filter New Order Documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_new_order_documents.md)

- Handler: `tomorrow_health_filter_new_order_documents`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `documents`, `known_document_ids`, `known_raw_document_ids`, `allow_success_when_all_known`
- Outputs: `success`, `documents`, `document_ids`, `raw_document_ids`, `new_count`, `known_count`, `all_documents_already_uploaded`, `error`

Perform Filter New Order Documents through Tomorrow Health.

### [Filter Notifications For Managed Orders](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_managed_order_notifications.md)

- Handler: `tomorrow_health_filter_managed_order_notifications`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`
- Outputs: `success`, `notifications`, `managed_notifications`, `unmanaged_notifications`, `count`, `managed_count`, `unmanaged_count`, `error`

Perform Filter Notifications For Managed Orders through Tomorrow Health.

### [Filter Order Notifications By Queue](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_order_notifications_by_queue.md)

- Handler: `tomorrow_health_filter_order_notifications_by_queue`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`, `queue`
- Outputs: `success`, `notifications`, `count`, `excluded_count`, `queue`, `statuses`, `error`

Perform Filter Order Notifications By Queue through Tomorrow Health.

### [Get Additional Document Notifications](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_additional_document_notifications.md)

- Handler: `tomorrow_health_get_additional_document_notifications`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `first`, `notification_created_at_or_after`, `max_pages`, `max_notifications`
- Outputs: `success`, `notifications`, `count`, `has_unread_notifications`, `new_notification_count`, `page_info`, `pages_scanned`, `ignored_before_cutoff_count`, `invalid_created_at_count`, `handled_count`, `acknowledged_receipt_count`, `unresolved_count`, `candidate_limit_reached`, `scan_continuation_saved`, `scan_cycle_completed`, `head_scan_performed`, `notification_created_at_or_after`, `error`

Perform Get Additional Document Notifications through Tomorrow Health.

### [Get Order Details](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_details.md)

- Handler: `tomorrow_health_get_order_details`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`
- Outputs: `success`, `order_id`, `friendly_id`, `order_details`, `raw_order_details`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Get Order Details through Tomorrow Health.

### [Get Order Documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_documents.md)

- Handler: `tomorrow_health_get_order_documents`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`
- Outputs: `success`, `documents`, `count`, `order_id`, `primary_document_id`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Get Order Documents through Tomorrow Health.

### [Get Order Notifications](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_notifications.md)

- Handler: `tomorrow_health_get_order_notifications`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `first`
- Outputs: `success`, `notifications`, `count`, `has_unread_notifications`, `new_notification_count`, `page_info`, `error`

Perform Get Order Notifications through Tomorrow Health.

### [List Supplier Orders](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_list_supplier_orders.md)

- Handler: `tomorrow_health_list_supplier_orders`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `queue`, `friendly_id`, `patient_name`, `category_name`, `paginate_all`, `first`, `offset`
- Outputs: `orders`, `count`, `total_count`, `queue`, `statuses`, `applied_filters`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `tomorrow_health_user_id`, `tomorrow_health_user_email`, `tomorrow_health_user_name`

Perform List Supplier Orders through Tomorrow Health.

### [Mark Notification Read](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_mark_notification_read.md)

- Handler: `tomorrow_health_mark_notification_read`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notification`
- Outputs: `success`, `notification_id`, `error`

Perform Mark Notification Read through Tomorrow Health.

### [Match Missing Info Requests](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_match_missing_info_requests.md)

- Handler: `tomorrow_health_match_missing_info_requests`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`
- Outputs: `success`, `matches`, `match`, `ordering_provider_requested`, `facility_requested`, `count`, `notification_count`, `error`, `error_message`

Perform Match Missing Info Requests through Tomorrow Health.

### [Post Missing Info Documentation Request](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_post_missing_info_request.md)

- Handler: `tomorrow_health_post_missing_info_request`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `document_id`, `missing_fields`, `friendly_id`, `patient_key`, `repost`
- Outputs: `success`, `skipped`, `skip_reason`, `order_id`, `document_id`, `comment_id`, `request_count`, `escalation_fields`, `message`, `slack_should_notify`, `slack_message`, `notification_status`, `notification_error`, `error`, `error_message`

Perform Post Missing Info Documentation Request through Tomorrow Health.

### [Prepare Brightree Document Uploads](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_prepare_brightree_document_uploads.md)

- Handler: `tomorrow_health_prepare_brightree_document_uploads`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `source_document_ids`, `raw_document_ids`, `document_type_override`
- Outputs: `success`, `document_id`, `documents`, `document_count`, `skipped_count`, `failed_count`, `error_message`

Perform Prepare Brightree Document Uploads through Tomorrow Health.

### [Prepare Brightree Patient Update Payload](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_prepare_brightree_patient_update_payload.md)

- Handler: `tomorrow_health_prepare_brightree_patient_update_payload`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `requested_fields`
- Outputs: `success`, `document_id`, `patient_id`, `patient_key`, `missing_fields`, `unwritten_requested_fields`, `patient_updates`, `error_message`

Perform Prepare Brightree Patient Update Payload through Tomorrow Health.

### [Record Brightree Document Upload Results](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_record_brightree_document_upload_results.md)

- Handler: `tomorrow_health_record_brightree_document_upload_results`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `upload_results`, `skipped_count`
- Outputs: `success`, `document_id`, `patient_key`, `uploaded_count`, `skipped_count`, `failed_count`, `uploaded_document_ids`, `error_message`

Perform Record Brightree Document Upload Results through Tomorrow Health.

### [Record Order Notification Seen](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_record_order_notification_seen.md)

- Handler: `tomorrow_health_record_order_notification_seen`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notification`
- Outputs: `success`, `notification_id`, `order_reference`

Perform Record Order Notification Seen through Tomorrow Health.

### [Report Intake Outcome](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_report_intake_outcome.md)

- Handler: `tomorrow_health_report_intake_outcome`

- External effect: `write`
- Inputs: `bindings`, `channel`, `dry_run`
- Outputs: `success`, `delivery_status`, `receipt_status`, `notification_error`, `parent_ts`, `reply_ts`, `text`, `reply_text`, `outcome`

Perform Report Intake Outcome through Tomorrow Health.

### [Resolve Missing Info Request](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_resolve_missing_info_request.md)

- Handler: `tomorrow_health_resolve_missing_info_request`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `document_id`, `missing_fields`, `ordering_provider_synced`, `unwritten_fields`, `facility_synced`, `facility_sync_skipped`
- Outputs: `success`, `skipped`, `resolved`, `should_repost`, `order_id`, `document_id`, `escalation_fields`, `message`, `slack_should_notify`, `slack_message`, `notification_status`, `notification_error`, `error`, `error_message`

Perform Resolve Missing Info Request through Tomorrow Health.

### [Resolve Order Notification References](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_resolve_order_notification_references.md)

- Handler: `tomorrow_health_resolve_order_notification_references`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`
- Outputs: `success`, `notifications`, `resolved_notifications`, `count`, `resolved_count`, `unresolved_count`, `error`

Perform Resolve Order Notification References through Tomorrow Health.

### [Save Patient, Insurance, and Order Details to GenHealth](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_seed_structured_intake_data.md)

- Handler: `tomorrow_health_seed_structured_intake_data`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `document_id`, `order_id`, `order_details`, `raw_order_details`
- Outputs: `success`, `document_id`, `order_id`, `friendly_id`, `patient_id`, `insurance_id`, `provider_id`, `seeded_fields`, `error`

Perform Save Patient, Insurance, and Order Details to GenHealth through Tomorrow Health.

### [Select Payer from Source Documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_select_payer_from_documents.md)

- Handler: `tomorrow_health_select_payer_from_documents`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `tomorrow_health_payer_name`, `proposed_brightree_payer_name`, `proposed_brightree_payer_key`, `document_id`, `document_text`, `action_required_prefix`
- Outputs: `success`, `can_proceed`, `selected_payer_source`, `selected_brightree_payor_key`, `selected_brightree_payor_name`, `relation`, `confidence`, `document_payer_name`, `evidence_source`, `conflict_dimension`, `tomorrow_health_payer_name`, `proposed_brightree_payer_name`, `comment_message`, `selection_error`, `error`

Perform Select Payer from Source Documents through Tomorrow Health.

### [Send Daily Intake Report](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_send_daily_intake_report.md)

- Handler: `tomorrow_health_send_daily_intake_report`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `to`, `cc`, `report_date`, `timezone`, `from_email`, `workflow_name`, `eligibility_workflow_name`, `additional_documents_workflow_name`, `inbound_fax_workflow_name`, `cmn_workflow_name`, `outbound_cmn_workflow_name`, `unassigned_cmn_faxes`, `subject_prefix`, `report_title`, `client_name`, `empty_message`, `supplier_id`, `brightree_tenant`, `brightree_patient_url_template`, `include_carried_cmn_reviews`
- Outputs: `success`, `message_id`, `recipients`, `subject`, `report_date`, `order_count`, `eligibility_count`, `inbound_fax_count`, `inbound_fax_completed_count`, `inbound_fax_review_count`, `inbound_fax_error_count`, `inbound_fax_report_error_count`, `cmn_count`, `cmn_completed_count`, `cmn_review_count`, `cmn_carried_review_count`, `cmn_unassigned_count`, `cmn_snapshot_available`, `html`, `error`

Perform Send Daily Intake Report through Tomorrow Health.

## [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

21 actions. Connection types: brightree, tomorrow_health.

### [Accept Tomorrow Health Order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/claracare_accept_tomorrow_health_order.md)

- Handler: `claracare_accept_tomorrow_health_order`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `order_details`, `raw_order_details`
- Outputs: `success`, `accepted`, `skipped`, `documentation_survey_submitted`, `additional_documentation_required`, `order_id`, `estimated_delivery_at`, `line_item_count`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Accept Tomorrow Health Order through Tomorrow Health Intake.

### [Accept Tomorrow Health Order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_accept_tomorrow_health_order.md)

- Handler: `gaboro_accept_tomorrow_health_order`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `order_details`, `raw_order_details`
- Outputs: `success`, `accepted`, `skipped`, `documentation_survey_submitted`, `additional_documentation_required`, `recovered_after_auth_rejection`, `order_id`, `estimated_delivery_at`, `line_item_count`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Accept Tomorrow Health Order through Tomorrow Health Intake.

### [Build Tomorrow Health Failure Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_build_failure_comment.md)

- Handler: `gaboro_tomorrow_health_build_failure_comment`

- External effect: `write`
- Inputs: `order_id`, `step`, `display_name`, `error_message`
- Outputs: `success`, `message`, `error`, `error_message`

Perform Build Tomorrow Health Failure Comment through Tomorrow Health Intake.

### [Build Tomorrow Health Failure Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_build_failure_comment.md)

- Handler: `tomorrow_health_build_failure_comment`

- External effect: `write`
- Inputs: `order_id`, `step`, `display_name`, `error_message`
- Outputs: `success`, `message`, `error`, `error_message`

Perform Build Tomorrow Health Failure Comment through Tomorrow Health Intake.

### [Build Tomorrow Health Summary Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_build_summary_comment.md)

- Handler: `gaboro_tomorrow_health_build_summary_comment`

- External effect: `write`
- Inputs: `order_id`, `document_id`, `patient_mode`, `patient_key`, `insurance_result`, `marketing_rep_result`, `ordering_doctor_result`, `upload_result`, `enrichment_result`, `facility_result`
- Outputs: `success`, `message`, `error`, `error_message`

Perform Build Tomorrow Health Summary Comment through Tomorrow Health Intake.

### [Build Tomorrow Health Summary Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_build_summary_comment.md)

- Handler: `tomorrow_health_build_summary_comment`

- External effect: `write`
- Inputs: `order_id`, `document_id`, `patient_mode`, `patient_key`, `insurance_result`, `marketing_rep_result`, `ordering_doctor_result`, `upload_result`, `enrichment_result`, `facility_result`
- Outputs: `success`, `message`, `error`, `error_message`

Perform Build Tomorrow Health Summary Comment through Tomorrow Health Intake.

### [Create Patient From Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_create_patient_from_document_branchable.md)

- Handler: `brightree_create_patient_from_document_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `patient_key`, `external_id`, `created`, `message`, `error_message`

Perform Create Patient From Document through Tomorrow Health Intake.

### [Create Patient From Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_create_patient_from_document_branchable.md)

- Handler: `gaboro_brightree_create_patient_from_document_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `patient_key`, `external_id`, `created`, `message`, `error_message`

Perform Create Patient From Document through Tomorrow Health Intake.

### [Post Tomorrow Health Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_post_comment.md)

- Handler: `gaboro_tomorrow_health_post_comment`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `message`
- Outputs: `success`, `order_id`, `comment_id`, `message`, `error`, `error_message`

Perform Post Tomorrow Health Comment through Tomorrow Health Intake.

### [Post Tomorrow Health Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_post_comment.md)

- Handler: `tomorrow_health_post_comment`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `message`
- Outputs: `success`, `order_id`, `comment_id`, `message`, `error`, `error_message`

Perform Post Tomorrow Health Comment through Tomorrow Health Intake.

### [Prepare Brightree Patient Note](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_prepare_claracare_brightree_patient_note.md)

- Handler: `tomorrow_health_prepare_claracare_brightree_patient_note`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `accepted_at`
- Outputs: `success`, `document_id`, `patient_id`, `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `skip_if_match`, `skip_if_match_fields`, `missing_note_fields`, `missing_note_info`, `missing_note_info_message`, `error_message`

Perform Prepare Brightree Patient Note through Tomorrow Health Intake.

### [Prepare Brightree Patient Note](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_prepare_gaboro_brightree_patient_note.md)

- Handler: `tomorrow_health_prepare_gaboro_brightree_patient_note`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `accepted_at`
- Outputs: `success`, `document_id`, `patient_id`, `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `skip_if_match`, `skip_if_match_fields`, `missing_note_fields`, `missing_note_info`, `missing_note_info_message`, `error_message`

Perform Prepare Brightree Patient Note through Tomorrow Health Intake.

### [Require Single Tomorrow Health Order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_require_single_tomorrow_health_order.md)

- Handler: `gaboro_require_single_tomorrow_health_order`

- External effect: `write`
- Inputs: `orders`, `requested_order_id`
- Outputs: `success`, `orders`, `matched_count`, `requested_order_id`, `order_id`, `friendly_id`, `error`, `error_message`

Perform Require Single Tomorrow Health Order through Tomorrow Health Intake.

### [Sync Document Insurance](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_insurance_to_patient_branchable.md)

- Handler: `brightree_sync_document_insurance_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `insurance_id`, `carrier_id`, `policy_key`, `insurer_name`, `start_date`, `synced`, `skipped`, `message`, `error_message`

Perform Sync Document Insurance through Tomorrow Health Intake.

### [Sync Document Insurance](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_insurance_to_patient_branchable.md)

- Handler: `gaboro_brightree_sync_document_insurance_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `insurance_id`, `carrier_id`, `policy_key`, `insurer_name`, `start_date`, `synced`, `skipped`, `message`, `error_message`

Perform Sync Document Insurance through Tomorrow Health Intake.

### [Sync Document Marketing Rep](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_marketing_rep_to_patient_branchable.md)

- Handler: `brightree_sync_document_marketing_rep_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `marketing_rep_key`, `marketing_rep_name`, `submitted_by_name`, `synced`, `message`, `error_message`

Perform Sync Document Marketing Rep through Tomorrow Health Intake.

### [Sync Document Marketing Rep](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_marketing_rep_to_patient_branchable.md)

- Handler: `gaboro_brightree_sync_document_marketing_rep_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `marketing_rep_key`, `marketing_rep_name`, `submitted_by_name`, `synced`, `message`, `error_message`

Perform Sync Document Marketing Rep through Tomorrow Health Intake.

### [Sync Ordering Doctor](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_ordering_doctor_to_patient_branchable.md)

- Handler: `brightree_sync_document_ordering_doctor_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `provider_id`, `provider_name`, `doctor_key`, `doctor_name`, `synced`, `message`, `error_message`

Perform Sync Ordering Doctor through Tomorrow Health Intake.

### [Sync Ordering Doctor](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_ordering_doctor_to_patient_branchable.md)

- Handler: `gaboro_brightree_sync_document_ordering_doctor_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `provider_id`, `provider_name`, `doctor_key`, `doctor_name`, `synced`, `message`, `error_message`

Perform Sync Ordering Doctor through Tomorrow Health Intake.

### [Validate Tomorrow Health Payer](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/claracare_validate_tomorrow_health_payer.md)

- Handler: `claracare_validate_tomorrow_health_payer`

- External effect: `write`
- Inputs: `order_details`, `payer_name`
- Outputs: `success`, `can_proceed`, `tomorrow_health_payer_name`, `brightree_payor_key`, `brightree_payor_name`, `brightree_payor_id`, `brightree_claim_code`, `comment_message`, `error_message`, `error`

Perform Validate Tomorrow Health Payer through Tomorrow Health Intake.

### [Validate Tomorrow Health Payer](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_validate_tomorrow_health_payer.md)

- Handler: `gaboro_validate_tomorrow_health_payer`

- External effect: `write`
- Inputs: `order_details`, `payer_name`
- Outputs: `success`, `can_proceed`, `tomorrow_health_payer_name`, `brightree_payor_key`, `brightree_payor_name`, `brightree_payor_id`, `brightree_claim_code`, `comment_message`, `error_message`, `error`

Perform Validate Tomorrow Health Payer through Tomorrow Health Intake.

## [United Healthcare](https://genhealth.ai/docs/workflows/integrations/united-healthcare.md)

1 action. Connection types: united_healthcare_portal.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/united-healthcare/uhc_check_eligibility.md)

- Handler: `uhc_check_eligibility`
- Connection type: `united_healthcare_portal`
- External effect: `write`
- Inputs: `member_id`, `date_of_birth`, `service_start_date`, `service_end_date`, `payer_id`, `payer_name`, `include_dme`, `generate_pdf`, `show_generated_document_in_inbox`
- Outputs: `success`, `error`, `failure_category`, `exception_type`, `safe_error_codes`, `customer_message`, `payer_rejection_reason`, `payer_rejection_category`, `is_coverage_data_issue`, `coverage_end_date`, `last_policy_name`, `last_policy_status`, `insurance_info`, `prior_auth`, `prior_auth_issuer`, `deductibles`, `out_of_pocket`, `dme`, `transaction_id`, `policy_id`, `pdf_path`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_document_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`

Perform Check Eligibility through United Healthcare.

## [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

8 actions. Connection types: weave.

### [Check Fax Tag (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/weave_fax_has_tag.md)

- Handler: `weave_fax_has_tag`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`, `tag_name`
- Outputs: `success`, `fax_id`, `tag_name`, `has_tag`, `matching_tags`, `tag_count`, `error`

Perform Check Fax Tag (Weave) through Weave.

### [Create Patient (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/create_weave_patient.md)

- Handler: `create_weave_patient`
- Connection type: `weave`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `preferred_name`, `gender`, `birthdate`, `phone_mobile`, `phone_home`, `email`, `street`, `city`, `state`, `postCode`, `country`
- Outputs: `success`, `weave_contact_id`, `created`, `already_exists`, `message`, `error`

Perform Create Patient (Weave) through Weave.

### [Download Fax (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/download_weave_fax.md)

- Handler: `download_weave_fax`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`
- Outputs: `success`, `doc_id`, `fax_id`, `skipped`, `filename`, `error`

Perform Download Fax (Weave) through Weave.

### [Get New Faxes (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/get_new_weave_faxes.md)

- Handler: `get_new_weave_faxes`
- Connection type: `weave`
- External effect: `write`
- Inputs: `start`, `end`, `sender`, `recipient`

Perform Get New Faxes (Weave) through Weave.

### [List Faxes (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/list_weave_faxes.md)

- Handler: `list_weave_faxes`
- Connection type: `weave`
- External effect: `write`
- Inputs: `direction`, `limit`, `sender`, `recipient`
- Outputs: `faxes`, `count`, `error`

Perform List Faxes (Weave) through Weave.

### [Tag Fax (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/tag_weave_fax.md)

- Handler: `tag_weave_fax`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`, `tag_ids`

Perform Tag Fax (Weave) through Weave.

### [Tag Fax By Name (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/tag_weave_fax_by_name.md)

- Handler: `tag_weave_fax_by_name`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`, `tag_name`
- Outputs: `success`, `fax_id`, `tag_name`, `tag_id`, `tags_added`, `error`

Perform Tag Fax By Name (Weave) through Weave.

### [Untag Fax (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/untag_weave_fax.md)

- Handler: `untag_weave_fax`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`, `tag_ids`

Perform Untag Fax (Weave) through Weave.

## [WellCare](https://genhealth.ai/docs/workflows/integrations/well-care.md)

4 actions. Connection types: wellcare.

### [Check Duplicate Prior Auth](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_check_duplicate_prior_auth.md)

- Handler: `wellcare_check_duplicate_prior_auth`
- Connection type: `wellcare`
- External effect: `write`
- Inputs: `request_artifact`, `lookback_days`, `max_candidate_claims`
- Outputs: `success`, `duplicate_found`, `match_confidence`, `matched_claim_count`, `matches`, `details_complete`, `safe_reason`, `error`, `error_message`

Perform Check Duplicate Prior Auth through WellCare.

### [Prepare Prior Auth Draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_prepare_prior_auth_draft.md)

- Handler: `wellcare_prepare_prior_auth_draft`
- Connection type: `wellcare`
- External effect: `write`
- Inputs: `member_keyword`, `orders`, `hcpcs_items`, `ordered_hcpcs_items`, `claim_diagnosis_codes`, `attachments`, `mixed_rental_profile_policy`, `provider_id`, `provider_fax`, `requestor_name`, `requestor_phone`, `requestor_fax`, `note`
- Outputs: `success`, `request_artifact`, `plan_family`, `member_search`, `catalog_selection`, `retryable`, `error`

Perform Prepare Prior Auth Draft through WellCare.

### [Resume and Submit Prior Auth Draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_resume_and_submit_prior_auth_draft.md)

- Handler: `wellcare_resume_and_submit_prior_auth_draft`
- Connection type: `wellcare`
- External effect: `write`
- Inputs: `request_artifact`, `saved_draft_result`, `recorded_draft_marker_result`, `enable_final_submit`, `headless`, `authorization_id`, `link_document_id`, `review_screenshot_filename_prefix`, `confirmation_screenshot_filename_prefix`, `error_screenshot_filename_prefix`
- Outputs: `success`, `status`, `final_submit_attempted`, `final_submit_confirmed`, `final_submit_outcome`, `reference_number`, `reference_persisted`, `retryable`, `error`

Perform Resume and Submit Prior Auth Draft through WellCare.

### [Save Prior Auth Draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_save_prior_auth_draft.md)

- Handler: `wellcare_save_prior_auth_draft`
- Connection type: `wellcare`
- External effect: `write`
- Inputs: `request_artifact`, `headless`, `submit_after_review`, `review_only`, `authorization_id`, `link_document_id`, `review_screenshot_filename_prefix`, `confirmation_screenshot_filename_prefix`, `error_screenshot_filename_prefix`
- Outputs: `success`, `status`, `draft_saved_marker`, `attachments_complete`, `final_submit_attempted`, `final_submit_confirmed`, `final_submit_outcome`, `reference_number`, `reference_persisted`, `reached_harness`, `confirmation_reached`, `confirmation_evidence_source`, `observed_fragments`, `view_auth_http`, `review_http`, `submit_http`, `review_outcome`, `duplicate_found`, `duplicate_reference_available`, `review_only`, `review_required`, `review_reason`, `retryable`, `review_screenshot_s3_key`, `review_screenshot_s3_uri`, `review_screenshot_filename`, `review_screenshot_sha256`, `review_screenshot_content_type`, `review_screenshot_delete_source_artifact_after_upload`, `review_screenshot_captured`, `review_screenshot_error`, `confirmation_screenshot_s3_key`, `confirmation_screenshot_s3_uri`, `confirmation_screenshot_filename`, `confirmation_screenshot_sha256`, `confirmation_screenshot_content_type`, `confirmation_screenshot_delete_source_artifact_after_upload`, `confirmation_screenshot_captured`, `confirmation_screenshot_error`, `error_screenshot_s3_key`, `error_screenshot_s3_uri`, `error_screenshot_filename`, `error_screenshot_sha256`, `error_screenshot_content_type`, `error_screenshot_delete_source_artifact_after_upload`, `error_screenshot_captured`, `error_screenshot_error`, `screenshot_captured`, `screenshot_capture_mode`, `screenshot_capture_stage`, `screenshot_width`, `screenshot_height`, `viewport_width`, `viewport_height`, `tile_count`, `screenshot_truncated`, `screenshot_capture_error_type`, `error`

Perform Save Prior Auth Draft through WellCare.

## [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

14 actions. Connection types: None required.

### [Acquire WhiteAid Order Lease](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_acquire_order_lease.md)

- Handler: `white_aid_dvs_acquire_order_lease`

- External effect: `write`
- Inputs: `request`, `worklist_index`

Perform Acquire WhiteAid Order Lease through WhiteAid.

### [Classify Outcome](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_classify_outcome.md)

- Handler: `white_aid_dvs_classify_outcome`

- External effect: `write`
- Inputs: `phase_3_input`, `final_readback`, `guard_source_wip_result`, `write_delivery_note_result`, `log_prior_authorizations_result`, `send_pod_result`, `drop_ship_po_result`

Perform Classify Outcome through WhiteAid.

### [Emit WhiteAid Observability](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_emit_observability.md)

- Handler: `white_aid_dvs_emit_observability`

- External effect: `write`
- Inputs: `summary_payload`

Perform Emit WhiteAid Observability through WhiteAid.

### [Final Brightree Readback](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_final_readback.md)

- Handler: `white_aid_dvs_final_readback`

- External effect: `write`
- Inputs: `phase_3_input`, `order_lease`

Perform Final Brightree Readback through WhiteAid.

### [Generate DVS Summary Report](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_summary_report.md)

- Handler: `white_aid_dvs_summary_report`

- External effect: `write`
- Inputs: `period`, `report_date`, `as_of`, `target_workflow_definition_id`, `brightree_base_url`, `output_path`, `to_emails`, `subject`, `include_patient_names`
- Outputs: `status`, `output_path`, `emailed_to`, `period`, `window_mode`, `time_range_label`, `orders_count`, `success_count`, `human_review_count`, `unexpected_failure_count`, `skipped_count`, `invalid_count`, `retried_orders_count`, `resolved_after_retry_count`, `workflow_run_count`, `failed_workflow_run_count`, `attachment_count`

Perform Generate DVS Summary Report through WhiteAid.

### [Get WhiteAid DVS Orders](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_get_orders.md)

- Handler: `white_aid_dvs_get_orders`

- External effect: `write`
- Inputs: `page`, `max_n`, `worklist_index`, `route_invalid_to_human_review`

Perform Get WhiteAid DVS Orders through WhiteAid.

### [Guard Source WIP](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_guard_source_wip.md)

- Handler: `white_aid_dvs_guard_source_wip`

- External effect: `write`
- Inputs: `phase_3_input`, `order_lease`

Perform Guard Source WIP through WhiteAid.

### [Log Prior Authorizations](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_log_prior_authorizations.md)

- Handler: `white_aid_dvs_log_prior_authorizations`

- External effect: `write`
- Inputs: `phase_3_input`, `order_lease`

Perform Log Prior Authorizations through WhiteAid.

### [Plan Post-ePACES](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_plan_post_epaces.md)

- Handler: `white_aid_dvs_plan_post_epaces`

- External effect: `write`
- Inputs: `request`, `phase_2_result`, `target_wip_state`, `shipping_mode`, `drop_ship_vendor`, `po_priority`, `po_ship_by`, `po_freight`, `delivery_note_writeback_enabled`

Perform Plan Post-ePACES through WhiteAid.

### [Release WhiteAid Order Lease](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_release_order_lease.md)

- Handler: `white_aid_dvs_release_order_lease`

- External effect: `write`
- Inputs: `order_lease`

Perform Release WhiteAid Order Lease through WhiteAid.

### [Run WhiteAid ePACES](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_run_epaces.md)

- Handler: `white_aid_dvs_run_epaces`

- External effect: `write`
- Inputs: `request`, `worklist_index`, `order_lease`, `headless_browser`, `chromium_executable`, `use_http_client`

Perform Run WhiteAid ePACES through WhiteAid.

### [Send POD](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_send_pod.md)

- Handler: `white_aid_dvs_send_pod`

- External effect: `write`
- Inputs: `phase_3_input`, `order_lease`

Perform Send POD through WhiteAid.

### [Summarize WhiteAid Batch](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_summarize_batch.md)

- Handler: `white_aid_dvs_summarize_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`

Perform Summarize WhiteAid Batch through WhiteAid.

### [Write Delivery Note](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_write_delivery_note.md)

- Handler: `white_aid_dvs_write_delivery_note`

- External effect: `write`
- Inputs: `phase_3_input`, `delivery_note_lines`, `order_lease`, `delivery_note_writeback_enabled`

Perform Write Delivery Note through WhiteAid.

## [Zoho Creator](https://genhealth.ai/docs/workflows/integrations/zoho-creator.md)

5 actions. Connection types: zoho_creator.

### [Get Form Record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_get_form_record.md)

- Handler: `zoho_creator_get_form_record`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `form_link_name`, `report_link_name`, `record_link_id`, `field_link_names`
- Outputs: `success`, `record_id`, `record_link_id`, `values`, `error`

Perform Get Form Record through Zoho Creator.

### [Import Report Attachment](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_import_report_attachment.md)

- Handler: `zoho_creator_import_report_attachment`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `report_link_name`, `record_id`, `field_link_name`, `attachment_index`, `max_records`, `max_bytes`, `document_type`, `show_imported_document_in_inbox`
- Outputs: `success`, `document_id`, `title`, `mime_type`, `sha256`, `size`, `was_existing`, `record_id`, `field_link_name`, `error`

Perform Import Report Attachment through Zoho Creator.

### [List Report Records](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_list_report_records.md)

- Handler: `zoho_creator_list_report_records`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `report_link_name`, `field_link_names`, `max_records`, `page_size`
- Outputs: `success`, `records`, `count`, `error`

Perform List Report Records through Zoho Creator.

### [Update Form Record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_update_form_record.md)

- Handler: `zoho_creator_update_form_record`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `form_link_name`, `report_link_name`, `record_link_id`, `field_values`, `allowed_field_link_names`, `expected_field_values`
- Outputs: `success`, `record_id`, `record_link_id`, `updated_field_link_names`, `verified_field_link_names`, `precondition_checked_field_link_names`, `precondition_failed`, `failure_category`, `error`

Perform Update Form Record through Zoho Creator.

### [Upload Document to Form Record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_upload_document_to_form_record.md)

- Handler: `zoho_creator_upload_document_to_form_record`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `form_link_name`, `report_link_name`, `record_link_id`, `field_link_name`, `document_id`, `expected_field_values`
- Outputs: `success`, `document_id`, `record_id`, `record_link_id`, `field_link_name`, `file_name`, `mime_type`, `size`, `verified_field_link_names`, `precondition_checked_field_link_names`, `precondition_failed`, `failure_category`, `error`

Perform Upload Document to Form Record through Zoho Creator.

---

# Airtable integration

> Build workflow automations with 15 public Airtable actions.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable](https://genhealth.ai/docs/workflows/integrations/airtable)

## Available actions

15 actions. Connection types: airtable.

### [Add Comment to Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_add_comment.md)

- Handler: `airtable_add_comment`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `record_id`, `text`, `parent_comment_id`
- Outputs: `comment_id`, `comment`, `success`, `error`, `error_type`, `status_code`

Perform Add Comment to Record through Airtable.

### [Create Base](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_base.md)

- Handler: `airtable_create_base`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `workspace_id`, `name`, `tables`
- Outputs: `base_id`, `tables`, `success`, `error`, `error_type`, `status_code`

Perform Create Base through Airtable.

### [Create or Update Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_upsert_record.md)

- Handler: `airtable_upsert_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `fields`, `fields_to_merge_on`, `typecast`
- Outputs: `created`, `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Create or Update Record through Airtable.

### [Create Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_record.md)

- Handler: `airtable_create_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `fields`, `typecast`
- Outputs: `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Create Record through Airtable.

### [Create Records (Batch)](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_records.md)

- Handler: `airtable_create_records`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `records`, `typecast`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_type`, `status_code`, `failed_batch_index`

Perform Create Records (Batch) through Airtable.

### [Create Table](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_table.md)

- Handler: `airtable_create_table`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `name`, `description`, `fields`
- Outputs: `table_id`, `primary_field_id`, `table`, `success`, `error`, `error_type`, `status_code`

Perform Create Table through Airtable.

### [Delete Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_delete_record.md)

- Handler: `airtable_delete_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `record_id`
- Outputs: `record_id`, `deleted`, `success`, `error`, `error_type`, `status_code`

Perform Delete Record through Airtable.

### [Find or Create Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_find_or_create_record.md)

- Handler: `airtable_find_or_create_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `match_fields`, `create_fields`, `typecast`
- Outputs: `created`, `match_count`, `match_record_ids`, `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Find or Create Record through Airtable.

### [Get Base Schema](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_get_base_schema.md)

- Handler: `airtable_get_base_schema`
- Connection type: `airtable`
- External effect: `read`
- Inputs: `base_id`, `table`
- Outputs: `tables`, `table_count`, `success`, `error`, `error_type`, `status_code`

Perform Get Base Schema through Airtable.

### [Get Record by ID](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_get_record.md)

- Handler: `airtable_get_record`
- Connection type: `airtable`
- External effect: `read`
- Inputs: `base_id`, `table`, `record_id`
- Outputs: `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Get Record by ID through Airtable.

### [List Bases](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_list_bases.md)

- Handler: `airtable_list_bases`
- Connection type: `airtable`
- External effect: `read`

- Outputs: `bases`, `count`, `success`, `error`, `error_type`, `status_code`

Perform List Bases through Airtable.

### [Search Records](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_search_records.md)

- Handler: `airtable_search_records`
- Connection type: `airtable`
- External effect: `read`
- Inputs: `base_id`, `table`, `match_fields`, `filter_formula`, `view`, `sort_field`, `sort_direction`, `return_fields`, `max_records`
- Outputs: `found`, `first_record_id`, `first_record`, `truncated`, `records`, `record_ids`, `count`, `success`, `error`, `error_type`, `status_code`

Perform Search Records through Airtable.

### [Update Record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_update_record.md)

- Handler: `airtable_update_record`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `record_id`, `fields`, `typecast`
- Outputs: `record_id`, `record`, `fields`, `success`, `error`, `error_type`, `status_code`

Perform Update Record through Airtable.

### [Update Records (Batch)](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_update_records.md)

- Handler: `airtable_update_records`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `table`, `records`, `typecast`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_type`, `status_code`, `failed_batch_index`

Perform Update Records (Batch) through Airtable.

### [Upload Attachment](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_upload_attachment.md)

- Handler: `airtable_upload_attachment`
- Connection type: `airtable`
- External effect: `write`
- Inputs: `base_id`, `record_id`, `attachment_field`, `s3_path`, `source_document_id`, `filename`, `content_type`
- Outputs: `record_id`, `attachments`, `attachment_count`, `filename`, `success`, `error`, `error_type`, `status_code`

Perform Upload Attachment through Airtable.

---

# Add Comment to Record

> Perform Add Comment to Record through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_add_comment](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_add_comment)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_add_comment`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {},
  "handler": "airtable_add_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `text` — Text (textarea, required)
  Required text value.
- `parent_comment_id` — Parent Comment Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `comment_id` — Comment Id
- `comment` — Comment
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "record_id",
    "text"
  ],
  "properties": {
    "text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parent_comment_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "comment": {},
    "success": {},
    "comment_id": {},
    "error_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Create Base

> Perform Create Base through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_base](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_base)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_create_base`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {},
  "handler": "airtable_create_base"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workspace_id` — Workspace Id (expression, required)
  Required literal value or workflow expression.
- `name` — Name (expression, required)
  Required literal value or workflow expression.
- `tables` — Tables (json, required)
  Required JSON value.

## Outputs

- `base_id` — Base Id
- `tables` — Tables
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workspace_id",
    "name",
    "tables"
  ],
  "properties": {
    "name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tables": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "workspace_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "tables": {},
    "base_id": {},
    "success": {},
    "error_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Create or Update Record

> Perform Create or Update Record through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_upsert_record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_upsert_record)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_upsert_record`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {
    "typecast": false
  },
  "handler": "airtable_upsert_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `fields` — Fields (json, required)
  Required JSON value.
- `fields_to_merge_on` — Fields To Merge On (text, required)
  Required text value.
- `typecast` — Typecast (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `created` — Created
- `record_id` — Record Id
- `record` — Record
- `fields` — Fields
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "fields",
    "fields_to_merge_on"
  ],
  "properties": {
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "typecast": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "fields_to_merge_on": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fields": {},
    "record": {},
    "created": {},
    "success": {},
    "record_id": {},
    "error_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Create Record

> Perform Create Record through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_record)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_create_record`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {
    "typecast": false
  },
  "handler": "airtable_create_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `fields` — Fields (json, required)
  Required JSON value.
- `typecast` — Typecast (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `record_id` — Record Id
- `record` — Record
- `fields` — Fields
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "fields"
  ],
  "properties": {
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "typecast": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fields": {},
    "record": {},
    "success": {},
    "record_id": {},
    "error_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Create Records (Batch)

> Perform Create Records (Batch) through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_records](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_records)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_create_records`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {
    "typecast": false
  },
  "handler": "airtable_create_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `records` — Records (json, required)
  Required JSON value.
- `typecast` — Typecast (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `records` — Records
- `record_ids` — Record Ids
- `count` — Count
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code
- `failed_batch_index` — Failed Batch Index

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "records"
  ],
  "properties": {
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "records": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "typecast": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "records": {},
    "success": {},
    "error_type": {},
    "record_ids": {},
    "status_code": {},
    "failed_batch_index": {}
  },
  "additionalProperties": true
}
```

---

# Create Table

> Perform Create Table through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_table](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_create_table)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_create_table`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {},
  "handler": "airtable_create_table"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `name` — Name (expression, required)
  Required literal value or workflow expression.
- `description` — Description (textarea)
  Optional text value.
- `fields` — Fields (json, required)
  Required JSON value.

## Outputs

- `table_id` — Table Id
- `primary_field_id` — Primary Field Id
- `table` — Table
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "name",
    "fields"
  ],
  "properties": {
    "name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "table": {},
    "success": {},
    "table_id": {},
    "error_type": {},
    "status_code": {},
    "primary_field_id": {}
  },
  "additionalProperties": true
}
```

---

# Delete Record

> Perform Delete Record through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_delete_record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_delete_record)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_delete_record`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {},
  "handler": "airtable_delete_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `record_id` — Record Id
- `deleted` — Deleted
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "record_id"
  ],
  "properties": {
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "deleted": {},
    "success": {},
    "record_id": {},
    "error_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Find or Create Record

> Perform Find or Create Record through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_find_or_create_record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_find_or_create_record)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_find_or_create_record`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {
    "typecast": false
  },
  "handler": "airtable_find_or_create_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `match_fields` — Match Fields (json, required)
  Required JSON value.
- `create_fields` — Create Fields (json)
  Optional JSON value.
- `typecast` — Typecast (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `created` — Created
- `match_count` — Match Count
- `match_record_ids` — Match Record Ids
- `record_id` — Record Id
- `record` — Record
- `fields` — Fields
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "match_fields"
  ],
  "properties": {
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "typecast": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "match_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "create_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fields": {},
    "record": {},
    "created": {},
    "success": {},
    "record_id": {},
    "error_type": {},
    "match_count": {},
    "status_code": {},
    "match_record_ids": {}
  },
  "additionalProperties": true
}
```

---

# Get Base Schema

> Perform Get Base Schema through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_get_base_schema](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_get_base_schema)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_get_base_schema`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {},
  "handler": "airtable_get_base_schema"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression)
  Optional literal value or workflow expression.

## Outputs

- `tables` — Tables
- `table_count` — Table Count
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id"
  ],
  "properties": {
    "table": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "tables": {},
    "success": {},
    "error_type": {},
    "status_code": {},
    "table_count": {}
  },
  "additionalProperties": true
}
```

---

# Get Record by ID

> Perform Get Record by ID through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_get_record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_get_record)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_get_record`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {},
  "handler": "airtable_get_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `record_id` — Record Id
- `record` — Record
- `fields` — Fields
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "record_id"
  ],
  "properties": {
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fields": {},
    "record": {},
    "success": {},
    "record_id": {},
    "error_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# List Bases

> Perform List Bases through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_list_bases](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_list_bases)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_list_bases`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {},
  "handler": "airtable_list_bases"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `bases` — Bases
- `count` — Count
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "bases": {},
    "count": {},
    "error": {},
    "success": {},
    "error_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Search Records

> Perform Search Records through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_search_records](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_search_records)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_search_records`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {
    "max_records": 100,
    "sort_direction": "asc"
  },
  "handler": "airtable_search_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `match_fields` — Match Fields (json)
  Optional JSON value.
- `filter_formula` — Filter Formula (textarea)
  Optional text value.
- `view` — View (text)
  Optional text value.
- `sort_field` — Sort Field (text)
  Optional text value.
- `sort_direction` — Sort Direction (select)
  Optional selected identifier or value.
  Default: `"asc"`
  Options: Ascending ("asc"), Descending ("desc")
- `return_fields` — Return Fields (text)
  Optional text value.
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `100`

## Outputs

- `found` — Found
- `first_record_id` — First Record Id
- `first_record` — First Record
- `truncated` — Truncated
- `records` — Records
- `record_ids` — Record Ids
- `count` — Count
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table"
  ],
  "properties": {
    "view": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sort_field": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_records": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "match_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "return_fields": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "filter_formula": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "sort_direction": {
      "enum": [
        "asc",
        "desc"
      ],
      "type": "string",
      "default": "asc",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "found": {},
    "records": {},
    "success": {},
    "truncated": {},
    "error_type": {},
    "record_ids": {},
    "status_code": {},
    "first_record": {},
    "first_record_id": {}
  },
  "additionalProperties": true
}
```

---

# Update Record

> Perform Update Record through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_update_record](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_update_record)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_update_record`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {
    "typecast": false
  },
  "handler": "airtable_update_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `fields` — Fields (json, required)
  Required JSON value.
- `typecast` — Typecast (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `record_id` — Record Id
- `record` — Record
- `fields` — Fields
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "record_id",
    "fields"
  ],
  "properties": {
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "typecast": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fields": {},
    "record": {},
    "success": {},
    "record_id": {},
    "error_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Update Records (Batch)

> Perform Update Records (Batch) through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_update_records](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_update_records)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_update_records`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {
    "typecast": false
  },
  "handler": "airtable_update_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `table` — Table (expression, required)
  Required literal value or workflow expression.
- `records` — Records (json, required)
  Required JSON value.
- `typecast` — Typecast (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `records` — Records
- `record_ids` — Record Ids
- `count` — Count
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code
- `failed_batch_index` — Failed Batch Index

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "table",
    "records"
  ],
  "properties": {
    "table": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "records": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "typecast": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "records": {},
    "success": {},
    "error_type": {},
    "record_ids": {},
    "status_code": {},
    "failed_batch_index": {}
  },
  "additionalProperties": true
}
```

---

# Upload Attachment

> Perform Upload Attachment through Airtable.

Source: [https://genhealth.ai/docs/workflows/integrations/airtable/airtable_upload_attachment](https://genhealth.ai/docs/workflows/integrations/airtable/airtable_upload_attachment)

Integration: [Airtable](https://genhealth.ai/docs/workflows/integrations/airtable.md)

- Handler: `airtable_upload_attachment`

- Connection type: `airtable`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Airtable",
  "params": {},
  "handler": "airtable_upload_attachment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `base_id` — Base Id (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `attachment_field` — Attachment Field (text, required)
  Required text value.
- `s3_path` — S3 Path (expression, required)
  Required literal value or workflow expression.
- `source_document_id` — Source Document Id (expression, required)
  Required literal value or workflow expression.
- `filename` — Filename (expression)
  Optional literal value or workflow expression.
- `content_type` — Content Type (text)
  Optional text value.

## Outputs

- `record_id` — Record Id
- `attachments` — Attachments
- `attachment_count` — Attachment Count
- `filename` — Filename
- `success` — Success
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "base_id",
    "record_id",
    "attachment_field",
    "s3_path",
    "source_document_id"
  ],
  "properties": {
    "base_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "s3_path": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "content_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "attachment_field": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "source_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "filename": {},
    "record_id": {},
    "error_type": {},
    "attachments": {},
    "status_code": {},
    "attachment_count": {}
  },
  "additionalProperties": true
}
```

---

# athenahealth integration

> Build workflow automations with 29 public athenahealth actions.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth)

## Available actions

29 actions. Connection types: athenahealth.

### [Add Insurance Policy](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_add_patient_insurance.md)

- Handler: `athena_add_patient_insurance`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `insurance_package_id`, `id_number`, `sequence_number`, `policy_number`, `issue_date`, `expiration_date`, `insurance_product_type_id`, `copay_type_id`, `copay`, `coinsurance_percent`, `notes`, `relationship_to_insured_id`, `insured_entity_type_id`, `insured_id_number`, `insured_first_name`, `insured_last_name`, `insured_middle_initial`, `insured_name_suffix`, `insured_date_of_birth`, `insured_sex`, `insured_ssn`, `insured_address_line_1`, `insured_address_line_2`, `insured_city`, `insured_state`, `insured_zip`, `insured_country_id`, `eligibility_mode`, `eligibility_service_date`, `eligible`, `eligibility_reason_id`, `additional_form_fields`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `patient_insurance_id`, `patient_id`, `insurance_package_id`, `insurance_package_name`, `sequence_number`, `athena`, `submitted_field_count`, `error`, `error_message`, `failure_phase`, `error_code`, `retryable`

Perform Add Insurance Policy through athenahealth.

### [Add Self-Pay Cash Plan](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_add_self_pay_plan.md)

- Handler: `athena_add_self_pay_plan`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `cash_plan_package_id`, `cash_plan_member_id`, `product_type_id`, `sliding_fee_program_id`, `sliding_fee_plan_id`, `noninsurance_type_id`, `program_poverty_based`, `sequence_number`, `notes`, `family_size`, `yearly_income`, `income_per_pay_period`, `pay_period`, `issue_date`, `expiration_date`, `write_enabled`, `confirm_unverified_write`
- Outputs: `success`, `submitted`, `write_skipped`, `patient_insurance_id`, `patient_id`, `cash_plan_package_id`, `sequence_number`, `submitted_field_count`, `cash_plan_previewed`, `sliding_fee_program_id`, `sliding_fee_program_label`, `sliding_fee_plan_id`, `sliding_fee_plan_label`, `noninsurance_type_id`, `preview_field_count`, `program_plan_pair_verified`, `selection_status`, `verified`, `submission_status`, `manual_review_required`, `readback_status`, `retryable`, `error`, `error_message`

Perform Add Self-Pay Cash Plan through athenahealth.

### [Attach Document To Patient Case](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_attach_document_to_patient_case.md)

- Handler: `athena_attach_document_to_patient_case`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `chart_id`, `attachment_document_id`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `document_class`, `patient_id`, `chart_id`, `attachment_document_id`, `attached`, `status`, `assigned_to`, `subject`, `error`, `error_message`

Perform Attach Document To Patient Case through athenahealth.

### [Create Patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_create_patient.md)

- Handler: `athena_create_patient`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `middle_initial`, `name_suffix`, `preferred_name`, `sex`, `ssn`, `marital_status`, `assigned_sex_at_birth`, `gender_identity`, `sexual_orientation`, `preferred_pronouns`, `address_line_1`, `address_line_2`, `city`, `state`, `zip_code`, `email`, `mobile_phone`, `home_phone`, `work_phone`, `contact_preference`, `privacy_notice_given`, `patient_signature_on_file`, `insured_signature_on_file`, `medication_history_consent`, `consent_to_call`, `consent_to_text`, `registration_date`, `registration_department_id`, `primary_provider_id`, `referral_source_id`, `referral_source_other`, `notes`, `guarantor_is_self`, `additional_form_fields`, `duplicate_check`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `patient_id`, `athena`, `previous_operation`, `duplicate_found`, `duplicate_patient_ids`, `duplicate_count`, `submitted_field_count`, `error`, `error_message`, `failure_phase`, `error_code`, `retryable`

Perform Create Patient through athenahealth.

### [Create Patient Case Note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_create_patient_case_note.md)

- Handler: `athena_create_patient_case_note`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `chart_id`, `note_text`, `subject`, `append_signature`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `subject`, `signed_note_length`, `max_note_length`, `failure_phase`, `error_code`, `retryable`, `error`, `error_message`

Perform Create Patient Case Note through athenahealth.

### [Download Referral Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_download_referral_document.md)

- Handler: `athena_download_referral_document`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `document_class`, `document_type`, `apply_rotation`
- Outputs: `success`, `document_id`, `athena_document_id`, `athena_document_class`, `athena_document_sub_class`, `athena_document_status`, `page_count`, `rotated_page_count`, `size`, `sha256`, `was_existing`, `error`, `error_message`

Perform Download Referral Document through athenahealth.

### [Link Referral Document to Patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_link_referral_document_to_patient.md)

- Handler: `athena_link_referral_document_to_patient`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `chart_id`, `write_enabled`
- Outputs: `success`, `write_skipped`, `linked`, `already_linked`, `verified`, `submitted`, `retryable`, `outcome`, `document_id`, `patient_id`, `chart_id`, `error`, `error_message`

Perform Link Referral Document to Patient through athenahealth.

### [List Referral Documents](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_list_referral_documents.md)

- Handler: `athena_list_referral_documents`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `bucket_name`, `assigned_to`, `subject_types`, `document_classes`, `document_sub_classes`, `per_page`, `max_items`, `sort_column`, `sort_direction`, `sort_field`
- Outputs: `success`, `bucket_name`, `assigned_to`, `documents`, `document_count`, `count`, `document_ids`, `scanned_count`, `filtered_out_count`, `bucket_total_count`, `pages_read`, `truncated`, `subject_types_seen`, `document_classes_seen`, `document_sub_classes_seen`, `error`, `error_message`

Perform List Referral Documents through athenahealth.

### [Process Document Page Range](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_process_document_page_range.md)

- Handler: `athena_process_document_page_range`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `document_class`, `operation`, `parts`, `first_page_num`, `last_page_num`, `document_label`, `order_type`, `order_type_name`, `internal_note`, `part_action`, `review_reason`, `assigned_to`, `require_all_pages`, `patient_id`, `chart_id`, `provider_username`, `action_note`, `urgent`, `action_group_id`, `action_reason_id`, `action_reason_index`, `confirm_delete`, `write_enabled`
- Outputs: `success`, `write_skipped`, `submitted`, `verified`, `outcome`, `document_id`, `operation`, `document_class`, `document_sub_class`, `patient_id`, `chart_id`, `page_count_before`, `page_count_after`, `first_page_num`, `last_page_num`, `resulting_document_ids`, `parts`, `completed_parts`, `failed_part_index`, `next_document_id`, `remainder_document_id`, `error`, `error_message`

Perform Process Document Page Range through athenahealth.

### [Process Existing Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_process_existing_document.md)

- Handler: `athena_process_existing_document`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `document_class`, `document_sub_class`, `document_label`, `order_type`, `provider_username`, `action_note`, `urgent`, `skip_if_urgent`, `review_action_reason_id`, `assigned_to`, `bucket_name`, `expected_patient_id`, `chart_id`, `projection_timeout_seconds`, `write_enabled`
- Outputs: `success`, `write_skipped`, `skipped`, `submitted`, `verified`, `projection_verified`, `outcome`, `document_id`, `document_class`, `document_sub_class`, `order_type_id`, `order_type_name`, `patient_id`, `chart_id`, `provider_username`, `priority`, `status`, `note_verified`, `assigned_to`, `bucket_name`, `attempts`, `retryable`, `error`, `error_message`

Perform Process Existing Document through athenahealth.

### [Read Document Pages](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_pages.md)

- Handler: `athena_read_document_pages`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `document_class`
- Outputs: `success`, `document_id`, `document_class`, `document_sub_class`, `status`, `department_id`, `scan_id`, `page_count`, `rotated_page_count`, `pages`, `error`, `error_message`

Perform Read Document Pages through athenahealth.

### [Read Document Timeline Items](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_timeline_items.md)

- Handler: `athena_read_document_timeline_items`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `chart_id`, `department_id`, `categories`, `briefing`
- Outputs: `success`, `document_id`, `chart_id`, `department_id`, `timeline_item_count`, `count`, `timeline_items`, `categories`, `briefing`, `error`, `error_message`

Perform Read Document Timeline Items through athenahealth.

### [Read Document View Data](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_view_data.md)

- Handler: `athena_read_document_view_data`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `document_class`, `chart_id`
- Outputs: `success`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `document_present`, `error`, `error_message`

Perform Read Document View Data through athenahealth.

### [Read Historical Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_historical_document.md)

- Handler: `athena_read_historical_document`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `document_class`
- Outputs: `success`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `document_present`, `error`, `error_message`, `document_count`, `documents`, `payload_present`

Perform Read Historical Document through athenahealth.

### [Read Patient Case](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_case.md)

- Handler: `athena_read_patient_case`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `patient_id`, `chart_id`
- Outputs: `success`, `document_id`, `document_class`, `patient_id`, `chart_id`, `athena`, `status`, `assigned_to`, `subject`, `provider_note_present`, `provider_note_length`, `provider_note_has_genhealth_signature`, `patient_id_matches`, `chart_id_matches`, `error`, `error_message`

Perform Read Patient Case through athenahealth.

### [Read Patient Cases](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_cases.md)

- Handler: `athena_read_patient_cases`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `patient_id`, `chart_id`, `department_id`
- Outputs: `success`, `patient_id`, `chart_id`, `case_count`, `count`, `patient_cases`, `error`, `error_message`

Perform Read Patient Cases through athenahealth.

### [Read Patient Insurance](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_insurance.md)

- Handler: `athena_read_patient_insurance`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `patient_id`, `chart_id`, `department_id`, `include_sensitive_fields`
- Outputs: `success`, `patient_id`, `chart_id`, `athena`, `policy_count`, `count`, `policies`, `insurance_cards`, `insurance_source`, `has_insurance_policy`, `primary_policy`, `secondary_policy`, `tertiary_policy`, `primary_payer_name`, `primary_payer_id`, `secondary_payer_name`, `secondary_payer_id`, `insurance_removal_request_count`, `error`, `error_message`

Perform Read Patient Insurance through athenahealth.

### [Read Referral Attachments](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_referral_attachments.md)

- Handler: `athena_read_referral_attachments`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `document_id`, `chart_id`, `patient_id`, `document_class`, `target_document_id`
- Outputs: `success`, `document_id`, `document_class`, `patient_id`, `chart_id`, `attachment_count`, `attached_count`, `attachments`, `target_document_id`, `target_attachment_found`, `target_attachment_attached`, `error`, `error_message`

Perform Read Referral Attachments through athenahealth.

### [Reassign Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_reassign_document.md)

- Handler: `athena_reassign_document`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `assigned_to`, `bucket_name`, `document_class`, `chart_id`, `projection_timeout_seconds`, `write_enabled`
- Outputs: `success`, `write_skipped`, `submitted`, `verified`, `projection_verified`, `outcome`, `document_id`, `document_class`, `document_sub_class`, `assigned_to`, `bucket_name`, `status`, `patient_is_unknown`, `attempts`, `retryable`, `error`, `error_message`

Perform Reassign Document through athenahealth.

### [Resolve Carrier](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_resolve_carrier.md)

- Handler: `athena_resolve_carrier`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `carrier_text`, `patient_state`, `plan_type_hint`, `minimum_confidence`, `allow_llm`
- Outputs: `success`, `matched`, `ready`, `search_text`, `package_id`, `package_name`, `product_type`, `is_super_package`, `resolver`, `confidence`, `requires_review`, `review_reason`, `candidate_count`, `mapping_settings_url`, `candidates`, `error_message`, `error`

Perform Resolve Carrier through athenahealth.

### [Resolve Patient Chart Context](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_resolve_patient_chart_context.md)

- Handler: `athena_resolve_patient_chart_context`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `patient_id`, `department_id`
- Outputs: `success`, `patient_id`, `chart_id`, `department_id`, `athena`, `error`, `error_message`

Perform Resolve Patient Chart Context through athenahealth.

### [Save Patient Case Note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_save_patient_case_note.md)

- Handler: `athena_save_patient_case_note`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `chart_id`, `note_text`, `subject`, `append_signature`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `subject`, `signed_note_length`, `max_note_length`, `failure_phase`, `error_code`, `retryable`, `error`, `error_message`

Perform Save Patient Case Note through athenahealth.

### [Search Patients](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_search_patients.md)

- Handler: `athena_search_patients`
- Connection type: `athenahealth`
- External effect: `read`
- Inputs: `query`, `filter_type`, `date_of_birth`, `first_name`, `last_name`, `max_results`
- Outputs: `success`, `query`, `filter_type`, `search_mode`, `result_count`, `count`, `matches`, `single_match`, `patient_id`, `chart_id`, `first_patient_id`, `first_chart_id`, `response_length`, `error`, `error_message`

Perform Search Patients through athenahealth.

### [Update Patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_update_patient.md)

- Handler: `athena_update_patient`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `note_to_append`, `email`, `address_line_1`, `address_line_2`, `city`, `state`, `zip_code`, `home_phone`, `mobile_phone`, `work_phone`, `contact_preference`, `consent_to_call`, `consent_to_text`, `timezone`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `verified`, `patient_id`, `changed_fields`, `note_appended`, `error`, `error_message`, `failure_phase`, `error_code`

Perform Update Patient through athenahealth.

### [Update Patient Usual Provider](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_update_patient_primary_provider.md)

- Handler: `athena_update_patient_primary_provider`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `provider_id`, `expected_current_provider_id`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `verified`, `patient_id`, `previous_provider_id`, `provider_id`, `error`, `error_message`, `failure_phase`, `error_code`

Perform Update Patient Usual Provider through athenahealth.

### [Upload Document To Chart](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upload_document_to_chart.md)

- Handler: `athena_upload_document_to_chart`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `chart_id`, `file_path`, `s3_path`, `source_document_id`, `file_name`, `document_class`, `content_type`, `close_document`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `attachment_document_id`, `document_class`, `patient_id`, `chart_id`, `department_id`, `file_path`, `source_document_id`, `filename`, `content_type`, `close_document`, `error`, `error_message`

Perform Upload Document To Chart through athenahealth.

### [Upload Patient Document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upload_patient_document.md)

- Handler: `athena_upload_patient_document`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `chart_id`, `file_path`, `s3_path`, `source_document_id`, `file_name`, `content_type`, `document_label`, `provider_username`, `order_type`, `assigned_to`, `department_id`, `action_note`, `close_document`, `write_enabled`
- Outputs: `success`, `document_id`, `document_class`, `document_sub_class`, `document_label`, `document_label_name`, `patient_id`, `chart_id`, `department_id`, `provider_username`, `assigned_to`, `order_type_id`, `order_type_name`, `labeling_applied`, `filename`, `source_document_id`, `write_skipped`, `skip_reason`, `error`, `error_message`

Perform Upload Patient Document through athenahealth.

### [Upsert Patient Case Attachment](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upsert_patient_case_attachment.md)

- Handler: `athena_upsert_patient_case_attachment`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `chart_id`, `file_path`, `s3_path`, `source_document_id`, `document_class`, `content_type`, `idempotency_key`, `close_document`, `max_pdf_pages_per_attachment`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `attachment_document_id`, `attachment_document_ids`, `attachment_count`, `part_count`, `uploaded`, `uploaded_count`, `reused`, `reused_count`, `attached`, `attached_count`, `attach_call_count`, `document_complete`, `match_count`, `failure_phase`, `error_code`, `retryable`, `error`, `error_message`

Perform Upsert Patient Case Attachment through athenahealth.

### [Upsert Patient Case Note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upsert_patient_case_note.md)

- Handler: `athena_upsert_patient_case_note`
- Connection type: `athenahealth`
- External effect: `write`
- Inputs: `patient_id`, `chart_id`, `note_text`, `subject`, `append_signature`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `document_id`, `document_class`, `patient_id`, `chart_id`, `status`, `assigned_to`, `subject`, `signed_note_length`, `max_note_length`, `failure_phase`, `error_code`, `retryable`, `error`, `error_message`, `created`, `reused`, `match_count`

Perform Upsert Patient Case Note through athenahealth.

---

# Add Insurance Policy

> Perform Add Insurance Policy through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_add_patient_insurance](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_add_patient_insurance)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_add_patient_insurance`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "sequence_number": "1",
    "eligibility_mode": "CHECKELIGIBILITYTODAY",
    "relationship_to_insured_id": "1"
  },
  "handler": "athena_add_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `insurance_package_id` — Insurance Package Id (expression, required)
  Required literal value or workflow expression.
- `id_number` — Id Number (expression, required)
  Required literal value or workflow expression.
- `sequence_number` — Sequence Number (select)
  Optional selected identifier or value.
  Default: `"1"`
  Options: Primary ("1"), Secondary ("2"), Tertiary ("3")
- `policy_number` — Policy Number (expression)
  Optional literal value or workflow expression.
- `issue_date` — Issue Date (expression)
  Optional literal value or workflow expression.
- `expiration_date` — Expiration Date (expression)
  Optional literal value or workflow expression.
- `insurance_product_type_id` — Insurance Product Type Id (select)
  Optional selected identifier or value.
  Options: Leave unset (""), HMO ("1"), PPO ("2"), POS ("3"), EPO ("6"), INDEMNITY ("4"), OTHER ("5"), Behavioral health ("8"), Contracts ("19"), Legal ("20"), MVA ("18"), Medicaid CHIP ("12"), Medicaid HMO ("10"), Medicaid PCCM ("11"), Medicaid-Traditional ("13"), Medicare B-Traditional ("21"), Medicare HMO ("14"), Medicare POS ("23"), Medicare PPO ("15"), Medicare Private FFS ("22"), Medicare Supplemental Plan ("16"), Radiology ("9"), Vision ("7"), Workers Comp ("17")
- `copay_type_id` — Copay Type Id (expression)
  Optional literal value or workflow expression.
- `copay` — Copay (expression)
  Optional literal value or workflow expression.
- `coinsurance_percent` — Coinsurance Percent (expression)
  Optional literal value or workflow expression.
- `notes` — Notes (textarea)
  Optional text value.
- `relationship_to_insured_id` — Relationship To Insured Id (select)
  Optional selected identifier or value.
  Default: `"1"`
  Options: Self ("1"), Spouse ("2"), Child ("3"), Child (Mother's Insurance) ("27"), Child (Father's Insurance) ("28"), Child (Ins. not Financially Respons.) ("25"), Child (Mother's Ins., Ins. not Financially Respons.) ("29"), Child (Father's Ins., Ins. not Financially Respons.) ("30"), Stepson or Stepdaughter ("11"), Stepson or Stepdaughter (Stepmother's Insurance) ("31"), Stepson or Stepdaughter (Stepfather's Insurance) ("32"), Foster Child ("9"), Mother ("18"), Father ("19"), Parent ("34"), Stepparent ("35"), Grandparent ("5"), Grandchild ("6"), Sibling ("33"), Aunt or Uncle ("36"), Nephew or Niece ("7"), Life Partner ("26"), Significant Other ("17"), Employee ("12"), Ward ("10"), Charge of a Caretaker ("37"), Handicapped Dependent ("14"), Sponsored Dependent ("15"), Dependent of a Minor Dependent ("16"), Emancipated Minor ("21"), Organ Donor ("22"), Cadaver Donor ("23"), Injured Plaintiff ("24"), Other ("4"), Unknown ("13")
- `insured_entity_type_id` — Insured Entity Type Id (select)
  Optional selected identifier or value.
  Options: Leave unset (""), Person ("1"), Non-person entity ("2")
- `insured_id_number` — Insured Id Number (expression)
  Optional literal value or workflow expression.
- `insured_first_name` — Insured First Name (expression)
  Optional literal value or workflow expression.
- `insured_last_name` — Insured Last Name (expression)
  Optional literal value or workflow expression.
- `insured_middle_initial` — Insured Middle Initial (expression)
  Optional literal value or workflow expression.
- `insured_name_suffix` — Insured Name Suffix (expression)
  Optional literal value or workflow expression.
- `insured_date_of_birth` — Insured Date Of Birth (expression)
  Optional literal value or workflow expression.
- `insured_sex` — Insured Sex (select)
  Optional selected identifier or value.
  Options: Leave unset (""), Female ("F"), Male ("M")
- `insured_ssn` — Insured Ssn (expression)
  Optional literal value or workflow expression.
- `insured_address_line_1` — Insured Address Line 1 (expression)
  Optional literal value or workflow expression.
- `insured_address_line_2` — Insured Address Line 2 (expression)
  Optional literal value or workflow expression.
- `insured_city` — Insured City (expression)
  Optional literal value or workflow expression.
- `insured_state` — Insured State (select)
  Optional selected identifier or value.
  Options: Leave unset (""), AA-Armed Forces Americas ("AA"), AE-Armed Forces Africa ("AE"), AK-Alaska ("AK"), AL-Alabama ("AL"), AP-Armed Forces Pacific ("AP"), AR-Arkansas ("AR"), AS-American Samoa ("AS"), AZ-Arizona ("AZ"), CA-California ("CA"), CO-Colorado ("CO"), CT-Connecticut ("CT"), DC-District of Columbia ("DC"), DE-Delaware ("DE"), FL-Florida ("FL"), FM-Federated States of Micronesia ("FM"), GA-Georgia ("GA"), GU-Guam ("GU"), HI-Hawaii ("HI"), IA-Iowa ("IA"), ID-Idaho ("ID"), IL-Illinois ("IL"), IN-Indiana ("IN"), KS-Kansas ("KS"), KY-Kentucky ("KY"), LA-Louisiana ("LA"), MA-Massachusetts ("MA"), MD-Maryland ("MD"), ME-Maine ("ME"), MH-Marshall Islands ("MH"), MI-Michigan ("MI"), MN-Minnesota ("MN"), MO-Missouri ("MO"), MP-Northern Mariana Islands ("MP"), MS-Mississippi ("MS"), MT-Montana ("MT"), NC-North Carolina ("NC"), ND-North Dakota ("ND"), NE-Nebraska ("NE"), NH-New Hampshire ("NH"), NJ-New Jersey ("NJ"), NM-New Mexico ("NM"), NV-Nevada ("NV"), NY-New York ("NY"), OH-Ohio ("OH"), OK-Oklahoma ("OK"), OR-Oregon ("OR"), PA-Pennsylvania ("PA"), PR-Puerto Rico ("PR"), PW-Palau ("PW"), RI-Rhode Island ("RI"), SC-South Carolina ("SC"), SD-South Dakota ("SD"), TN-Tennessee ("TN"), TX-Texas ("TX"), UT-Utah ("UT"), VA-Virginia ("VA"), VI-Virgin Islands ("VI"), VT-Vermont ("VT"), WA-Washington ("WA"), WI-Wisconsin ("WI"), WV-West Virginia ("WV"), WY-Wyoming ("WY")
- `insured_zip` — Insured Zip (expression)
  Optional literal value or workflow expression.
- `insured_country_id` — Insured Country Id (expression)
  Optional literal value or workflow expression.
- `eligibility_mode` — Eligibility Mode (select)
  Optional selected identifier or value.
  Default: `"CHECKELIGIBILITYTODAY"`
  Options: Check eligibility today ("CHECKELIGIBILITYTODAY"), Check eligibility for a date of service ("CHECKELIGIBILITY"), Record an eligibility answer we already have ("SETELIGIBILITY")
- `eligibility_service_date` — Eligibility Service Date (expression)
  Optional literal value or workflow expression.
- `eligible` — Eligible (select)
  Optional selected identifier or value.
  Options: Leave unset (""), Eligible ("Y"), Ineligible ("N")
- `eligibility_reason_id` — Eligibility Reason Id (select)
  Optional selected identifier or value.
  Options: Leave unset (""), In Process ("INPROCESS"), Patient Call ("PATIENTCALL"), Payer Call ("PAYORCALL"), Payer Report ("PAYORREPORT"), Payer Website ("PAYORWEBSITE"), Practice Override ("PRACTICEOVERRIDE")
- `additional_form_fields` — Additional Form Fields (json)
  Optional JSON value.
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `patient_insurance_id` — Patient Insurance Id
- `patient_id` — Patient Id
- `insurance_package_id` — Insurance Package Id
- `insurance_package_name` — Insurance Package Name
- `sequence_number` — Sequence Number
- `athena` — Athena
- `submitted_field_count` — Submitted Field Count
- `error` — Error
- `error_message` — Error Message
- `failure_phase` — Failure Phase
- `error_code` — Error Code
- `retryable` — Retryable

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "insurance_package_id",
    "id_number"
  ],
  "properties": {
    "copay": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "notes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "eligible": {
      "enum": [
        "",
        "Y",
        "N"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "id_number": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "issue_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_sex": {
      "enum": [
        "",
        "F",
        "M"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "insured_ssn": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_zip": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "copay_type_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_state": {
      "enum": [
        "",
        "AA",
        "AE",
        "AK",
        "AL",
        "AP",
        "AR",
        "AS",
        "AZ",
        "CA",
        "CO",
        "CT",
        "DC",
        "DE",
        "FL",
        "FM",
        "GA",
        "GU",
        "HI",
        "IA",
        "ID",
        "IL",
        "IN",
        "KS",
        "KY",
        "LA",
        "MA",
        "MD",
        "ME",
        "MH",
        "MI",
        "MN",
        "MO",
        "MP",
        "MS",
        "MT",
        "NC",
        "ND",
        "NE",
        "NH",
        "NJ",
        "NM",
        "NV",
        "NY",
        "OH",
        "OK",
        "OR",
        "PA",
        "PR",
        "PW",
        "RI",
        "SC",
        "SD",
        "TN",
        "TX",
        "UT",
        "VA",
        "VI",
        "VT",
        "WA",
        "WI",
        "WV",
        "WY"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "policy_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "expiration_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sequence_number": {
      "enum": [
        "1",
        "2",
        "3"
      ],
      "type": "string",
      "default": "1",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "eligibility_mode": {
      "enum": [
        "CHECKELIGIBILITYTODAY",
        "CHECKELIGIBILITY",
        "SETELIGIBILITY"
      ],
      "type": "string",
      "default": "CHECKELIGIBILITYTODAY",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "insured_id_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_country_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "coinsurance_percent": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_name_suffix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_package_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility_reason_id": {
      "enum": [
        "",
        "INPROCESS",
        "PATIENTCALL",
        "PAYORCALL",
        "PAYORREPORT",
        "PAYORWEBSITE",
        "PRACTICEOVERRIDE"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "insured_date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "additional_form_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "insured_address_line_1": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_address_line_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_entity_type_id": {
      "enum": [
        "",
        "1",
        "2"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "insured_middle_initial": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility_service_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_product_type_id": {
      "enum": [
        "",
        "1",
        "2",
        "3",
        "6",
        "4",
        "5",
        "8",
        "19",
        "20",
        "18",
        "12",
        "10",
        "11",
        "13",
        "21",
        "14",
        "23",
        "15",
        "22",
        "16",
        "9",
        "7",
        "17"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "relationship_to_insured_id": {
      "enum": [
        "1",
        "2",
        "3",
        "27",
        "28",
        "25",
        "29",
        "30",
        "11",
        "31",
        "32",
        "9",
        "18",
        "19",
        "34",
        "35",
        "5",
        "6",
        "33",
        "36",
        "7",
        "26",
        "17",
        "12",
        "10",
        "37",
        "14",
        "15",
        "16",
        "21",
        "22",
        "23",
        "24",
        "4",
        "13"
      ],
      "type": "string",
      "default": "1",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "athena": {},
    "success": {},
    "retryable": {},
    "submitted": {},
    "error_code": {},
    "patient_id": {},
    "skip_reason": {},
    "error_message": {},
    "failure_phase": {},
    "write_skipped": {},
    "sequence_number": {},
    "insurance_package_id": {},
    "patient_insurance_id": {},
    "submitted_field_count": {},
    "insurance_package_name": {}
  },
  "additionalProperties": true
}
```

---

# Add Self-Pay Cash Plan

> Perform Add Self-Pay Cash Plan through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_add_self_pay_plan](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_add_self_pay_plan)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_add_self_pay_plan`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "sequence_number": "1",
    "confirm_unverified_write": false
  },
  "handler": "athena_add_self_pay_plan"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `cash_plan_package_id` — Cash Plan Package Id (expression, required)
  Required literal value or workflow expression.
- `cash_plan_member_id` — Cash Plan Member Id (expression)
  Optional literal value or workflow expression.
- `product_type_id` — Product Type Id (expression)
  Optional literal value or workflow expression.
- `sliding_fee_program_id` — Sliding Fee Program Id (expression)
  Optional literal value or workflow expression.
- `sliding_fee_plan_id` — Sliding Fee Plan Id (expression)
  Optional literal value or workflow expression.
- `noninsurance_type_id` — Noninsurance Type Id (expression)
  Optional literal value or workflow expression.
- `program_poverty_based` — Program Poverty Based (boolean)
  Optional true-or-false value.
- `sequence_number` — Sequence Number (select)
  Optional selected identifier or value.
  Default: `"1"`
  Options: Primary ("1"), Secondary ("2"), Tertiary ("3")
- `notes` — Notes (textarea)
  Optional text value.
- `family_size` — Family Size (expression)
  Optional literal value or workflow expression.
- `yearly_income` — Yearly Income (expression)
  Optional literal value or workflow expression.
- `income_per_pay_period` — Income Per Pay Period (expression)
  Optional literal value or workflow expression.
- `pay_period` — Pay Period (expression)
  Optional literal value or workflow expression.
- `issue_date` — Issue Date (date)
  Optional date in YYYY-MM-DD format.
- `expiration_date` — Expiration Date (date)
  Optional date in YYYY-MM-DD format.
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`
- `confirm_unverified_write` — Confirm Unverified Write (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `patient_insurance_id` — Patient Insurance Id
- `patient_id` — Patient Id
- `cash_plan_package_id` — Cash Plan Package Id
- `sequence_number` — Sequence Number
- `submitted_field_count` — Submitted Field Count
- `cash_plan_previewed` — Cash Plan Previewed
- `sliding_fee_program_id` — Sliding Fee Program Id
- `sliding_fee_program_label` — Sliding Fee Program Label
- `sliding_fee_plan_id` — Sliding Fee Plan Id
- `sliding_fee_plan_label` — Sliding Fee Plan Label
- `noninsurance_type_id` — Noninsurance Type Id
- `preview_field_count` — Preview Field Count
- `program_plan_pair_verified` — Program Plan Pair Verified
- `selection_status` — Selection Status
- `verified` — Verified
- `submission_status` — Submission Status
- `manual_review_required` — Manual Review Required
- `readback_status` — Readback Status
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "cash_plan_package_id"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "issue_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pay_period": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "family_size": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "yearly_income": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expiration_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "product_type_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sequence_number": {
      "enum": [
        "1",
        "2",
        "3"
      ],
      "type": "string",
      "default": "1",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "cash_plan_member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sliding_fee_plan_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cash_plan_package_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "noninsurance_type_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "income_per_pay_period": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "program_poverty_based": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "sliding_fee_program_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "confirm_unverified_write": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "verified": {},
    "retryable": {},
    "submitted": {},
    "patient_id": {},
    "error_message": {},
    "write_skipped": {},
    "readback_status": {},
    "sequence_number": {},
    "selection_status": {},
    "submission_status": {},
    "cash_plan_previewed": {},
    "preview_field_count": {},
    "sliding_fee_plan_id": {},
    "cash_plan_package_id": {},
    "noninsurance_type_id": {},
    "patient_insurance_id": {},
    "submitted_field_count": {},
    "manual_review_required": {},
    "sliding_fee_plan_label": {},
    "sliding_fee_program_id": {},
    "sliding_fee_program_label": {},
    "program_plan_pair_verified": {}
  },
  "additionalProperties": true
}
```

---

# Attach Document To Patient Case

> Perform Attach Document To Patient Case through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_attach_document_to_patient_case](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_attach_document_to_patient_case)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_attach_document_to_patient_case`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false
  },
  "handler": "athena_attach_document_to_patient_case"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `attachment_document_id` — Attachment Document Id (expression, required)
  Required literal value or workflow expression.
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `document_id` — Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `attachment_document_id` — Attachment Document Id
- `attached` — Attached
- `status` — Status
- `assigned_to` — Assigned To
- `subject` — Subject
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id",
    "chart_id",
    "attachment_document_id"
  ],
  "properties": {
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "attachment_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "subject": {},
    "success": {},
    "attached": {},
    "chart_id": {},
    "submitted": {},
    "patient_id": {},
    "assigned_to": {},
    "document_id": {},
    "skip_reason": {},
    "error_message": {},
    "write_skipped": {},
    "document_class": {},
    "attachment_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient

> Perform Create Patient through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_create_patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_create_patient)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_create_patient`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "consent_to_call": true,
    "consent_to_text": true,
    "duplicate_check": true,
    "guarantor_is_self": true,
    "privacy_notice_given": true,
    "insured_signature_on_file": true,
    "patient_signature_on_file": true,
    "medication_history_consent": true
  },
  "handler": "athena_create_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression, required)
  Required literal value or workflow expression.
- `middle_initial` — Middle Initial (expression)
  Optional literal value or workflow expression.
- `name_suffix` — Name Suffix (expression)
  Optional literal value or workflow expression.
- `preferred_name` — Preferred Name (expression)
  Optional literal value or workflow expression.
- `sex` — Sex (select)
  Optional selected identifier or value.
  Options: Leave unset (""), Female ("F"), Male ("M")
- `ssn` — Ssn (expression)
  Optional literal value or workflow expression.
- `marital_status` — Marital Status (select)
  Optional selected identifier or value.
  Options: Leave unset (""), UNKNOWN ("U"), MARRIED ("M"), SINGLE ("S"), DIVORCED ("D"), SEPARATED ("X"), WIDOWED ("W"), PARTNER ("P")
- `assigned_sex_at_birth` — Assigned Sex At Birth (select)
  Optional selected identifier or value.
  Options: Leave unset (""), Male ("M"), Female ("F"), Choose not to disclose ("N"), Unknown ("U")
- `gender_identity` — Gender Identity (select)
  Optional selected identifier or value.
  Options: Leave unset (""), Identifies as Male ("1"), Identifies as Female ("2"), Non-binary gender identity ("21"), Unknown ("22"), Transgender Male/Female-to-Male (FTM) ("3"), Transgender Female/Male-to-Female (MTF) ("4"), Gender non-conforming (neither exclusively male nor female) ("5"), Additional gender category / other, please specify ("6"), Choose not to disclose ("7")
- `sexual_orientation` — Sexual Orientation (select)
  Optional selected identifier or value.
  Options: Leave unset (""), Lesbian, gay or homosexual ("1"), Straight or heterosexual ("2"), Bisexual ("3"), Something else, please describe ("4"), Don't know ("5"), Choose not to disclose ("6")
- `preferred_pronouns` — Preferred Pronouns (select)
  Optional selected identifier or value.
  Options: Leave unset (""), he/him ("he/him"), she/her ("she/her"), they/them ("they/them")
- `address_line_1` — Address Line 1 (expression, required)
  Required literal value or workflow expression.
- `address_line_2` — Address Line 2 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression, required)
  Required literal value or workflow expression.
- `state` — State (select, required)
  Required selected identifier or value.
  Options: Leave unset (""), AA-Armed Forces Americas ("AA"), AE-Armed Forces Africa ("AE"), AK-Alaska ("AK"), AL-Alabama ("AL"), AP-Armed Forces Pacific ("AP"), AR-Arkansas ("AR"), AS-American Samoa ("AS"), AZ-Arizona ("AZ"), CA-California ("CA"), CO-Colorado ("CO"), CT-Connecticut ("CT"), DC-District of Columbia ("DC"), DE-Delaware ("DE"), FL-Florida ("FL"), FM-Federated States of Micronesia ("FM"), GA-Georgia ("GA"), GU-Guam ("GU"), HI-Hawaii ("HI"), IA-Iowa ("IA"), ID-Idaho ("ID"), IL-Illinois ("IL"), IN-Indiana ("IN"), KS-Kansas ("KS"), KY-Kentucky ("KY"), LA-Louisiana ("LA"), MA-Massachusetts ("MA"), MD-Maryland ("MD"), ME-Maine ("ME"), MH-Marshall Islands ("MH"), MI-Michigan ("MI"), MN-Minnesota ("MN"), MO-Missouri ("MO"), MP-Northern Mariana Islands ("MP"), MS-Mississippi ("MS"), MT-Montana ("MT"), NC-North Carolina ("NC"), ND-North Dakota ("ND"), NE-Nebraska ("NE"), NH-New Hampshire ("NH"), NJ-New Jersey ("NJ"), NM-New Mexico ("NM"), NV-Nevada ("NV"), NY-New York ("NY"), OH-Ohio ("OH"), OK-Oklahoma ("OK"), OR-Oregon ("OR"), PA-Pennsylvania ("PA"), PR-Puerto Rico ("PR"), PW-Palau ("PW"), RI-Rhode Island ("RI"), SC-South Carolina ("SC"), SD-South Dakota ("SD"), TN-Tennessee ("TN"), TX-Texas ("TX"), UT-Utah ("UT"), VA-Virginia ("VA"), VI-Virgin Islands ("VI"), VT-Vermont ("VT"), WA-Washington ("WA"), WI-Wisconsin ("WI"), WV-West Virginia ("WV"), WY-Wyoming ("WY")
- `zip_code` — Zip Code (expression, required)
  Required literal value or workflow expression.
- `email` — Email (expression)
  Optional literal value or workflow expression.
- `mobile_phone` — Mobile Phone (expression)
  Optional literal value or workflow expression.
- `home_phone` — Home Phone (expression)
  Optional literal value or workflow expression.
- `work_phone` — Work Phone (expression)
  Optional literal value or workflow expression.
- `contact_preference` — Contact Preference (expression)
  Optional literal value or workflow expression.
- `privacy_notice_given` — Privacy Notice Given (boolean)
  Optional true-or-false value.
  Default: `true`
- `patient_signature_on_file` — Patient Signature On File (boolean)
  Optional true-or-false value.
  Default: `true`
- `insured_signature_on_file` — Insured Signature On File (boolean)
  Optional true-or-false value.
  Default: `true`
- `medication_history_consent` — Medication History Consent (boolean)
  Optional true-or-false value.
  Default: `true`
- `consent_to_call` — Consent To Call (boolean)
  Optional true-or-false value.
  Default: `true`
- `consent_to_text` — Consent To Text (boolean)
  Optional true-or-false value.
  Default: `true`
- `registration_date` — Registration Date (expression)
  Optional literal value or workflow expression.
- `registration_department_id` — Registration Department Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `primary_provider_id` — Primary Provider Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `referral_source_id` — Referral Source Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `referral_source_other` — Referral Source Other (expression)
  Optional literal value or workflow expression.
- `notes` — Notes (textarea)
  Optional text value.
- `guarantor_is_self` — Guarantor Is Self (boolean)
  Optional true-or-false value.
  Default: `true`
- `additional_form_fields` — Additional Form Fields (json)
  Optional JSON value.
- `duplicate_check` — Duplicate Check (boolean)
  Optional true-or-false value.
  Default: `true`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `patient_id` — Patient Id
- `athena` — Athena
- `previous_operation` — Previous Operation
- `duplicate_found` — Duplicate Found
- `duplicate_patient_ids` — Duplicate Patient Ids
- `duplicate_count` — Duplicate Count
- `submitted_field_count` — Submitted Field Count
- `error` — Error
- `error_message` — Error Message
- `failure_phase` — Failure Phase
- `error_code` — Error Code
- `retryable` — Retryable

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "first_name",
    "last_name",
    "date_of_birth",
    "address_line_1",
    "city",
    "state",
    "zip_code"
  ],
  "properties": {
    "sex": {
      "enum": [
        "",
        "F",
        "M"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "ssn": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "notes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "state": {
      "enum": [
        "",
        "AA",
        "AE",
        "AK",
        "AL",
        "AP",
        "AR",
        "AS",
        "AZ",
        "CA",
        "CO",
        "CT",
        "DC",
        "DE",
        "FL",
        "FM",
        "GA",
        "GU",
        "HI",
        "IA",
        "ID",
        "IL",
        "IN",
        "KS",
        "KY",
        "LA",
        "MA",
        "MD",
        "ME",
        "MH",
        "MI",
        "MN",
        "MO",
        "MP",
        "MS",
        "MT",
        "NC",
        "ND",
        "NE",
        "NH",
        "NJ",
        "NM",
        "NV",
        "NY",
        "OH",
        "OK",
        "OR",
        "PA",
        "PR",
        "PW",
        "RI",
        "SC",
        "SD",
        "TN",
        "TX",
        "UT",
        "VA",
        "VI",
        "VT",
        "WA",
        "WI",
        "WV",
        "WY"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "zip_code": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "home_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "work_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "name_suffix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "mobile_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "address_line_1": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_line_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marital_status": {
      "enum": [
        "",
        "U",
        "M",
        "S",
        "D",
        "X",
        "W",
        "P"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "middle_initial": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "preferred_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "consent_to_call": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "consent_to_text": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "duplicate_check": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "gender_identity": {
      "enum": [
        "",
        "1",
        "2",
        "21",
        "22",
        "3",
        "4",
        "5",
        "6",
        "7"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "guarantor_is_self": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "registration_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "contact_preference": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "preferred_pronouns": {
      "enum": [
        "",
        "he/him",
        "she/her",
        "they/them"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "referral_source_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "sexual_orientation": {
      "enum": [
        "",
        "1",
        "2",
        "3",
        "4",
        "5",
        "6"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "primary_provider_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "privacy_notice_given": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "assigned_sex_at_birth": {
      "enum": [
        "",
        "M",
        "F",
        "N",
        "U"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "referral_source_other": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "additional_form_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "insured_signature_on_file": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_signature_on_file": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "medication_history_consent": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "registration_department_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "athena": {},
    "success": {},
    "retryable": {},
    "submitted": {},
    "error_code": {},
    "patient_id": {},
    "skip_reason": {},
    "error_message": {},
    "failure_phase": {},
    "write_skipped": {},
    "duplicate_count": {},
    "duplicate_found": {},
    "previous_operation": {},
    "duplicate_patient_ids": {},
    "submitted_field_count": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient Case Note

> Perform Create Patient Case Note through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_create_patient_case_note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_create_patient_case_note)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_create_patient_case_note`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "append_signature": true
  },
  "handler": "athena_create_patient_case_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `note_text` — Note Text (textarea, required)
  Required text value.
- `subject` — Subject (expression)
  Optional literal value or workflow expression.
- `append_signature` — Append Signature (boolean)
  Optional true-or-false value.
  Default: `true`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `document_id` — Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `status` — Status
- `assigned_to` — Assigned To
- `subject` — Subject
- `signed_note_length` — Signed Note Length
- `max_note_length` — Max Note Length
- `failure_phase` — Failure Phase
- `error_code` — Error Code
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "chart_id",
    "note_text"
  ],
  "properties": {
    "subject": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "append_signature": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "subject": {},
    "success": {},
    "chart_id": {},
    "retryable": {},
    "submitted": {},
    "error_code": {},
    "patient_id": {},
    "assigned_to": {},
    "document_id": {},
    "skip_reason": {},
    "error_message": {},
    "failure_phase": {},
    "write_skipped": {},
    "document_class": {},
    "max_note_length": {},
    "signed_note_length": {}
  },
  "additionalProperties": true
}
```

---

# Download Referral Document

> Perform Download Referral Document through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_download_referral_document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_download_referral_document)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_download_referral_document`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "document_type": "Referral",
    "apply_rotation": true,
    "document_class": "ADMIN"
  },
  "handler": "athena_download_referral_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_class` — Document Class (expression)
  Optional literal value or workflow expression.
  Default: `"ADMIN"`
- `document_type` — Document Type (expression)
  Optional literal value or workflow expression.
  Default: `"Referral"`
- `apply_rotation` — Apply Rotation (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `athena_document_id` — Athena Document Id
- `athena_document_class` — Athena Document Class
- `athena_document_sub_class` — Athena Document Sub Class
- `athena_document_status` — Athena Document Status
- `page_count` — Page Count
- `rotated_page_count` — Rotated Page Count
- `size` — Size
- `sha256` — Sha256
- `was_existing` — Was Existing
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "default": "Referral",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "apply_rotation": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_class": {
      "default": "ADMIN",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "sha256": {},
    "success": {},
    "page_count": {},
    "document_id": {},
    "was_existing": {},
    "error_message": {},
    "athena_document_id": {},
    "rotated_page_count": {},
    "athena_document_class": {},
    "athena_document_status": {},
    "athena_document_sub_class": {}
  },
  "additionalProperties": true
}
```

---

# Link Referral Document to Patient

> Perform Link Referral Document to Patient through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_link_referral_document_to_patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_link_referral_document_to_patient)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_link_referral_document_to_patient`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false
  },
  "handler": "athena_link_referral_document_to_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `write_skipped` — Write Skipped
- `linked` — Linked
- `already_linked` — Already Linked
- `verified` — Verified
- `submitted` — Submitted
- `retryable` — Retryable
- `outcome` — Outcome
- `document_id` — Document Id
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id",
    "chart_id"
  ],
  "properties": {
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "linked": {},
    "outcome": {},
    "success": {},
    "chart_id": {},
    "verified": {},
    "retryable": {},
    "submitted": {},
    "patient_id": {},
    "document_id": {},
    "error_message": {},
    "write_skipped": {},
    "already_linked": {}
  },
  "additionalProperties": true
}
```

---

# List Referral Documents

> Perform List Referral Documents through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_list_referral_documents](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_list_referral_documents)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_list_referral_documents`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "per_page": 50,
    "max_items": 200,
    "document_sub_classes": "ADMIN_REFERRAL"
  },
  "handler": "athena_list_referral_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `bucket_name` — Bucket Name (expression, required)
  Required literal value or workflow expression.
- `assigned_to` — Assigned To (expression, required)
  Required literal value or workflow expression.
- `subject_types` — Subject Types (expression)
  Optional literal value or workflow expression.
- `document_classes` — Document Classes (expression)
  Optional literal value or workflow expression.
- `document_sub_classes` — Document Sub Classes (expression)
  Optional literal value or workflow expression.
  Default: `"ADMIN_REFERRAL"`
- `per_page` — Per Page (number)
  Optional numeric value.
  Default: `50`
- `max_items` — Max Items (number)
  Optional numeric value.
  Default: `200`
- `sort_column` — Sort Column (expression)
  Optional literal value or workflow expression.
- `sort_direction` — Sort Direction (expression)
  Optional literal value or workflow expression.
- `sort_field` — Sort Field (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `bucket_name` — Bucket Name
- `assigned_to` — Assigned To
- `documents` — Documents
- `document_count` — Document Count
- `count` — Count
- `document_ids` — Document Ids
- `scanned_count` — Scanned Count
- `filtered_out_count` — Filtered Out Count
- `bucket_total_count` — Bucket Total Count
- `pages_read` — Pages Read
- `truncated` — Truncated
- `subject_types_seen` — Subject Types Seen
- `document_classes_seen` — Document Classes Seen
- `document_sub_classes_seen` — Document Sub Classes Seen
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "bucket_name",
    "assigned_to"
  ],
  "properties": {
    "per_page": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_items": {
      "type": "number",
      "default": 200,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sort_field": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assigned_to": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "bucket_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sort_column": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subject_types": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sort_direction": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_classes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_sub_classes": {
      "default": "ADMIN_REFERRAL",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "documents": {},
    "truncated": {},
    "pages_read": {},
    "assigned_to": {},
    "bucket_name": {},
    "document_ids": {},
    "error_message": {},
    "scanned_count": {},
    "document_count": {},
    "bucket_total_count": {},
    "filtered_out_count": {},
    "subject_types_seen": {},
    "document_classes_seen": {},
    "document_sub_classes_seen": {}
  },
  "additionalProperties": true
}
```

---

# Process Document Page Range

> Perform Process Document Page Range through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_process_document_page_range](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_process_document_page_range)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_process_document_page_range`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "urgent": false,
    "operation": "classify",
    "part_action": "leave",
    "write_enabled": false,
    "confirm_delete": false,
    "document_class": "ADMIN",
    "require_all_pages": true,
    "action_reason_index": 2
  },
  "handler": "athena_process_document_page_range"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_class` — Document Class (expression)
  Optional literal value or workflow expression.
  Default: `"ADMIN"`
- `operation` — Operation (select)
  Optional selected identifier or value.
  Default: `"classify"`
  Options: Split, classify and file parts ("classify"), Delete range ("delete")
- `parts` — Parts (json)
  Optional JSON value.
- `first_page_num` — First Page Num (number)
  Optional numeric value.
- `last_page_num` — Last Page Num (number)
  Optional numeric value.
- `document_label` — Document Label (select)
  Optional selected identifier or value.
  Options: Admin ("ADMIN"), Admin - Billing Document ("ADMIN_BILLING"), Admin - Consent ("ADMIN_CONSENT"), Admin - HIPAA/Privacy ("ADMIN_HIPAA"), Admin - Insurance Approval Notification ("ADMIN_INSURANCEAPPROVAL"), Admin - Insurance Card ("ADMIN_INSURANCECARD"), Admin - Insurance Denial Notification ("ADMIN_INSURANCEDENIAL"), Admin - Legal ("ADMIN_LEGAL"), Admin - Medical Records Request ("ADMIN_MEDICALRECORDREQ"), Admin - Referral ("ADMIN_REFERRAL"), Admin - Signed Forms & Letters ("ADMIN_SIGNEDFORMSLETTERS"), Clinical Document ("CLINICALDOCUMENT"), Clinical Document - Admission/Discharge Summary ("CLINICALDOCUMENT_ADMISSIONDISCHARGE"), Clinical Document - Consult Note ("CLINICALDOCUMENT_CONSULTNOTE"), Clinical Document - Emergency/Urgent Care ("CLINICALDOCUMENT_URGENTCARE"), Clinical Document - Mental Health Consult ("CLINICALDOCUMENT_MENTALHEALTH"), Clinical Document - Operative Note ("CLINICALDOCUMENT_OPERATIVENOTE"), Cover Sheet ("COVERSHEET"), Encounter Document - Authorization ("ENCOUNTERDOCUMENT_AUTHORIZATION"), Encounter Document - Health History Questionnaire ("ENCOUNTERDOCUMENT_PATIENTHISTORY"), Encounter Document - Image Documentation ("ENCOUNTERDOCUMENT_IMAGEDOC"), Encounter Document - Procedure Documentation ("ENCOUNTERDOCUMENT_PROCEDUREDOC"), Encounter Document - Progress Note ("ENCOUNTERDOCUMENT_PROGRESSNOTE"), Imaging/Diagnostic Result ("IMAGINGRESULT"), Lab Result ("LABRESULT"), Medical Record Document - Chart for Abstraction ("MEDICALRECORD_CHARTTOABSTRACT"), Medical Record Document - Flowsheet ("MEDICALRECORD_COUMADIN"), Medical Record Document - Growth Chart ("MEDICALRECORD_GROWTHCHART"), Medical Record Document - Historical Medical Record ("MEDICALRECORD_HISTORICAL"), Medical Record Document - Patient Diary ("MEDICALRECORD_PATIENTDIARY"), Medical Record Document - Vaccination Record ("MEDICALRECORD_VACCINATION"), Order (Already Signed) ("ORDER"), Phone Message ("PHONEMESSAGE"), Physician Authorization ("PHYSICIANAUTH"), Physician Authorization - Care Plan Oversight ("PHYSICIANAUTH_CAREPLANOVERSIGHT"), Prescription - Change ("PRESCRIPTION_CHANGE"), Prescription - Clarification ("PRESCRIPTION_CLARIFICATION"), Prescription - New ("PRESCRIPTION_NEW"), Prescription - Prior Authorization Request ("PRESCRIPTION_PRIORAUTHREQUEST"), Prescription - Renewal ("PRESCRIPTION_RENEWAL")
- `order_type` — Order Type (remote_search_select, dynamic options)
  Optional value. Retrieve allowed values from the dynamic options endpoint.
- `order_type_name` — Order Type Name (expression)
  Optional literal value or workflow expression.
- `internal_note` — Internal Note (textarea)
  Optional text value.
- `part_action` — Part Action (select)
  Optional selected identifier or value.
  Default: `"leave"`
  Options: Leave in current status ("leave"), Close ("close"), Send to REVIEW ("review"), Send to HOLD ("hold")
- `review_reason` — Review Reason (expression)
  Optional literal value or workflow expression.
- `assigned_to` — Assigned To (expression)
  Optional literal value or workflow expression.
- `require_all_pages` — Require All Pages (boolean)
  Optional true-or-false value.
  Default: `true`
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `chart_id` — Chart Id (expression)
  Optional literal value or workflow expression.
- `provider_username` — Provider Username (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `action_note` — Action Note (textarea)
  Optional text value.
- `urgent` — Urgent (boolean)
  Optional true-or-false value.
  Default: `false`
- `action_group_id` — Action Group Id (expression)
  Optional literal value or workflow expression.
- `action_reason_id` — Action Reason Id (expression)
  Optional literal value or workflow expression.
- `action_reason_index` — Action Reason Index (number)
  Optional numeric value.
  Default: `2`
- `confirm_delete` — Confirm Delete (boolean)
  Optional true-or-false value.
  Default: `false`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `write_skipped` — Write Skipped
- `submitted` — Submitted
- `verified` — Verified
- `outcome` — Outcome
- `document_id` — Document Id
- `operation` — Operation
- `document_class` — Document Class
- `document_sub_class` — Document Sub Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `page_count_before` — Page Count Before
- `page_count_after` — Page Count After
- `first_page_num` — First Page Num
- `last_page_num` — Last Page Num
- `resulting_document_ids` — Resulting Document Ids
- `parts` — Parts
- `completed_parts` — Completed Parts
- `failed_part_index` — Failed Part Index
- `next_document_id` — Next Document Id
- `remainder_document_id` — Remainder Document Id
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "parts": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "urgent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "chart_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "operation": {
      "enum": [
        "classify",
        "delete"
      ],
      "type": "string",
      "default": "classify",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "order_type": {
      "description": "Optional value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "remote_search_select"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "action_note": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "assigned_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "part_action": {
      "enum": [
        "leave",
        "close",
        "review",
        "hold"
      ],
      "type": "string",
      "default": "leave",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "internal_note": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "last_page_num": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "review_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "confirm_delete": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_class": {
      "default": "ADMIN",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_label": {
      "enum": [
        "ADMIN",
        "ADMIN_BILLING",
        "ADMIN_CONSENT",
        "ADMIN_HIPAA",
        "ADMIN_INSURANCEAPPROVAL",
        "ADMIN_INSURANCECARD",
        "ADMIN_INSURANCEDENIAL",
        "ADMIN_LEGAL",
        "ADMIN_MEDICALRECORDREQ",
        "ADMIN_REFERRAL",
        "ADMIN_SIGNEDFORMSLETTERS",
        "CLINICALDOCUMENT",
        "CLINICALDOCUMENT_ADMISSIONDISCHARGE",
        "CLINICALDOCUMENT_CONSULTNOTE",
        "CLINICALDOCUMENT_URGENTCARE",
        "CLINICALDOCUMENT_MENTALHEALTH",
        "CLINICALDOCUMENT_OPERATIVENOTE",
        "COVERSHEET",
        "ENCOUNTERDOCUMENT_AUTHORIZATION",
        "ENCOUNTERDOCUMENT_PATIENTHISTORY",
        "ENCOUNTERDOCUMENT_IMAGEDOC",
        "ENCOUNTERDOCUMENT_PROCEDUREDOC",
        "ENCOUNTERDOCUMENT_PROGRESSNOTE",
        "IMAGINGRESULT",
        "LABRESULT",
        "MEDICALRECORD_CHARTTOABSTRACT",
        "MEDICALRECORD_COUMADIN",
        "MEDICALRECORD_GROWTHCHART",
        "MEDICALRECORD_HISTORICAL",
        "MEDICALRECORD_PATIENTDIARY",
        "MEDICALRECORD_VACCINATION",
        "ORDER",
        "PHONEMESSAGE",
        "PHYSICIANAUTH",
        "PHYSICIANAUTH_CAREPLANOVERSIGHT",
        "PRESCRIPTION_CHANGE",
        "PRESCRIPTION_CLARIFICATION",
        "PRESCRIPTION_NEW",
        "PRESCRIPTION_PRIORAUTHREQUEST",
        "PRESCRIPTION_RENEWAL"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "first_page_num": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "action_group_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_type_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "action_reason_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_username": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "require_all_pages": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "action_reason_index": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "parts": {},
    "outcome": {},
    "success": {},
    "chart_id": {},
    "verified": {},
    "operation": {},
    "submitted": {},
    "patient_id": {},
    "document_id": {},
    "error_message": {},
    "last_page_num": {},
    "write_skipped": {},
    "document_class": {},
    "first_page_num": {},
    "completed_parts": {},
    "next_document_id": {},
    "page_count_after": {},
    "failed_part_index": {},
    "page_count_before": {},
    "document_sub_class": {},
    "remainder_document_id": {},
    "resulting_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Process Existing Document

> Perform Process Existing Document through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_process_existing_document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_process_existing_document)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_process_existing_document`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "urgent": false,
    "write_enabled": false,
    "document_class": "ADMIN",
    "skip_if_urgent": true,
    "document_sub_class": "ADMIN_REFERRAL",
    "projection_timeout_seconds": 60
  },
  "handler": "athena_process_existing_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_class` — Document Class (expression)
  Optional literal value or workflow expression.
  Default: `"ADMIN"`
- `document_sub_class` — Document Sub Class (expression)
  Optional literal value or workflow expression.
  Default: `"ADMIN_REFERRAL"`
- `document_label` — Document Label (select)
  Optional selected identifier or value.
  Options: Admin ("ADMIN"), Admin - Billing Document ("ADMIN_BILLING"), Admin - Consent ("ADMIN_CONSENT"), Admin - HIPAA/Privacy ("ADMIN_HIPAA"), Admin - Insurance Approval Notification ("ADMIN_INSURANCEAPPROVAL"), Admin - Insurance Card ("ADMIN_INSURANCECARD"), Admin - Insurance Denial Notification ("ADMIN_INSURANCEDENIAL"), Admin - Legal ("ADMIN_LEGAL"), Admin - Medical Records Request ("ADMIN_MEDICALRECORDREQ"), Admin - Referral ("ADMIN_REFERRAL"), Admin - Signed Forms & Letters ("ADMIN_SIGNEDFORMSLETTERS"), Clinical Document ("CLINICALDOCUMENT"), Clinical Document - Admission/Discharge Summary ("CLINICALDOCUMENT_ADMISSIONDISCHARGE"), Clinical Document - Consult Note ("CLINICALDOCUMENT_CONSULTNOTE"), Clinical Document - Emergency/Urgent Care ("CLINICALDOCUMENT_URGENTCARE"), Clinical Document - Mental Health Consult ("CLINICALDOCUMENT_MENTALHEALTH"), Clinical Document - Operative Note ("CLINICALDOCUMENT_OPERATIVENOTE"), Cover Sheet ("COVERSHEET"), Encounter Document - Authorization ("ENCOUNTERDOCUMENT_AUTHORIZATION"), Encounter Document - Health History Questionnaire ("ENCOUNTERDOCUMENT_PATIENTHISTORY"), Encounter Document - Image Documentation ("ENCOUNTERDOCUMENT_IMAGEDOC"), Encounter Document - Procedure Documentation ("ENCOUNTERDOCUMENT_PROCEDUREDOC"), Encounter Document - Progress Note ("ENCOUNTERDOCUMENT_PROGRESSNOTE"), Imaging/Diagnostic Result ("IMAGINGRESULT"), Lab Result ("LABRESULT"), Medical Record Document - Chart for Abstraction ("MEDICALRECORD_CHARTTOABSTRACT"), Medical Record Document - Flowsheet ("MEDICALRECORD_COUMADIN"), Medical Record Document - Growth Chart ("MEDICALRECORD_GROWTHCHART"), Medical Record Document - Historical Medical Record ("MEDICALRECORD_HISTORICAL"), Medical Record Document - Patient Diary ("MEDICALRECORD_PATIENTDIARY"), Medical Record Document - Vaccination Record ("MEDICALRECORD_VACCINATION"), Order (Already Signed) ("ORDER"), Phone Message ("PHONEMESSAGE"), Physician Authorization ("PHYSICIANAUTH"), Physician Authorization - Care Plan Oversight ("PHYSICIANAUTH_CAREPLANOVERSIGHT"), Prescription - Change ("PRESCRIPTION_CHANGE"), Prescription - Clarification ("PRESCRIPTION_CLARIFICATION"), Prescription - New ("PRESCRIPTION_NEW"), Prescription - Prior Authorization Request ("PRESCRIPTION_PRIORAUTHREQUEST"), Prescription - Renewal ("PRESCRIPTION_RENEWAL")
- `order_type` — Order Type (remote_search_select, dynamic options)
  Optional value. Retrieve allowed values from the dynamic options endpoint.
- `provider_username` — Provider Username (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `action_note` — Action Note (textarea)
  Optional text value.
- `urgent` — Urgent (boolean)
  Optional true-or-false value.
  Default: `false`
- `skip_if_urgent` — Skip If Urgent (boolean)
  Optional true-or-false value.
  Default: `true`
- `review_action_reason_id` — Review Action Reason Id (expression)
  Optional literal value or workflow expression.
- `assigned_to` — Assigned To (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `bucket_name` — Bucket Name (expression, required)
  Required literal value or workflow expression.
- `expected_patient_id` — Expected Patient Id (expression)
  Optional literal value or workflow expression.
- `chart_id` — Chart Id (expression)
  Optional literal value or workflow expression.
- `projection_timeout_seconds` — Projection Timeout Seconds (number)
  Optional numeric value.
  Default: `60`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `write_skipped` — Write Skipped
- `skipped` — Skipped
- `submitted` — Submitted
- `verified` — Verified
- `projection_verified` — Projection Verified
- `outcome` — Outcome
- `document_id` — Document Id
- `document_class` — Document Class
- `document_sub_class` — Document Sub Class
- `order_type_id` — Order Type Id
- `order_type_name` — Order Type Name
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `provider_username` — Provider Username
- `priority` — Priority
- `status` — Status
- `note_verified` — Note Verified
- `assigned_to` — Assigned To
- `bucket_name` — Bucket Name
- `attempts` — Attempts
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "assigned_to",
    "bucket_name"
  ],
  "properties": {
    "urgent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "chart_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_type": {
      "description": "Optional value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "remote_search_select"
    },
    "action_note": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "assigned_to": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "bucket_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_class": {
      "default": "ADMIN",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_label": {
      "enum": [
        "ADMIN",
        "ADMIN_BILLING",
        "ADMIN_CONSENT",
        "ADMIN_HIPAA",
        "ADMIN_INSURANCEAPPROVAL",
        "ADMIN_INSURANCECARD",
        "ADMIN_INSURANCEDENIAL",
        "ADMIN_LEGAL",
        "ADMIN_MEDICALRECORDREQ",
        "ADMIN_REFERRAL",
        "ADMIN_SIGNEDFORMSLETTERS",
        "CLINICALDOCUMENT",
        "CLINICALDOCUMENT_ADMISSIONDISCHARGE",
        "CLINICALDOCUMENT_CONSULTNOTE",
        "CLINICALDOCUMENT_URGENTCARE",
        "CLINICALDOCUMENT_MENTALHEALTH",
        "CLINICALDOCUMENT_OPERATIVENOTE",
        "COVERSHEET",
        "ENCOUNTERDOCUMENT_AUTHORIZATION",
        "ENCOUNTERDOCUMENT_PATIENTHISTORY",
        "ENCOUNTERDOCUMENT_IMAGEDOC",
        "ENCOUNTERDOCUMENT_PROCEDUREDOC",
        "ENCOUNTERDOCUMENT_PROGRESSNOTE",
        "IMAGINGRESULT",
        "LABRESULT",
        "MEDICALRECORD_CHARTTOABSTRACT",
        "MEDICALRECORD_COUMADIN",
        "MEDICALRECORD_GROWTHCHART",
        "MEDICALRECORD_HISTORICAL",
        "MEDICALRECORD_PATIENTDIARY",
        "MEDICALRECORD_VACCINATION",
        "ORDER",
        "PHONEMESSAGE",
        "PHYSICIANAUTH",
        "PHYSICIANAUTH_CAREPLANOVERSIGHT",
        "PRESCRIPTION_CHANGE",
        "PRESCRIPTION_CLARIFICATION",
        "PRESCRIPTION_NEW",
        "PRESCRIPTION_PRIORAUTHREQUEST",
        "PRESCRIPTION_RENEWAL"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "skip_if_urgent": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "provider_username": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "document_sub_class": {
      "default": "ADMIN_REFERRAL",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "review_action_reason_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "projection_timeout_seconds": {
      "type": "number",
      "default": 60,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "outcome": {},
    "skipped": {},
    "success": {},
    "attempts": {},
    "chart_id": {},
    "priority": {},
    "verified": {},
    "retryable": {},
    "submitted": {},
    "patient_id": {},
    "assigned_to": {},
    "bucket_name": {},
    "document_id": {},
    "error_message": {},
    "note_verified": {},
    "order_type_id": {},
    "write_skipped": {},
    "document_class": {},
    "order_type_name": {},
    "provider_username": {},
    "document_sub_class": {},
    "projection_verified": {}
  },
  "additionalProperties": true
}
```

---

# Read Document Pages

> Perform Read Document Pages through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_pages](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_pages)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_read_document_pages`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "document_class": "ADMIN"
  },
  "handler": "athena_read_document_pages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_class` — Document Class (expression)
  Optional literal value or workflow expression.
  Default: `"ADMIN"`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `document_class` — Document Class
- `document_sub_class` — Document Sub Class
- `status` — Status
- `department_id` — Department Id
- `scan_id` — Scan Id
- `page_count` — Page Count
- `rotated_page_count` — Rotated Page Count
- `pages` — Pages
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_class": {
      "default": "ADMIN",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "pages": {},
    "status": {},
    "scan_id": {},
    "success": {},
    "page_count": {},
    "document_id": {},
    "department_id": {},
    "error_message": {},
    "document_class": {},
    "document_sub_class": {},
    "rotated_page_count": {}
  },
  "additionalProperties": true
}
```

---

# Read Document Timeline Items

> Perform Read Document Timeline Items through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_timeline_items](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_timeline_items)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_read_document_timeline_items`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "briefing": true
  },
  "handler": "athena_read_document_timeline_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `department_id` — Department Id (expression, required)
  Required literal value or workflow expression.
- `categories` — Categories (expression)
  Optional literal value or workflow expression.
- `briefing` — Briefing (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `chart_id` — Chart Id
- `department_id` — Department Id
- `timeline_item_count` — Timeline Item Count
- `count` — Count
- `timeline_items` — Timeline Items
- `categories` — Categories
- `briefing` — Briefing
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "chart_id",
    "department_id"
  ],
  "properties": {
    "briefing": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "categories": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "department_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "briefing": {},
    "chart_id": {},
    "categories": {},
    "document_id": {},
    "department_id": {},
    "error_message": {},
    "timeline_items": {},
    "timeline_item_count": {}
  },
  "additionalProperties": true
}
```

---

# Read Document View Data

> Perform Read Document View Data through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_view_data](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_document_view_data)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_read_document_view_data`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "document_class": "ADMIN"
  },
  "handler": "athena_read_document_view_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_class` — Document Class (expression, required)
  Required literal value or workflow expression.
  Default: `"ADMIN"`
- `chart_id` — Chart Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `status` — Status
- `assigned_to` — Assigned To
- `document_present` — Document Present
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "document_class"
  ],
  "properties": {
    "chart_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_class": {
      "default": "ADMIN",
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "chart_id": {},
    "patient_id": {},
    "assigned_to": {},
    "document_id": {},
    "error_message": {},
    "document_class": {},
    "document_present": {}
  },
  "additionalProperties": true
}
```

---

# Read Historical Document

> Perform Read Historical Document through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_historical_document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_historical_document)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_read_historical_document`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "document_class": "PATIENTCASE"
  },
  "handler": "athena_read_historical_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_class` — Document Class (expression, required)
  Required literal value or workflow expression.
  Default: `"PATIENTCASE"`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `status` — Status
- `assigned_to` — Assigned To
- `document_present` — Document Present
- `error` — Error
- `error_message` — Error Message
- `document_count` — Document Count
- `documents` — Documents
- `payload_present` — Payload Present

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "document_class"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_class": {
      "default": "PATIENTCASE",
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "chart_id": {},
    "documents": {},
    "patient_id": {},
    "assigned_to": {},
    "document_id": {},
    "error_message": {},
    "document_class": {},
    "document_count": {},
    "payload_present": {},
    "document_present": {}
  },
  "additionalProperties": true
}
```

---

# Read Patient Case

> Perform Read Patient Case through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_case](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_case)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_read_patient_case`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {},
  "handler": "athena_read_patient_case"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `chart_id` — Chart Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `athena` — Athena
- `status` — Status
- `assigned_to` — Assigned To
- `subject` — Subject
- `provider_note_present` — Provider Note Present
- `provider_note_length` — Provider Note Length
- `provider_note_has_genhealth_signature` — Provider Note Has Genhealth Signature
- `patient_id_matches` — Patient Id Matches
- `chart_id_matches` — Chart Id Matches
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "chart_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "athena": {},
    "status": {},
    "subject": {},
    "success": {},
    "chart_id": {},
    "patient_id": {},
    "assigned_to": {},
    "document_id": {},
    "error_message": {},
    "document_class": {},
    "chart_id_matches": {},
    "patient_id_matches": {},
    "provider_note_length": {},
    "provider_note_present": {},
    "provider_note_has_genhealth_signature": {}
  },
  "additionalProperties": true
}
```

---

# Read Patient Cases

> Perform Read Patient Cases through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_cases](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_cases)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_read_patient_cases`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {},
  "handler": "athena_read_patient_cases"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `department_id` — Department Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `case_count` — Case Count
- `count` — Count
- `patient_cases` — Patient Cases
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "chart_id"
  ],
  "properties": {
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "department_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "chart_id": {},
    "case_count": {},
    "patient_id": {},
    "error_message": {},
    "patient_cases": {}
  },
  "additionalProperties": true
}
```

---

# Read Patient Insurance

> Perform Read Patient Insurance through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_insurance](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_patient_insurance)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_read_patient_insurance`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "include_sensitive_fields": false
  },
  "handler": "athena_read_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression)
  Optional literal value or workflow expression.
- `department_id` — Department Id (expression)
  Optional literal value or workflow expression.
- `include_sensitive_fields` — Include Sensitive Fields (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `athena` — Athena
- `policy_count` — Policy Count
- `count` — Count
- `policies` — Policies
- `insurance_cards` — Insurance Cards
- `insurance_source` — Insurance Source
- `has_insurance_policy` — Has Insurance Policy
- `primary_policy` — Primary Policy
- `secondary_policy` — Secondary Policy
- `tertiary_policy` — Tertiary Policy
- `primary_payer_name` — Primary Payer Name
- `primary_payer_id` — Primary Payer Id
- `secondary_payer_name` — Secondary Payer Name
- `secondary_payer_id` — Secondary Payer Id
- `insurance_removal_request_count` — Insurance Removal Request Count
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "chart_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "department_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_sensitive_fields": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "athena": {},
    "success": {},
    "chart_id": {},
    "policies": {},
    "patient_id": {},
    "policy_count": {},
    "error_message": {},
    "primary_policy": {},
    "insurance_cards": {},
    "tertiary_policy": {},
    "insurance_source": {},
    "primary_payer_id": {},
    "secondary_policy": {},
    "primary_payer_name": {},
    "secondary_payer_id": {},
    "has_insurance_policy": {},
    "secondary_payer_name": {},
    "insurance_removal_request_count": {}
  },
  "additionalProperties": true
}
```

---

# Read Referral Attachments

> Perform Read Referral Attachments through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_referral_attachments](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_read_referral_attachments)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_read_referral_attachments`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "document_class": "PATIENTCASE"
  },
  "handler": "athena_read_referral_attachments"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `document_class` — Document Class (expression, required)
  Required literal value or workflow expression.
  Default: `"PATIENTCASE"`
- `target_document_id` — Target Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `attachment_count` — Attachment Count
- `attached_count` — Attached Count
- `attachments` — Attachments
- `target_document_id` — Target Document Id
- `target_attachment_found` — Target Attachment Found
- `target_attachment_attached` — Target Attachment Attached
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "chart_id",
    "patient_id",
    "document_class"
  ],
  "properties": {
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_class": {
      "default": "PATIENTCASE",
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "target_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "chart_id": {},
    "patient_id": {},
    "attachments": {},
    "document_id": {},
    "error_message": {},
    "attached_count": {},
    "document_class": {},
    "attachment_count": {},
    "target_document_id": {},
    "target_attachment_found": {},
    "target_attachment_attached": {}
  },
  "additionalProperties": true
}
```

---

# Reassign Document

> Perform Reassign Document through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_reassign_document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_reassign_document)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_reassign_document`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "document_class": "ADMIN",
    "projection_timeout_seconds": 60
  },
  "handler": "athena_reassign_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `assigned_to` — Assigned To (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `bucket_name` — Bucket Name (expression, required)
  Required literal value or workflow expression.
- `document_class` — Document Class (expression, required)
  Required literal value or workflow expression.
  Default: `"ADMIN"`
- `chart_id` — Chart Id (expression)
  Optional literal value or workflow expression.
- `projection_timeout_seconds` — Projection Timeout Seconds (number)
  Optional numeric value.
  Default: `60`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `write_skipped` — Write Skipped
- `submitted` — Submitted
- `verified` — Verified
- `projection_verified` — Projection Verified
- `outcome` — Outcome
- `document_id` — Document Id
- `document_class` — Document Class
- `document_sub_class` — Document Sub Class
- `assigned_to` — Assigned To
- `bucket_name` — Bucket Name
- `status` — Status
- `patient_is_unknown` — Patient Is Unknown
- `attempts` — Attempts
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "assigned_to",
    "bucket_name",
    "document_class"
  ],
  "properties": {
    "chart_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assigned_to": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "bucket_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_class": {
      "default": "ADMIN",
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "projection_timeout_seconds": {
      "type": "number",
      "default": 60,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "outcome": {},
    "success": {},
    "attempts": {},
    "verified": {},
    "retryable": {},
    "submitted": {},
    "assigned_to": {},
    "bucket_name": {},
    "document_id": {},
    "error_message": {},
    "write_skipped": {},
    "document_class": {},
    "document_sub_class": {},
    "patient_is_unknown": {},
    "projection_verified": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Carrier

> Perform Resolve Carrier through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_resolve_carrier](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_resolve_carrier)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_resolve_carrier`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "allow_llm": true,
    "minimum_confidence": "high"
  },
  "handler": "athena_resolve_carrier"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `carrier_text` — Carrier Text (expression, required)
  Required literal value or workflow expression.
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.
- `plan_type_hint` — Plan Type Hint (expression)
  Optional literal value or workflow expression.
- `minimum_confidence` — Minimum Confidence (select)
  Optional selected identifier or value.
  Default: `"high"`
  Options: High — only an unambiguous match ("high"), Medium — accept a best reading ("medium")
- `allow_llm` — Allow Llm (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `matched` — Matched
- `ready` — Ready
- `search_text` — Search Text
- `package_id` — Package Id
- `package_name` — Package Name
- `product_type` — Product Type
- `is_super_package` — Is Super Package
- `resolver` — Resolver
- `confidence` — Confidence
- `requires_review` — Requires Review
- `review_reason` — Review Reason
- `candidate_count` — Candidate Count
- `mapping_settings_url` — Mapping Settings Url
- `candidates` — Candidates
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "carrier_text"
  ],
  "properties": {
    "allow_llm": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "carrier_text": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "plan_type_hint": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "minimum_confidence": {
      "enum": [
        "high",
        "medium"
      ],
      "type": "string",
      "default": "high",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "ready": {},
    "matched": {},
    "success": {},
    "resolver": {},
    "candidates": {},
    "confidence": {},
    "package_id": {},
    "search_text": {},
    "package_name": {},
    "product_type": {},
    "error_message": {},
    "review_reason": {},
    "candidate_count": {},
    "requires_review": {},
    "is_super_package": {},
    "mapping_settings_url": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Patient Chart Context

> Perform Resolve Patient Chart Context through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_resolve_patient_chart_context](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_resolve_patient_chart_context)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_resolve_patient_chart_context`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {},
  "handler": "athena_resolve_patient_chart_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `department_id` — Department Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `department_id` — Department Id
- `athena` — Athena
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "department_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "athena": {},
    "success": {},
    "chart_id": {},
    "patient_id": {},
    "department_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Save Patient Case Note

> Perform Save Patient Case Note through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_save_patient_case_note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_save_patient_case_note)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_save_patient_case_note`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "append_signature": true
  },
  "handler": "athena_save_patient_case_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `note_text` — Note Text (textarea, required)
  Required text value.
- `subject` — Subject (expression)
  Optional literal value or workflow expression.
- `append_signature` — Append Signature (boolean)
  Optional true-or-false value.
  Default: `true`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `document_id` — Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `status` — Status
- `assigned_to` — Assigned To
- `subject` — Subject
- `signed_note_length` — Signed Note Length
- `max_note_length` — Max Note Length
- `failure_phase` — Failure Phase
- `error_code` — Error Code
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id",
    "chart_id",
    "note_text"
  ],
  "properties": {
    "subject": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "append_signature": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "subject": {},
    "success": {},
    "chart_id": {},
    "retryable": {},
    "submitted": {},
    "error_code": {},
    "patient_id": {},
    "assigned_to": {},
    "document_id": {},
    "skip_reason": {},
    "error_message": {},
    "failure_phase": {},
    "write_skipped": {},
    "document_class": {},
    "max_note_length": {},
    "signed_note_length": {}
  },
  "additionalProperties": true
}
```

---

# Search Patients

> Perform Search Patients through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_search_patients](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_search_patients)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_search_patients`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "filter_type": "NAME",
    "max_results": 20
  },
  "handler": "athena_search_patients"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `query` — Query (expression, required)
  Required literal value or workflow expression.
- `filter_type` — Filter Type (select)
  Optional selected identifier or value.
  Default: `"NAME"`
  Options: Name ("NAME"), Patient ID ("ID")
- `date_of_birth` — Date Of Birth (expression)
  Optional literal value or workflow expression.
- `first_name` — First Name (expression)
  Optional literal value or workflow expression.
- `last_name` — Last Name (expression)
  Optional literal value or workflow expression.
- `max_results` — Max Results (number)
  Optional numeric value.
  Default: `20`

## Outputs

- `success` — Success
- `query` — Query
- `filter_type` — Filter Type
- `search_mode` — Search Mode
- `result_count` — Result Count
- `count` — Count
- `matches` — Matches
- `single_match` — Single Match
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `first_patient_id` — First Patient Id
- `first_chart_id` — First Chart Id
- `response_length` — Response Length
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "filter_type": {
      "enum": [
        "NAME",
        "ID"
      ],
      "type": "string",
      "default": "NAME",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "max_results": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "query": {},
    "matches": {},
    "success": {},
    "chart_id": {},
    "patient_id": {},
    "filter_type": {},
    "search_mode": {},
    "result_count": {},
    "single_match": {},
    "error_message": {},
    "first_chart_id": {},
    "response_length": {},
    "first_patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient

> Perform Update Patient through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_update_patient](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_update_patient)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_update_patient`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "timezone": "America/Chicago",
    "write_enabled": false
  },
  "handler": "athena_update_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `note_to_append` — Note To Append (textarea)
  Optional text value.
- `email` — Email (expression)
  Optional literal value or workflow expression.
- `address_line_1` — Address Line 1 (expression)
  Optional literal value or workflow expression.
- `address_line_2` — Address Line 2 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `zip_code` — Zip Code (expression)
  Optional literal value or workflow expression.
- `home_phone` — Home Phone (expression)
  Optional literal value or workflow expression.
- `mobile_phone` — Mobile Phone (expression)
  Optional literal value or workflow expression.
- `work_phone` — Work Phone (expression)
  Optional literal value or workflow expression.
- `contact_preference` — Contact Preference (select)
  Optional selected identifier or value.
  Options: Leave unchanged (""), Mobile Phone ("MOBILEPHONE"), Home Phone ("HOMEPHONE"), Work Phone ("WORKPHONE")
- `consent_to_call` — Consent To Call (select)
  Optional selected identifier or value.
  Options: Leave unchanged (""), Yes ("Y"), No ("N")
- `consent_to_text` — Consent To Text (select)
  Optional selected identifier or value.
  Options: Leave unchanged (""), Yes ("Y"), No ("N")
- `timezone` — Timezone (expression)
  Optional literal value or workflow expression.
  Default: `"America/Chicago"`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `verified` — Verified
- `patient_id` — Patient Id
- `changed_fields` — Changed Fields
- `note_appended` — Note Appended
- `error` — Error
- `error_message` — Error Message
- `failure_phase` — Failure Phase
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "timezone": {
      "default": "America/Chicago",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "zip_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "home_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "work_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "mobile_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "address_line_1": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_line_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note_to_append": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "consent_to_call": {
      "enum": [
        "",
        "Y",
        "N"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "consent_to_text": {
      "enum": [
        "",
        "Y",
        "N"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "contact_preference": {
      "enum": [
        "",
        "MOBILEPHONE",
        "HOMEPHONE",
        "WORKPHONE"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "verified": {},
    "submitted": {},
    "error_code": {},
    "patient_id": {},
    "error_message": {},
    "failure_phase": {},
    "note_appended": {},
    "write_skipped": {},
    "changed_fields": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Usual Provider

> Perform Update Patient Usual Provider through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_update_patient_primary_provider](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_update_patient_primary_provider)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_update_patient_primary_provider`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false
  },
  "handler": "athena_update_patient_primary_provider"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `provider_id` — Provider Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `expected_current_provider_id` — Expected Current Provider Id (expression)
  Optional literal value or workflow expression.
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `verified` — Verified
- `patient_id` — Patient Id
- `previous_provider_id` — Previous Provider Id
- `provider_id` — Provider Id
- `error` — Error
- `error_message` — Error Message
- `failure_phase` — Failure Phase
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "provider_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_id": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "expected_current_provider_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "verified": {},
    "submitted": {},
    "error_code": {},
    "patient_id": {},
    "provider_id": {},
    "error_message": {},
    "failure_phase": {},
    "write_skipped": {},
    "previous_provider_id": {}
  },
  "additionalProperties": true
}
```

---

# Upload Document To Chart

> Perform Upload Document To Chart through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upload_document_to_chart](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upload_document_to_chart)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_upload_document_to_chart`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "close_document": false,
    "document_class": "ADMIN"
  },
  "handler": "athena_upload_document_to_chart"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `file_path` — File Path (expression)
  Optional literal value or workflow expression.
- `s3_path` — S3 Path (expression)
  Optional literal value or workflow expression.
- `source_document_id` — Source Document Id (expression)
  Optional literal value or workflow expression.
- `file_name` — File Name (expression)
  Optional literal value or workflow expression.
- `document_class` — Document Class (expression)
  Optional literal value or workflow expression.
  Default: `"ADMIN"`
- `content_type` — Content Type (expression)
  Optional literal value or workflow expression.
- `close_document` — Close Document (boolean)
  Optional true-or-false value.
  Default: `false`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `document_id` — Document Id
- `attachment_document_id` — Attachment Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `department_id` — Department Id
- `file_path` — File Path
- `source_document_id` — Source Document Id
- `filename` — Filename
- `content_type` — Content Type
- `close_document` — Close Document
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "chart_id"
  ],
  "properties": {
    "s3_path": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "file_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "file_path": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "content_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "close_document": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_class": {
      "default": "ADMIN",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "chart_id": {},
    "filename": {},
    "file_path": {},
    "submitted": {},
    "patient_id": {},
    "document_id": {},
    "skip_reason": {},
    "content_type": {},
    "department_id": {},
    "error_message": {},
    "write_skipped": {},
    "close_document": {},
    "document_class": {},
    "source_document_id": {},
    "attachment_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Upload Patient Document

> Perform Upload Patient Document through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upload_patient_document](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upload_patient_document)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_upload_patient_document`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "close_document": false,
    "document_label": "ADMIN"
  },
  "handler": "athena_upload_patient_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `file_path` — File Path (expression)
  Optional literal value or workflow expression.
- `s3_path` — S3 Path (expression)
  Optional literal value or workflow expression.
- `source_document_id` — Source Document Id (expression)
  Optional literal value or workflow expression.
- `file_name` — File Name (expression)
  Optional literal value or workflow expression.
- `content_type` — Content Type (expression)
  Optional literal value or workflow expression.
- `document_label` — Document Label (select, required)
  Required selected identifier or value.
  Default: `"ADMIN"`
  Options: Admin ("ADMIN"), Admin - Billing Document ("ADMIN_BILLING"), Admin - Consent ("ADMIN_CONSENT"), Admin - HIPAA/Privacy ("ADMIN_HIPAA"), Admin - Insurance Approval Notification ("ADMIN_INSURANCEAPPROVAL"), Admin - Insurance Card ("ADMIN_INSURANCECARD"), Admin - Insurance Denial Notification ("ADMIN_INSURANCEDENIAL"), Admin - Legal ("ADMIN_LEGAL"), Admin - Medical Records Request ("ADMIN_MEDICALRECORDREQ"), Admin - Referral ("ADMIN_REFERRAL"), Admin - Signed Forms & Letters ("ADMIN_SIGNEDFORMSLETTERS"), Clinical Document ("CLINICALDOCUMENT"), Clinical Document - Admission/Discharge Summary ("CLINICALDOCUMENT_ADMISSIONDISCHARGE"), Clinical Document - Consult Note ("CLINICALDOCUMENT_CONSULTNOTE"), Clinical Document - Emergency/Urgent Care ("CLINICALDOCUMENT_URGENTCARE"), Clinical Document - Mental Health Consult ("CLINICALDOCUMENT_MENTALHEALTH"), Clinical Document - Operative Note ("CLINICALDOCUMENT_OPERATIVENOTE"), Cover Sheet ("COVERSHEET"), Encounter Document - Authorization ("ENCOUNTERDOCUMENT_AUTHORIZATION"), Encounter Document - Health History Questionnaire ("ENCOUNTERDOCUMENT_PATIENTHISTORY"), Encounter Document - Image Documentation ("ENCOUNTERDOCUMENT_IMAGEDOC"), Encounter Document - Procedure Documentation ("ENCOUNTERDOCUMENT_PROCEDUREDOC"), Encounter Document - Progress Note ("ENCOUNTERDOCUMENT_PROGRESSNOTE"), Imaging/Diagnostic Result ("IMAGINGRESULT"), Lab Result ("LABRESULT"), Medical Record Document - Chart for Abstraction ("MEDICALRECORD_CHARTTOABSTRACT"), Medical Record Document - Flowsheet ("MEDICALRECORD_COUMADIN"), Medical Record Document - Growth Chart ("MEDICALRECORD_GROWTHCHART"), Medical Record Document - Historical Medical Record ("MEDICALRECORD_HISTORICAL"), Medical Record Document - Patient Diary ("MEDICALRECORD_PATIENTDIARY"), Medical Record Document - Vaccination Record ("MEDICALRECORD_VACCINATION"), Order (Already Signed) ("ORDER"), Phone Message ("PHONEMESSAGE"), Physician Authorization ("PHYSICIANAUTH"), Physician Authorization - Care Plan Oversight ("PHYSICIANAUTH_CAREPLANOVERSIGHT"), Prescription - Change ("PRESCRIPTION_CHANGE"), Prescription - Clarification ("PRESCRIPTION_CLARIFICATION"), Prescription - New ("PRESCRIPTION_NEW"), Prescription - Prior Authorization Request ("PRESCRIPTION_PRIORAUTHREQUEST"), Prescription - Renewal ("PRESCRIPTION_RENEWAL")
- `provider_username` — Provider Username (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `order_type` — Order Type (remote_search_select, dynamic options)
  Optional value. Retrieve allowed values from the dynamic options endpoint.
- `assigned_to` — Assigned To (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `department_id` — Department Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `action_note` — Action Note (text)
  Optional text value.
- `close_document` — Close Document (boolean)
  Optional true-or-false value.
  Default: `false`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `document_class` — Document Class
- `document_sub_class` — Document Sub Class
- `document_label` — Document Label
- `document_label_name` — Document Label Name
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `department_id` — Department Id
- `provider_username` — Provider Username
- `assigned_to` — Assigned To
- `order_type_id` — Order Type Id
- `order_type_name` — Order Type Name
- `labeling_applied` — Labeling Applied
- `filename` — Filename
- `source_document_id` — Source Document Id
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "chart_id",
    "document_label"
  ],
  "properties": {
    "s3_path": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "file_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "file_path": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_type": {
      "description": "Optional value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "remote_search_select"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "action_note": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "assigned_to": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "content_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "department_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "close_document": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_label": {
      "enum": [
        "ADMIN",
        "ADMIN_BILLING",
        "ADMIN_CONSENT",
        "ADMIN_HIPAA",
        "ADMIN_INSURANCEAPPROVAL",
        "ADMIN_INSURANCECARD",
        "ADMIN_INSURANCEDENIAL",
        "ADMIN_LEGAL",
        "ADMIN_MEDICALRECORDREQ",
        "ADMIN_REFERRAL",
        "ADMIN_SIGNEDFORMSLETTERS",
        "CLINICALDOCUMENT",
        "CLINICALDOCUMENT_ADMISSIONDISCHARGE",
        "CLINICALDOCUMENT_CONSULTNOTE",
        "CLINICALDOCUMENT_URGENTCARE",
        "CLINICALDOCUMENT_MENTALHEALTH",
        "CLINICALDOCUMENT_OPERATIVENOTE",
        "COVERSHEET",
        "ENCOUNTERDOCUMENT_AUTHORIZATION",
        "ENCOUNTERDOCUMENT_PATIENTHISTORY",
        "ENCOUNTERDOCUMENT_IMAGEDOC",
        "ENCOUNTERDOCUMENT_PROCEDUREDOC",
        "ENCOUNTERDOCUMENT_PROGRESSNOTE",
        "IMAGINGRESULT",
        "LABRESULT",
        "MEDICALRECORD_CHARTTOABSTRACT",
        "MEDICALRECORD_COUMADIN",
        "MEDICALRECORD_GROWTHCHART",
        "MEDICALRECORD_HISTORICAL",
        "MEDICALRECORD_PATIENTDIARY",
        "MEDICALRECORD_VACCINATION",
        "ORDER",
        "PHONEMESSAGE",
        "PHYSICIANAUTH",
        "PHYSICIANAUTH_CAREPLANOVERSIGHT",
        "PRESCRIPTION_CHANGE",
        "PRESCRIPTION_CLARIFICATION",
        "PRESCRIPTION_NEW",
        "PRESCRIPTION_PRIORAUTHREQUEST",
        "PRESCRIPTION_RENEWAL"
      ],
      "type": "string",
      "default": "ADMIN",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "provider_username": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "source_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "chart_id": {},
    "filename": {},
    "patient_id": {},
    "assigned_to": {},
    "document_id": {},
    "skip_reason": {},
    "department_id": {},
    "error_message": {},
    "order_type_id": {},
    "write_skipped": {},
    "document_class": {},
    "document_label": {},
    "order_type_name": {},
    "labeling_applied": {},
    "provider_username": {},
    "document_sub_class": {},
    "source_document_id": {},
    "document_label_name": {}
  },
  "additionalProperties": true
}
```

---

# Upsert Patient Case Attachment

> Perform Upsert Patient Case Attachment through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upsert_patient_case_attachment](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upsert_patient_case_attachment)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_upsert_patient_case_attachment`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "close_document": false,
    "document_class": "ADMIN",
    "max_pdf_pages_per_attachment": 33
  },
  "handler": "athena_upsert_patient_case_attachment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `file_path` — File Path (expression)
  Optional literal value or workflow expression.
- `s3_path` — S3 Path (expression)
  Optional literal value or workflow expression.
- `source_document_id` — Source Document Id (expression)
  Optional literal value or workflow expression.
- `document_class` — Document Class (expression)
  Optional literal value or workflow expression.
  Default: `"ADMIN"`
- `content_type` — Content Type (expression)
  Optional literal value or workflow expression.
- `idempotency_key` — Idempotency Key (expression, required)
  Required literal value or workflow expression.
- `close_document` — Close Document (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_pdf_pages_per_attachment` — Max Pdf Pages Per Attachment (number)
  Optional numeric value.
  Default: `33`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `document_id` — Document Id
- `attachment_document_id` — Attachment Document Id
- `attachment_document_ids` — Attachment Document Ids
- `attachment_count` — Attachment Count
- `part_count` — Part Count
- `uploaded` — Uploaded
- `uploaded_count` — Uploaded Count
- `reused` — Reused
- `reused_count` — Reused Count
- `attached` — Attached
- `attached_count` — Attached Count
- `attach_call_count` — Attach Call Count
- `document_complete` — Document Complete
- `match_count` — Match Count
- `failure_phase` — Failure Phase
- `error_code` — Error Code
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id",
    "chart_id",
    "idempotency_key"
  ],
  "properties": {
    "s3_path": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "file_path": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "content_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "close_document": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_class": {
      "default": "ADMIN",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "idempotency_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_pdf_pages_per_attachment": {
      "type": "number",
      "default": 33,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reused": {},
    "success": {},
    "attached": {},
    "uploaded": {},
    "retryable": {},
    "submitted": {},
    "error_code": {},
    "part_count": {},
    "document_id": {},
    "match_count": {},
    "skip_reason": {},
    "reused_count": {},
    "error_message": {},
    "failure_phase": {},
    "write_skipped": {},
    "attached_count": {},
    "uploaded_count": {},
    "attachment_count": {},
    "attach_call_count": {},
    "document_complete": {},
    "attachment_document_id": {},
    "attachment_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Upsert Patient Case Note

> Perform Upsert Patient Case Note through athenahealth.

Source: [https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upsert_patient_case_note](https://genhealth.ai/docs/workflows/integrations/athenahealth/athena_upsert_patient_case_note)

Integration: [athenahealth](https://genhealth.ai/docs/workflows/integrations/athenahealth.md)

- Handler: `athena_upsert_patient_case_note`

- Connection type: `athenahealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "athenahealth",
  "params": {
    "write_enabled": false,
    "append_signature": true
  },
  "handler": "athena_upsert_patient_case_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `chart_id` — Chart Id (expression, required)
  Required literal value or workflow expression.
- `note_text` — Note Text (textarea, required)
  Required text value.
- `subject` — Subject (expression)
  Optional literal value or workflow expression.
- `append_signature` — Append Signature (boolean)
  Optional true-or-false value.
  Default: `true`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `document_id` — Document Id
- `document_class` — Document Class
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `status` — Status
- `assigned_to` — Assigned To
- `subject` — Subject
- `signed_note_length` — Signed Note Length
- `max_note_length` — Max Note Length
- `failure_phase` — Failure Phase
- `error_code` — Error Code
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message
- `created` — Created
- `reused` — Reused
- `match_count` — Match Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "chart_id",
    "note_text"
  ],
  "properties": {
    "subject": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "chart_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "append_signature": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reused": {},
    "status": {},
    "created": {},
    "subject": {},
    "success": {},
    "chart_id": {},
    "retryable": {},
    "submitted": {},
    "error_code": {},
    "patient_id": {},
    "assigned_to": {},
    "document_id": {},
    "match_count": {},
    "skip_reason": {},
    "error_message": {},
    "failure_phase": {},
    "write_skipped": {},
    "document_class": {},
    "max_note_length": {},
    "signed_note_length": {}
  },
  "additionalProperties": true
}
```

---

# Authorizations integration

> Build workflow automations with 2 public Authorizations actions.

Source: [https://genhealth.ai/docs/workflows/integrations/authorizations](https://genhealth.ai/docs/workflows/integrations/authorizations)

## Available actions

2 actions. Connection types: None required.

### [Check Cancellation Or Void Ready](https://genhealth.ai/docs/workflows/integrations/authorizations/authorization_check_cancellation_ready.md)

- Handler: `authorization_check_cancellation_ready`

- External effect: `write`
- Inputs: `document_id`, `auth_type`, `auth_number`, `received_date_threshold_hours`
- Outputs: `success`, `should_process`, `skip_reason`, `mark_complete`, `error`

Perform Check Cancellation Or Void Ready through Authorizations.

### [Push Authorization To Billing System](https://genhealth.ai/docs/workflows/integrations/authorizations/authorization_push_to_billing_system.md)

- Handler: `authorization_push_to_billing_system`

- External effect: `write`
- Inputs: `document_id`, `auth_type`, `insurance_policy_id`, `eligibility`, `patient_exists`, `niko_patient_id`, `create_review_task`
- Outputs: `success`, `pushed`, `status`, `url`, `external_id`, `error`

Perform Push Authorization To Billing System through Authorizations.

---

# Check Cancellation Or Void Ready

> Perform Check Cancellation Or Void Ready through Authorizations.

Source: [https://genhealth.ai/docs/workflows/integrations/authorizations/authorization_check_cancellation_ready](https://genhealth.ai/docs/workflows/integrations/authorizations/authorization_check_cancellation_ready)

Integration: [Authorizations](https://genhealth.ai/docs/workflows/integrations/authorizations.md)

- Handler: `authorization_check_cancellation_ready`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Authorizations",
  "params": {
    "received_date_threshold_hours": 2
  },
  "handler": "authorization_check_cancellation_ready"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `auth_type` — Auth Type (expression, required)
  Required literal value or workflow expression.
- `auth_number` — Auth Number (expression)
  Optional literal value or workflow expression.
- `received_date_threshold_hours` — Received Date Threshold Hours (number)
  Optional numeric value.
  Default: `2`

## Outputs

- `success` — Success
- `should_process` — Should Process
- `skip_reason` — Skip Reason
- `mark_complete` — Mark Complete
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "auth_type"
  ],
  "properties": {
    "auth_type": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "auth_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "received_date_threshold_hours": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "skip_reason": {},
    "mark_complete": {},
    "should_process": {}
  },
  "additionalProperties": true
}
```

---

# Push Authorization To Billing System

> Perform Push Authorization To Billing System through Authorizations.

Source: [https://genhealth.ai/docs/workflows/integrations/authorizations/authorization_push_to_billing_system](https://genhealth.ai/docs/workflows/integrations/authorizations/authorization_push_to_billing_system)

Integration: [Authorizations](https://genhealth.ai/docs/workflows/integrations/authorizations.md)

- Handler: `authorization_push_to_billing_system`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Authorizations",
  "params": {
    "create_review_task": "true"
  },
  "handler": "authorization_push_to_billing_system"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `auth_type` — Auth Type (expression)
  Optional literal value or workflow expression.
- `insurance_policy_id` — Insurance Policy Id (expression)
  Optional literal value or workflow expression.
- `eligibility` — Eligibility (expression)
  Optional literal value or workflow expression.
- `patient_exists` — Patient Exists (expression)
  Optional literal value or workflow expression.
- `niko_patient_id` — Niko Patient Id (expression)
  Optional literal value or workflow expression.
- `create_review_task` — Create Review Task (boolean)
  Optional true-or-false value.
  Default: `"true"`

## Outputs

- `success` — Success
- `pushed` — Pushed
- `status` — Status
- `url` — Url
- `external_id` — External Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "auth_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_exists": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "create_review_task": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "insurance_policy_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "url": {},
    "error": {},
    "pushed": {},
    "status": {},
    "success": {},
    "external_id": {}
  },
  "additionalProperties": true
}
```

---

# Availity integration

> Build workflow automations with 3 public Availity actions.

Source: [https://genhealth.ai/docs/workflows/integrations/availity](https://genhealth.ai/docs/workflows/integrations/availity)

## Available actions

3 actions. Connection types: availity.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/availity/availity_check_eligibility.md)

- Handler: `availity_check_eligibility`
- Connection type: `availity`
- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `password_expiration_slack_channel`, `payer_id`, `payer_name`, `member_id`, `patient_first_name`, `patient_middle_name`, `patient_last_name`, `patient_birth_date`, `patient_state`, `as_of_date`, `group_number`, `provider_npi`, `provider_last_name`, `provider_tax_id`, `customer_id`, `service_types`, `service_type_mode`, `procedure_codes`, `subscriber_relationship`, `patient_search_option`, `provider_type`, `place_of_service`, `extra_form_fields`, `field_label_overrides`, `insurance_policy_id`, `source_document_id`, `use_org_mapping`, `include_linked_coverage_response_messages`, `opaque_output`
- Outputs: `success`, `skipped`, `coverage_id`, `status_code`, `status`, `has_active_coverage`, `has_coverage_determination`, `requested_procedure_codes`, `submitted_procedure_codes`, `procedure_code_support`, `procedure_code_support_detail`, `subscriber`, `patient`, `payer`, `requesting_provider`, `plans`, `raw_response`, `customer_message`, `payer_rejection_reason`, `payer_rejection_category`, `is_coverage_data_issue`, `error`, `error_message`

Perform Check Eligibility through Availity.

### [Generate Eligibility Report](https://genhealth.ai/docs/workflows/integrations/availity/availity_generate_eligibility_report.md)

- Handler: `availity_generate_eligibility_report`
- Connection type: `availity`
- External effect: `write`
- Inputs: `coverage_id`, `coverage_response`, `response_label`, `additional_coverage_ids`, `additional_coverage_responses`, `customer_id`, `use_org_mapping`, `include_linked_coverage_response_messages`, `procedure_codes`, `submitted_procedure_codes`, `procedure_code_support`, `procedure_code_support_detail`, `include_branding`, `output_path`, `persistence_target`, `source_document_id`, `insurance_policy_id`, `standalone_document_title`, `show_generated_document_in_inbox`, `patient_id`, `related_document_ids`, `service_types`
- Outputs: `success`, `persistence_target`, `insurance_policy_id`, `document_id`, `pdf_path`, `s3_path`, `attachment_paths`, `filename`, `content_type`, `coverage_id`, `related_document_ids`, `patient_id`, `error`

Perform Generate Eligibility Report through Availity.

### [Summarize Eligibility Response](https://genhealth.ai/docs/workflows/integrations/availity/availity_summarize_eligibility_response.md)

- Handler: `availity_summarize_eligibility_response`

- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `coverage_response`, `service_types`
- Outputs: `success`, `coverage_summary`, `payer`, `plan`, `selected_benefit`, `benefit_summary`, `vob_fields`, `error`

Perform Summarize Eligibility Response through Availity.

---

# Check Eligibility

> Perform Check Eligibility through Availity.

Source: [https://genhealth.ai/docs/workflows/integrations/availity/availity_check_eligibility](https://genhealth.ai/docs/workflows/integrations/availity/availity_check_eligibility)

Integration: [Availity](https://genhealth.ai/docs/workflows/integrations/availity.md)

- Handler: `availity_check_eligibility`

- Connection type: `availity`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Availity",
  "params": {
    "enabled": true,
    "opaque_output": false,
    "service_types": "30",
    "use_org_mapping": true,
    "subscriber_relationship": "18",
    "password_expiration_slack_channel": "#feed-alerts",
    "include_linked_coverage_response_messages": false
  },
  "handler": "availity_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.
- `password_expiration_slack_channel` — Password Expiration Slack Channel (text)
  Optional text value.
  Default: `"#feed-alerts"`
- `payer_id` — Payer Id (expression)
  Optional literal value or workflow expression.
- `payer_name` — Payer Name (expression)
  Optional literal value or workflow expression.
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_middle_name` — Patient Middle Name (expression)
  Optional literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (date, required)
  Required date in YYYY-MM-DD format.
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.
- `as_of_date` — As Of Date (date)
  Optional date in YYYY-MM-DD format.
- `group_number` — Group Number (expression)
  Optional literal value or workflow expression.
- `provider_npi` — Provider Npi (expression)
  Optional literal value or workflow expression.
- `provider_last_name` — Provider Last Name (expression)
  Optional literal value or workflow expression.
- `provider_tax_id` — Provider Tax Id (expression)
  Optional literal value or workflow expression.
- `customer_id` — Customer Id (text)
  Optional text value.
- `service_types` — Service Types (text)
  Optional text value.
  Default: `"30"`
- `service_type_mode` — Service Type Mode (select)
  Optional selected identifier or value.
  Options: Use org mapping/default (""), Explicit service types ("explicit"), All service types ("all")
- `procedure_codes` — Procedure Codes (expression)
  Optional literal value or workflow expression.
- `subscriber_relationship` — Subscriber Relationship (text)
  Optional text value.
  Default: `"18"`
- `patient_search_option` — Patient Search Option (text)
  Optional text value.
- `provider_type` — Provider Type (text)
  Optional text value.
- `place_of_service` — Place Of Service (text)
  Optional text value.
- `extra_form_fields` — Extra Form Fields (json)
  Optional JSON value.
- `field_label_overrides` — Field Label Overrides (json)
  Optional JSON value.
- `insurance_policy_id` — Insurance Policy Id (expression)
  Optional literal value or workflow expression.
- `source_document_id` — Source Document Id (expression)
  Optional literal value or workflow expression.
- `use_org_mapping` — Use Org Mapping (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_linked_coverage_response_messages` — Include Linked Coverage Response Messages (boolean)
  Optional true-or-false value.
  Default: `false`
- `opaque_output` — Opaque Output (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `coverage_id` — Coverage Id
- `status_code` — Status Code
- `status` — Status
- `has_active_coverage` — Has Active Coverage
- `has_coverage_determination` — Has Coverage Determination
- `requested_procedure_codes` — Requested Procedure Codes
- `submitted_procedure_codes` — Submitted Procedure Codes
- `procedure_code_support` — Procedure Code Support
- `procedure_code_support_detail` — Procedure Code Support Detail
- `subscriber` — Subscriber
- `patient` — Patient
- `payer` — Payer
- `requesting_provider` — Requesting Provider
- `plans` — Plans
- `raw_response` — Raw Response
- `customer_message` — Customer Message
- `payer_rejection_reason` — Payer Rejection Reason
- `payer_rejection_category` — Payer Rejection Category
- `is_coverage_data_issue` — Is Coverage Data Issue
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "patient_first_name",
    "patient_last_name",
    "patient_birth_date"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "customer_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "group_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "opaque_output": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "service_types": {
      "type": "string",
      "default": "30",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "procedure_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_tax_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "use_org_mapping": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "place_of_service": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "extra_form_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_type_mode": {
      "enum": [
        "",
        "explicit",
        "all"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_birth_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_policy_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_middle_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "field_label_overrides": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_search_option": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "subscriber_relationship": {
      "type": "string",
      "default": "18",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "password_expiration_slack_channel": {
      "type": "string",
      "default": "#feed-alerts",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "include_linked_coverage_response_messages": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "payer": {},
    "plans": {},
    "status": {},
    "patient": {},
    "skipped": {},
    "success": {},
    "subscriber": {},
    "coverage_id": {},
    "status_code": {},
    "raw_response": {},
    "error_message": {},
    "customer_message": {},
    "has_active_coverage": {},
    "requesting_provider": {},
    "is_coverage_data_issue": {},
    "payer_rejection_reason": {},
    "procedure_code_support": {},
    "payer_rejection_category": {},
    "requested_procedure_codes": {},
    "submitted_procedure_codes": {},
    "has_coverage_determination": {},
    "procedure_code_support_detail": {}
  },
  "additionalProperties": true
}
```

---

# Generate Eligibility Report

> Perform Generate Eligibility Report through Availity.

Source: [https://genhealth.ai/docs/workflows/integrations/availity/availity_generate_eligibility_report](https://genhealth.ai/docs/workflows/integrations/availity/availity_generate_eligibility_report)

Integration: [Availity](https://genhealth.ai/docs/workflows/integrations/availity.md)

- Handler: `availity_generate_eligibility_report`

- Connection type: `availity`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Availity",
  "params": {
    "use_org_mapping": true,
    "include_branding": true,
    "persistence_target": "insurance_policy",
    "show_generated_document_in_inbox": true,
    "include_linked_coverage_response_messages": false
  },
  "handler": "availity_generate_eligibility_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `coverage_id` — Coverage Id (expression)
  Optional literal value or workflow expression.
- `coverage_response` — Coverage Response (json)
  Optional JSON value.
- `response_label` — Response Label (expression)
  Optional literal value or workflow expression.
- `additional_coverage_ids` — Additional Coverage Ids (json)
  Optional JSON value.
- `additional_coverage_responses` — Additional Coverage Responses (json)
  Optional JSON value.
- `customer_id` — Customer Id (text)
  Optional text value.
- `use_org_mapping` — Use Org Mapping (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_linked_coverage_response_messages` — Include Linked Coverage Response Messages (boolean)
  Optional true-or-false value.
  Default: `false`
- `procedure_codes` — Procedure Codes (expression)
  Optional literal value or workflow expression.
- `submitted_procedure_codes` — Submitted Procedure Codes (expression)
  Optional literal value or workflow expression.
- `procedure_code_support` — Procedure Code Support (expression)
  Optional literal value or workflow expression.
- `procedure_code_support_detail` — Procedure Code Support Detail (expression)
  Optional literal value or workflow expression.
- `include_branding` — Include Branding (boolean)
  Optional true-or-false value.
  Default: `true`
- `output_path` — Output Path (expression)
  Optional literal value or workflow expression.
- `persistence_target` — Persistence Target (select)
  Optional selected identifier or value.
  Default: `"insurance_policy"`
  Options: Insurance Policy ("insurance_policy"), Standalone Document ("standalone_document")
- `source_document_id` — Source Document Id (expression)
  Optional literal value or workflow expression.
- `insurance_policy_id` — Insurance Policy Id (expression)
  Optional literal value or workflow expression.
- `standalone_document_title` — Standalone Document Title (expression)
  Optional literal value or workflow expression.
- `show_generated_document_in_inbox` — Show Generated Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `true`
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `related_document_ids` — Related Document Ids (expression)
  Optional literal value or workflow expression.
- `service_types` — Service Types (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `persistence_target` — Persistence Target
- `insurance_policy_id` — Insurance Policy Id
- `document_id` — Document Id
- `pdf_path` — Pdf Path
- `s3_path` — S3 Path
- `attachment_paths` — Attachment Paths
- `filename` — Filename
- `content_type` — Content Type
- `coverage_id` — Coverage Id
- `related_document_ids` — Related Document Ids
- `patient_id` — Patient Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "coverage_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "customer_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_types": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "response_label": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "procedure_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "use_org_mapping": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_branding": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "coverage_response": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "persistence_target": {
      "enum": [
        "insurance_policy",
        "standalone_document"
      ],
      "type": "string",
      "default": "insurance_policy",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "source_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_policy_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "related_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "procedure_code_support": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "additional_coverage_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "standalone_document_title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "submitted_procedure_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "additional_coverage_responses": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "procedure_code_support_detail": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "show_generated_document_in_inbox": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_linked_coverage_response_messages": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "s3_path": {},
    "success": {},
    "filename": {},
    "pdf_path": {},
    "patient_id": {},
    "coverage_id": {},
    "document_id": {},
    "content_type": {},
    "attachment_paths": {},
    "persistence_target": {},
    "insurance_policy_id": {},
    "related_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Summarize Eligibility Response

> Perform Summarize Eligibility Response through Availity.

Source: [https://genhealth.ai/docs/workflows/integrations/availity/availity_summarize_eligibility_response](https://genhealth.ai/docs/workflows/integrations/availity/availity_summarize_eligibility_response)

Integration: [Availity](https://genhealth.ai/docs/workflows/integrations/availity.md)

- Handler: `availity_summarize_eligibility_response`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Availity",
  "params": {
    "enabled": true
  },
  "handler": "availity_summarize_eligibility_response"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.
- `coverage_response` — Coverage Response (json, required)
  Required JSON value.
- `service_types` — Service Types (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `coverage_summary` — Coverage Summary
- `payer` — Payer
- `plan` — Plan
- `selected_benefit` — Selected Benefit
- `benefit_summary` — Benefit Summary
- `vob_fields` — Vob Fields
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "coverage_response"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_types": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "coverage_response": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "plan": {},
    "error": {},
    "payer": {},
    "success": {},
    "vob_fields": {},
    "benefit_summary": {},
    "coverage_summary": {},
    "selected_benefit": {}
  },
  "additionalProperties": true
}
```

---

# BCBS integration

> Build workflow automations with 1 public BCBS action.

Source: [https://genhealth.ai/docs/workflows/integrations/bcbs](https://genhealth.ai/docs/workflows/integrations/bcbs)

## Available actions

1 action. Connection types: None required.

### [Look Up BCBS Prefix](https://genhealth.ai/docs/workflows/integrations/bcbs/bcbs_lookup_prefix.md)

- Handler: `bcbs_lookup_prefix`

- External effect: `write`
- Inputs: `prefix`
- Outputs: `success`, `status`, `prefix`, `state`, `company`, `source_url`, `source_sha256`, `retrieved_at`, `manual_review`, `error`

Perform Look Up BCBS Prefix through BCBS.

---

# Look Up BCBS Prefix

> Perform Look Up BCBS Prefix through BCBS.

Source: [https://genhealth.ai/docs/workflows/integrations/bcbs/bcbs_lookup_prefix](https://genhealth.ai/docs/workflows/integrations/bcbs/bcbs_lookup_prefix)

Integration: [BCBS](https://genhealth.ai/docs/workflows/integrations/bcbs.md)

- Handler: `bcbs_lookup_prefix`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "BCBS",
  "params": {},
  "handler": "bcbs_lookup_prefix"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `prefix` — Prefix (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `prefix` — Prefix
- `state` — State
- `company` — Company
- `source_url` — Source Url
- `source_sha256` — Source Sha256
- `retrieved_at` — Retrieved At
- `manual_review` — Manual Review
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "prefix"
  ],
  "properties": {
    "prefix": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "state": {},
    "prefix": {},
    "status": {},
    "company": {},
    "success": {},
    "source_url": {},
    "retrieved_at": {},
    "manual_review": {},
    "source_sha256": {}
  },
  "additionalProperties": true
}
```

---

# Bonafide integration

> Build workflow automations with 29 public Bonafide actions.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide)

## Available actions

29 actions. Connection types: bonafide.

### [Add Doctor](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_physician.md)

- Handler: `bonafide_add_physician`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `npi`, `last_name`, `first_name`, `middle_name`, `suffix`, `specialization`, `taxonomy`, `degree`, `email`, `cell_phone`, `group_name`, `pecos`, `display_alert`
- Outputs: `success`, `physician_id`, `message`, `error`, `error_message`

Perform Add Doctor through Bonafide.

### [Add Doctor Address](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_physician_address.md)

- Handler: `bonafide_add_physician_address`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `physician_id`, `location`, `address1`, `address2`, `zipcode`, `city`, `state`, `phone`, `ext`, `fax`, `is_contact`, `contact_methods`
- Outputs: `success`, `physician_id`, `message`, `error`, `error_message`, `selected_city`, `selected_zipcode`, `selected_county`, `candidate_count`

Perform Add Doctor Address through Bonafide.

### [Add Task Tag](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_task_tag.md)

- Handler: `bonafide_add_task_tag`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`, `tag_name`
- Outputs: `success`, `task_id`, `tag_id`, `tag_name`, `message`, `error_message`, `error`

Perform Add Task Tag through Bonafide.

### [Close Task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_close_task.md)

- Handler: `bonafide_close_task`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`
- Outputs: `success`, `task_id`, `message`, `error_message`, `error`

Perform Close Task through Bonafide.

### [Create Patient Notes](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_patient_notes.md)

- Handler: `bonafide_create_patient_notes`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `notes`
- Outputs: `success`, `customer_id`, `notes_created`, `notes_failed`, `message`, `error_message`

Perform Create Patient Notes through Bonafide.

### [Create Task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task.md)

- Handler: `bonafide_create_task`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `name`, `detail`, `due_date`, `severity`, `reference_type`, `reference_no`, `category_id`, `category_name`, `outcome_id`, `outcome_name`, `ops_description`, `employee_ids`, `email_targets`
- Outputs: `success`, `task_id`, `message`, `error_message`, `error`

Perform Create Task through Bonafide.

### [Create Task Category](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task_category.md)

- Handler: `bonafide_create_task_category`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `category_name`
- Outputs: `success`, `category_id`, `category_name`, `created`, `message`, `error_message`, `error`

Perform Create Task Category through Bonafide.

### [Create Task Outcome](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task_outcome.md)

- Handler: `bonafide_create_task_outcome`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `outcome_name`
- Outputs: `success`, `outcome_id`, `outcome_name`, `created`, `message`, `error_message`, `error`

Perform Create Task Outcome through Bonafide.

### [Delete Task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_delete_task.md)

- Handler: `bonafide_delete_task`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`
- Outputs: `success`, `task_id`, `message`, `error_message`, `error`

Perform Delete Task through Bonafide.

### [Get Inventory Item](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_inventory_item.md)

- Handler: `bonafide_get_inventory_item`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `sku`, `office`
- Outputs: `success`, `item`, `message`, `error`, `error_message`

Perform Get Inventory Item through Bonafide.

### [Get Patient Insurance](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_insurance.md)

- Handler: `bonafide_get_patient_insurance`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `customer_id`
- Outputs: `success`, `customer_id`, `carrier_name`, `carrier_no`, `member_id`, `group_id`, `group_name`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `patient_relationship`, `mbi`, `secondary_carrier_name`, `tertiary_carrier_name`, `message`, `error_message`

Perform Get Patient Insurance through Bonafide.

### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_notes.md)

- Handler: `bonafide_get_patient_notes`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `customer_id`
- Outputs: `success`, `customer_id`, `notes`, `total_count`, `message`, `error_message`, `error`

Perform Get Patient Notes through Bonafide.

### [Get Patient Physicians](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_physicians.md)

- Handler: `bonafide_get_patient_physicians`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `customer_id`
- Outputs: `success`, `physicians`, `total_count`, `message`, `error`, `error_message`

Perform Get Patient Physicians through Bonafide.

### [Get Staff + Role IDs](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_staff_ids.md)

- Handler: `bonafide_get_staff_ids`
- Connection type: `bonafide`
- External effect: `read`

- Outputs: `success`, `staff`, `roles`, `total_count`, `message`, `error_message`, `error`

Perform Get Staff + Role IDs through Bonafide.

### [Get Task Categories & Outcomes](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_task_form_metadata.md)

- Handler: `bonafide_get_task_form_metadata`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `task_id`
- Outputs: `success`, `categories`, `outcomes`, `message`, `error_message`, `error`

Perform Get Task Categories & Outcomes through Bonafide.

### [Get Task Detail](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_task.md)

- Handler: `bonafide_get_task`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `task_id`
- Outputs: `success`, `task_id`, `name`, `description`, `category_id`, `category_name`, `outcome_id`, `outcome_name`, `reference_type`, `reference_no`, `severity`, `severity_label`, `due_date`, `assigned_employee_ids`, `collaborators`, `conversations`, `tags`, `message`, `error_message`, `error`

Perform Get Task Detail through Bonafide.

### [Get Tasks](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_tasks.md)

- Handler: `bonafide_get_tasks`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `employee_ids`, `closing_status`, `category_id`, `outcome_id`
- Outputs: `success`, `tasks`, `total_count`, `employee_ids`, `message`, `error_message`, `error`

Perform Get Tasks through Bonafide.

### [List Source of Business Options](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_list_source_of_businesses.md)

- Handler: `bonafide_list_source_of_businesses`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `query`, `source_type`
- Outputs: `success`, `options`, `total_count`, `message`, `error`, `error_message`

Perform List Source of Business Options through Bonafide.

### [Post Task Conversation](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_post_task_conversation.md)

- Handler: `bonafide_post_task_conversation`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`, `detail`, `status`, `email_targets`, `last_conversation_id`
- Outputs: `success`, `task_id`, `status`, `message`, `error_message`, `error`

Perform Post Task Conversation through Bonafide.

### [Search Inventory by HCPCS](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_inventory_by_hcpcs.md)

- Handler: `bonafide_search_inventory_by_hcpcs`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `hcpcs`, `office`
- Outputs: `success`, `items`, `total_count`, `message`, `error`, `error_message`

Perform Search Inventory by HCPCS through Bonafide.

### [Search Patients](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_patients.md)

- Handler: `bonafide_search_patients`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `date_of_birth`
- Outputs: `success`, `patient_found`, `single_match`, `match_count`, `external_id`, `customer_type`, `url`, `matches`, `matched_by`, `ambiguous`, `identity_verified`, `review_required`, `message`, `error`, `error_message`

Perform Search Patients through Bonafide.

### [Search Physicians](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_physicians.md)

- Handler: `bonafide_search_physicians`
- Connection type: `bonafide`
- External effect: `read`
- Inputs: `last_name`, `first_name`, `npi`
- Outputs: `success`, `physicians`, `total_count`, `message`, `error`, `error_message`

Perform Search Physicians through Bonafide.

### [Set Patient Sales Rep](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_set_patient_sales_rep.md)

- Handler: `bonafide_set_patient_sales_rep`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `sales_rep_id`
- Outputs: `success`, `customer_id`, `sales_rep_id`, `previous_sales_rep_id`, `message`, `error`, `error_message`

Perform Set Patient Sales Rep through Bonafide.

### [Update Patient Billing Info](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_billing_info.md)

- Handler: `bonafide_update_patient_billing_info`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `same_as_primary_guarantor`, `sales_rep_id`
- Outputs: `success`, `customer_id`, `sales_rep_id`, `previous_sales_rep_id`, `same_as_primary_guarantor`, `fields_updated`, `message`, `error`, `error_message`

Perform Update Patient Billing Info through Bonafide.

### [Update Patient Demographics](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_demographics.md)

- Handler: `bonafide_update_patient_demographics`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `update_ship_to_info_for_all_orders`, `overwrite_existing`, `first_name`, `last_name`, `date_of_birth`, `gender`, `address`, `address_2`, `city`, `state`, `zip_code`, `phone`, `ssn`
- Outputs: `success`, `customer_id`, `fields_updated`, `fields_skipped`, `ship_to_propagation_requested`, `message`, `error`, `error_message`

Perform Update Patient Demographics through Bonafide.

### [Update Patient Insurance](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_insurance.md)

- Handler: `bonafide_update_patient_insurance`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `same_as_patient`, `populate_address_from_patient`, `overwrite_existing`, `overwrite_coverage`, `customer_id`, `carrier_name`, `member_no`, `group_no`, `group_name`, `subscriber_first_name`, `subscriber_last_name`, `subscriber_dob`, `subscriber_gender`, `subscriber_address`, `subscriber_address_2`, `subscriber_city`, `subscriber_state`, `subscriber_zip`, `subscriber_phone`, `subscriber_relationship`, `patient_responsibility_pct`, `remaining_deductible`, `insurance_pays_pct`, `remaining_out_of_pocket`, `insurance_type`
- Outputs: `success`, `customer_id`, `fields_updated`, `message`, `error`, `error_message`

Perform Update Patient Insurance through Bonafide.

### [Update Patient's Default Claim Physician](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_link_physician_to_patient.md)

- Handler: `bonafide_link_physician_to_patient`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `physician_id`
- Outputs: `success`, `customer_id`, `physician_id`, `previous_physician_id`, `message`, `error`, `error_message`

Perform Update Patient's Default Claim Physician through Bonafide.

### [Update Source of Business](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_source_of_business.md)

- Handler: `bonafide_update_source_of_business`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `customer_id`, `source_of_business_id`
- Outputs: `success`, `customer_id`, `source_of_business_id`, `source_of_business_label`, `message`, `error`, `error_message`

Perform Update Source of Business through Bonafide.

### [Update Task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_task.md)

- Handler: `bonafide_update_task`
- Connection type: `bonafide`
- External effect: `write`
- Inputs: `task_id`, `name`, `detail`, `due_date`, `severity`, `reference_type`, `reference_no`, `category_id`, `category_name`, `outcome_id`, `outcome_name`, `ops_description`, `employee_ids`, `email_targets`
- Outputs: `success`, `task_id`, `message`, `error_message`, `error`

Perform Update Task through Bonafide.

---

# Add Doctor

> Perform Add Doctor through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_physician](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_physician)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_add_physician`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "pecos": "U"
  },
  "handler": "bonafide_add_physician"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `npi` — Npi (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `middle_name` — Middle Name (expression)
  Optional literal value or workflow expression.
- `suffix` — Suffix (expression)
  Optional literal value or workflow expression.
- `specialization` — Specialization (expression)
  Optional literal value or workflow expression.
- `taxonomy` — Taxonomy (expression)
  Optional literal value or workflow expression.
- `degree` — Degree (expression)
  Optional literal value or workflow expression.
- `email` — Email (expression)
  Optional literal value or workflow expression.
- `cell_phone` — Cell Phone (expression)
  Optional literal value or workflow expression.
- `group_name` — Group Name (expression)
  Optional literal value or workflow expression.
- `pecos` — Pecos (select)
  Optional selected identifier or value.
  Default: `"U"`
  Options: Unknown ("U"), Yes ("Y"), No ("N")
- `display_alert` — Display Alert (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `physician_id` — Physician Id
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "npi",
    "last_name",
    "first_name"
  ],
  "properties": {
    "npi": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pecos": {
      "enum": [
        "U",
        "Y",
        "N"
      ],
      "type": "string",
      "default": "U",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "degree": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "suffix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "taxonomy": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cell_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "group_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "middle_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "display_alert": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "specialization": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "physician_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Add Doctor Address

> Perform Add Doctor Address through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_physician_address](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_physician_address)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_add_physician_address`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "is_contact": "contact",
    "contact_methods": [
      "Print"
    ]
  },
  "handler": "bonafide_add_physician_address"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `physician_id` — Physician Id (expression, required)
  Required literal value or workflow expression.
- `location` — Location (expression, required)
  Required literal value or workflow expression.
- `address1` — Address1 (expression, required)
  Required literal value or workflow expression.
- `address2` — Address2 (expression)
  Optional literal value or workflow expression.
- `zipcode` — Zipcode (expression, required)
  Required literal value or workflow expression.
- `city` — City (expression, required)
  Required literal value or workflow expression.
- `state` — State (expression, required)
  Required literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `ext` — Ext (expression)
  Optional literal value or workflow expression.
- `fax` — Fax (expression)
  Optional literal value or workflow expression.
- `is_contact` — Is Contact (select)
  Optional selected identifier or value.
  Default: `"contact"`
  Options: Contact ("contact"), Do Not Contact ("do_not_contact")
- `contact_methods` — Contact Methods (multi_select)
  Optional list of selected values.
  Default: `["Print"]`
  Options: Fax ("Fax"), Print ("Print"), DocuSign ("DocuSign"), Parachute ("Parachute")

## Outputs

- `success` — Success
- `physician_id` — Physician Id
- `message` — Message
- `error` — Error
- `error_message` — Error Message
- `selected_city` — Selected City
- `selected_zipcode` — Selected Zipcode
- `selected_county` — Selected County
- `candidate_count` — Candidate Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "physician_id",
    "location",
    "address1",
    "zipcode",
    "city",
    "state"
  ],
  "properties": {
    "ext": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fax": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "zipcode": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address1": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "location": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "is_contact": {
      "enum": [
        "contact",
        "do_not_contact"
      ],
      "type": "string",
      "default": "contact",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "physician_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "contact_methods": {
      "type": "array",
      "items": {
        "enum": [
          "Fax",
          "Print",
          "DocuSign",
          "Parachute"
        ],
        "type": "string"
      },
      "default": [
        "Print"
      ],
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "physician_id": {},
    "error_message": {},
    "selected_city": {},
    "candidate_count": {},
    "selected_county": {},
    "selected_zipcode": {}
  },
  "additionalProperties": true
}
```

---

# Add Task Tag

> Perform Add Task Tag through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_task_tag](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_add_task_tag)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_add_task_tag`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_add_task_tag"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.
- `tag_name` — Tag Name (text, required)
  Required text value.

## Outputs

- `success` — Success
- `task_id` — Task Id
- `tag_id` — Tag Id
- `tag_name` — Tag Name
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id",
    "tag_name"
  ],
  "properties": {
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "tag_id": {},
    "message": {},
    "success": {},
    "task_id": {},
    "tag_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Close Task

> Perform Close Task through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_close_task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_close_task)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_close_task`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_close_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `task_id` — Task Id
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id"
  ],
  "properties": {
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "task_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient Notes

> Perform Create Patient Notes through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_patient_notes](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_patient_notes)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_create_patient_notes`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_create_patient_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.
- `notes` — Notes (repeatable_group, required)
  Required list of structured items.
  - `category` — Category (select, required)
    Required selected identifier or value.
    Default: `"19"`
    Options: REQUEST ("19"), GTG ("16"), Sent 1st Fax ("5"), GH NOTE ("29")
  - `message` — Message (textarea, required)
    Required text value.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `notes_created` — Notes Created
- `notes_failed` — Notes Failed
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id",
    "notes"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "category",
          "message"
        ],
        "properties": {
          "message": {
            "type": "string",
            "description": "Required text value.",
            "x-workflow-field-type": "textarea"
          },
          "category": {
            "enum": [
              "19",
              "16",
              "5",
              "29"
            ],
            "type": "string",
            "default": "19",
            "description": "Required selected identifier or value.",
            "x-workflow-field-type": "select"
          }
        },
        "additionalProperties": false
      },
      "description": "Required list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "message": {},
    "success": {},
    "customer_id": {},
    "notes_failed": {},
    "error_message": {},
    "notes_created": {}
  },
  "additionalProperties": true
}
```

---

# Create Task

> Perform Create Task through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_create_task`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "severity": "3",
    "outcome_id": "0",
    "category_id": "0"
  },
  "handler": "bonafide_create_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `name` — Name (expression, required)
  Required literal value or workflow expression.
- `detail` — Detail (textarea, required)
  Required text value.
- `due_date` — Due Date (text, required)
  Required text value.
- `severity` — Severity (select)
  Optional selected identifier or value.
  Default: `"3"`
  Options: Critical ("1"), High ("2"), Medium ("3"), Low ("4")
- `reference_type` — Reference Type (select)
  Optional selected identifier or value.
  Options: None (""), Customer ("CUSTOMER"), Order ("ORDER"), Claim ("CLAIM")
- `reference_no` — Reference No (expression)
  Optional literal value or workflow expression.
- `category_id` — Category Id (text)
  Optional text value.
  Default: `"0"`
- `category_name` — Category Name (text)
  Optional text value.
- `outcome_id` — Outcome Id (text)
  Optional text value.
  Default: `"0"`
- `outcome_name` — Outcome Name (text)
  Optional text value.
- `ops_description` — Ops Description (textarea)
  Optional text value.
- `employee_ids` — Employee Ids (text)
  Optional text value.
- `email_targets` — Email Targets (multi_select)
  Optional list of selected values.
  Options: Me ("M"), All collaborators ("C")

## Outputs

- `success` — Success
- `task_id` — Task Id
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "name",
    "detail",
    "due_date"
  ],
  "properties": {
    "name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "detail": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "due_date": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "severity": {
      "enum": [
        "1",
        "2",
        "3",
        "4"
      ],
      "type": "string",
      "default": "3",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "outcome_id": {
      "type": "string",
      "default": "0",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "category_id": {
      "type": "string",
      "default": "0",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "employee_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "outcome_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "reference_no": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "category_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "email_targets": {
      "type": "array",
      "items": {
        "enum": [
          "M",
          "C"
        ],
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "reference_type": {
      "enum": [
        "",
        "CUSTOMER",
        "ORDER",
        "CLAIM"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "ops_description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "task_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Task Category

> Perform Create Task Category through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task_category](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task_category)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_create_task_category`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_create_task_category"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `category_name` — Category Name (text, required)
  Required text value.

## Outputs

- `success` — Success
- `category_id` — Category Id
- `category_name` — Category Name
- `created` — Created
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "category_name"
  ],
  "properties": {
    "category_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "message": {},
    "success": {},
    "category_id": {},
    "category_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Task Outcome

> Perform Create Task Outcome through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task_outcome](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_create_task_outcome)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_create_task_outcome`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_create_task_outcome"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `outcome_name` — Outcome Name (text, required)
  Required text value.

## Outputs

- `success` — Success
- `outcome_id` — Outcome Id
- `outcome_name` — Outcome Name
- `created` — Created
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "outcome_name"
  ],
  "properties": {
    "outcome_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "message": {},
    "success": {},
    "outcome_id": {},
    "outcome_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Delete Task

> Perform Delete Task through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_delete_task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_delete_task)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_delete_task`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_delete_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `task_id` — Task Id
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id"
  ],
  "properties": {
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "task_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Get Inventory Item

> Perform Get Inventory Item through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_inventory_item](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_inventory_item)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_get_inventory_item`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_get_inventory_item"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sku` — Sku (expression, required)
  Required literal value or workflow expression.
- `office` — Office (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `item` — Item
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sku",
    "office"
  ],
  "properties": {
    "sku": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "office": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "item": {},
    "error": {},
    "message": {},
    "success": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Insurance

> Perform Get Patient Insurance through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_insurance](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_insurance)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_get_patient_insurance`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_get_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `carrier_name` — Carrier Name
- `carrier_no` — Carrier No
- `member_id` — Member Id
- `group_id` — Group Id
- `group_name` — Group Name
- `patient_first_name` — Patient First Name
- `patient_last_name` — Patient Last Name
- `patient_birth_date` — Patient Birth Date
- `patient_relationship` — Patient Relationship
- `mbi` — Mbi
- `secondary_carrier_name` — Secondary Carrier Name
- `tertiary_carrier_name` — Tertiary Carrier Name
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id"
  ],
  "properties": {
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mbi": {},
    "message": {},
    "success": {},
    "group_id": {},
    "member_id": {},
    "carrier_no": {},
    "group_name": {},
    "customer_id": {},
    "carrier_name": {},
    "error_message": {},
    "patient_last_name": {},
    "patient_birth_date": {},
    "patient_first_name": {},
    "patient_relationship": {},
    "tertiary_carrier_name": {},
    "secondary_carrier_name": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Notes

> Perform Get Patient Notes through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_notes](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_notes)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_get_patient_notes`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_get_patient_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `notes` — Notes
- `total_count` — Total Count
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id"
  ],
  "properties": {
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "notes": {},
    "message": {},
    "success": {},
    "customer_id": {},
    "total_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Physicians

> Perform Get Patient Physicians through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_physicians](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_patient_physicians)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_get_patient_physicians`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_get_patient_physicians"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `physicians` — Physicians
- `total_count` — Total Count
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id"
  ],
  "properties": {
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "physicians": {},
    "total_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Get Staff + Role IDs

> Perform Get Staff + Role IDs through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_staff_ids](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_staff_ids)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_get_staff_ids`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_get_staff_ids"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `staff` — Staff
- `roles` — Roles
- `total_count` — Total Count
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "roles": {},
    "staff": {},
    "message": {},
    "success": {},
    "total_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Get Task Categories & Outcomes

> Perform Get Task Categories & Outcomes through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_task_form_metadata](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_task_form_metadata)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_get_task_form_metadata`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_get_task_form_metadata"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `categories` — Categories
- `outcomes` — Outcomes
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "task_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "outcomes": {},
    "categories": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Get Task Detail

> Perform Get Task Detail through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_task)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_get_task`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_get_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `task_id` — Task Id
- `name` — Name
- `description` — Description
- `category_id` — Category Id
- `category_name` — Category Name
- `outcome_id` — Outcome Id
- `outcome_name` — Outcome Name
- `reference_type` — Reference Type
- `reference_no` — Reference No
- `severity` — Severity
- `severity_label` — Severity Label
- `due_date` — Due Date
- `assigned_employee_ids` — Assigned Employee Ids
- `collaborators` — Collaborators
- `conversations` — Conversations
- `tags` — Tags
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id"
  ],
  "properties": {
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "name": {},
    "tags": {},
    "error": {},
    "message": {},
    "success": {},
    "task_id": {},
    "due_date": {},
    "severity": {},
    "outcome_id": {},
    "category_id": {},
    "description": {},
    "outcome_name": {},
    "reference_no": {},
    "category_name": {},
    "collaborators": {},
    "conversations": {},
    "error_message": {},
    "reference_type": {},
    "severity_label": {},
    "assigned_employee_ids": {}
  },
  "additionalProperties": true
}
```

---

# Get Tasks

> Perform Get Tasks through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_tasks](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_get_tasks)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_get_tasks`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "outcome_id": "-1",
    "category_id": "-1",
    "closing_status": "O"
  },
  "handler": "bonafide_get_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `employee_ids` — Employee Ids (text)
  Optional text value.
- `closing_status` — Closing Status (select)
  Optional selected identifier or value.
  Default: `"O"`
  Options: Open ("O"), Closed ("C"), All ("")
- `category_id` — Category Id (text)
  Optional text value.
  Default: `"-1"`
- `outcome_id` — Outcome Id (text)
  Optional text value.
  Default: `"-1"`

## Outputs

- `success` — Success
- `tasks` — Tasks
- `total_count` — Total Count
- `employee_ids` — Employee Ids
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "outcome_id": {
      "type": "string",
      "default": "-1",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "category_id": {
      "type": "string",
      "default": "-1",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "employee_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "closing_status": {
      "enum": [
        "O",
        "C",
        ""
      ],
      "type": "string",
      "default": "O",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "tasks": {},
    "message": {},
    "success": {},
    "total_count": {},
    "employee_ids": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# List Source of Business Options

> Perform List Source of Business Options through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_list_source_of_businesses](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_list_source_of_businesses)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_list_source_of_businesses`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_list_source_of_businesses"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `query` — Query (expression)
  Optional literal value or workflow expression.
- `source_type` — Source Type (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `options` — Options
- `total_count` — Total Count
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "query": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "options": {},
    "success": {},
    "total_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Post Task Conversation

> Perform Post Task Conversation through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_post_task_conversation](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_post_task_conversation)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_post_task_conversation`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "status": "N"
  },
  "handler": "bonafide_post_task_conversation"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.
- `detail` — Detail (textarea, required)
  Required text value.
- `status` — Status (select)
  Optional selected identifier or value.
  Default: `"N"`
  Options: New ("N"), Working ("W"), Revisiting ("R"), Done ("D"), Not Working ("NW"), Not Me ("NM")
- `email_targets` — Email Targets (multi_select)
  Optional list of selected values.
  Options: Me ("M"), All collaborators ("C")
- `last_conversation_id` — Last Conversation Id (text)
  Optional text value.

## Outputs

- `success` — Success
- `task_id` — Task Id
- `status` — Status
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id",
    "detail"
  ],
  "properties": {
    "detail": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "status": {
      "enum": [
        "N",
        "W",
        "R",
        "D",
        "NW",
        "NM"
      ],
      "type": "string",
      "default": "N",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email_targets": {
      "type": "array",
      "items": {
        "enum": [
          "M",
          "C"
        ],
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "last_conversation_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "message": {},
    "success": {},
    "task_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Search Inventory by HCPCS

> Perform Search Inventory by HCPCS through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_inventory_by_hcpcs](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_inventory_by_hcpcs)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_search_inventory_by_hcpcs`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_search_inventory_by_hcpcs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `hcpcs` — Hcpcs (expression, required)
  Required literal value or workflow expression.
- `office` — Office (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `items` — Items
- `total_count` — Total Count
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "hcpcs"
  ],
  "properties": {
    "hcpcs": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "office": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "items": {},
    "message": {},
    "success": {},
    "total_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Search Patients

> Perform Search Patients through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_patients](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_patients)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_search_patients`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_search_patients"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `date_of_birth` — Date Of Birth (date)
  Optional date in YYYY-MM-DD format.

## Outputs

- `success` — Success
- `patient_found` — Patient Found
- `single_match` — Single Match
- `match_count` — Match Count
- `external_id` — External Id
- `customer_type` — Customer Type
- `url` — Url
- `matches` — Matches
- `matched_by` — Matched By
- `ambiguous` — Ambiguous
- `identity_verified` — Identity Verified
- `review_required` — Review Required
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "first_name",
    "last_name"
  ],
  "properties": {
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "url": {},
    "error": {},
    "matches": {},
    "message": {},
    "success": {},
    "ambiguous": {},
    "matched_by": {},
    "external_id": {},
    "match_count": {},
    "single_match": {},
    "customer_type": {},
    "error_message": {},
    "patient_found": {},
    "review_required": {},
    "identity_verified": {}
  },
  "additionalProperties": true
}
```

---

# Search Physicians

> Perform Search Physicians through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_physicians](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_search_physicians)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_search_physicians`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_search_physicians"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `last_name` — Last Name (expression)
  Optional literal value or workflow expression.
- `first_name` — First Name (expression)
  Optional literal value or workflow expression.
- `npi` — Npi (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `physicians` — Physicians
- `total_count` — Total Count
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "physicians": {},
    "total_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Sales Rep

> Perform Set Patient Sales Rep through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_set_patient_sales_rep](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_set_patient_sales_rep)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_set_patient_sales_rep`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_set_patient_sales_rep"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.
- `sales_rep_id` — Sales Rep Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `sales_rep_id` — Sales Rep Id
- `previous_sales_rep_id` — Previous Sales Rep Id
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id",
    "sales_rep_id"
  ],
  "properties": {
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sales_rep_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "customer_id": {},
    "sales_rep_id": {},
    "error_message": {},
    "previous_sales_rep_id": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Billing Info

> Perform Update Patient Billing Info through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_billing_info](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_billing_info)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_update_patient_billing_info`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "same_as_primary_guarantor": false
  },
  "handler": "bonafide_update_patient_billing_info"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.
- `same_as_primary_guarantor` — Same As Primary Guarantor (boolean)
  Optional true-or-false value.
  Default: `false`
- `sales_rep_id` — Sales Rep Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `sales_rep_id` — Sales Rep Id
- `previous_sales_rep_id` — Previous Sales Rep Id
- `same_as_primary_guarantor` — Same As Primary Guarantor
- `fields_updated` — Fields Updated
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id"
  ],
  "properties": {
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sales_rep_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "same_as_primary_guarantor": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "customer_id": {},
    "sales_rep_id": {},
    "error_message": {},
    "fields_updated": {},
    "previous_sales_rep_id": {},
    "same_as_primary_guarantor": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Demographics

> Perform Update Patient Demographics through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_demographics](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_demographics)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_update_patient_demographics`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "overwrite_existing": false,
    "update_ship_to_info_for_all_orders": false
  },
  "handler": "bonafide_update_patient_demographics"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.
- `update_ship_to_info_for_all_orders` — Update Ship To Info For All Orders (boolean)
  Optional true-or-false value.
  Default: `false`
- `overwrite_existing` — Overwrite Existing (boolean)
  Optional true-or-false value.
  Default: `false`
- `first_name` — First Name (expression)
  Optional literal value or workflow expression.
- `last_name` — Last Name (expression)
  Optional literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression)
  Optional literal value or workflow expression.
- `gender` — Gender (expression)
  Optional literal value or workflow expression.
- `address` — Address (expression)
  Optional literal value or workflow expression.
- `address_2` — Address 2 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `zip_code` — Zip Code (expression)
  Optional literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `ssn` — Ssn (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `fields_updated` — Fields Updated
- `fields_skipped` — Fields Skipped
- `ship_to_propagation_requested` — Ship To Propagation Requested
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id"
  ],
  "properties": {
    "ssn": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "gender": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "zip_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "overwrite_existing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "update_ship_to_info_for_all_orders": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "customer_id": {},
    "error_message": {},
    "fields_skipped": {},
    "fields_updated": {},
    "ship_to_propagation_requested": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Insurance

> Perform Update Patient Insurance through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_insurance](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_patient_insurance)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_update_patient_insurance`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "same_as_patient": false,
    "overwrite_coverage": false,
    "overwrite_existing": false,
    "populate_address_from_patient": false
  },
  "handler": "bonafide_update_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `same_as_patient` — Same As Patient (boolean)
  Optional true-or-false value.
  Default: `false`
- `populate_address_from_patient` — Populate Address From Patient (boolean)
  Optional true-or-false value.
  Default: `false`
- `overwrite_existing` — Overwrite Existing (boolean)
  Optional true-or-false value.
  Default: `false`
- `overwrite_coverage` — Overwrite Coverage (boolean)
  Optional true-or-false value.
  Default: `false`
- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.
- `carrier_name` — Carrier Name (expression)
  Optional literal value or workflow expression.
- `member_no` — Member No (expression)
  Optional literal value or workflow expression.
- `group_no` — Group No (expression)
  Optional literal value or workflow expression.
- `group_name` — Group Name (expression)
  Optional literal value or workflow expression.
- `subscriber_first_name` — Subscriber First Name (expression)
  Optional literal value or workflow expression.
- `subscriber_last_name` — Subscriber Last Name (expression)
  Optional literal value or workflow expression.
- `subscriber_dob` — Subscriber Dob (expression)
  Optional literal value or workflow expression.
- `subscriber_gender` — Subscriber Gender (expression)
  Optional literal value or workflow expression.
- `subscriber_address` — Subscriber Address (expression)
  Optional literal value or workflow expression.
- `subscriber_address_2` — Subscriber Address 2 (expression)
  Optional literal value or workflow expression.
- `subscriber_city` — Subscriber City (expression)
  Optional literal value or workflow expression.
- `subscriber_state` — Subscriber State (expression)
  Optional literal value or workflow expression.
- `subscriber_zip` — Subscriber Zip (expression)
  Optional literal value or workflow expression.
- `subscriber_phone` — Subscriber Phone (expression)
  Optional literal value or workflow expression.
- `subscriber_relationship` — Subscriber Relationship (expression)
  Optional literal value or workflow expression.
- `patient_responsibility_pct` — Patient Responsibility Pct (expression)
  Optional literal value or workflow expression.
- `remaining_deductible` — Remaining Deductible (expression)
  Optional literal value or workflow expression.
- `insurance_pays_pct` — Insurance Pays Pct (expression)
  Optional literal value or workflow expression.
- `remaining_out_of_pocket` — Remaining Out Of Pocket (expression)
  Optional literal value or workflow expression.
- `insurance_type` — Insurance Type (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `fields_updated` — Fields Updated
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id"
  ],
  "properties": {
    "group_no": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_no": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "group_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "carrier_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_dob": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_zip": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "same_as_patient": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subscriber_city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_gender": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_pays_pct": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "overwrite_coverage": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "overwrite_existing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subscriber_address": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "remaining_deductible": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_address_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "remaining_out_of_pocket": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subscriber_relationship": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_responsibility_pct": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "populate_address_from_patient": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "customer_id": {},
    "error_message": {},
    "fields_updated": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient's Default Claim Physician

> Perform Update Patient's Default Claim Physician through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_link_physician_to_patient](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_link_physician_to_patient)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_link_physician_to_patient`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_link_physician_to_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.
- `physician_id` — Physician Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `physician_id` — Physician Id
- `previous_physician_id` — Previous Physician Id
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id",
    "physician_id"
  ],
  "properties": {
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "physician_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "customer_id": {},
    "physician_id": {},
    "error_message": {},
    "previous_physician_id": {}
  },
  "additionalProperties": true
}
```

---

# Update Source of Business

> Perform Update Source of Business through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_source_of_business](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_source_of_business)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_update_source_of_business`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {},
  "handler": "bonafide_update_source_of_business"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `customer_id` — Customer Id (expression, required)
  Required literal value or workflow expression.
- `source_of_business_id` — Source Of Business Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.

## Outputs

- `success` — Success
- `customer_id` — Customer Id
- `source_of_business_id` — Source Of Business Id
- `source_of_business_label` — Source Of Business Label
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "customer_id",
    "source_of_business_id"
  ],
  "properties": {
    "customer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_of_business_id": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "customer_id": {},
    "error_message": {},
    "source_of_business_id": {},
    "source_of_business_label": {}
  },
  "additionalProperties": true
}
```

---

# Update Task

> Perform Update Task through Bonafide.

Source: [https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_task](https://genhealth.ai/docs/workflows/integrations/bonafide/bonafide_update_task)

Integration: [Bonafide](https://genhealth.ai/docs/workflows/integrations/bonafide.md)

- Handler: `bonafide_update_task`

- Connection type: `bonafide`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Bonafide",
  "params": {
    "severity": "3",
    "outcome_id": "0",
    "category_id": "0"
  },
  "handler": "bonafide_update_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.
- `name` — Name (expression, required)
  Required literal value or workflow expression.
- `detail` — Detail (textarea, required)
  Required text value.
- `due_date` — Due Date (text, required)
  Required text value.
- `severity` — Severity (select)
  Optional selected identifier or value.
  Default: `"3"`
  Options: Critical ("1"), High ("2"), Medium ("3"), Low ("4")
- `reference_type` — Reference Type (select)
  Optional selected identifier or value.
  Options: None (""), Customer ("CUSTOMER"), Order ("ORDER"), Claim ("CLAIM")
- `reference_no` — Reference No (expression)
  Optional literal value or workflow expression.
- `category_id` — Category Id (text)
  Optional text value.
  Default: `"0"`
- `category_name` — Category Name (text)
  Optional text value.
- `outcome_id` — Outcome Id (text)
  Optional text value.
  Default: `"0"`
- `outcome_name` — Outcome Name (text)
  Optional text value.
- `ops_description` — Ops Description (textarea)
  Optional text value.
- `employee_ids` — Employee Ids (text)
  Optional text value.
- `email_targets` — Email Targets (multi_select)
  Optional list of selected values.
  Options: Me ("M"), All collaborators ("C")

## Outputs

- `success` — Success
- `task_id` — Task Id
- `message` — Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id",
    "name",
    "detail",
    "due_date"
  ],
  "properties": {
    "name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "detail": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "due_date": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "severity": {
      "enum": [
        "1",
        "2",
        "3",
        "4"
      ],
      "type": "string",
      "default": "3",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "outcome_id": {
      "type": "string",
      "default": "0",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "category_id": {
      "type": "string",
      "default": "0",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "employee_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "outcome_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "reference_no": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "category_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "email_targets": {
      "type": "array",
      "items": {
        "enum": [
          "M",
          "C"
        ],
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "reference_type": {
      "enum": [
        "",
        "CUSTOMER",
        "ORDER",
        "CLAIM"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "ops_description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "task_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Brightree integration

> Build workflow automations with 140 public Brightree actions.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree](https://genhealth.ai/docs/workflows/integrations/brightree)

## Available actions

140 actions. Connection types: brightree.

### [Add Insurance Policy](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_insurance_policy.md)

- Handler: `brightree_add_insurance_policy`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `carrier_id`, `payor_level`, `subscriber_first_name`, `subscriber_last_name`, `subscriber_state`, `start_date`
- Outputs: `success`, `policy_key`, `message`, `error`

Perform Add Insurance Policy through Brightree.

### [Add Sales Order Diagnosis Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_sales_order_diagnosis_batches.md)

- Handler: `brightree_add_sales_order_diagnosis_batches`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `diagnosis_batches`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Add Sales Order Diagnosis Batches through Brightree.

### [Adjust Item Quantity](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_adjust_item_quantity.md)

- Handler: `brightree_adjust_item_quantity`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `proc_code`, `quantity`, `billing_quantity`, `dry_run`

Perform Adjust Item Quantity through Brightree.

### [Append Order Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_order_note.md)

- Handler: `brightree_append_order_note`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `note_text`, `condition_value`, `condition_expected_value`, `guard_value`, `guard_expected_value`, `guard_label`, `skip_if_present_text`, `order_lease`, `dry_run`
- Outputs: `success`, `status`, `attempted`, `updated`, `already_present`, `sales_order_key`, `note_text`, `reason`, `message`, `order_lease`, `error`

Perform Append Order Note through Brightree.

### [Append Patient Custom Field Value](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_patient_custom_field_value.md)

- Handler: `brightree_append_patient_custom_field_value`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `field_label`, `value`, `delimiter`
- Outputs: `success`, `message`, `updated_fields`, `field_label`, `value`, `error`

Perform Append Patient Custom Field Value through Brightree.

### [Apply Fax Demographics](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_fax_demographics.md)

- Handler: `brightree_apply_fax_demographics`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `include_insurance`
- Outputs: `success`, `document_id`, `address_updated`, `error`

Perform Apply Fax Demographics through Brightree.

### [Apply Invoice Payment](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_invoice_payment.md)

- Handler: `brightree_apply_invoice_payment`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `deposit_key`, `receipt_key`, `invoice_key`, `amount`, `proc_line_index`, `payment_type`, `reason`, `note`, `expected_balance`, `dry_run`
- Outputs: `success`, `dry_run`, `invoice_key`, `invoice_number`, `payments_applied`, `observed_balance`, `gate_passed`, `message`, `error`

Perform Apply Invoice Payment through Brightree.

### [Assign Fax to User](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_assign_fax_to_user.md)

- Handler: `brightree_assign_fax_to_user`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `fax_key`, `user_name`, `user_key`, `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices`
- Outputs: `success`, `fax_key`, `error`

Perform Assign Fax to User through Brightree.

### [Backfill Order Cost Evidence](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_backfill_order_cost_evidence.md)

- Handler: `brightree_backfill_order_cost_evidence`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `date_from`, `date_to`, `max_orders`, `reobserve_nonvalid_after_days`, `continue_on_error`
- Outputs: `success`, `date_from`, `date_to`, `window_exhausted`, `days_completed`, `orders_seen`, `orders_processed`, `orders_skipped_observed`, `inserted`, `updated`, `valid_costs`, `missing_costs`, `invalid_costs`, `nonpositive_costs`, `order_errors`, `error`

Perform Backfill Order Cost Evidence through Brightree.

### [Calculate Resupply Dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_calculate_resupply_dates.md)

- Handler: `brightree_calculate_resupply_dates`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `carrier_name`, `task_date_needed`, `scheduled_date`, `source_so_key`
- Outputs: `new_so_actual_date`, `source_so_key`, `new_so_scheduled_date`, `next_task_date_needed`

Perform Calculate Resupply Dates through Brightree.

### [Cancel Sales Order POD](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_cancel_sales_order_pod.md)

- Handler: `brightree_cancel_sales_order_pod`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `sales_order_key`, `dry_run`
- Outputs: `success`, `cancelled`, `already_cancelled`, `dry_run`, `sales_order_key`, `previous_status`, `current_status`, `message`, `error`, `error_message`

Perform Cancel Sales Order POD through Brightree.

### [Cancel Sales Order POD Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_cancel_sales_order_pod_batches.md)

- Handler: `brightree_cancel_sales_order_pod_batches`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `cancel_pod_requests`, `dry_run`
- Outputs: `success`, `results`, `cancelled_count`, `failed_count`, `dry_run`, `error_message`

Perform Cancel Sales Order POD Batches through Brightree.

### [Check Autoship](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_autoship.md)

- Handler: `brightree_check_autoship`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `patient_note_key`
- Outputs: `is_autoship`

Perform Check Autoship through Brightree.

### [Check CMN](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn.md)

- Handler: `brightree_check_cmn`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`
- Outputs: `has_active`

Perform Check CMN through Brightree.

### [Check CMN Active](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn_active.md)

- Handler: `brightree_check_cmn_active`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `items_records`
- Outputs: `is_valid`, `reason`

Perform Check CMN Active through Brightree.

### [Check Coverage Verified](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_coverage_verified.md)

- Handler: `brightree_check_coverage_verified`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `verification`
- Outputs: `is_verified`, `reason`

Perform Check Coverage Verified through Brightree.

### [Check Delivery Proof](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_delivery_proof.md)

- Handler: `brightree_check_delivery_proof`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `documents`, `delivery_proof_document_types`
- Outputs: `has_match`, `reason`

Perform Check Delivery Proof through Brightree.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_eligibility.md)

- Handler: `brightree_check_eligibility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `patient_note_key`, `check_secondary`

Perform Check Eligibility through Brightree.

### [Check Patient Exists](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_patient_exists.md)

- Handler: `brightree_check_patient_exists`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `force`
- Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `exists`, `ready_for_patient_create`, `external_id`, `patient_key`, `patient_url`, `status`, `error_message`

Perform Check Patient Exists through Brightree.

### [Check Sales Order Diagnosis Absence Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_diagnosis_absence_batches.md)

- Handler: `brightree_check_sales_order_diagnosis_absence_batches`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `guard_batches`
- Outputs: `success`, `results`, `verified_count`, `failed_count`, `error_message`

Perform Check Sales Order Diagnosis Absence Batches through Brightree.

### [Check Sales Order Messages](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_messages.md)

- Handler: `brightree_check_sales_order_messages`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `ignored_message_codes`
- Outputs: `has_blocking_messages`, `reason`

Perform Check Sales Order Messages through Brightree.

### [Check Unresolved Messages](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_unresolved_messages.md)

- Handler: `brightree_check_unresolved_messages`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `messages`
- Outputs: `has_unresolved`, `reason`

Perform Check Unresolved Messages through Brightree.

### [Claim Template Schedule Audit Slice](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_claim_template_schedule_audit_slice.md)

- Handler: `brightree_claim_template_schedule_audit_slice`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `workflow_route`, `interval_days`, `slice_size`, `lease_minutes`, `max_candidates`
- Outputs: `success`, `due`, `cycle_id`, `cycle_status`, `items`, `count`, `total_item_count`, `message`, `error`

Perform Claim Template Schedule Audit Slice through Brightree.

### [Clear Patient Inactivation Reason](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_clear_patient_inactivation_reason.md)

- Handler: `brightree_clear_patient_inactivation_reason`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `skip`, `skip_if_missing`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Clear Patient Inactivation Reason through Brightree.

### [Complete Template Schedule Audit Item](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_complete_template_schedule_audit_item.md)

- Handler: `brightree_complete_template_schedule_audit_item`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `cycle_id`, `item_id`, `claim_token`, `audit_result`
- Outputs: `success`, `cycle_id`, `item_id`, `status`, `message`, `error`

Perform Complete Template Schedule Audit Item through Brightree.

### [Confirm Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_confirm_sales_order.md)

- Handler: `brightree_confirm_sales_order`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `sales_order_key`, `dry_run`
- Outputs: `confirmed`, `error`

Perform Confirm Sales Order through Brightree.

### [Copy Billing Address to Insured](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_billing_address_to_insured.md)

- Handler: `brightree_copy_billing_address_to_insured`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`
- Outputs: `success`, `message`, `error`

Perform Copy Billing Address to Insured through Brightree.

### [Copy Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_sales_order.md)

- Handler: `brightree_copy_sales_order`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `source_so_key`, `scheduled_date`, `actual_date`, `wip_state`, `classification`, `dry_run`
- Outputs: `new_so_key`

Perform Copy Sales Order through Brightree.

### [Create Doctor from NPI Registry](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_doctor_from_npi_registry.md)

- Handler: `brightree_create_doctor_from_npi_registry`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `npi`
- Outputs: `success`, `message`, `doctor_key`, `doctor_name`, `created`, `pecos_verified`, `error`, `error_message`

Perform Create Doctor from NPI Registry through Brightree.

### [Create Drop Ship PO](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_drop_ship_po.md)

- Handler: `brightree_create_drop_ship_po`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `sales_order_key`, `vendor`, `priority`, `ship_method`, `signature_required`, `submit_po`, `verification_max_wait_seconds`, `verification_poll_interval_seconds`, `workflow_outcome_mode`
- Outputs: `success`, `manual_review_required`, `outcome_category`, `message`, `purchase_requests`, `items_not_on_pr_count`, `url`, `failure_reason`, `failure_detail`, `error`, `error_message`

Perform Create Drop Ship PO through Brightree.

### [Create Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_facility.md)

- Handler: `brightree_create_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `name`, `address_1`, `address_2`, `city`, `state`, `postal_code`, `phone`, `fax`, `facility_group_value`, `marketing_rep_text`, `marketing_rep_value`, `country_value`
- Outputs: `success`, `message`, `facility`, `facility_key`, `error`

Perform Create Facility through Brightree.

### [Create or Reuse Fax Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_or_reuse_fax_sales_order.md)

- Handler: `brightree_create_or_reuse_fax_sales_order`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `document_id`, `lookback_days`, `dry_run`
- Outputs: `success`, `patient_key`, `document_id`, `dry_run`, `saved`, `sales_order_key`, `reused`, `message`, `error`, `outcome`, `manual_review_required`, `dedupe_decision`, `document_url`, `matched_document_url`, `sales_order_url`, `candidate_links`

Perform Create or Reuse Fax Sales Order through Brightree.

### [Create Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient.md)

- Handler: `brightree_create_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `date_of_birth`

Perform Create Patient through Brightree.

### [Create Patient Address](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_address.md)

- Handler: `brightree_create_patient_address`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `address_line_1`, `address_line_2`, `city`, `state`, `zip_code`
- Outputs: `success`, `message`, `error`

Perform Create Patient Address through Brightree.

### [Create Patient From Document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_from_document.md)

- Handler: `brightree_create_patient_from_document`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `patient_key`, `external_id`, `created`, `message`, `error_message`

Perform Create Patient From Document through Brightree.

### [Create Patient Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note.md)

- Handler: `brightree_create_patient_note`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `date_needed`, `assigned_to_name`, `dry_run`

Perform Create Patient Note through Brightree.

### [Create Patient Note (If Not Exists)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note_if_not_exists.md)

- Handler: `brightree_create_patient_note_if_not_exists`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `date_needed`, `assigned_to_name`, `condition_field`, `skip_if_match`, `description_prepend_if_exists`, `description_append_if_exists`, `skip_if_match_fields`, `skip_if_entry_present`, `dry_run`

Perform Create Patient Note (If Not Exists) through Brightree.

### [Create Sales Order for Document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_sales_order_for_document.md)

- Handler: `brightree_create_sales_order_for_document`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `document_id`, `dry_run`
- Outputs: `success`, `patient_key`, `document_id`, `dry_run`, `saved`, `sales_order_key`, `reused`, `message`, `error`

Perform Create Sales Order for Document through Brightree.

### [Dispatch Sales Order Templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_dispatch_sales_order_templates.md)

- Handler: `brightree_dispatch_sales_order_templates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `classification`, `confirm_date_after`, `confirm_date_lookback_days`, `report_limit`, `runs_per_order`, `target_queue_depth`, `max_dispatch_per_run`, `use_local_agent`, `http_only`
- Outputs: `success`, `job_id`, `orders_dispatched`, `order_keys`, `queue_depth_before`, `queue_headroom`, `target_queue_depth`, `message`, `error`

Perform Dispatch Sales Order Templates through Brightree.

### [Download Fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_download_fax.md)

- Handler: `brightree_download_fax`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `preserve_duplicate_content`, `fax_key`, `assign_owner_name`, `assign_owner_key`, `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices`
- Outputs: `success`, `document_id`, `fax_key`, `filename`, `display_status`, `skipped`, `resumed`, `should_process`, `error`

Perform Download Fax through Brightree.

### [Edit Coverage Verified](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_coverage_verified.md)

- Handler: `brightree_edit_coverage_verified`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `checked`, `expected_current_wip_state`, `expected_current_classification`, `dry_run`
- Outputs: `success`, `dry_run`, `checked`, `was_already_checked`, `sales_order_key`, `message`, `error`

Perform Edit Coverage Verified through Brightree.

### [Edit Delivery Dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_delivery_dates.md)

- Handler: `brightree_edit_delivery_dates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `scheduled_date`, `actual_date`

Perform Edit Delivery Dates through Brightree.

### [Edit Patient Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_patient_insurance_policy_batches.md)

- Handler: `brightree_edit_patient_insurance_policy_batches`

- External effect: `write`
- Inputs: `policy_edit_batches`, `stop_on_failure`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Edit Patient Insurance Policy Batches through Brightree.

### [Edit WIP State](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_wip_state.md)

- Handler: `brightree_edit_wip_state`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `target_wip_state`, `dry_run`

Perform Edit WIP State through Brightree.

### [Enqueue Sales Order Template Processing](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_enqueue_sales_order_template_processing.md)

- Handler: `brightree_enqueue_sales_order_template_processing`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `account_key`, `runs`, `use_local_agent`, `http_only`
- Outputs: `success`, `orders_dispatched`, `order_keys`, `message`, `error`

Perform Enqueue Sales Order Template Processing through Brightree.

### [Ensure Brightree Session](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_session.md)

- Handler: `brightree_ensure_session`
- Connection type: `brightree`
- External effect: `write`

- Outputs: `available`, `status`, `reason`, `announcement_decision`, `announcement_ids`, `matched_pattern_ids`, `announcement_capture_status`, `announcement_source_state_id`, `announcement_page_hash`, `announcement_warning_alert_sent`

Perform Ensure Brightree Session through Brightree.

### [Ensure Sales Order Status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_sales_order_status.md)

- Handler: `brightree_ensure_sales_order_status`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `current_status`, `target_status`, `dry_run`

Perform Ensure Sales Order Status through Brightree.

### [Fetch Sales Order Documents](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_documents.md)

- Handler: `brightree_fetch_sales_order_documents`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `document_types`, `document_types_expression`, `patient_id`
- Outputs: `success`, `document_ids`, `documents`, `missing_types`, `errors`, `error`

Perform Fetch Sales Order Documents through Brightree.

### [Fetch Sales Order Void Reasons](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_void_reasons.md)

- Handler: `brightree_fetch_sales_order_void_reasons`

- External effect: `write`

- Outputs: `success`, `reasons`, `reason_count`, `raw_reasons`, `error`, `error_message`

Perform Fetch Sales Order Void Reasons through Brightree.

### [Finalize Template Schedule Audit Cycle](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_finalize_template_schedule_audit_cycle.md)

- Handler: `brightree_finalize_template_schedule_audit_cycle`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `cycle_id`, `max_candidates`
- Outputs: `success`, `cycle_id`, `completed`, `should_send_summary`, `cycle_status`, `total_item_count`, `correct_count`, `corrected_count`, `deferred_count`, `manual_review_count`, `failed_count`, `message`, `error`

Perform Finalize Template Schedule Audit Cycle through Brightree.

### [Find or Create Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_facility.md)

- Handler: `brightree_ensure_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `facility_name`, `address_1`, `city`, `state`, `postal_code`, `match_address_1`, `match_city`, `match_state`, `match_postal_code`, `match_address_source`, `phone`, `fax`, `create_if_missing`, `require_address`
- Outputs: `success`, `message`, `facility`, `facility_text`, `facility_value`, `facility_key`, `created`, `found`, `skipped`, `action_required`, `action_required_message`, `selection_reason`, `missing_fields`, `error`

Perform Find or Create Facility through Brightree.

### [Get Deposit Balance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_deposit_balance.md)

- Handler: `brightree_get_deposit_balance`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`
- Outputs: `deposit_key`, `balance`, `is_balanced`, `reference`, `description`, `brightree_url`, `error`

Perform Get Deposit Balance through Brightree.

### [Get Documents from Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_patient_documents.md)

- Handler: `brightree_fetch_patient_documents`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `document_types`, `document_types_expression`, `max_documents`, `patient_id`
- Outputs: `success`, `document_ids`, `documents`, `missing_types`, `available_types`, `errors`, `error`

Perform Get Documents from Patient through Brightree.

### [Get Latest Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_latest_sales_order.md)

- Handler: `brightree_get_latest_sales_order`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `status`, `created_date_from`, `created_date_to`, `read_detail`
- Outputs: `sales_order_key`, `scheduled_date`, `found`, `error`

Perform Get Latest Sales Order through Brightree.

### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_patient_notes.md)

- Handler: `brightree_get_patient_notes`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `note_types`, `status`
- Outputs: `notes_by_type`, `notes`

Perform Get Patient Notes through Brightree.

### [Get Template Dispatch Batch Status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_template_dispatch_batch_status.md)

- Handler: `brightree_get_template_dispatch_batch_status`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `job_id`
- Outputs: `success`, `job_id`, `dispatcher_status`, `dispatcher_finished`, `total_orders`, `settled`, `completed`, `failed`, `skipped`, `in_flight`, `not_started`, `is_complete`, `completed_order_keys`, `failed_order_keys`, `skipped_order_keys`, `in_flight_order_keys`, `not_started_order_keys`, `message`, `error`

Perform Get Template Dispatch Batch Status through Brightree.

### [Historical Margin Summary](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_summary.md)

- Handler: `brightree_historical_margin_summary`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `date_from`, `date_to`, `min_claim_age_days`, `min_group_orders`, `top_n`
- Outputs: `success`, `date_from`, `date_to`, `line_count`, `paid_line_count`, `unpaid_line_count`, `revenue`, `cost`, `gp_dollars`, `gp_pct`, `negative_pct`, `below_15_pct`, `below_30_pct`, `by_payer`, `by_hcpcs`, `sku_opportunities`, `error`

Perform Historical Margin Summary through Brightree.

### [Identify Vendor](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_identify_vendor.md)

- Handler: `brightree_identify_vendor`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `new_so_key`, `patient_key`, `patient_note_key`
- Outputs: `reason`, `status`, `has_vendor`, `vendor_name`

Perform Identify Vendor through Brightree.

### [List CMN Recertification Candidates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_cmn_recertification_candidates.md)

- Handler: `brightree_list_cmn_recertification_candidates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `branch_name`, `as_of_date`, `window_days`, `exclude_faxed_this_cycle`, `maximum_faxes_per_run`, `maximum_candidates`
- Outputs: `success`, `report_id`, `as_of_date`, `window_end_date`, `window_days`, `export_row_count`, `scoped_row_count`, `candidate_count`, `distinct_patient_count`, `distinct_provider_count`, `multi_cmn_patient_count`, `maximum_cmns_per_patient`, `zero_to_seven_day_count`, `eight_to_thirty_day_count`, `thirty_one_plus_day_count`, `missing_expiration_count`, `malformed_expiration_count`, `expired_count`, `beyond_window_count`, `invalid_identity_count`, `missing_ordering_doctor_count`, `branch_mismatch_count`, `inactive_status_count`, `placeholder_count`, `duplicate_cycle_count`, `report_missing_provider_fax_count`, `fax_history_count`, `faxed_this_cycle_count`, `failed_delivery_count`, `data_quality_exception_count`, `excluded_row_count`, `candidates`, `batch`, `batch_count`, `eligible_count`, `held_no_provider_fax`, `held_already_faxed`, `maximum_faxes_per_run`, `failed_delivery_cmns`, `retryable`, `manual_review_required`, `report_job_id`, `report_job_resume_state`, `error`

Perform List CMN Recertification Candidates through Brightree.

### [List Deposit Receipts](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_deposit_receipts.md)

- Handler: `brightree_list_deposit_receipts`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`
- Outputs: `deposit_key`, `receipts`, `count`, `error`

Perform List Deposit Receipts through Brightree.

### [List Inbound Faxes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_inbound_faxes.md)

- Handler: `brightree_list_inbound_faxes`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices`, `exclude_nonempty_report_type`, `max_pages`, `max_items`
- Outputs: `faxes`, `count`, `total_items`, `total_pages`, `has_more`, `message`

Perform List Inbound Faxes through Brightree.

### [Log CMN](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_log_cmn.md)

- Handler: `brightree_log_cmn`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `cmn_key`, `cmn_form_key`
- Outputs: `success`, `logged`, `noop`, `cmn_key`, `cmn_form_key`, `previous_status`, `actual_status`, `message`, `error`

Perform Log CMN through Brightree.

### [Margin Gate (expected margin)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_margin_gate.md)

- Handler: `brightree_margin_gate`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `dry_run`, `margin_threshold_percent`, `destination_wip_state`, `scan_wip_states`, `max_orders`, `days_back`, `reevaluate_after_days`, `continue_on_error`
- Outputs: `success`, `dry_run`, `orders_scanned`, `orders_evaluated`, `flagged`, `wip_moved`, `skipped_unpriced`, `skipped_no_estimates`, `skipped_partial_estimates`, `skipped_already_flagged`, `skipped_recently_evaluated`, `skipped_wrong_wip`, `skipped_wip_unreadable`, `order_errors`, `error`

Perform Margin Gate (expected margin) through Brightree.

### [Margin Gate (historical evidence)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_gate.md)

- Handler: `brightree_historical_margin_gate`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `dry_run`, `margin_threshold_percent`, `min_reimbursement_ratio`, `destination_wip_state`, `scan_wip_states`, `max_orders`, `days_back`, `reevaluate_after_days`, `candidate_lookback_days`, `continue_on_error`
- Outputs: `success`, `dry_run`, `orders_scanned`, `orders_matched`, `flagged`, `wip_moved`, `would_move`, `unverified`, `skipped_out_of_band`, `skipped_already_flagged`, `skipped_recently_evaluated`, `order_errors`, `unverified_reasons`, `error`

Perform Margin Gate (historical evidence) through Brightree.

### [Margin Scorecard (persist + render)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_margin_scorecard.md)

- Handler: `brightree_margin_scorecard`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `org_label`, `period_days`, `date_from`, `date_to`, `min_claim_age_days`, `min_group_orders`, `top_n`, `persist_snapshot`
- Outputs: `success`, `period_start`, `period_end`, `line_count`, `paid_line_count`, `unpaid_line_count`, `revenue`, `cost`, `gp_dollars`, `gp_pct`, `has_prior_period`, `prior_gp_pct`, `gp_pct_change`, `comparable_to_prior`, `snapshot_id`, `snapshot_persisted`, `html_body`, `subject`, `error`

Perform Margin Scorecard (persist + render) through Brightree.

### [Mark Template Schedule Audit Summary Sent](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_mark_template_schedule_audit_summary_sent.md)

- Handler: `brightree_mark_template_schedule_audit_summary_sent`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `cycle_id`
- Outputs: `success`, `cycle_id`, `completed`, `should_send_summary`, `cycle_status`, `message`, `error`

Perform Mark Template Schedule Audit Summary Sent through Brightree.

### [Post Deposit](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_post_deposit.md)

- Handler: `brightree_post_deposit`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `deposit_key`, `funds_confirmed`, `dry_run`
- Outputs: `success`, `dry_run`, `deposit_key`, `message`, `posted`, `balance`, `is_balanced`, `was_already_posted`, `failure_category`, `brightree_url`, `error`

Perform Post Deposit through Brightree.

### [Prepare CMN Recertification Dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_prepare_cmn_recertification.md)

- Handler: `brightree_prepare_cmn_recertification`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `run_date`, `cmn_key`, `cmn_form_key`, `patient_key`, `ordering_doctor_key`, `source_expiration_date`, `report_provider_fax_present`, `dry_run`
- Outputs: `success`, `dry_run`, `prepared`, `noop`, `manual_review_required`, `retryable`, `idempotency_reused`, `outreach_status`, `patient_disposition`, `outcome_category`, `cmn_key`, `renewal_cmn_key`, `cmn_form_key`, `patient_key`, `ordering_doctor_key`, `source_expiration_date`, `fax_cycle_expiration_date`, `length_of_need_months`, `proposed_recertification_date`, `proposed_expiration_date`, `mismatches`, `message`, `error`

Perform Prepare CMN Recertification Dates through Brightree.

### [Process Intake Chart](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_process_intake_chart.md)

- Handler: `brightree_process_intake_chart`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `demographics_document_id`, `progress_note_document_id`
- Outputs: `success`, `document_id`, `processed_demographics`, `processed_progress_note`, `message`, `error`

Perform Process Intake Chart through Brightree.

### [Process Sales Order Templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_process_sales_order_templates.md)

- Handler: `brightree_process_sales_order_templates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `account_key`, `runs`, `use_local_agent`, `http_only`, `job_id`, `insurance_name`, `patient_key`, `patient_note_key`
- Outputs: `success`, `sales_order_key`, `successful_runs`, `failed_runs`, `skipped_runs`, `outcome_category`, `outcome_reason`, `failure_stage`, `skip_reason`, `templates_created`, `needs_reconciliation`, `reconciliation_summary`, `order_profile`, `template_decision`, `manual_review_required`, `manual_review_attempted`, `manual_review_marked`, `manual_review_reason`, `manual_review_blocked`, `manual_review_block_reason`, `manually_resolved`, `manually_resolved_runs`, `attempt_failed_runs`, `error`

Perform Process Sales Order Templates through Brightree.

### [Push Diagnosis Codes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_diagnosis_codes_to_patient.md)

- Handler: `brightree_push_diagnosis_codes_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `diagnosis_codes`, `document_id`
- Outputs: `success`, `document_id`, `patient_key`, `pushed`, `icd10_added`, `icd9_added`, `icd10_duplicates`, `icd9_duplicates`, `icd10_failed`, `icd9_failed`, `icd10_no_slot`, `icd9_no_slot`, `message`, `error_message`

Perform Push Diagnosis Codes through Brightree.

### [Push Fax Clinical Data](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_fax_clinical_data.md)

- Handler: `brightree_push_fax_clinical_data`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `error`

Perform Push Fax Clinical Data through Brightree.

### [Read CMN Detail](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_detail.md)

- Handler: `brightree_read_cmn_detail`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `cmn_key`, `cmn_form_key`, `status_filter`, `occurrence`, `cmn_form_contains`
- Outputs: `success`, `branchable_error`, `error`, `patient_key`, `cmn_key`, `cmn_form_key`, `cmn_status`, `cmn_initial_date`, `cmn_recertification_date`, `cmn_length_of_need_months`, `cmn_expiration`, `cmn_signature_date`, `doctor_name`, `doctor_key`, `cmn_type`, `cmn_type_key`, `branch_name`, `branch_key`, `policy_key`, `policy_text`, `payer_name`, `payer_id`, `policy_level`, `policy_effective_date`, `records`, `count`, `total_records`, `filtered_records`, `selected_row`, `detail_url`, `billable_items`, `billable_proc_codes`, `billable_items_complete`

Perform Read CMN Detail through Brightree.

### [Read Deposit ERN Tab](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_deposit_ern.md)

- Handler: `brightree_read_deposit_ern`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`
- Outputs: `deposit_key`, `claims`, `count`, `provider`, `batch`, `brightree_url`, `error`

Perform Read Deposit ERN Tab through Brightree.

### [Read Invoice Payment Page](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_invoice_payment_page.md)

- Handler: `brightree_read_invoice_payment_page`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`, `receipt_key`, `invoice_key`
- Outputs: `invoice_key`, `invoice_number`, `patient_name`, `date_of_service`, `payer`, `total_balance`, `total_balance_amount`, `proc_lines`, `insurance_tiers`, `brightree_url`, `error`

Perform Read Invoice Payment Page through Brightree.

### [Read Latest CMN Fax Activity](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_fax_status.md)

- Handler: `brightree_read_cmn_fax_status`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `cmn_key`, `cmn_form_key`
- Outputs: `success`, `cmn_key`, `cmn_form_key`, `outcome`, `fax_status`, `fax_status_reason`, `fax_activity_date_time`, `fax_activity_count`, `observed_complete`, `observed_processing`, `observed_failed`, `correlated_to_attempt`, `manual_review_required`, `error`

Perform Read Latest CMN Fax Activity through Brightree.

### [Read Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_facility.md)

- Handler: `brightree_read_patient_facility`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`
- Outputs: `success`, `facility_found`, `facility`, `facility_name`, `facility_source`, `error`

Perform Read Patient Facility through Brightree.

### [Read Patient Insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_insurance.md)

- Handler: `brightree_read_patient_insurance`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `include_inactive`

Perform Read Patient Insurance through Brightree.

### [Read Patient Personal State](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_personal_state.md)

- Handler: `brightree_read_patient_personal_state`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`
- Outputs: `success`, `personal_state`, `branch_office`, `account_group`, `pos`, `error`

Perform Read Patient Personal State through Brightree.

### [Read Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_sales_order.md)

- Handler: `brightree_read_sales_order`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `sales_order_key`, `tabs`
- Outputs: `success`, `sales_order_key`, `patient_id`, `patient_key`, `patient_name`, `order_number`, `header`, `order`, `clinical`, `insurance`, `items`, `purchasing`, `schedule`, `pod`, `messages`, `custom_fields`, `forms`, `history`, `documents`, `url`, `patient_key_error`, `error`

Perform Read Sales Order through Brightree.

### [Read Task Detail](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_task_detail.md)

- Handler: `brightree_read_task_detail`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `patient_note_key`, `patient_note_type_key`
- Outputs: `patient`

Perform Read Task Detail through Brightree.

### [Reassign Tasks by Name](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reassign_tasks_by_name.md)

- Handler: `brightree_reassign_tasks_by_name`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `source_assigned_to_name`, `target_assigned_to_name`, `task_type`, `task_status`, `date_needed_from`, `date_needed_to`, `subject_contains`, `max_tasks`
- Outputs: `found`, `reassigned`

Perform Reassign Tasks by Name through Brightree.

### [Reconcile Fax Insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reconcile_fax_insurance.md)

- Handler: `brightree_reconcile_fax_insurance`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `primary_outcome`, `had_demographics`, `error`

Perform Reconcile Fax Insurance through Brightree.

### [Reconcile Template Schedule](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reconcile_template_schedule.md)

- Handler: `brightree_reconcile_template_schedule`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `template`, `account_key`, `max_attempts`, `retry_delay_seconds`
- Outputs: `success`, `outcome_category`, `audit_outcome`, `template_key`, `source_sales_order_key`, `previous_next_run_date`, `expected_next_run_date`, `actual_next_run_date`, `metadata_fields_corrected`, `schedule_corrected`, `item_quantities_verified`, `item_fields_corrected`, `template_item_detail_key`, `attempts`, `manual_review_required`, `broader_review_required`, `attention_note_present`, `template_created_by`, `manual_review_marked`, `reason`, `error`

Perform Reconcile Template Schedule through Brightree.

### [Refresh Historical Order Index](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_refresh_historical_order_index.md)

- Handler: `brightree_refresh_historical_order_index`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `days_back`, `skip_recent_days`, `date_from`, `date_to`, `max_orders`, `reobserve_unpaid_after_days`, `include_actual_financials`, `reprocess_paid`, `continue_on_error`
- Outputs: `success`, `date_from`, `date_to`, `window_exhausted`, `days_completed`, `orders_seen`, `orders_processed`, `orders_skipped_settled`, `orders_skipped_fresh`, `order_lines_seen`, `inserted`, `updated`, `orders_without_indexable_items`, `financial_estimates_unavailable`, `order_errors`, `error`

Perform Refresh Historical Order Index through Brightree.

### [Resolve Client Sheet Costs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_client_sheet_costs.md)

- Handler: `brightree_resolve_client_sheet_costs`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `max_rows`
- Outputs: `success`, `catalog_entries`, `rows_scanned`, `cost_written`, `matched_item`, `matched_hcpcs`, `no_catalog_match`, `quantity_unparsed`, `uncosted_remaining`, `error`

Perform Resolve Client Sheet Costs through Brightree.

### [Resolve CMN-Linked Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_cmn_linked_sales_order.md)

- Handler: `brightree_resolve_cmn_linked_sales_order`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `cmn_key`, `statuses`, `required_wip_state`, `require_actual_delivery`, `allow_multiple`, `max_candidates`
- Outputs: `success`, `patient_key`, `cmn_key`, `sales_order_key`, `status`, `created_date`, `scheduled_delivery_date`, `actual_delivery_date`, `wip_state`, `candidate_count`, `linked_order_keys`, `matching_order_keys`, `error`

Perform Resolve CMN-Linked Sales Order through Brightree.

### [Resolve Historical Order Costs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_historical_order_costs.md)

- Handler: `brightree_resolve_historical_order_costs`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `max_orders`, `continue_on_error`
- Outputs: `success`, `candidates_selected`, `candidates_remaining`, `cost_written`, `no_received_po`, `no_usable_810`, `shared_po_skipped`, `order_errors`, `shared_purchase_orders`, `error`

Perform Resolve Historical Order Costs through Brightree.

### [Resolve Order Document Type](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_order_document_type.md)

- Handler: `brightree_resolve_order_document_type`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `order_category`
- Outputs: `success`, `document_type`, `error_code`, `error`

Perform Resolve Order Document Type through Brightree.

### [Resolve Patient Context](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_context.md)

- Handler: `brightree_resolve_patient_context`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `patient_id`, `patient_key`, `demographics`, `patient_state_snapshot`, `ordering_doctor`, `ordering_doctor_found`, `marketing_rep_key`, `marketing_rep_name`, `marketing_rep_found`, `warnings`, `error`

Perform Resolve Patient Context through Brightree.

### [Resolve Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_facility.md)

- Handler: `brightree_resolve_patient_facility`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `facility_name`, `expected_address`, `facility`, `delivery_info`, `facility_source`, `is_private_residence`, `skip_address_validation`, `skip_if_missing`
- Outputs: `success`, `facility_found`, `is_private_residence`, `delivery_info`, `facility`, `facility_source`, `expected_facility_address`, `facility_text`, `facility_value`, `facility_key`, `skip_facility_write`, `skip_address_sync`, `facility_search_name`, `facility_search_count`, `facility_selection_reason`, `selected_facility`, `action_required`, `action_required_message`, `error`

Perform Resolve Patient Facility through Brightree.

### [Search Deposits](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_deposits.md)

- Handler: `brightree_search_deposits`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `status`, `reference`, `deposit_id`, `posted_date_from`, `posted_date_to`, `max_pages`
- Outputs: `deposits`, `count`, `current_page`, `total_pages`, `has_more`, `message`, `error`

Perform Search Deposits through Brightree.

### [Search Marketing Referral Facility Options](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_marketing_referral_facility_options.md)

- Handler: `brightree_search_marketing_referral_facility_options`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `search_text`
- Outputs: `success`, `facilities`, `count`, `error`

Perform Search Marketing Referral Facility Options through Brightree.

### [Search Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_order.md)

- Handler: `brightree_search_order`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `order_status`

Perform Search Order through Brightree.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient.md)

- Handler: `brightree_search_patient`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `first_name`, `last_name`

Perform Search Patient through Brightree.

### [Search Patient Facility Options](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient_facility_options.md)

- Handler: `brightree_search_patient_facility_options`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `patient_key`, `search_text`
- Outputs: `success`, `facilities`, `count`, `error`

Perform Search Patient Facility Options through Brightree.

### [Search Private ERNs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_private_erns.md)

- Handler: `brightree_search_private_erns`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `status`, `trace_number`, `deposit_id`, `insurance`
- Outputs: `deposits`, `count`, `current_page`, `total_pages`, `has_more`, `message`, `error`

Perform Search Private ERNs through Brightree.

### [Search Receipt Invoices](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_receipt_invoices.md)

- Handler: `brightree_search_receipt_invoices`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `deposit_key`, `receipt_key`, `search_criteria`, `exclude_zero_balances`, `include_patient`, `include_insurance`, `include_facility`
- Outputs: `deposit_key`, `receipt_key`, `invoices`, `count`, `message`, `error`

Perform Search Receipt Invoices through Brightree.

### [Search Sales Orders by Actual Delivery Date](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_sales_orders_by_actual_delivery.md)

- Handler: `brightree_search_sales_orders_by_actual_delivery`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `actual_delivery_from`, `actual_delivery_to`, `page`, `page_size`, `fetch_all`, `include_orders`
- Outputs: `success`, `complete`, `orders`, `sales_order_keys`, `count`, `total_items`, `total_pages`, `pages_fetched`, `current_page`, `page`, `page_size`, `fetch_all`, `include_orders`, `actual_delivery_from`, `actual_delivery_to`, `duplicate_key_count`, `completion_evidence`, `html_row_count`, `unique_record_count`, `message`, `error`, `error_message`

Perform Search Sales Orders by Actual Delivery Date through Brightree.

### [Search SO Worklist](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_so_worklist.md)

- Handler: `brightree_search_so_worklist`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `wip_states`, `page`, `fetch_all`, `include_unassigned`, `sort_by_time_in_wip`, `actual_delivery_date_to`
- Outputs: `orders`

Perform Search SO Worklist through Brightree.

### [Search Tasks](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_tasks.md)

- Handler: `brightree_search_tasks`
- Connection type: `brightree`
- External effect: `read`
- Inputs: `date_needed_from`, `date_needed_to`, `task_type`, `status`, `severity`, `assigned_to_key`, `subject`, `description`, `page_size`, `max_pages`
- Outputs: `tasks`

Perform Search Tasks through Brightree.

### [Select Sales Order Templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_select_sales_order_templates.md)

- Handler: `brightree_select_sales_order_templates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `classification`, `confirm_date_after`, `confirm_date_lookback_days`, `report_limit`, `target_queue_depth`, `max_dispatch_per_run`, `use_local_agent`
- Outputs: `success`, `orders_selected`, `order_keys`, `queue_depth_before`, `queue_headroom`, `target_queue_depth`, `source_system`, `source_report_name`, `source_report_base_url`, `source_account_key`, `source_filter_summary`, `source_filter_rows`, `source_confirm_date_after_configured`, `source_confirm_date_after_effective`, `source_confirm_date_lookback_days`, `raw_count`, `deduped_count`, `candidate_count`, `text_filter_candidate_count`, `dispatchable_count`, `recently_excluded`, `in_flight_excluded`, `exhausted_excluded`, `verification_excluded`, `verification_excluded_order_keys`, `not_processed_orders`, `not_processed_omitted_count`, `not_processed_seen_count`, `exhausted_alert_sent`, `exhausted_alert_suppressed`, `exhausted_alert_job_id`, `report_cap_alert_level`, `report_cap_alert_sent`, `report_cap_alert_suppressed`, `report_cap_alert_job_id`, `message`, `error`

Perform Select Sales Order Templates through Brightree.

### [Select Template Schedule Audit Candidates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_select_template_schedule_audit_candidates.md)

- Handler: `brightree_select_template_schedule_audit_candidates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `account_key`, `start_date`, `end_date`, `max_candidates`
- Outputs: `success`, `templates`, `count`, `start_date`, `end_date`, `message`, `error`

Perform Select Template Schedule Audit Candidates through Brightree.

### [Send CMN Electronic Fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_send_cmn_electronic_fax.md)

- Handler: `brightree_send_cmn_electronic_fax`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `run_date`, `cmn_key`, `fax_target_cmn_key`, `cmn_form_key`, `comments`, `prepare_only`, `cmn_expiration_date`, `confirm_send`
- Outputs: `success`, `submitted`, `rejected`, `prepare_only`, `indeterminate`, `manual_review_required`, `retryable`, `idempotency_reused`, `dispatch_status`, `patient_disposition`, `outcome_category`, `cmn_key`, `fax_target_cmn_key`, `cmn_form_key`, `fax_job_key`, `include_cmn_cover_letter`, `include_fax_cover_sheet`, `recipient_name_present`, `recipient_phone_present`, `recipient_fax_present`, `sender_fields_present`, `recipient_override_applied`, `fax_history_observed`, `fax_status`, `fax_status_reason`, `message`, `error`

Perform Send CMN Electronic Fax through Brightree.

### [Set Fax Work Status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_fax_work_status.md)

- Handler: `brightree_set_fax_work_status`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `fax_key`, `target_status`, `received_date_from`, `received_date_to`, `work_status_filter`, `show_unassigned`, `branch_offices`, `max_pages`
- Outputs: `success`, `fax_key`, `error`

Perform Set Fax Work Status through Brightree.

### [Set Patient Account Group](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_account_group.md)

- Handler: `brightree_set_patient_account_group`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `account_group`
- Outputs: `success`, `message`, `updated_fields`, `account_group`, `error`

Perform Set Patient Account Group through Brightree.

### [Set Patient Custom Field Selection](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_custom_field_selection.md)

- Handler: `brightree_set_patient_custom_field_selection`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `field_label`, `option_label`
- Outputs: `success`, `changed`, `error`

Perform Set Patient Custom Field Selection through Brightree.

### [Set Patient Delivery Address Same As Billing](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_delivery_address_same_as_billing.md)

- Handler: `brightree_set_patient_delivery_address_same_as_billing`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `max_validation_attempts`, `overwrite_existing_delivery_address`, `dry_run`, `failure_alert_channel`
- Outputs: `success`, `skipped`, `skip_reason`, `message`, `updated_fields`, `verification_details`, `error`

Perform Set Patient Delivery Address Same As Billing through Brightree.

### [Set Patient Dropdowns](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_dropdowns.md)

- Handler: `brightree_set_patient_dropdowns`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `branch_office`, `account_group`, `pos`, `skip`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `branch_office`, `account_group`, `pos`, `skipped`, `error`

Perform Set Patient Dropdowns through Brightree.

### [Set Patient Dropdowns](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_patient_dropdowns.md)

- Handler: `intake_set_patient_dropdowns`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `is_private_residence`, `personal_state_payload`, `account_group`, `set_dropdowns`

Perform Set Patient Dropdowns through Brightree.

### [Set Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_facility.md)

- Handler: `brightree_set_patient_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `facility_text`, `facility_value`, `skip_if_missing`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `skipped`, `error`

Perform Set Patient Facility through Brightree.

### [Set Patient Hold Account](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_hold_account.md)

- Handler: `brightree_set_patient_hold_account`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `hold_account`, `skip`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Set Patient Hold Account through Brightree.

### [Set Patient Marketing Referral Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_marketing_referral_facility.md)

- Handler: `brightree_set_patient_marketing_referral_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `facility_text`, `facility_value`, `skip_if_missing`, `dry_run`, `marketing_rep_name`, `marketing_rep_value`
- Outputs: `success`, `message`, `updated_fields`, `skipped`, `error`

Perform Set Patient Marketing Referral Facility through Brightree.

### [Set Patient Primary Doctor Same as Ordering](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_primary_doctor_same_as_ordering.md)

- Handler: `brightree_set_patient_primary_doctor_same_as_ordering`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Set Patient Primary Doctor Same as Ordering through Brightree.

### [Set Patient Responsible Party to Self](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_responsible_party_to_self.md)

- Handler: `brightree_set_patient_responsible_party_to_self`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Set Patient Responsible Party to Self through Brightree.

### [Set Patient Tax Zone](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_tax_zone.md)

- Handler: `brightree_set_patient_tax_zone`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `tax_zone_text`, `tax_zone_value`, `skip_if_missing`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `tax_zone_text`, `tax_zone_value`, `expected_tax_zone`, `verification_details`, `skipped`, `error`

Perform Set Patient Tax Zone through Brightree.

### [Set Patient User Fields](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_user_fields.md)

- Handler: `brightree_set_patient_user_fields`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `user_fields`, `skip`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error`

Perform Set Patient User Fields through Brightree.

### [Set Primary Doctor](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_primary_doctor.md)

- Handler: `intake_set_primary_doctor`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`

Perform Set Primary Doctor through Brightree.

### [Set Responsible Party](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_responsible_party.md)

- Handler: `intake_set_responsible_party`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`

Perform Set Responsible Party through Brightree.

### [Set Sales Order Workers Comp Fields Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_sales_order_workers_comp_fields_batches.md)

- Handler: `brightree_set_sales_order_workers_comp_fields_batches`

- External effect: `write`
- Inputs: `workers_comp_batches`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Set Sales Order Workers Comp Fields Batches through Brightree.

### [Set Tax Zone](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_tax_zone.md)

- Handler: `intake_set_tax_zone`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `delivery_info`

Perform Set Tax Zone through Brightree.

### [Setup Patient Controls](https://genhealth.ai/docs/workflows/integrations/brightree/intake_setup_patient_controls.md)

- Handler: `intake_setup_patient_controls`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `is_private_residence`, `personal_state_payload`, `account_group`, `set_dropdowns`, `delivery_info`

Perform Setup Patient Controls through Brightree.

### [Setup Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/intake_setup_patient_facility.md)

- Handler: `intake_setup_patient_facility`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `precheck_payload`, `delivery_address`, `patient_facility_payload`, `note_facility_name`, `note_facility_updates`, `note_indicates_private_residence`, `account_key`, `dry_run`

Perform Setup Patient Facility through Brightree.

### [Sync Document Insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_insurance_to_patient.md)

- Handler: `brightree_sync_document_insurance_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `insurance_id`, `carrier_id`, `policy_key`, `insurer_name`, `start_date`, `synced`, `skipped`, `message`, `error_message`

Perform Sync Document Insurance through Brightree.

### [Sync Document Marketing Rep](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_marketing_rep_to_patient.md)

- Handler: `brightree_sync_document_marketing_rep_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `marketing_rep_key`, `marketing_rep_name`, `submitted_by_name`, `synced`, `message`, `error_message`

Perform Sync Document Marketing Rep through Brightree.

### [Sync Ordering Doctor](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_ordering_doctor_to_patient.md)

- Handler: `brightree_sync_document_ordering_doctor_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `provider_id`, `provider_name`, `provider_npi`, `doctor_key`, `doctor_name`, `created_doctor`, `pecos_verified`, `synced`, `message`, `error_message`

Perform Sync Ordering Doctor through Brightree.

### [Sync Ordering Doctor Fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_ordering_doctor_fax.md)

- Handler: `brightree_sync_ordering_doctor_fax`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`, `expected_npi`, `source_fax`, `dry_run`
- Outputs: `success`, `changed`, `manual_review_required`, `error`

Perform Sync Ordering Doctor Fax through Brightree.

### [Sync Patient Documents for Duplicate Check](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_patient_documents.md)

- Handler: `brightree_sync_patient_documents`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`, `document_types`
- Outputs: `success`, `is_duplicate`, `already_in_db`, `found_in_brightree`, `synced_count`, `error`

Perform Sync Patient Documents for Duplicate Check through Brightree.

### [Update CMN](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_cmn.md)

- Handler: `brightree_update_cmn`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `cmn_key`, `cmn_form_key`, `initial_date`, `recertification_date`, `length_of_need_months`, `signature_date`, `expiration_date`
- Outputs: `success`, `updated`, `noop`, `cmn_key`, `cmn_form_key`, `cmn_initial_date`, `cmn_recertification_date`, `cmn_length_of_need_months`, `cmn_expiration`, `cmn_signature_date`, `mismatches`, `message`, `error`

Perform Update CMN through Brightree.

### [Update Item Proc Code](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_item_proc_code.md)

- Handler: `brightree_update_item_proc_code`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `sales_order_detail_key`, `proc_code`, `dry_run`
- Outputs: `updated`, `available`, `proc_code`, `sales_order_key`, `sales_order_detail_key`, `message`, `dry_run`

Perform Update Item Proc Code through Brightree.

### [Update Ordering Doctor Contact From Document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_ordering_doctor_contact_from_document.md)

- Handler: `brightree_update_ordering_doctor_contact_from_document`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `doctor_key`, `dry_run`
- Outputs: `success`, `document_id`, `doctor_key`, `contact_source`, `dry_run`, `saved`, `contact_update_failed`, `skipped`, `eligible`, `npi_verified`, `pecos_verified`, `before`, `requested`, `after`, `changes`, `message`, `error`, `error_message`

Perform Update Ordering Doctor Contact From Document through Brightree.

### [Update Patient Gender If Empty](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_gender_if_empty.md)

- Handler: `brightree_update_patient_gender_if_empty`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `gender`
- Outputs: `success`, `updated`, `skipped_reason`, `error`

Perform Update Patient Gender If Empty through Brightree.

### [Update Patient Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_note.md)

- Handler: `brightree_update_patient_note`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `patient_note_key`, `patient_note_type_key`, `description_prepend`, `description_append`, `assigned_to_name`, `date_needed`, `status`, `reason`, `dry_run`

Perform Update Patient Note through Brightree.

### [Update Sales Order Aftercare](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_sales_order_aftercare.md)

- Handler: `brightree_update_sales_order_aftercare`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `wip_state`, `assigned_to_key`, `assigned_to_name`, `date_needed`, `expected_current_wip_state`, `expected_current_classification`, `order_note_append`, `dry_run`
- Outputs: `success`, `updated`, `noop`, `dry_run`, `sales_order_key`, `resolved_assigned_to_key`, `resolved_assigned_to_name`, `fields_updated`, `actual`, `mismatches`, `message`, `error`

Perform Update Sales Order Aftercare through Brightree.

### [Upload Document to Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_upload_document_to_patient.md)

- Handler: `brightree_upload_document_to_patient`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `document_id`, `document_type`, `deduplicate`, `verify_count_increase`, `verify_document_types`, `verify_max_attempts`, `record_upload_marker`, `batch_name`, `batch_id`, `file_name`, `notes`
- Outputs: `success`, `uploaded_filename`, `uploaded_count`, `skipped_count`, `failed_count`, `uploaded_document_ids`, `count_before`, `count_after`, `skip_reason`, `upload_marker_recorded`, `error`

Perform Upload Document to Patient through Brightree.

### [Validate Patient Billing Address](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_validate_patient_billing_address.md)

- Handler: `brightree_validate_patient_billing_address`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `facility_name`, `dry_run`
- Outputs: `success`, `message`, `updated_fields`, `verification_details`, `error`

Perform Validate Patient Billing Address through Brightree.

### [Verify Patient Setup](https://genhealth.ai/docs/workflows/integrations/brightree/intake_verify_patient_setup.md)

- Handler: `intake_verify_patient_setup`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `facility_set_payload`, `marketing_referral_payload`, `billing_address_payload`, `delivery_address_payload`, `dropdown_payload`, `responsible_party_payload`, `primary_doctor_payload`, `tax_zone_payload`, `account_group`, `account_key`, `set_dropdowns`, `dry_run`

Perform Verify Patient Setup through Brightree.

### [Void Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order.md)

- Handler: `brightree_void_sales_order`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `sales_order_key`, `reason_code`, `dry_run`
- Outputs: `success`, `voided`, `verified`, `dry_run`, `sales_order_key`, `void_key`, `reason_code`, `message`, `error`, `error_message`

Perform Void Sales Order through Brightree.

### [Void Sales Order Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order_batches.md)

- Handler: `brightree_void_sales_order_batches`
- Connection type: `brightree`
- External effect: `irreversible`
- Inputs: `void_requests`, `dry_run`
- Outputs: `success`, `results`, `voided_count`, `failed_count`, `dry_run`, `error_message`

Perform Void Sales Order Batches through Brightree.

### [Write Prepared Patient Updates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_write_prepared_patient_updates.md)

- Handler: `brightree_write_prepared_patient_updates`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `patient_updates`
- Outputs: `success`, `patient_key`, `missing_fields`, `has_missing_source_fields`, `updated_fields`, `messages`, `error_message`, `error`

Perform Write Prepared Patient Updates through Brightree.

---

# Add Insurance Policy

> Perform Add Insurance Policy through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_insurance_policy](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_insurance_policy)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_add_insurance_policy`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_add_insurance_policy"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `carrier_id` — Carrier Id (expression, required)
  Required literal value or workflow expression.
- `payor_level` — Payor Level (number, required)
  Required numeric value.
- `subscriber_first_name` — Subscriber First Name (text, required)
  Required text value.
- `subscriber_last_name` — Subscriber Last Name (text, required)
  Required text value.
- `subscriber_state` — Subscriber State (text, required)
  Required text value.
- `start_date` — Start Date (text, required)
  Required text value.

## Outputs

- `success` — Success
- `policy_key` — Policy Key
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "carrier_id",
    "payor_level",
    "subscriber_first_name",
    "subscriber_last_name",
    "subscriber_state",
    "start_date"
  ],
  "properties": {
    "carrier_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "start_date": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payor_level": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "subscriber_state": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "subscriber_last_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "subscriber_first_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "policy_key": {}
  },
  "additionalProperties": true
}
```

---

# Add Sales Order Diagnosis Batches

> Perform Add Sales Order Diagnosis Batches through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_sales_order_diagnosis_batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_sales_order_diagnosis_batches)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_add_sales_order_diagnosis_batches`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_add_sales_order_diagnosis_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `diagnosis_batches` — Diagnosis Batches (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "diagnosis_batches"
  ],
  "properties": {
    "diagnosis_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Adjust Item Quantity

> Perform Adjust Item Quantity through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_adjust_item_quantity](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_adjust_item_quantity)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_adjust_item_quantity`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_adjust_item_quantity"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `proc_code` — Proc Code (text)
  Optional text value.
- `quantity` — Quantity (expression)
  Optional literal value or workflow expression.
- `billing_quantity` — Billing Quantity (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "quantity": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "proc_code": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "billing_quantity": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Append Order Note

> Perform Append Order Note through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_order_note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_order_note)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_append_order_note`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_append_order_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `note_text` — Note Text (textarea)
  Optional text value.
- `condition_value` — Condition Value (expression)
  Optional literal value or workflow expression.
- `condition_expected_value` — Condition Expected Value (text)
  Optional text value.
- `guard_value` — Guard Value (expression)
  Optional literal value or workflow expression.
- `guard_expected_value` — Guard Expected Value (text)
  Optional text value.
- `guard_label` — Guard Label (text)
  Optional text value.
- `skip_if_present_text` — Skip If Present Text (text)
  Optional text value.
- `order_lease` — Order Lease (json)
  Optional JSON value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `attempted` — Attempted
- `updated` — Updated
- `already_present` — Already Present
- `sales_order_key` — Sales Order Key
- `note_text` — Note Text
- `reason` — Reason
- `message` — Message
- `order_lease` — Order Lease
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "note_text": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "guard_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "guard_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_lease": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "condition_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "guard_expected_value": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_present_text": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "condition_expected_value": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "status": {},
    "message": {},
    "success": {},
    "updated": {},
    "attempted": {},
    "note_text": {},
    "order_lease": {},
    "already_present": {},
    "sales_order_key": {}
  },
  "additionalProperties": true
}
```

---

# Append Patient Custom Field Value

> Perform Append Patient Custom Field Value through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_patient_custom_field_value](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_patient_custom_field_value)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_append_patient_custom_field_value`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_append_patient_custom_field_value"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `field_label` — Field Label (expression, required)
  Required literal value or workflow expression.
- `value` — Value (expression, required)
  Required literal value or workflow expression.
- `delimiter` — Delimiter (text)
  Optional text value.

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `field_label` — Field Label
- `value` — Value
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "field_label",
    "value"
  ],
  "properties": {
    "value": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delimiter": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "field_label": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "value": {},
    "message": {},
    "success": {},
    "field_label": {},
    "updated_fields": {}
  },
  "additionalProperties": true
}
```

---

# Apply Fax Demographics

> Perform Apply Fax Demographics through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_fax_demographics](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_fax_demographics)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_apply_fax_demographics`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "include_insurance": true
  },
  "handler": "brightree_apply_fax_demographics"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `include_insurance` — Include Insurance (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `address_updated` — Address Updated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_insurance": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_id": {},
    "address_updated": {}
  },
  "additionalProperties": true
}
```

---

# Apply Invoice Payment

> Perform Apply Invoice Payment through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_invoice_payment](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_invoice_payment)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_apply_invoice_payment`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "reason": "0",
    "dry_run": true,
    "payment_type": "7",
    "proc_line_index": "0"
  },
  "handler": "brightree_apply_invoice_payment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `deposit_key` — Deposit Key (expression)
  Optional literal value or workflow expression.
- `receipt_key` — Receipt Key (expression)
  Optional literal value or workflow expression.
- `invoice_key` — Invoice Key (expression)
  Optional literal value or workflow expression.
- `amount` — Amount (expression)
  Optional literal value or workflow expression.
- `proc_line_index` — Proc Line Index (expression)
  Optional literal value or workflow expression.
  Default: `"0"`
- `payment_type` — Payment Type (text)
  Optional text value.
  Default: `"7"`
- `reason` — Reason (text)
  Optional text value.
  Default: `"0"`
- `note` — Note (expression)
  Optional literal value or workflow expression.
- `expected_balance` — Expected Balance (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `dry_run` — Dry Run
- `invoice_key` — Invoice Key
- `invoice_number` — Invoice Number
- `payments_applied` — Payments Applied
- `observed_balance` — Observed Balance
- `gate_passed` — Gate Passed
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "note": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "amount": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "reason": {
      "type": "string",
      "default": "0",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "deposit_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "invoice_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "receipt_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payment_type": {
      "type": "string",
      "default": "7",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "proc_line_index": {
      "default": "0",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_balance": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "gate_passed": {},
    "invoice_key": {},
    "invoice_number": {},
    "observed_balance": {},
    "payments_applied": {}
  },
  "additionalProperties": true
}
```

---

# Assign Fax to User

> Perform Assign Fax to User through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_assign_fax_to_user](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_assign_fax_to_user)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_assign_fax_to_user`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_assign_fax_to_user"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_key` — Fax Key (expression)
  Optional literal value or workflow expression.
- `user_name` — User Name (text)
  Optional text value.
- `user_key` — User Key (number)
  Optional numeric value.
- `received_date_from` — Received Date From (date)
  Optional date in YYYY-MM-DD format.
- `received_date_to` — Received Date To (date)
  Optional date in YYYY-MM-DD format.
- `work_status` — Work Status (text)
  Optional text value.
- `show_unassigned` — Show Unassigned (boolean)
  Optional true-or-false value.
- `branch_offices` — Branch Offices (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.

## Outputs

- `success` — Success
- `fax_key` — Fax Key
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "user_key": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "user_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "work_status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "branch_offices": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "show_unassigned": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "received_date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "received_date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fax_key": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Backfill Order Cost Evidence

> Perform Backfill Order Cost Evidence through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_backfill_order_cost_evidence](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_backfill_order_cost_evidence)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_backfill_order_cost_evidence`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_orders": 100,
    "continue_on_error": true,
    "reobserve_nonvalid_after_days": 7
  },
  "handler": "brightree_backfill_order_cost_evidence"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `date_from` — Date From (date, required)
  Required date in YYYY-MM-DD format.
- `date_to` — Date To (date)
  Optional date in YYYY-MM-DD format.
- `max_orders` — Max Orders (number, required)
  Required numeric value.
  Default: `100`
- `reobserve_nonvalid_after_days` — Reobserve Nonvalid After Days (number, required)
  Required numeric value.
  Default: `7`
- `continue_on_error` — Continue On Error (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `date_from` — Date From
- `date_to` — Date To
- `window_exhausted` — Window Exhausted
- `days_completed` — Days Completed
- `orders_seen` — Orders Seen
- `orders_processed` — Orders Processed
- `orders_skipped_observed` — Orders Skipped Observed
- `inserted` — Inserted
- `updated` — Updated
- `valid_costs` — Valid Costs
- `missing_costs` — Missing Costs
- `invalid_costs` — Invalid Costs
- `nonpositive_costs` — Nonpositive Costs
- `order_errors` — Order Errors
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "date_from",
    "max_orders",
    "reobserve_nonvalid_after_days",
    "continue_on_error"
  ],
  "properties": {
    "date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "max_orders": {
      "type": "number",
      "default": 100,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "continue_on_error": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "reobserve_nonvalid_after_days": {
      "type": "number",
      "default": 7,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "date_to": {},
    "success": {},
    "updated": {},
    "inserted": {},
    "date_from": {},
    "orders_seen": {},
    "valid_costs": {},
    "order_errors": {},
    "invalid_costs": {},
    "missing_costs": {},
    "days_completed": {},
    "orders_processed": {},
    "window_exhausted": {},
    "nonpositive_costs": {},
    "orders_skipped_observed": {}
  },
  "additionalProperties": true
}
```

---

# Calculate Resupply Dates

> Perform Calculate Resupply Dates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_calculate_resupply_dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_calculate_resupply_dates)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_calculate_resupply_dates`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_calculate_resupply_dates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `carrier_name` — Carrier Name (expression)
  Optional literal value or workflow expression.
- `task_date_needed` — Task Date Needed (expression)
  Optional literal value or workflow expression.
- `scheduled_date` — Scheduled Date (expression)
  Optional literal value or workflow expression.
- `source_so_key` — Source So Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `new_so_actual_date` — New So Actual Date
- `source_so_key` — Source So Key
- `new_so_scheduled_date` — New So Scheduled Date
- `next_task_date_needed` — Next Task Date Needed

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "carrier_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_so_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "scheduled_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_date_needed": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "source_so_key": {},
    "new_so_actual_date": {},
    "new_so_scheduled_date": {},
    "next_task_date_needed": {}
  },
  "additionalProperties": true
}
```

---

# Cancel Sales Order POD

> Perform Cancel Sales Order POD through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_cancel_sales_order_pod](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_cancel_sales_order_pod)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_cancel_sales_order_pod`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_cancel_sales_order_pod"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression, required)
  Required literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `cancelled` — Cancelled
- `already_cancelled` — Already Cancelled
- `dry_run` — Dry Run
- `sales_order_key` — Sales Order Key
- `previous_status` — Previous Status
- `current_status` — Current Status
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_key"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "cancelled": {},
    "error_message": {},
    "current_status": {},
    "previous_status": {},
    "sales_order_key": {},
    "already_cancelled": {}
  },
  "additionalProperties": true
}
```

---

# Cancel Sales Order POD Batches

> Perform Cancel Sales Order POD Batches through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_cancel_sales_order_pod_batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_cancel_sales_order_pod_batches)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_cancel_sales_order_pod_batches`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_cancel_sales_order_pod_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cancel_pod_requests` — Cancel Pod Requests (json, required)
  Required JSON value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `results` — Results
- `cancelled_count` — Cancelled Count
- `failed_count` — Failed Count
- `dry_run` — Dry Run
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cancel_pod_requests"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "cancel_pod_requests": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {},
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "cancelled_count": {}
  },
  "additionalProperties": true
}
```

---

# Check Autoship

> Perform Check Autoship through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_autoship](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_autoship)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_autoship`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_check_autoship"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `patient_note_key` — Patient Note Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `is_autoship` — Is Autoship

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_note_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "is_autoship": {}
  },
  "additionalProperties": true
}
```

---

# Check CMN

> Perform Check CMN through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_cmn`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_check_cmn"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `has_active` — Has Active

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "has_active": {}
  },
  "additionalProperties": true
}
```

---

# Check CMN Active

> Perform Check CMN Active through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn_active](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn_active)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_cmn_active`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_check_cmn_active"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `items_records` — Items Records (expression)
  Optional literal value or workflow expression.

## Outputs

- `is_valid` — Is Valid
- `reason` — Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "items_records": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "is_valid": {}
  },
  "additionalProperties": true
}
```

---

# Check Coverage Verified

> Perform Check Coverage Verified through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_coverage_verified](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_coverage_verified)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_coverage_verified`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_check_coverage_verified"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `verification` — Verification (expression)
  Optional literal value or workflow expression.

## Outputs

- `is_verified` — Is Verified
- `reason` — Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "verification": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "is_verified": {}
  },
  "additionalProperties": true
}
```

---

# Check Delivery Proof

> Perform Check Delivery Proof through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_delivery_proof](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_delivery_proof)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_delivery_proof`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_check_delivery_proof"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `documents` — Documents (expression)
  Optional literal value or workflow expression.
- `delivery_proof_document_types` — Delivery Proof Document Types (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.

## Outputs

- `has_match` — Has Match
- `reason` — Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "documents": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_proof_document_types": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "has_match": {}
  },
  "additionalProperties": true
}
```

---

# Check Eligibility

> Perform Check Eligibility through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_eligibility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_eligibility)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_eligibility`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "check_secondary": false
  },
  "handler": "brightree_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `patient_note_key` — Patient Note Key (expression)
  Optional literal value or workflow expression.
- `check_secondary` — Check Secondary (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "check_secondary": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_note_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Patient Exists

> Perform Check Patient Exists through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_patient_exists](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_patient_exists)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_patient_exists`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "force": false
  },
  "handler": "brightree_check_patient_exists"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_id` — Patient Id
- `patient_name` — Patient Name
- `birth_date` — Birth Date
- `exists` — Exists
- `ready_for_patient_create` — Ready For Patient Create
- `external_id` — External Id
- `patient_key` — Patient Key
- `patient_url` — Patient Url
- `status` — Status
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "exists": {},
    "status": {},
    "success": {},
    "birth_date": {},
    "patient_id": {},
    "document_id": {},
    "external_id": {},
    "patient_key": {},
    "patient_url": {},
    "patient_name": {},
    "error_message": {},
    "ready_for_patient_create": {}
  },
  "additionalProperties": true
}
```

---

# Check Sales Order Diagnosis Absence Batches

> Perform Check Sales Order Diagnosis Absence Batches through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_diagnosis_absence_batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_diagnosis_absence_batches)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_sales_order_diagnosis_absence_batches`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_check_sales_order_diagnosis_absence_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `guard_batches` — Guard Batches (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `results` — Results
- `verified_count` — Verified Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "guard_batches"
  ],
  "properties": {
    "guard_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "verified_count": {}
  },
  "additionalProperties": true
}
```

---

# Check Sales Order Messages

> Perform Check Sales Order Messages through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_messages](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_messages)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_sales_order_messages`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_check_sales_order_messages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `ignored_message_codes` — Ignored Message Codes (textarea)
  Optional text value.

## Outputs

- `has_blocking_messages` — Has Blocking Messages
- `reason` — Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ignored_message_codes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "has_blocking_messages": {}
  },
  "additionalProperties": true
}
```

---

# Check Unresolved Messages

> Perform Check Unresolved Messages through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_unresolved_messages](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_unresolved_messages)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_check_unresolved_messages`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_check_unresolved_messages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `messages` — Messages (expression)
  Optional literal value or workflow expression.

## Outputs

- `has_unresolved` — Has Unresolved
- `reason` — Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "messages": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "has_unresolved": {}
  },
  "additionalProperties": true
}
```

---

# Claim Template Schedule Audit Slice

> Perform Claim Template Schedule Audit Slice through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_claim_template_schedule_audit_slice](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_claim_template_schedule_audit_slice)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_claim_template_schedule_audit_slice`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "slice_size": 15,
    "interval_days": 14,
    "lease_minutes": 240,
    "max_candidates": 5000
  },
  "handler": "brightree_claim_template_schedule_audit_slice"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_key` — Account Key (text)
  Optional text value.
- `workflow_route` — Workflow Route (text, required)
  Required text value.
- `interval_days` — Interval Days (number, required)
  Required numeric value.
  Default: `14`
- `slice_size` — Slice Size (number, required)
  Required numeric value.
  Default: `15`
- `lease_minutes` — Lease Minutes (number, required)
  Required numeric value.
  Default: `240`
- `max_candidates` — Max Candidates (number, required)
  Required numeric value.
  Default: `5000`

## Outputs

- `success` — Success
- `due` — Due
- `cycle_id` — Cycle Id
- `cycle_status` — Cycle Status
- `items` — Items
- `count` — Count
- `total_item_count` — Total Item Count
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_route",
    "interval_days",
    "slice_size",
    "lease_minutes",
    "max_candidates"
  ],
  "properties": {
    "slice_size": {
      "type": "number",
      "default": 15,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "interval_days": {
      "type": "number",
      "default": 14,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "lease_minutes": {
      "type": "number",
      "default": 240,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_candidates": {
      "type": "number",
      "default": 5000,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "workflow_route": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "due": {},
    "count": {},
    "error": {},
    "items": {},
    "message": {},
    "success": {},
    "cycle_id": {},
    "cycle_status": {},
    "total_item_count": {}
  },
  "additionalProperties": true
}
```

---

# Clear Patient Inactivation Reason

> Perform Clear Patient Inactivation Reason through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_clear_patient_inactivation_reason](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_clear_patient_inactivation_reason)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_clear_patient_inactivation_reason`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "skip": false,
    "dry_run": false,
    "skip_if_missing": false
  },
  "handler": "brightree_clear_patient_inactivation_reason"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `skip` — Skip (boolean)
  Optional true-or-false value.
  Default: `false`
- `skip_if_missing` — Skip If Missing (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `verification_details` — Verification Details
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "skip": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_missing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "updated_fields": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Complete Template Schedule Audit Item

> Perform Complete Template Schedule Audit Item through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_complete_template_schedule_audit_item](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_complete_template_schedule_audit_item)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_complete_template_schedule_audit_item`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_complete_template_schedule_audit_item"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cycle_id` — Cycle Id (expression, required)
  Required literal value or workflow expression.
- `item_id` — Item Id (expression, required)
  Required literal value or workflow expression.
- `claim_token` — Claim Token (expression, required)
  Required literal value or workflow expression.
- `audit_result` — Audit Result (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `cycle_id` — Cycle Id
- `item_id` — Item Id
- `status` — Status
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cycle_id",
    "item_id",
    "claim_token",
    "audit_result"
  ],
  "properties": {
    "item_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cycle_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "claim_token": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "audit_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "item_id": {},
    "message": {},
    "success": {},
    "cycle_id": {}
  },
  "additionalProperties": true
}
```

---

# Confirm Sales Order

> Perform Confirm Sales Order through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_confirm_sales_order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_confirm_sales_order)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_confirm_sales_order`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_confirm_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `confirmed` — Confirmed
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "confirmed": {}
  },
  "additionalProperties": true
}
```

---

# Copy Billing Address to Insured

> Perform Copy Billing Address to Insured through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_billing_address_to_insured](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_billing_address_to_insured)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_copy_billing_address_to_insured`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_copy_billing_address_to_insured"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Copy Sales Order

> Perform Copy Sales Order through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_sales_order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_sales_order)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_copy_sales_order`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_copy_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `source_so_key` — Source So Key (expression)
  Optional literal value or workflow expression.
- `scheduled_date` — Scheduled Date (expression)
  Optional literal value or workflow expression.
- `actual_date` — Actual Date (expression)
  Optional literal value or workflow expression.
- `wip_state` — Wip State (text)
  Optional text value.
- `classification` — Classification (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `new_so_key` — New So Key

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "wip_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "actual_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_so_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "classification": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "scheduled_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "new_so_key": {}
  },
  "additionalProperties": true
}
```

---

# Create Doctor from NPI Registry

> Perform Create Doctor from NPI Registry through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_doctor_from_npi_registry](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_doctor_from_npi_registry)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_doctor_from_npi_registry`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_create_doctor_from_npi_registry"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `npi` — Npi (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `doctor_key` — Doctor Key
- `doctor_name` — Doctor Name
- `created` — Created
- `pecos_verified` — Pecos Verified
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "first_name",
    "last_name",
    "npi"
  ],
  "properties": {
    "npi": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "message": {},
    "success": {},
    "doctor_key": {},
    "doctor_name": {},
    "error_message": {},
    "pecos_verified": {}
  },
  "additionalProperties": true
}
```

---

# Create Drop Ship PO

> Perform Create Drop Ship PO through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_drop_ship_po](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_drop_ship_po)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_drop_ship_po`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "priority": "Normal",
    "submit_po": true,
    "ship_method": "Ground",
    "workflow_outcome_mode": "fail",
    "verification_max_wait_seconds": 4,
    "verification_poll_interval_seconds": 2
  },
  "handler": "brightree_create_drop_ship_po"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `vendor` — Vendor (expression)
  Optional literal value or workflow expression.
- `priority` — Priority (text)
  Optional text value.
  Default: `"Normal"`
- `ship_method` — Ship Method (text)
  Optional text value.
  Default: `"Ground"`
- `signature_required` — Signature Required (boolean)
  Optional true-or-false value.
- `submit_po` — Submit Po (boolean)
  Optional true-or-false value.
  Default: `true`
- `verification_max_wait_seconds` — Verification Max Wait Seconds (number)
  Optional numeric value.
  Default: `4`
- `verification_poll_interval_seconds` — Verification Poll Interval Seconds (number)
  Optional numeric value.
  Default: `2`
- `workflow_outcome_mode` — Workflow Outcome Mode (select)
  Optional selected identifier or value.
  Default: `"fail"`
  Options: Fail node ("fail"), Branch to manual review ("human_review")

## Outputs

- `success` — Success
- `manual_review_required` — Manual Review Required
- `outcome_category` — Outcome Category
- `message` — Message
- `purchase_requests` — Purchase Requests
- `items_not_on_pr_count` — Items Not On Pr Count
- `url` — Url
- `failure_reason` — Failure Reason
- `failure_detail` — Failure Detail
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "vendor": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "priority": {
      "type": "string",
      "default": "Normal",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "submit_po": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "ship_method": {
      "type": "string",
      "default": "Ground",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "signature_required": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "workflow_outcome_mode": {
      "enum": [
        "fail",
        "human_review"
      ],
      "type": "string",
      "default": "fail",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "verification_max_wait_seconds": {
      "type": "number",
      "default": 4,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "verification_poll_interval_seconds": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "url": {},
    "error": {},
    "message": {},
    "success": {},
    "error_message": {},
    "failure_detail": {},
    "failure_reason": {},
    "outcome_category": {},
    "purchase_requests": {},
    "items_not_on_pr_count": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Create Facility

> Perform Create Facility through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_facility)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_facility`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_create_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `name` — Name (expression, required)
  Required literal value or workflow expression.
- `address_1` — Address 1 (expression, required)
  Required literal value or workflow expression.
- `address_2` — Address 2 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression, required)
  Required literal value or workflow expression.
- `state` — State (expression, required)
  Required literal value or workflow expression.
- `postal_code` — Postal Code (expression, required)
  Required literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `fax` — Fax (expression)
  Optional literal value or workflow expression.
- `facility_group_value` — Facility Group Value (expression)
  Optional literal value or workflow expression.
- `marketing_rep_text` — Marketing Rep Text (expression)
  Optional literal value or workflow expression.
- `marketing_rep_value` — Marketing Rep Value (expression)
  Optional literal value or workflow expression.
- `country_value` — Country Value (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `facility` — Facility
- `facility_key` — Facility Key
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "name",
    "address_1",
    "city",
    "state",
    "postal_code"
  ],
  "properties": {
    "fax": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_1": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "postal_code": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "country_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marketing_rep_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marketing_rep_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_group_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "facility": {},
    "facility_key": {}
  },
  "additionalProperties": true
}
```

---

# Create or Reuse Fax Sales Order

> Perform Create or Reuse Fax Sales Order through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_or_reuse_fax_sales_order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_or_reuse_fax_sales_order)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_or_reuse_fax_sales_order`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "lookback_days": 30
  },
  "handler": "brightree_create_or_reuse_fax_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `30`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `patient_key` — Patient Key
- `document_id` — Document Id
- `dry_run` — Dry Run
- `saved` — Saved
- `sales_order_key` — Sales Order Key
- `reused` — Reused
- `message` — Message
- `error` — Error
- `outcome` — Outcome
- `manual_review_required` — Manual Review Required
- `dedupe_decision` — Dedupe Decision
- `document_url` — Document Url
- `matched_document_url` — Matched Document Url
- `sales_order_url` — Sales Order Url
- `candidate_links` — Candidate Links

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "document_id"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lookback_days": {
      "type": "number",
      "default": 30,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "saved": {},
    "reused": {},
    "dry_run": {},
    "message": {},
    "outcome": {},
    "success": {},
    "document_id": {},
    "patient_key": {},
    "document_url": {},
    "candidate_links": {},
    "dedupe_decision": {},
    "sales_order_key": {},
    "sales_order_url": {},
    "matched_document_url": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient

> Perform Create Patient through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_patient`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_create_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `date_of_birth` — Date Of Birth (date)
  Optional date in YYYY-MM-DD format.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_birth": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Create Patient Address

> Perform Create Patient Address through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_address](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_address)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_patient_address`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_create_patient_address"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `address_line_1` — Address Line 1 (text)
  Optional text value.
- `address_line_2` — Address Line 2 (text)
  Optional text value.
- `city` — City (text)
  Optional text value.
- `state` — State (text)
  Optional text value.
- `zip_code` — Zip Code (text)
  Optional text value.

## Outputs

- `success` — Success
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "city": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "zip_code": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_line_1": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "address_line_2": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient From Document

> Perform Create Patient From Document through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_from_document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_from_document)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_patient_from_document`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_create_patient_from_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_id` — Patient Id
- `patient_name` — Patient Name
- `birth_date` — Birth Date
- `patient_key` — Patient Key
- `external_id` — External Id
- `created` — Created
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "created": {},
    "message": {},
    "success": {},
    "birth_date": {},
    "patient_id": {},
    "document_id": {},
    "external_id": {},
    "patient_key": {},
    "patient_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient Note

> Perform Create Patient Note through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_patient_note`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_create_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `note_reason` — Note Reason (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.
- `description` — Description (textarea)
  Optional text value.
- `severity` — Severity (text)
  Optional text value.
- `state` — State (text)
  Optional text value.
- `status` — Status (text)
  Optional text value.
- `date_needed` — Date Needed (text)
  Optional text value.
- `assigned_to_name` — Assigned To Name (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "severity": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_needed": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "note_reason": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assigned_to_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Create Patient Note (If Not Exists)

> Perform Create Patient Note (If Not Exists) through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note_if_not_exists](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note_if_not_exists)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_patient_note_if_not_exists`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "skip_if_match_fields": "title,text",
    "skip_if_entry_present": false
  },
  "handler": "brightree_create_patient_note_if_not_exists"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `note_reason` — Note Reason (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.
- `description` — Description (textarea)
  Optional text value.
- `severity` — Severity (text)
  Optional text value.
- `state` — State (text)
  Optional text value.
- `status` — Status (text)
  Optional text value.
- `date_needed` — Date Needed (text)
  Optional text value.
- `assigned_to_name` — Assigned To Name (text)
  Optional text value.
- `condition_field` — Condition Field (expression)
  Optional literal value or workflow expression.
- `skip_if_match` — Skip If Match (text)
  Optional text value.
- `description_prepend_if_exists` — Description Prepend If Exists (textarea)
  Optional text value.
- `description_append_if_exists` — Description Append If Exists (textarea)
  Optional text value.
- `skip_if_match_fields` — Skip If Match Fields (text)
  Optional text value.
  Default: `"title,text"`
- `skip_if_entry_present` — Skip If Entry Present (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "severity": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_needed": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "note_reason": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_match": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "condition_field": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assigned_to_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_match_fields": {
      "type": "string",
      "default": "title,text",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_entry_present": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "description_append_if_exists": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "description_prepend_if_exists": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Create Sales Order for Document

> Perform Create Sales Order for Document through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_sales_order_for_document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_sales_order_for_document)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_create_sales_order_for_document`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_create_sales_order_for_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `patient_key` — Patient Key
- `document_id` — Document Id
- `dry_run` — Dry Run
- `saved` — Saved
- `sales_order_key` — Sales Order Key
- `reused` — Reused
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "document_id"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "saved": {},
    "reused": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "document_id": {},
    "patient_key": {},
    "sales_order_key": {}
  },
  "additionalProperties": true
}
```

---

# Dispatch Sales Order Templates

> Perform Dispatch Sales Order Templates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_dispatch_sales_order_templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_dispatch_sales_order_templates)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_dispatch_sales_order_templates`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "http_only": true,
    "report_limit": 15000,
    "runs_per_order": 1,
    "use_local_agent": false,
    "target_queue_depth": 10,
    "confirm_date_lookback_days": 90
  },
  "handler": "brightree_dispatch_sales_order_templates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_key` — Account Key (text)
  Optional text value.
- `classification` — Classification (text)
  Optional text value.
- `confirm_date_after` — Confirm Date After (date)
  Optional date in YYYY-MM-DD format.
- `confirm_date_lookback_days` — Confirm Date Lookback Days (number)
  Optional numeric value.
  Default: `90`
- `report_limit` — Report Limit (number)
  Optional numeric value.
  Default: `15000`
- `runs_per_order` — Runs Per Order (number)
  Optional numeric value.
  Default: `1`
- `target_queue_depth` — Target Queue Depth (number)
  Optional numeric value.
  Default: `10`
- `max_dispatch_per_run` — Max Dispatch Per Run (number)
  Optional numeric value.
- `use_local_agent` — Use Local Agent (boolean)
  Optional true-or-false value.
  Default: `false`
- `http_only` — Http Only (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `job_id` — Job Id
- `orders_dispatched` — Orders Dispatched
- `order_keys` — Order Keys
- `queue_depth_before` — Queue Depth Before
- `queue_headroom` — Queue Headroom
- `target_queue_depth` — Target Queue Depth
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "http_only": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_limit": {
      "type": "number",
      "default": 15000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "classification": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "runs_per_order": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "use_local_agent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "confirm_date_after": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "target_queue_depth": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_dispatch_per_run": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "confirm_date_lookback_days": {
      "type": "number",
      "default": 90,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "job_id": {},
    "message": {},
    "success": {},
    "order_keys": {},
    "queue_headroom": {},
    "orders_dispatched": {},
    "queue_depth_before": {},
    "target_queue_depth": {}
  },
  "additionalProperties": true
}
```

---

# Download Fax

> Perform Download Fax through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_download_fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_download_fax)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_download_fax`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "preserve_duplicate_content": false
  },
  "handler": "brightree_download_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `preserve_duplicate_content` — Preserve Duplicate Content (boolean)
  Optional true-or-false value.
  Default: `false`
- `fax_key` — Fax Key (expression)
  Optional literal value or workflow expression.
- `assign_owner_name` — Assign Owner Name (text)
  Optional text value.
- `assign_owner_key` — Assign Owner Key (number)
  Optional numeric value.
- `received_date_from` — Received Date From (date)
  Optional date in YYYY-MM-DD format.
- `received_date_to` — Received Date To (date)
  Optional date in YYYY-MM-DD format.
- `work_status` — Work Status (text)
  Optional text value.
- `show_unassigned` — Show Unassigned (boolean)
  Optional true-or-false value.
- `branch_offices` — Branch Offices (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `fax_key` — Fax Key
- `filename` — Filename
- `display_status` — Display Status
- `skipped` — Skipped
- `resumed` — Resumed
- `should_process` — Should Process
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "work_status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "branch_offices": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "show_unassigned": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "assign_owner_key": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "received_date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "assign_owner_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "received_date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "preserve_duplicate_content": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fax_key": {},
    "resumed": {},
    "skipped": {},
    "success": {},
    "filename": {},
    "document_id": {},
    "display_status": {},
    "should_process": {}
  },
  "additionalProperties": true
}
```

---

# Edit Coverage Verified

> Perform Edit Coverage Verified through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_coverage_verified](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_coverage_verified)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_edit_coverage_verified`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "checked": true,
    "dry_run": false
  },
  "handler": "brightree_edit_coverage_verified"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression, required)
  Required literal value or workflow expression.
- `checked` — Checked (boolean)
  Optional true-or-false value.
  Default: `true`
- `expected_current_wip_state` — Expected Current Wip State (expression)
  Optional literal value or workflow expression.
- `expected_current_classification` — Expected Current Classification (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `dry_run` — Dry Run
- `checked` — Checked
- `was_already_checked` — Was Already Checked
- `sales_order_key` — Sales Order Key
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_key"
  ],
  "properties": {
    "checked": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_current_wip_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_current_classification": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "checked": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "sales_order_key": {},
    "was_already_checked": {}
  },
  "additionalProperties": true
}
```

---

# Edit Delivery Dates

> Perform Edit Delivery Dates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_delivery_dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_delivery_dates)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_edit_delivery_dates`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_edit_delivery_dates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `scheduled_date` — Scheduled Date (text)
  Optional text value.
- `actual_date` — Actual Date (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "actual_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "scheduled_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Edit Patient Insurance Policy Batches

> Perform Edit Patient Insurance Policy Batches through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_patient_insurance_policy_batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_patient_insurance_policy_batches)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_edit_patient_insurance_policy_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "stop_on_failure": false
  },
  "handler": "brightree_edit_patient_insurance_policy_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `policy_edit_batches` — Policy Edit Batches (json, required)
  Required JSON value.
- `stop_on_failure` — Stop On Failure (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "policy_edit_batches"
  ],
  "properties": {
    "stop_on_failure": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "policy_edit_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Edit WIP State

> Perform Edit WIP State through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_wip_state](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_wip_state)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_edit_wip_state`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_edit_wip_state"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `target_wip_state` — Target Wip State (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "target_wip_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Enqueue Sales Order Template Processing

> Perform Enqueue Sales Order Template Processing through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_enqueue_sales_order_template_processing](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_enqueue_sales_order_template_processing)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_enqueue_sales_order_template_processing`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "runs": 1,
    "http_only": true,
    "use_local_agent": false
  },
  "handler": "brightree_enqueue_sales_order_template_processing"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `account_key` — Account Key (text)
  Optional text value.
- `runs` — Runs (number)
  Optional numeric value.
  Default: `1`
- `use_local_agent` — Use Local Agent (boolean)
  Optional true-or-false value.
  Default: `false`
- `http_only` — Http Only (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `orders_dispatched` — Orders Dispatched
- `order_keys` — Order Keys
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "runs": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "http_only": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "use_local_agent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "order_keys": {},
    "orders_dispatched": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Brightree Session

> Perform Ensure Brightree Session through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_session](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_session)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_ensure_session`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_ensure_session"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `available` — Available
- `status` — Status
- `reason` — Reason
- `announcement_decision` — Announcement Decision
- `announcement_ids` — Announcement Ids
- `matched_pattern_ids` — Matched Pattern Ids
- `announcement_capture_status` — Announcement Capture Status
- `announcement_source_state_id` — Announcement Source State Id
- `announcement_page_hash` — Announcement Page Hash
- `announcement_warning_alert_sent` — Announcement Warning Alert Sent

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "status": {},
    "available": {},
    "announcement_ids": {},
    "matched_pattern_ids": {},
    "announcement_decision": {},
    "announcement_page_hash": {},
    "announcement_capture_status": {},
    "announcement_source_state_id": {},
    "announcement_warning_alert_sent": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Sales Order Status

> Perform Ensure Sales Order Status through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_sales_order_status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_sales_order_status)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_ensure_sales_order_status`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "target_status": "Delivered"
  },
  "handler": "brightree_ensure_sales_order_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `current_status` — Current Status (expression)
  Optional literal value or workflow expression.
- `target_status` — Target Status (text)
  Optional text value.
  Default: `"Delivered"`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "target_status": {
      "type": "string",
      "default": "Delivered",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "current_status": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Fetch Sales Order Documents

> Perform Fetch Sales Order Documents through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_documents](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_documents)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_fetch_sales_order_documents`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_fetch_sales_order_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression, required)
  Required literal value or workflow expression.
- `document_types` — Document Types (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `document_types_expression` — Document Types Expression (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_ids` — Document Ids
- `documents` — Documents
- `missing_types` — Missing Types
- `errors` — Errors
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_key"
  ],
  "properties": {
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_types": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_types_expression": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "errors": {},
    "success": {},
    "documents": {},
    "document_ids": {},
    "missing_types": {}
  },
  "additionalProperties": true
}
```

---

# Fetch Sales Order Void Reasons

> Perform Fetch Sales Order Void Reasons through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_void_reasons](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_void_reasons)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_fetch_sales_order_void_reasons`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_fetch_sales_order_void_reasons"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `reasons` — Reasons
- `reason_count` — Reason Count
- `raw_reasons` — Raw Reasons
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reasons": {},
    "success": {},
    "raw_reasons": {},
    "reason_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Finalize Template Schedule Audit Cycle

> Perform Finalize Template Schedule Audit Cycle through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_finalize_template_schedule_audit_cycle](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_finalize_template_schedule_audit_cycle)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_finalize_template_schedule_audit_cycle`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_candidates": 5000
  },
  "handler": "brightree_finalize_template_schedule_audit_cycle"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_key` — Account Key (text)
  Optional text value.
- `cycle_id` — Cycle Id (expression)
  Optional literal value or workflow expression.
- `max_candidates` — Max Candidates (number, required)
  Required numeric value.
  Default: `5000`

## Outputs

- `success` — Success
- `cycle_id` — Cycle Id
- `completed` — Completed
- `should_send_summary` — Should Send Summary
- `cycle_status` — Cycle Status
- `total_item_count` — Total Item Count
- `correct_count` — Correct Count
- `corrected_count` — Corrected Count
- `deferred_count` — Deferred Count
- `manual_review_count` — Manual Review Count
- `failed_count` — Failed Count
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "max_candidates"
  ],
  "properties": {
    "cycle_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_candidates": {
      "type": "number",
      "default": 5000,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "cycle_id": {},
    "completed": {},
    "cycle_status": {},
    "failed_count": {},
    "correct_count": {},
    "deferred_count": {},
    "corrected_count": {},
    "total_item_count": {},
    "manual_review_count": {},
    "should_send_summary": {}
  },
  "additionalProperties": true
}
```

---

# Find or Create Facility

> Perform Find or Create Facility through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_facility)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_ensure_facility`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "require_address": true,
    "create_if_missing": true
  },
  "handler": "brightree_ensure_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `facility_name` — Facility Name (expression, required)
  Required literal value or workflow expression.
- `address_1` — Address 1 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `postal_code` — Postal Code (expression)
  Optional literal value or workflow expression.
- `match_address_1` — Match Address 1 (expression)
  Optional literal value or workflow expression.
- `match_city` — Match City (expression)
  Optional literal value or workflow expression.
- `match_state` — Match State (expression)
  Optional literal value or workflow expression.
- `match_postal_code` — Match Postal Code (expression)
  Optional literal value or workflow expression.
- `match_address_source` — Match Address Source (expression)
  Optional literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `fax` — Fax (expression)
  Optional literal value or workflow expression.
- `create_if_missing` — Create If Missing (boolean)
  Optional true-or-false value.
  Default: `true`
- `require_address` — Require Address (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `message` — Message
- `facility` — Facility
- `facility_text` — Facility Text
- `facility_value` — Facility Value
- `facility_key` — Facility Key
- `created` — Created
- `found` — Found
- `skipped` — Skipped
- `action_required` — Action Required
- `action_required_message` — Action Required Message
- `selection_reason` — Selection Reason
- `missing_fields` — Missing Fields
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "facility_name"
  ],
  "properties": {
    "fax": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_1": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "match_city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "match_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "postal_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "match_address_1": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_address": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "create_if_missing": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "match_postal_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "match_address_source": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "created": {},
    "message": {},
    "skipped": {},
    "success": {},
    "facility": {},
    "facility_key": {},
    "facility_text": {},
    "facility_value": {},
    "missing_fields": {},
    "action_required": {},
    "selection_reason": {},
    "action_required_message": {}
  },
  "additionalProperties": true
}
```

---

# Get Deposit Balance

> Perform Get Deposit Balance through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_deposit_balance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_deposit_balance)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_get_deposit_balance`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_get_deposit_balance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `deposit_key` — Deposit Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `deposit_key` — Deposit Key
- `balance` — Balance
- `is_balanced` — Is Balanced
- `reference` — Reference
- `description` — Description
- `brightree_url` — Brightree Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "deposit_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "balance": {},
    "reference": {},
    "deposit_key": {},
    "description": {},
    "is_balanced": {},
    "brightree_url": {}
  },
  "additionalProperties": true
}
```

---

# Get Documents from Patient

> Perform Get Documents from Patient through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_patient_documents](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_patient_documents)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_fetch_patient_documents`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_documents": 50
  },
  "handler": "brightree_fetch_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `document_types` — Document Types (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `document_types_expression` — Document Types Expression (expression)
  Optional literal value or workflow expression.
- `max_documents` — Max Documents (number)
  Optional numeric value.
  Default: `50`
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_ids` — Document Ids
- `documents` — Documents
- `missing_types` — Missing Types
- `available_types` — Available Types
- `errors` — Errors
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_documents": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_types": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "document_types_expression": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "errors": {},
    "success": {},
    "documents": {},
    "document_ids": {},
    "missing_types": {},
    "available_types": {}
  },
  "additionalProperties": true
}
```

---

# Get Latest Sales Order

> Perform Get Latest Sales Order through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_latest_sales_order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_latest_sales_order)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_get_latest_sales_order`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "read_detail": true
  },
  "handler": "brightree_get_latest_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `status` — Status (multi_select)
  Optional list of selected values.
  Options: New ("New"), Active ("Active"), On-Hold ("On-Hold"), Delivered ("Delivered"), Closed ("Closed"), Stopped ("Stopped")
- `created_date_from` — Created Date From (date)
  Optional date in YYYY-MM-DD format.
- `created_date_to` — Created Date To (date)
  Optional date in YYYY-MM-DD format.
- `read_detail` — Read Detail (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `sales_order_key` — Sales Order Key
- `scheduled_date` — Scheduled Date
- `found` — Found
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "status": {
      "type": "array",
      "items": {
        "enum": [
          "New",
          "Active",
          "On-Hold",
          "Delivered",
          "Closed",
          "Stopped"
        ],
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "read_detail": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "created_date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "created_date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "scheduled_date": {},
    "sales_order_key": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Notes

> Perform Get Patient Notes through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_patient_notes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_patient_notes)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_get_patient_notes`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_get_patient_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `note_types` — Note Types (text)
  Optional text value.
- `status` — Status (text)
  Optional text value.

## Outputs

- `notes_by_type` — Notes By Type
- `notes` — Notes

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_types": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "notes": {},
    "notes_by_type": {}
  },
  "additionalProperties": true
}
```

---

# Get Template Dispatch Batch Status

> Perform Get Template Dispatch Batch Status through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_template_dispatch_batch_status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_template_dispatch_batch_status)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_get_template_dispatch_batch_status`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_get_template_dispatch_batch_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `job_id` — Job Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `job_id` — Job Id
- `dispatcher_status` — Dispatcher Status
- `dispatcher_finished` — Dispatcher Finished
- `total_orders` — Total Orders
- `settled` — Settled
- `completed` — Completed
- `failed` — Failed
- `skipped` — Skipped
- `in_flight` — In Flight
- `not_started` — Not Started
- `is_complete` — Is Complete
- `completed_order_keys` — Completed Order Keys
- `failed_order_keys` — Failed Order Keys
- `skipped_order_keys` — Skipped Order Keys
- `in_flight_order_keys` — In Flight Order Keys
- `not_started_order_keys` — Not Started Order Keys
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "job_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "failed": {},
    "job_id": {},
    "message": {},
    "settled": {},
    "skipped": {},
    "success": {},
    "completed": {},
    "in_flight": {},
    "is_complete": {},
    "not_started": {},
    "total_orders": {},
    "dispatcher_status": {},
    "failed_order_keys": {},
    "skipped_order_keys": {},
    "dispatcher_finished": {},
    "completed_order_keys": {},
    "in_flight_order_keys": {},
    "not_started_order_keys": {}
  },
  "additionalProperties": true
}
```

---

# Historical Margin Summary

> Perform Historical Margin Summary through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_summary](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_summary)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_historical_margin_summary`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "top_n": 15,
    "min_group_orders": 8,
    "min_claim_age_days": 50
  },
  "handler": "brightree_historical_margin_summary"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `date_from` — Date From (date)
  Optional date in YYYY-MM-DD format.
- `date_to` — Date To (date)
  Optional date in YYYY-MM-DD format.
- `min_claim_age_days` — Min Claim Age Days (number, required)
  Required numeric value.
  Default: `50`
- `min_group_orders` — Min Group Orders (number, required)
  Required numeric value.
  Default: `8`
- `top_n` — Top N (number, required)
  Required numeric value.
  Default: `15`

## Outputs

- `success` — Success
- `date_from` — Date From
- `date_to` — Date To
- `line_count` — Line Count
- `paid_line_count` — Paid Line Count
- `unpaid_line_count` — Unpaid Line Count
- `revenue` — Revenue
- `cost` — Cost
- `gp_dollars` — Gp Dollars
- `gp_pct` — Gp Pct
- `negative_pct` — Negative Pct
- `below_15_pct` — Below 15 Pct
- `below_30_pct` — Below 30 Pct
- `by_payer` — By Payer
- `by_hcpcs` — By Hcpcs
- `sku_opportunities` — Sku Opportunities
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "min_claim_age_days",
    "min_group_orders",
    "top_n"
  ],
  "properties": {
    "top_n": {
      "type": "number",
      "default": 15,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "min_group_orders": {
      "type": "number",
      "default": 8,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "min_claim_age_days": {
      "type": "number",
      "default": 50,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "cost": {},
    "error": {},
    "gp_pct": {},
    "date_to": {},
    "revenue": {},
    "success": {},
    "by_hcpcs": {},
    "by_payer": {},
    "date_from": {},
    "gp_dollars": {},
    "line_count": {},
    "below_15_pct": {},
    "below_30_pct": {},
    "negative_pct": {},
    "paid_line_count": {},
    "sku_opportunities": {},
    "unpaid_line_count": {}
  },
  "additionalProperties": true
}
```

---

# Identify Vendor

> Perform Identify Vendor through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_identify_vendor](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_identify_vendor)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_identify_vendor`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_identify_vendor"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `new_so_key` — New So Key (expression)
  Optional literal value or workflow expression.
- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `patient_note_key` — Patient Note Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `reason` — Reason
- `status` — Status
- `has_vendor` — Has Vendor
- `vendor_name` — Vendor Name

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "new_so_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_note_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "status": {},
    "has_vendor": {},
    "vendor_name": {}
  },
  "additionalProperties": true
}
```

---

# List CMN Recertification Candidates

> Perform List CMN Recertification Candidates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_cmn_recertification_candidates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_cmn_recertification_candidates)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_list_cmn_recertification_candidates`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "window_days": 60,
    "maximum_candidates": 500,
    "maximum_faxes_per_run": 1,
    "exclude_faxed_this_cycle": true
  },
  "handler": "brightree_list_cmn_recertification_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `branch_name` — Branch Name (text, required)
  Required text value.
- `as_of_date` — As Of Date (date, required)
  Required date in YYYY-MM-DD format.
- `window_days` — Window Days (number)
  Optional numeric value.
  Default: `60`
- `exclude_faxed_this_cycle` — Exclude Faxed This Cycle (boolean)
  Optional true-or-false value.
  Default: `true`
- `maximum_faxes_per_run` — Maximum Faxes Per Run (number)
  Optional numeric value.
  Default: `1`
- `maximum_candidates` — Maximum Candidates (number)
  Optional numeric value.
  Default: `500`

## Outputs

- `success` — Success
- `report_id` — Report Id
- `as_of_date` — As Of Date
- `window_end_date` — Window End Date
- `window_days` — Window Days
- `export_row_count` — Export Row Count
- `scoped_row_count` — Scoped Row Count
- `candidate_count` — Candidate Count
- `distinct_patient_count` — Distinct Patient Count
- `distinct_provider_count` — Distinct Provider Count
- `multi_cmn_patient_count` — Multi Cmn Patient Count
- `maximum_cmns_per_patient` — Maximum Cmns Per Patient
- `zero_to_seven_day_count` — Zero To Seven Day Count
- `eight_to_thirty_day_count` — Eight To Thirty Day Count
- `thirty_one_plus_day_count` — Thirty One Plus Day Count
- `missing_expiration_count` — Missing Expiration Count
- `malformed_expiration_count` — Malformed Expiration Count
- `expired_count` — Expired Count
- `beyond_window_count` — Beyond Window Count
- `invalid_identity_count` — Invalid Identity Count
- `missing_ordering_doctor_count` — Missing Ordering Doctor Count
- `branch_mismatch_count` — Branch Mismatch Count
- `inactive_status_count` — Inactive Status Count
- `placeholder_count` — Placeholder Count
- `duplicate_cycle_count` — Duplicate Cycle Count
- `report_missing_provider_fax_count` — Report Missing Provider Fax Count
- `fax_history_count` — Fax History Count
- `faxed_this_cycle_count` — Faxed This Cycle Count
- `failed_delivery_count` — Failed Delivery Count
- `data_quality_exception_count` — Data Quality Exception Count
- `excluded_row_count` — Excluded Row Count
- `candidates` — Candidates
- `batch` — Batch
- `batch_count` — Batch Count
- `eligible_count` — Eligible Count
- `held_no_provider_fax` — Held No Provider Fax
- `held_already_faxed` — Held Already Faxed
- `maximum_faxes_per_run` — Maximum Faxes Per Run
- `failed_delivery_cmns` — Failed Delivery Cmns
- `retryable` — Retryable
- `manual_review_required` — Manual Review Required
- `report_job_id` — Report Job Id
- `report_job_resume_state` — Report Job Resume State
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "branch_name",
    "as_of_date"
  ],
  "properties": {
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "branch_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "window_days": {
      "type": "number",
      "default": 60,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "maximum_candidates": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "maximum_faxes_per_run": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_faxed_this_cycle": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "batch": {},
    "error": {},
    "success": {},
    "report_id": {},
    "retryable": {},
    "as_of_date": {},
    "candidates": {},
    "batch_count": {},
    "window_days": {},
    "expired_count": {},
    "report_job_id": {},
    "eligible_count": {},
    "candidate_count": {},
    "window_end_date": {},
    "export_row_count": {},
    "scoped_row_count": {},
    "fax_history_count": {},
    "placeholder_count": {},
    "excluded_row_count": {},
    "held_already_faxed": {},
    "beyond_window_count": {},
    "failed_delivery_cmns": {},
    "held_no_provider_fax": {},
    "branch_mismatch_count": {},
    "duplicate_cycle_count": {},
    "failed_delivery_count": {},
    "inactive_status_count": {},
    "maximum_faxes_per_run": {},
    "distinct_patient_count": {},
    "faxed_this_cycle_count": {},
    "invalid_identity_count": {},
    "manual_review_required": {},
    "distinct_provider_count": {},
    "multi_cmn_patient_count": {},
    "report_job_resume_state": {},
    "zero_to_seven_day_count": {},
    "maximum_cmns_per_patient": {},
    "missing_expiration_count": {},
    "eight_to_thirty_day_count": {},
    "thirty_one_plus_day_count": {},
    "malformed_expiration_count": {},
    "data_quality_exception_count": {},
    "missing_ordering_doctor_count": {},
    "report_missing_provider_fax_count": {}
  },
  "additionalProperties": true
}
```

---

# List Deposit Receipts

> Perform List Deposit Receipts through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_deposit_receipts](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_deposit_receipts)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_list_deposit_receipts`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_list_deposit_receipts"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `deposit_key` — Deposit Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `deposit_key` — Deposit Key
- `receipts` — Receipts
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "deposit_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "receipts": {},
    "deposit_key": {}
  },
  "additionalProperties": true
}
```

---

# List Inbound Faxes

> Perform List Inbound Faxes through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_inbound_faxes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_inbound_faxes)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_list_inbound_faxes`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_pages": 50,
    "received_date_to": "2026-10-07",
    "received_date_from": "2026-10-07"
  },
  "handler": "brightree_list_inbound_faxes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `received_date_from` — Received Date From (date)
  Optional date in YYYY-MM-DD format.
  Default: `"2026-10-07"`
- `received_date_to` — Received Date To (date)
  Optional date in YYYY-MM-DD format.
  Default: `"2026-10-07"`
- `work_status` — Work Status (text)
  Optional text value.
- `show_unassigned` — Show Unassigned (boolean)
  Optional true-or-false value.
- `branch_offices` — Branch Offices (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `exclude_nonempty_report_type` — Exclude Nonempty Report Type (boolean)
  Optional true-or-false value.
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`
- `max_items` — Max Items (number)
  Optional numeric value.

## Outputs

- `faxes` — Faxes
- `count` — Count
- `total_items` — Total Items
- `total_pages` — Total Pages
- `has_more` — Has More
- `message` — Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "max_items": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "work_status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "branch_offices": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "show_unassigned": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "received_date_to": {
      "type": "string",
      "format": "date",
      "default": "2026-10-07",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "received_date_from": {
      "type": "string",
      "format": "date",
      "default": "2026-10-07",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "exclude_nonempty_report_type": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "faxes": {},
    "message": {},
    "has_more": {},
    "total_items": {},
    "total_pages": {}
  },
  "additionalProperties": true
}
```

---

# Log CMN

> Perform Log CMN through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_log_cmn](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_log_cmn)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_log_cmn`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_log_cmn"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cmn_key` — Cmn Key (expression, required)
  Required literal value or workflow expression.
- `cmn_form_key` — Cmn Form Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `logged` — Logged
- `noop` — Noop
- `cmn_key` — Cmn Key
- `cmn_form_key` — Cmn Form Key
- `previous_status` — Previous Status
- `actual_status` — Actual Status
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cmn_key",
    "cmn_form_key"
  ],
  "properties": {
    "cmn_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cmn_form_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "noop": {},
    "error": {},
    "logged": {},
    "cmn_key": {},
    "message": {},
    "success": {},
    "cmn_form_key": {},
    "actual_status": {},
    "previous_status": {}
  },
  "additionalProperties": true
}
```

---

# Margin Gate (expected margin)

> Perform Margin Gate (expected margin) through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_margin_gate](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_margin_gate)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_margin_gate`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": true,
    "days_back": 45,
    "max_orders": 25,
    "continue_on_error": true,
    "reevaluate_after_days": 7,
    "margin_threshold_percent": 30
  },
  "handler": "brightree_margin_gate"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `true`
- `margin_threshold_percent` — Margin Threshold Percent (number, required)
  Required numeric value.
  Default: `30`
- `destination_wip_state` — Destination Wip State (text, required)
  Required text value.
- `scan_wip_states` — Scan Wip States (json, required)
  Required JSON value.
- `max_orders` — Max Orders (number, required)
  Required numeric value.
  Default: `25`
- `days_back` — Days Back (number, required)
  Required numeric value.
  Default: `45`
- `reevaluate_after_days` — Reevaluate After Days (number, required)
  Required numeric value.
  Default: `7`
- `continue_on_error` — Continue On Error (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `dry_run` — Dry Run
- `orders_scanned` — Orders Scanned
- `orders_evaluated` — Orders Evaluated
- `flagged` — Flagged
- `wip_moved` — Wip Moved
- `skipped_unpriced` — Skipped Unpriced
- `skipped_no_estimates` — Skipped No Estimates
- `skipped_partial_estimates` — Skipped Partial Estimates
- `skipped_already_flagged` — Skipped Already Flagged
- `skipped_recently_evaluated` — Skipped Recently Evaluated
- `skipped_wrong_wip` — Skipped Wrong Wip
- `skipped_wip_unreadable` — Skipped Wip Unreadable
- `order_errors` — Order Errors
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "dry_run",
    "margin_threshold_percent",
    "destination_wip_state",
    "scan_wip_states",
    "max_orders",
    "days_back",
    "reevaluate_after_days",
    "continue_on_error"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "days_back": {
      "type": "number",
      "default": 45,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_orders": {
      "type": "number",
      "default": 25,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "scan_wip_states": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "continue_on_error": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "destination_wip_state": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "reevaluate_after_days": {
      "type": "number",
      "default": 7,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "margin_threshold_percent": {
      "type": "number",
      "default": 30,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "flagged": {},
    "success": {},
    "wip_moved": {},
    "order_errors": {},
    "orders_scanned": {},
    "orders_evaluated": {},
    "skipped_unpriced": {},
    "skipped_wrong_wip": {},
    "skipped_no_estimates": {},
    "skipped_wip_unreadable": {},
    "skipped_already_flagged": {},
    "skipped_partial_estimates": {},
    "skipped_recently_evaluated": {}
  },
  "additionalProperties": true
}
```

---

# Margin Gate (historical evidence)

> Perform Margin Gate (historical evidence) through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_gate](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_historical_margin_gate)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_historical_margin_gate`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": true,
    "days_back": 45,
    "max_orders": 25,
    "continue_on_error": true,
    "reevaluate_after_days": 7,
    "candidate_lookback_days": 365,
    "min_reimbursement_ratio": 0.8,
    "margin_threshold_percent": 30
  },
  "handler": "brightree_historical_margin_gate"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `true`
- `margin_threshold_percent` — Margin Threshold Percent (number, required)
  Required numeric value.
  Default: `30`
- `min_reimbursement_ratio` — Min Reimbursement Ratio (number, required)
  Required numeric value.
  Default: `0.8`
- `destination_wip_state` — Destination Wip State (text, required)
  Required text value.
- `scan_wip_states` — Scan Wip States (text, required)
  Required text value.
- `max_orders` — Max Orders (number, required)
  Required numeric value.
  Default: `25`
- `days_back` — Days Back (number, required)
  Required numeric value.
  Default: `45`
- `reevaluate_after_days` — Reevaluate After Days (number, required)
  Required numeric value.
  Default: `7`
- `candidate_lookback_days` — Candidate Lookback Days (number, required)
  Required numeric value.
  Default: `365`
- `continue_on_error` — Continue On Error (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `dry_run` — Dry Run
- `orders_scanned` — Orders Scanned
- `orders_matched` — Orders Matched
- `flagged` — Flagged
- `wip_moved` — Wip Moved
- `would_move` — Would Move
- `unverified` — Unverified
- `skipped_out_of_band` — Skipped Out Of Band
- `skipped_already_flagged` — Skipped Already Flagged
- `skipped_recently_evaluated` — Skipped Recently Evaluated
- `order_errors` — Order Errors
- `unverified_reasons` — Unverified Reasons
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "dry_run",
    "margin_threshold_percent",
    "min_reimbursement_ratio",
    "destination_wip_state",
    "scan_wip_states",
    "max_orders",
    "days_back",
    "reevaluate_after_days",
    "candidate_lookback_days",
    "continue_on_error"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "days_back": {
      "type": "number",
      "default": 45,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_orders": {
      "type": "number",
      "default": 25,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "scan_wip_states": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "continue_on_error": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "destination_wip_state": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "reevaluate_after_days": {
      "type": "number",
      "default": 7,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "candidate_lookback_days": {
      "type": "number",
      "default": 365,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "min_reimbursement_ratio": {
      "type": "number",
      "default": 0.8,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "margin_threshold_percent": {
      "type": "number",
      "default": 30,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "flagged": {},
    "success": {},
    "wip_moved": {},
    "unverified": {},
    "would_move": {},
    "order_errors": {},
    "orders_matched": {},
    "orders_scanned": {},
    "unverified_reasons": {},
    "skipped_out_of_band": {},
    "skipped_already_flagged": {},
    "skipped_recently_evaluated": {}
  },
  "additionalProperties": true
}
```

---

# Margin Scorecard (persist + render)

> Perform Margin Scorecard (persist + render) through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_margin_scorecard](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_margin_scorecard)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_margin_scorecard`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "top_n": 15,
    "period_days": 0,
    "min_group_orders": 8,
    "persist_snapshot": true,
    "min_claim_age_days": 50
  },
  "handler": "brightree_margin_scorecard"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `org_label` — Org Label (text, required)
  Required text value.
- `period_days` — Period Days (number)
  Optional numeric value.
  Default: `0`
- `date_from` — Date From (date)
  Optional date in YYYY-MM-DD format.
- `date_to` — Date To (date)
  Optional date in YYYY-MM-DD format.
- `min_claim_age_days` — Min Claim Age Days (number, required)
  Required numeric value.
  Default: `50`
- `min_group_orders` — Min Group Orders (number, required)
  Required numeric value.
  Default: `8`
- `top_n` — Top N (number, required)
  Required numeric value.
  Default: `15`
- `persist_snapshot` — Persist Snapshot (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `period_start` — Period Start
- `period_end` — Period End
- `line_count` — Line Count
- `paid_line_count` — Paid Line Count
- `unpaid_line_count` — Unpaid Line Count
- `revenue` — Revenue
- `cost` — Cost
- `gp_dollars` — Gp Dollars
- `gp_pct` — Gp Pct
- `has_prior_period` — Has Prior Period
- `prior_gp_pct` — Prior Gp Pct
- `gp_pct_change` — Gp Pct Change
- `comparable_to_prior` — Comparable To Prior
- `snapshot_id` — Snapshot Id
- `snapshot_persisted` — Snapshot Persisted
- `html_body` — Html Body
- `subject` — Subject
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "org_label",
    "min_claim_age_days",
    "min_group_orders",
    "top_n",
    "persist_snapshot"
  ],
  "properties": {
    "top_n": {
      "type": "number",
      "default": 15,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "org_label": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "period_days": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "min_group_orders": {
      "type": "number",
      "default": 8,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "persist_snapshot": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "min_claim_age_days": {
      "type": "number",
      "default": 50,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "cost": {},
    "error": {},
    "gp_pct": {},
    "revenue": {},
    "subject": {},
    "success": {},
    "html_body": {},
    "gp_dollars": {},
    "line_count": {},
    "period_end": {},
    "snapshot_id": {},
    "period_start": {},
    "prior_gp_pct": {},
    "gp_pct_change": {},
    "paid_line_count": {},
    "has_prior_period": {},
    "unpaid_line_count": {},
    "snapshot_persisted": {},
    "comparable_to_prior": {}
  },
  "additionalProperties": true
}
```

---

# Mark Template Schedule Audit Summary Sent

> Perform Mark Template Schedule Audit Summary Sent through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_mark_template_schedule_audit_summary_sent](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_mark_template_schedule_audit_summary_sent)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_mark_template_schedule_audit_summary_sent`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_mark_template_schedule_audit_summary_sent"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cycle_id` — Cycle Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `cycle_id` — Cycle Id
- `completed` — Completed
- `should_send_summary` — Should Send Summary
- `cycle_status` — Cycle Status
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cycle_id"
  ],
  "properties": {
    "cycle_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "cycle_id": {},
    "completed": {},
    "cycle_status": {},
    "should_send_summary": {}
  },
  "additionalProperties": true
}
```

---

# Post Deposit

> Perform Post Deposit through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_post_deposit](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_post_deposit)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_post_deposit`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": true,
    "funds_confirmed": true
  },
  "handler": "brightree_post_deposit"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `deposit_key` — Deposit Key (expression)
  Optional literal value or workflow expression.
- `funds_confirmed` — Funds Confirmed (boolean)
  Optional true-or-false value.
  Default: `true`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `dry_run` — Dry Run
- `deposit_key` — Deposit Key
- `message` — Message
- `posted` — Posted
- `balance` — Balance
- `is_balanced` — Is Balanced
- `was_already_posted` — Was Already Posted
- `failure_category` — Failure Category
- `brightree_url` — Brightree Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "deposit_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "funds_confirmed": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "posted": {},
    "balance": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "deposit_key": {},
    "is_balanced": {},
    "brightree_url": {},
    "failure_category": {},
    "was_already_posted": {}
  },
  "additionalProperties": true
}
```

---

# Prepare CMN Recertification Dates

> Perform Prepare CMN Recertification Dates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_prepare_cmn_recertification](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_prepare_cmn_recertification)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_prepare_cmn_recertification`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": true
  },
  "handler": "brightree_prepare_cmn_recertification"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `run_date` — Run Date (string)
  Optional text value.
- `cmn_key` — Cmn Key (expression, required)
  Required literal value or workflow expression.
- `cmn_form_key` — Cmn Form Key (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `ordering_doctor_key` — Ordering Doctor Key (expression, required)
  Required literal value or workflow expression.
- `source_expiration_date` — Source Expiration Date (date, required)
  Required date in YYYY-MM-DD format.
- `report_provider_fax_present` — Report Provider Fax Present (boolean, required)
  Required true-or-false value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `dry_run` — Dry Run
- `prepared` — Prepared
- `noop` — Noop
- `manual_review_required` — Manual Review Required
- `retryable` — Retryable
- `idempotency_reused` — Idempotency Reused
- `outreach_status` — Outreach Status
- `patient_disposition` — Patient Disposition
- `outcome_category` — Outcome Category
- `cmn_key` — Cmn Key
- `renewal_cmn_key` — Renewal Cmn Key
- `cmn_form_key` — Cmn Form Key
- `patient_key` — Patient Key
- `ordering_doctor_key` — Ordering Doctor Key
- `source_expiration_date` — Source Expiration Date
- `fax_cycle_expiration_date` — Fax Cycle Expiration Date
- `length_of_need_months` — Length Of Need Months
- `proposed_recertification_date` — Proposed Recertification Date
- `proposed_expiration_date` — Proposed Expiration Date
- `mismatches` — Mismatches
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cmn_key",
    "cmn_form_key",
    "patient_key",
    "ordering_doctor_key",
    "source_expiration_date",
    "report_provider_fax_present"
  ],
  "properties": {
    "cmn_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "run_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "string"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cmn_form_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_doctor_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_expiration_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "report_provider_fax_present": {
      "type": "boolean",
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "noop": {},
    "error": {},
    "cmn_key": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "prepared": {},
    "retryable": {},
    "mismatches": {},
    "patient_key": {},
    "cmn_form_key": {},
    "outreach_status": {},
    "renewal_cmn_key": {},
    "outcome_category": {},
    "idempotency_reused": {},
    "ordering_doctor_key": {},
    "patient_disposition": {},
    "length_of_need_months": {},
    "manual_review_required": {},
    "source_expiration_date": {},
    "proposed_expiration_date": {},
    "fax_cycle_expiration_date": {},
    "proposed_recertification_date": {}
  },
  "additionalProperties": true
}
```

---

# Process Intake Chart

> Perform Process Intake Chart through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_process_intake_chart](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_process_intake_chart)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_process_intake_chart`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_process_intake_chart"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `demographics_document_id` — Demographics Document Id (expression)
  Optional literal value or workflow expression.
- `progress_note_document_id` — Progress Note Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `processed_demographics` — Processed Demographics
- `processed_progress_note` — Processed Progress Note
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "demographics_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "progress_note_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "document_id": {},
    "processed_demographics": {},
    "processed_progress_note": {}
  },
  "additionalProperties": true
}
```

---

# Process Sales Order Templates

> Perform Process Sales Order Templates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_process_sales_order_templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_process_sales_order_templates)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_process_sales_order_templates`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "runs": 1,
    "http_only": true,
    "use_local_agent": false
  },
  "handler": "brightree_process_sales_order_templates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression)
  Optional literal value or workflow expression.
- `account_key` — Account Key (text)
  Optional text value.
- `runs` — Runs (number)
  Optional numeric value.
  Default: `1`
- `use_local_agent` — Use Local Agent (boolean)
  Optional true-or-false value.
  Default: `false`
- `http_only` — Http Only (boolean)
  Optional true-or-false value.
  Default: `true`
- `job_id` — Job Id (expression)
  Optional literal value or workflow expression.
- `insurance_name` — Insurance Name (text)
  Optional text value.
- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `patient_note_key` — Patient Note Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `sales_order_key` — Sales Order Key
- `successful_runs` — Successful Runs
- `failed_runs` — Failed Runs
- `skipped_runs` — Skipped Runs
- `outcome_category` — Outcome Category
- `outcome_reason` — Outcome Reason
- `failure_stage` — Failure Stage
- `skip_reason` — Skip Reason
- `templates_created` — Templates Created
- `needs_reconciliation` — Needs Reconciliation
- `reconciliation_summary` — Reconciliation Summary
- `order_profile` — Order Profile
- `template_decision` — Template Decision
- `manual_review_required` — Manual Review Required
- `manual_review_attempted` — Manual Review Attempted
- `manual_review_marked` — Manual Review Marked
- `manual_review_reason` — Manual Review Reason
- `manual_review_blocked` — Manual Review Blocked
- `manual_review_block_reason` — Manual Review Block Reason
- `manually_resolved` — Manually Resolved
- `manually_resolved_runs` — Manually Resolved Runs
- `attempt_failed_runs` — Attempt Failed Runs
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "runs": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "job_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "http_only": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "use_local_agent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_note_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "failed_runs": {},
    "skip_reason": {},
    "skipped_runs": {},
    "failure_stage": {},
    "order_profile": {},
    "outcome_reason": {},
    "sales_order_key": {},
    "successful_runs": {},
    "outcome_category": {},
    "manually_resolved": {},
    "template_decision": {},
    "templates_created": {},
    "attempt_failed_runs": {},
    "manual_review_marked": {},
    "manual_review_reason": {},
    "needs_reconciliation": {},
    "manual_review_blocked": {},
    "manual_review_required": {},
    "manually_resolved_runs": {},
    "reconciliation_summary": {},
    "manual_review_attempted": {},
    "manual_review_block_reason": {}
  },
  "additionalProperties": true
}
```

---

# Push Diagnosis Codes

> Perform Push Diagnosis Codes through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_diagnosis_codes_to_patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_diagnosis_codes_to_patient)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_push_diagnosis_codes_to_patient`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_push_diagnosis_codes_to_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `pushed` — Pushed
- `icd10_added` — Icd10 Added
- `icd9_added` — Icd9 Added
- `icd10_duplicates` — Icd10 Duplicates
- `icd9_duplicates` — Icd9 Duplicates
- `icd10_failed` — Icd10 Failed
- `icd9_failed` — Icd9 Failed
- `icd10_no_slot` — Icd10 No Slot
- `icd9_no_slot` — Icd9 No Slot
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "pushed": {},
    "message": {},
    "success": {},
    "icd9_added": {},
    "document_id": {},
    "icd10_added": {},
    "icd9_failed": {},
    "patient_key": {},
    "icd10_failed": {},
    "icd9_no_slot": {},
    "error_message": {},
    "icd10_no_slot": {},
    "icd9_duplicates": {},
    "icd10_duplicates": {}
  },
  "additionalProperties": true
}
```

---

# Push Fax Clinical Data

> Perform Push Fax Clinical Data through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_fax_clinical_data](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_fax_clinical_data)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_push_fax_clinical_data`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_push_fax_clinical_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Read CMN Detail

> Perform Read CMN Detail through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_detail](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_detail)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_cmn_detail`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "occurrence": 1,
    "status_filter": "Active"
  },
  "handler": "brightree_read_cmn_detail"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `cmn_key` — Cmn Key (expression)
  Optional literal value or workflow expression.
- `cmn_form_key` — Cmn Form Key (expression)
  Optional literal value or workflow expression.
- `status_filter` — Status Filter (text)
  Optional text value.
  Default: `"Active"`
- `occurrence` — Occurrence (number)
  Optional numeric value.
  Default: `1`
- `cmn_form_contains` — Cmn Form Contains (text)
  Optional text value.

## Outputs

- `success` — Success
- `branchable_error` — Branchable Error
- `error` — Error
- `patient_key` — Patient Key
- `cmn_key` — Cmn Key
- `cmn_form_key` — Cmn Form Key
- `cmn_status` — Cmn Status
- `cmn_initial_date` — Cmn Initial Date
- `cmn_recertification_date` — Cmn Recertification Date
- `cmn_length_of_need_months` — Cmn Length Of Need Months
- `cmn_expiration` — Cmn Expiration
- `cmn_signature_date` — Cmn Signature Date
- `doctor_name` — Doctor Name
- `doctor_key` — Doctor Key
- `cmn_type` — Cmn Type
- `cmn_type_key` — Cmn Type Key
- `branch_name` — Branch Name
- `branch_key` — Branch Key
- `policy_key` — Policy Key
- `policy_text` — Policy Text
- `payer_name` — Payer Name
- `payer_id` — Payer Id
- `policy_level` — Policy Level
- `policy_effective_date` — Policy Effective Date
- `records` — Records
- `count` — Count
- `total_records` — Total Records
- `filtered_records` — Filtered Records
- `selected_row` — Selected Row
- `detail_url` — Detail Url
- `billable_items` — Billable Items
- `billable_proc_codes` — Billable Proc Codes
- `billable_items_complete` — Billable Items Complete

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "cmn_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "occurrence": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cmn_form_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status_filter": {
      "type": "string",
      "default": "Active",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cmn_form_contains": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "cmn_key": {},
    "records": {},
    "success": {},
    "cmn_type": {},
    "payer_id": {},
    "branch_key": {},
    "cmn_status": {},
    "detail_url": {},
    "doctor_key": {},
    "payer_name": {},
    "policy_key": {},
    "branch_name": {},
    "doctor_name": {},
    "patient_key": {},
    "policy_text": {},
    "cmn_form_key": {},
    "cmn_type_key": {},
    "policy_level": {},
    "selected_row": {},
    "total_records": {},
    "billable_items": {},
    "cmn_expiration": {},
    "branchable_error": {},
    "cmn_initial_date": {},
    "filtered_records": {},
    "cmn_signature_date": {},
    "billable_proc_codes": {},
    "policy_effective_date": {},
    "billable_items_complete": {},
    "cmn_recertification_date": {},
    "cmn_length_of_need_months": {}
  },
  "additionalProperties": true
}
```

---

# Read Deposit ERN Tab

> Perform Read Deposit ERN Tab through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_deposit_ern](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_deposit_ern)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_deposit_ern`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_read_deposit_ern"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `deposit_key` — Deposit Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `deposit_key` — Deposit Key
- `claims` — Claims
- `count` — Count
- `provider` — Provider
- `batch` — Batch
- `brightree_url` — Brightree Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "deposit_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "batch": {},
    "count": {},
    "error": {},
    "claims": {},
    "provider": {},
    "deposit_key": {},
    "brightree_url": {}
  },
  "additionalProperties": true
}
```

---

# Read Invoice Payment Page

> Perform Read Invoice Payment Page through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_invoice_payment_page](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_invoice_payment_page)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_invoice_payment_page`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_read_invoice_payment_page"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `deposit_key` — Deposit Key (expression)
  Optional literal value or workflow expression.
- `receipt_key` — Receipt Key (expression)
  Optional literal value or workflow expression.
- `invoice_key` — Invoice Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `invoice_key` — Invoice Key
- `invoice_number` — Invoice Number
- `patient_name` — Patient Name
- `date_of_service` — Date Of Service
- `payer` — Payer
- `total_balance` — Total Balance
- `total_balance_amount` — Total Balance Amount
- `proc_lines` — Proc Lines
- `insurance_tiers` — Insurance Tiers
- `brightree_url` — Brightree Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "deposit_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "invoice_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "receipt_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "payer": {},
    "proc_lines": {},
    "invoice_key": {},
    "patient_name": {},
    "brightree_url": {},
    "total_balance": {},
    "invoice_number": {},
    "date_of_service": {},
    "insurance_tiers": {},
    "total_balance_amount": {}
  },
  "additionalProperties": true
}
```

---

# Read Latest CMN Fax Activity

> Perform Read Latest CMN Fax Activity through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_fax_status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_fax_status)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_cmn_fax_status`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_read_cmn_fax_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cmn_key` — Cmn Key (expression, required)
  Required literal value or workflow expression.
- `cmn_form_key` — Cmn Form Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `cmn_key` — Cmn Key
- `cmn_form_key` — Cmn Form Key
- `outcome` — Outcome
- `fax_status` — Fax Status
- `fax_status_reason` — Fax Status Reason
- `fax_activity_date_time` — Fax Activity Date Time
- `fax_activity_count` — Fax Activity Count
- `observed_complete` — Observed Complete
- `observed_processing` — Observed Processing
- `observed_failed` — Observed Failed
- `correlated_to_attempt` — Correlated To Attempt
- `manual_review_required` — Manual Review Required
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cmn_key",
    "cmn_form_key"
  ],
  "properties": {
    "cmn_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cmn_form_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "cmn_key": {},
    "outcome": {},
    "success": {},
    "fax_status": {},
    "cmn_form_key": {},
    "observed_failed": {},
    "fax_status_reason": {},
    "observed_complete": {},
    "fax_activity_count": {},
    "observed_processing": {},
    "correlated_to_attempt": {},
    "fax_activity_date_time": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Read Patient Facility

> Perform Read Patient Facility through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_facility)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_patient_facility`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_read_patient_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `facility_found` — Facility Found
- `facility` — Facility
- `facility_name` — Facility Name
- `facility_source` — Facility Source
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "facility": {},
    "facility_name": {},
    "facility_found": {},
    "facility_source": {}
  },
  "additionalProperties": true
}
```

---

# Read Patient Insurance

> Perform Read Patient Insurance through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_insurance)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_patient_insurance`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "include_inactive": false
  },
  "handler": "brightree_read_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `include_inactive` — Include Inactive (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_inactive": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Read Patient Personal State

> Perform Read Patient Personal State through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_personal_state](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_personal_state)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_patient_personal_state`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_read_patient_personal_state"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `personal_state` — Personal State
- `branch_office` — Branch Office
- `account_group` — Account Group
- `pos` — Pos
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "pos": {},
    "error": {},
    "success": {},
    "account_group": {},
    "branch_office": {},
    "personal_state": {}
  },
  "additionalProperties": true
}
```

---

# Read Sales Order

> Perform Read Sales Order through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_sales_order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_sales_order)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_sales_order`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_read_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression, required)
  Required literal value or workflow expression.
- `tabs` — Tabs (multi_select)
  Optional list of selected values.
  Options: Order ("order"), Clinical ("clinical"), Insurance ("insurance"), Items ("items"), Purchasing ("purchasing"), Schedule ("schedule"), Proof of Delivery ("pod"), Messages ("messages"), Custom Fields ("custom_fields"), Forms ("forms"), History ("history"), Documents ("documents")

## Outputs

- `success` — Success
- `sales_order_key` — Sales Order Key
- `patient_id` — Patient Id
- `patient_key` — Patient Key
- `patient_name` — Patient Name
- `order_number` — Order Number
- `header` — Header
- `order` — Order
- `clinical` — Clinical
- `insurance` — Insurance
- `items` — Items
- `purchasing` — Purchasing
- `schedule` — Schedule
- `pod` — Pod
- `messages` — Messages
- `custom_fields` — Custom Fields
- `forms` — Forms
- `history` — History
- `documents` — Documents
- `url` — Url
- `patient_key_error` — Patient Key Error
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_key"
  ],
  "properties": {
    "tabs": {
      "type": "array",
      "items": {
        "enum": [
          "order",
          "clinical",
          "insurance",
          "items",
          "purchasing",
          "schedule",
          "pod",
          "messages",
          "custom_fields",
          "forms",
          "history",
          "documents"
        ],
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "pod": {},
    "url": {},
    "error": {},
    "forms": {},
    "items": {},
    "order": {},
    "header": {},
    "history": {},
    "success": {},
    "clinical": {},
    "messages": {},
    "schedule": {},
    "documents": {},
    "insurance": {},
    "patient_id": {},
    "purchasing": {},
    "patient_key": {},
    "order_number": {},
    "patient_name": {},
    "custom_fields": {},
    "sales_order_key": {},
    "patient_key_error": {}
  },
  "additionalProperties": true
}
```

---

# Read Task Detail

> Perform Read Task Detail through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_task_detail](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_task_detail)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_read_task_detail`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "patient_note_type_key": "2"
  },
  "handler": "brightree_read_task_detail"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `patient_note_key` — Patient Note Key (expression, required)
  Required literal value or workflow expression.
- `patient_note_type_key` — Patient Note Type Key (select, required)
  Required selected identifier or value.
  Default: `"2"`
  Options: CMN Note ("4"), Deposit Note ("14"), Financial Note ("8"), Intake ("16"), Item Maintenance ("1"), PAR Note ("6"), Patient ("2"), Pickup Exchange WIP State ("15"), Practitioner Note ("7"), Progress Note ("13"), Referral ("10"), WIP State ("9")

## Outputs

- `patient` — Patient

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "patient_note_key",
    "patient_note_type_key"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_note_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_note_type_key": {
      "enum": [
        "4",
        "14",
        "8",
        "16",
        "1",
        "6",
        "2",
        "15",
        "7",
        "13",
        "10",
        "9"
      ],
      "type": "string",
      "default": "2",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "patient": {}
  },
  "additionalProperties": true
}
```

---

# Reassign Tasks by Name

> Perform Reassign Tasks by Name through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reassign_tasks_by_name](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reassign_tasks_by_name)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_reassign_tasks_by_name`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_tasks": "0",
    "task_type": "0",
    "date_needed_to": "today",
    "date_needed_from": "today"
  },
  "handler": "brightree_reassign_tasks_by_name"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source_assigned_to_name` — Source Assigned To Name (text)
  Optional text value.
- `target_assigned_to_name` — Target Assigned To Name (text)
  Optional text value.
- `task_type` — Task Type (select)
  Optional selected identifier or value.
  Default: `"0"`
  Options: [All] ("0"), CMN Note ("4"), Deposit Note ("14"), Financial Note ("8"), Intake ("16"), Item Maintenance ("1"), PAR Note ("6"), Patient ("2"), Pickup Exchange WIP State ("15"), Practitioner Note ("7"), Progress Note ("13"), Referral ("10"), WIP State ("9")
- `task_status` — Task Status (text)
  Optional text value.
- `date_needed_from` — Date Needed From (date)
  Optional date in YYYY-MM-DD format.
  Default: `"today"`
- `date_needed_to` — Date Needed To (date)
  Optional date in YYYY-MM-DD format.
  Default: `"today"`
- `subject_contains` — Subject Contains (text)
  Optional text value.
- `max_tasks` — Max Tasks (text)
  Optional text value.
  Default: `"0"`

## Outputs

- `found` — Found
- `reassigned` — Reassigned

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "max_tasks": {
      "type": "string",
      "default": "0",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "task_type": {
      "enum": [
        "0",
        "4",
        "14",
        "8",
        "16",
        "1",
        "6",
        "2",
        "15",
        "7",
        "13",
        "10",
        "9"
      ],
      "type": "string",
      "default": "0",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "task_status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_needed_to": {
      "type": "string",
      "format": "date",
      "default": "today",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_needed_from": {
      "type": "string",
      "format": "date",
      "default": "today",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "subject_contains": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "source_assigned_to_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "target_assigned_to_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "found": {},
    "reassigned": {}
  },
  "additionalProperties": true
}
```

---

# Reconcile Fax Insurance

> Perform Reconcile Fax Insurance through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reconcile_fax_insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reconcile_fax_insurance)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_reconcile_fax_insurance`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_reconcile_fax_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `primary_outcome` — Primary Outcome
- `had_demographics` — Had Demographics
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_id": {},
    "primary_outcome": {},
    "had_demographics": {}
  },
  "additionalProperties": true
}
```

---

# Reconcile Template Schedule

> Perform Reconcile Template Schedule through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reconcile_template_schedule](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reconcile_template_schedule)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_reconcile_template_schedule`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_attempts": 3,
    "retry_delay_seconds": 5
  },
  "handler": "brightree_reconcile_template_schedule"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `template` — Template (expression, required)
  Required literal value or workflow expression.
- `account_key` — Account Key (text)
  Optional text value.
- `max_attempts` — Max Attempts (number, required)
  Required numeric value.
  Default: `3`
- `retry_delay_seconds` — Retry Delay Seconds (number, required)
  Required numeric value.
  Default: `5`

## Outputs

- `success` — Success
- `outcome_category` — Outcome Category
- `audit_outcome` — Audit Outcome
- `template_key` — Template Key
- `source_sales_order_key` — Source Sales Order Key
- `previous_next_run_date` — Previous Next Run Date
- `expected_next_run_date` — Expected Next Run Date
- `actual_next_run_date` — Actual Next Run Date
- `metadata_fields_corrected` — Metadata Fields Corrected
- `schedule_corrected` — Schedule Corrected
- `item_quantities_verified` — Item Quantities Verified
- `item_fields_corrected` — Item Fields Corrected
- `template_item_detail_key` — Template Item Detail Key
- `attempts` — Attempts
- `manual_review_required` — Manual Review Required
- `broader_review_required` — Broader Review Required
- `attention_note_present` — Attention Note Present
- `template_created_by` — Template Created By
- `manual_review_marked` — Manual Review Marked
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "template",
    "max_attempts",
    "retry_delay_seconds"
  ],
  "properties": {
    "template": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_attempts": {
      "type": "number",
      "default": 3,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "retry_delay_seconds": {
      "type": "number",
      "default": 5,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "attempts": {},
    "template_key": {},
    "audit_outcome": {},
    "outcome_category": {},
    "schedule_corrected": {},
    "template_created_by": {},
    "actual_next_run_date": {},
    "manual_review_marked": {},
    "item_fields_corrected": {},
    "attention_note_present": {},
    "expected_next_run_date": {},
    "manual_review_required": {},
    "previous_next_run_date": {},
    "source_sales_order_key": {},
    "broader_review_required": {},
    "item_quantities_verified": {},
    "template_item_detail_key": {},
    "metadata_fields_corrected": {}
  },
  "additionalProperties": true
}
```

---

# Refresh Historical Order Index

> Perform Refresh Historical Order Index through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_refresh_historical_order_index](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_refresh_historical_order_index)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_refresh_historical_order_index`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "days_back": 120,
    "max_orders": 25,
    "reprocess_paid": false,
    "skip_recent_days": 0,
    "continue_on_error": true,
    "include_actual_financials": true,
    "reobserve_unpaid_after_days": 7
  },
  "handler": "brightree_refresh_historical_order_index"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `days_back` — Days Back (number, required)
  Required numeric value.
  Default: `120`
- `skip_recent_days` — Skip Recent Days (number)
  Optional numeric value.
  Default: `0`
- `date_from` — Date From (date)
  Optional date in YYYY-MM-DD format.
- `date_to` — Date To (date)
  Optional date in YYYY-MM-DD format.
- `max_orders` — Max Orders (number, required)
  Required numeric value.
  Default: `25`
- `reobserve_unpaid_after_days` — Reobserve Unpaid After Days (number, required)
  Required numeric value.
  Default: `7`
- `include_actual_financials` — Include Actual Financials (boolean, required)
  Required true-or-false value.
  Default: `true`
- `reprocess_paid` — Reprocess Paid (boolean)
  Optional true-or-false value.
  Default: `false`
- `continue_on_error` — Continue On Error (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `date_from` — Date From
- `date_to` — Date To
- `window_exhausted` — Window Exhausted
- `days_completed` — Days Completed
- `orders_seen` — Orders Seen
- `orders_processed` — Orders Processed
- `orders_skipped_settled` — Orders Skipped Settled
- `orders_skipped_fresh` — Orders Skipped Fresh
- `order_lines_seen` — Order Lines Seen
- `inserted` — Inserted
- `updated` — Updated
- `orders_without_indexable_items` — Orders Without Indexable Items
- `financial_estimates_unavailable` — Financial Estimates Unavailable
- `order_errors` — Order Errors
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "days_back",
    "max_orders",
    "reobserve_unpaid_after_days",
    "include_actual_financials",
    "continue_on_error"
  ],
  "properties": {
    "date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "days_back": {
      "type": "number",
      "default": 120,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_orders": {
      "type": "number",
      "default": 25,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "reprocess_paid": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "skip_recent_days": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "continue_on_error": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_actual_financials": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "reobserve_unpaid_after_days": {
      "type": "number",
      "default": 7,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "date_to": {},
    "success": {},
    "updated": {},
    "inserted": {},
    "date_from": {},
    "orders_seen": {},
    "order_errors": {},
    "days_completed": {},
    "order_lines_seen": {},
    "orders_processed": {},
    "window_exhausted": {},
    "orders_skipped_fresh": {},
    "orders_skipped_settled": {},
    "orders_without_indexable_items": {},
    "financial_estimates_unavailable": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Client Sheet Costs

> Perform Resolve Client Sheet Costs through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_client_sheet_costs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_client_sheet_costs)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_resolve_client_sheet_costs`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_rows": 2000
  },
  "handler": "brightree_resolve_client_sheet_costs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `max_rows` — Max Rows (number, required)
  Required numeric value.
  Default: `2000`

## Outputs

- `success` — Success
- `catalog_entries` — Catalog Entries
- `rows_scanned` — Rows Scanned
- `cost_written` — Cost Written
- `matched_item` — Matched Item
- `matched_hcpcs` — Matched Hcpcs
- `no_catalog_match` — No Catalog Match
- `quantity_unparsed` — Quantity Unparsed
- `uncosted_remaining` — Uncosted Remaining
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "max_rows"
  ],
  "properties": {
    "max_rows": {
      "type": "number",
      "default": 2000,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "cost_written": {},
    "matched_item": {},
    "rows_scanned": {},
    "matched_hcpcs": {},
    "catalog_entries": {},
    "no_catalog_match": {},
    "quantity_unparsed": {},
    "uncosted_remaining": {}
  },
  "additionalProperties": true
}
```

---

# Resolve CMN-Linked Sales Order

> Perform Resolve CMN-Linked Sales Order through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_cmn_linked_sales_order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_cmn_linked_sales_order)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_resolve_cmn_linked_sales_order`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "allow_multiple": false,
    "max_candidates": 25,
    "require_actual_delivery": false
  },
  "handler": "brightree_resolve_cmn_linked_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `cmn_key` — Cmn Key (expression, required)
  Required literal value or workflow expression.
- `statuses` — Statuses (multi_select)
  Optional list of selected values.
  Options: New ("New"), Active ("Active"), On-Hold ("On-Hold"), Delivered ("Delivered"), Closed ("Closed"), Stopped ("Stopped")
- `required_wip_state` — Required Wip State (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `require_actual_delivery` — Require Actual Delivery (boolean)
  Optional true-or-false value.
  Default: `false`
- `allow_multiple` — Allow Multiple (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_candidates` — Max Candidates (number)
  Optional numeric value.
  Default: `25`

## Outputs

- `success` — Success
- `patient_key` — Patient Key
- `cmn_key` — Cmn Key
- `sales_order_key` — Sales Order Key
- `status` — Status
- `created_date` — Created Date
- `scheduled_delivery_date` — Scheduled Delivery Date
- `actual_delivery_date` — Actual Delivery Date
- `wip_state` — Wip State
- `candidate_count` — Candidate Count
- `linked_order_keys` — Linked Order Keys
- `matching_order_keys` — Matching Order Keys
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "cmn_key"
  ],
  "properties": {
    "cmn_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "statuses": {
      "type": "array",
      "items": {
        "enum": [
          "New",
          "Active",
          "On-Hold",
          "Delivered",
          "Closed",
          "Stopped"
        ],
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allow_multiple": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_candidates": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "required_wip_state": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "require_actual_delivery": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "cmn_key": {},
    "success": {},
    "wip_state": {},
    "patient_key": {},
    "created_date": {},
    "candidate_count": {},
    "sales_order_key": {},
    "linked_order_keys": {},
    "matching_order_keys": {},
    "actual_delivery_date": {},
    "scheduled_delivery_date": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Historical Order Costs

> Perform Resolve Historical Order Costs through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_historical_order_costs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_historical_order_costs)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_resolve_historical_order_costs`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_orders": 25,
    "continue_on_error": true
  },
  "handler": "brightree_resolve_historical_order_costs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `max_orders` — Max Orders (number, required)
  Required numeric value.
  Default: `25`
- `continue_on_error` — Continue On Error (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `candidates_selected` — Candidates Selected
- `candidates_remaining` — Candidates Remaining
- `cost_written` — Cost Written
- `no_received_po` — No Received Po
- `no_usable_810` — No Usable 810
- `shared_po_skipped` — Shared Po Skipped
- `order_errors` — Order Errors
- `shared_purchase_orders` — Shared Purchase Orders
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "max_orders",
    "continue_on_error"
  ],
  "properties": {
    "max_orders": {
      "type": "number",
      "default": 25,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "continue_on_error": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "cost_written": {},
    "order_errors": {},
    "no_usable_810": {},
    "no_received_po": {},
    "shared_po_skipped": {},
    "candidates_selected": {},
    "candidates_remaining": {},
    "shared_purchase_orders": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Order Document Type

> Perform Resolve Order Document Type through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_order_document_type](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_order_document_type)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_resolve_order_document_type`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_resolve_order_document_type"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `order_category` — Order Category (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_type` — Document Type
- `error_code` — Error Code
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_category": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "error_code": {},
    "document_type": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Patient Context

> Perform Resolve Patient Context through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_context](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_context)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_resolve_patient_context`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_resolve_patient_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `patient_key` — Patient Key
- `demographics` — Demographics
- `patient_state_snapshot` — Patient State Snapshot
- `ordering_doctor` — Ordering Doctor
- `ordering_doctor_found` — Ordering Doctor Found
- `marketing_rep_key` — Marketing Rep Key
- `marketing_rep_name` — Marketing Rep Name
- `marketing_rep_found` — Marketing Rep Found
- `warnings` — Warnings
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "warnings": {},
    "patient_id": {},
    "patient_key": {},
    "demographics": {},
    "ordering_doctor": {},
    "marketing_rep_key": {},
    "marketing_rep_name": {},
    "marketing_rep_found": {},
    "ordering_doctor_found": {},
    "patient_state_snapshot": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Patient Facility

> Perform Resolve Patient Facility through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_facility)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_resolve_patient_facility`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "skip_if_missing": true,
    "is_private_residence": false,
    "skip_address_validation": false
  },
  "handler": "brightree_resolve_patient_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `facility_name` — Facility Name (expression)
  Optional literal value or workflow expression.
- `expected_address` — Expected Address (json)
  Optional JSON value.
- `facility` — Facility (json)
  Optional JSON value.
- `delivery_info` — Delivery Info (json)
  Optional JSON value.
- `facility_source` — Facility Source (expression)
  Optional literal value or workflow expression.
- `is_private_residence` — Is Private Residence (boolean)
  Optional true-or-false value.
  Default: `false`
- `skip_address_validation` — Skip Address Validation (boolean)
  Optional true-or-false value.
  Default: `false`
- `skip_if_missing` — Skip If Missing (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `facility_found` — Facility Found
- `is_private_residence` — Is Private Residence
- `delivery_info` — Delivery Info
- `facility` — Facility
- `facility_source` — Facility Source
- `expected_facility_address` — Expected Facility Address
- `facility_text` — Facility Text
- `facility_value` — Facility Value
- `facility_key` — Facility Key
- `skip_facility_write` — Skip Facility Write
- `skip_address_sync` — Skip Address Sync
- `facility_search_name` — Facility Search Name
- `facility_search_count` — Facility Search Count
- `facility_selection_reason` — Facility Selection Reason
- `selected_facility` — Selected Facility
- `action_required` — Action Required
- `action_required_message` — Action Required Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "facility": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_info": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_source": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_missing": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "expected_address": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "is_private_residence": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "skip_address_validation": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "facility": {},
    "facility_key": {},
    "delivery_info": {},
    "facility_text": {},
    "facility_found": {},
    "facility_value": {},
    "action_required": {},
    "facility_source": {},
    "selected_facility": {},
    "skip_address_sync": {},
    "skip_facility_write": {},
    "facility_search_name": {},
    "is_private_residence": {},
    "facility_search_count": {},
    "action_required_message": {},
    "expected_facility_address": {},
    "facility_selection_reason": {}
  },
  "additionalProperties": true
}
```

---

# Search Deposits

> Perform Search Deposits through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_deposits](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_deposits)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_deposits`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "status": "2",
    "max_pages": 1
  },
  "handler": "brightree_search_deposits"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `status` — Status (text)
  Optional text value.
  Default: `"2"`
- `reference` — Reference (expression)
  Optional literal value or workflow expression.
- `deposit_id` — Deposit Id (expression)
  Optional literal value or workflow expression.
- `posted_date_from` — Posted Date From (date)
  Optional date in YYYY-MM-DD format.
- `posted_date_to` — Posted Date To (date)
  Optional date in YYYY-MM-DD format.
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `1`

## Outputs

- `deposits` — Deposits
- `count` — Count
- `current_page` — Current Page
- `total_pages` — Total Pages
- `has_more` — Has More
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "status": {
      "type": "string",
      "default": "2",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "reference": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "deposit_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "posted_date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "posted_date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "message": {},
    "deposits": {},
    "has_more": {},
    "total_pages": {},
    "current_page": {}
  },
  "additionalProperties": true
}
```

---

# Search Marketing Referral Facility Options

> Perform Search Marketing Referral Facility Options through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_marketing_referral_facility_options](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_marketing_referral_facility_options)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_marketing_referral_facility_options`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_search_marketing_referral_facility_options"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `search_text` — Search Text (text, required)
  Required text value.

## Outputs

- `success` — Success
- `facilities` — Facilities
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "search_text"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "search_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "facilities": {}
  },
  "additionalProperties": true
}
```

---

# Search Order

> Perform Search Order through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_order)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_order`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_search_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (text)
  Optional text value.
- `order_status` — Order Status (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Search Patient

> Perform Search Patient through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_patient`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_search_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Search Patient Facility Options

> Perform Search Patient Facility Options through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient_facility_options](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient_facility_options)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_patient_facility_options`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_search_patient_facility_options"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `search_text` — Search Text (text, required)
  Required text value.

## Outputs

- `success` — Success
- `facilities` — Facilities
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "search_text"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "search_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "facilities": {}
  },
  "additionalProperties": true
}
```

---

# Search Private ERNs

> Perform Search Private ERNs through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_private_erns](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_private_erns)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_private_erns`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "status": "2"
  },
  "handler": "brightree_search_private_erns"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `status` — Status (text)
  Optional text value.
  Default: `"2"`
- `trace_number` — Trace Number (expression)
  Optional literal value or workflow expression.
- `deposit_id` — Deposit Id (expression)
  Optional literal value or workflow expression.
- `insurance` — Insurance (expression)
  Optional literal value or workflow expression.

## Outputs

- `deposits` — Deposits
- `count` — Count
- `current_page` — Current Page
- `total_pages` — Total Pages
- `has_more` — Has More
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "status": {
      "type": "string",
      "default": "2",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "insurance": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "deposit_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "trace_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "message": {},
    "deposits": {},
    "has_more": {},
    "total_pages": {},
    "current_page": {}
  },
  "additionalProperties": true
}
```

---

# Search Receipt Invoices

> Perform Search Receipt Invoices through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_receipt_invoices](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_receipt_invoices)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_receipt_invoices`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "include_patient": true,
    "include_facility": false,
    "include_insurance": true,
    "exclude_zero_balances": true
  },
  "handler": "brightree_search_receipt_invoices"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `deposit_key` — Deposit Key (expression)
  Optional literal value or workflow expression.
- `receipt_key` — Receipt Key (expression)
  Optional literal value or workflow expression.
- `search_criteria` — Search Criteria (expression)
  Optional literal value or workflow expression.
- `exclude_zero_balances` — Exclude Zero Balances (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_patient` — Include Patient (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_insurance` — Include Insurance (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_facility` — Include Facility (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `deposit_key` — Deposit Key
- `receipt_key` — Receipt Key
- `invoices` — Invoices
- `count` — Count
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "deposit_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "receipt_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_patient": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "search_criteria": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_facility": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_insurance": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "exclude_zero_balances": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "message": {},
    "invoices": {},
    "deposit_key": {},
    "receipt_key": {}
  },
  "additionalProperties": true
}
```

---

# Search Sales Orders by Actual Delivery Date

> Perform Search Sales Orders by Actual Delivery Date through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_sales_orders_by_actual_delivery](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_sales_orders_by_actual_delivery)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_sales_orders_by_actual_delivery`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "page": 1,
    "fetch_all": false,
    "page_size": 50,
    "include_orders": false
  },
  "handler": "brightree_search_sales_orders_by_actual_delivery"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `actual_delivery_from` — Actual Delivery From (date, required)
  Required date in YYYY-MM-DD format.
- `actual_delivery_to` — Actual Delivery To (date, required)
  Required date in YYYY-MM-DD format.
- `page` — Page (number)
  Optional numeric value.
  Default: `1`
- `page_size` — Page Size (select)
  Optional selected identifier or value.
  Default: `50`
  Options: 10 (10), 25 (25), 50 (50)
- `fetch_all` — Fetch All (boolean)
  Optional true-or-false value.
  Default: `false`
- `include_orders` — Include Orders (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `complete` — Complete
- `orders` — Orders
- `sales_order_keys` — Sales Order Keys
- `count` — Count
- `total_items` — Total Items
- `total_pages` — Total Pages
- `pages_fetched` — Pages Fetched
- `current_page` — Current Page
- `page` — Page
- `page_size` — Page Size
- `fetch_all` — Fetch All
- `include_orders` — Include Orders
- `actual_delivery_from` — Actual Delivery From
- `actual_delivery_to` — Actual Delivery To
- `duplicate_key_count` — Duplicate Key Count
- `completion_evidence` — Completion Evidence
- `html_row_count` — Html Row Count
- `unique_record_count` — Unique Record Count
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "actual_delivery_from",
    "actual_delivery_to"
  ],
  "properties": {
    "page": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "fetch_all": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "page_size": {
      "enum": [
        10,
        25,
        50
      ],
      "type": "number",
      "default": 50,
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "include_orders": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "actual_delivery_to": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "actual_delivery_from": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "page": {},
    "count": {},
    "error": {},
    "orders": {},
    "message": {},
    "success": {},
    "complete": {},
    "fetch_all": {},
    "page_size": {},
    "total_items": {},
    "total_pages": {},
    "current_page": {},
    "error_message": {},
    "pages_fetched": {},
    "html_row_count": {},
    "include_orders": {},
    "sales_order_keys": {},
    "actual_delivery_to": {},
    "completion_evidence": {},
    "duplicate_key_count": {},
    "unique_record_count": {},
    "actual_delivery_from": {}
  },
  "additionalProperties": true
}
```

---

# Search SO Worklist

> Perform Search SO Worklist through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_so_worklist](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_so_worklist)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_so_worklist`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "page": 1,
    "fetch_all": false,
    "include_unassigned": false,
    "sort_by_time_in_wip": false
  },
  "handler": "brightree_search_so_worklist"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `wip_states` — Wip States (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `page` — Page (number)
  Optional numeric value.
  Default: `1`
- `fetch_all` — Fetch All (boolean)
  Optional true-or-false value.
  Default: `false`
- `include_unassigned` — Include Unassigned (boolean)
  Optional true-or-false value.
  Default: `false`
- `sort_by_time_in_wip` — Sort By Time In Wip (boolean)
  Optional true-or-false value.
  Default: `false`
- `actual_delivery_date_to` — Actual Delivery Date To (string)
  Optional text value.

## Outputs

- `orders` — Orders

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "page": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "fetch_all": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "wip_states": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "include_unassigned": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "sort_by_time_in_wip": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "actual_delivery_date_to": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "string"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "orders": {}
  },
  "additionalProperties": true
}
```

---

# Search Tasks

> Perform Search Tasks through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_tasks](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_tasks)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_search_tasks`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_pages": 50,
    "page_size": 50,
    "task_type": "0"
  },
  "handler": "brightree_search_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `date_needed_from` — Date Needed From (date)
  Optional date in YYYY-MM-DD format.
- `date_needed_to` — Date Needed To (date)
  Optional date in YYYY-MM-DD format.
- `task_type` — Task Type (select)
  Optional selected identifier or value.
  Default: `"0"`
  Options: [All] ("0"), CMN Note ("4"), Deposit Note ("14"), Financial Note ("8"), Intake ("16"), Item Maintenance ("1"), PAR Note ("6"), Patient ("2"), Pickup Exchange WIP State ("15"), Practitioner Note ("7"), Progress Note ("13"), Referral ("10"), WIP State ("9")
- `status` — Status (text)
  Optional text value.
- `severity` — Severity (text)
  Optional text value.
- `assigned_to_key` — Assigned To Key (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `subject` — Subject (text)
  Optional text value.
- `description` — Description (text)
  Optional text value.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `50`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `tasks` — Tasks

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "assigned_to_key"
  ],
  "properties": {
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "severity": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "task_type": {
      "enum": [
        "0",
        "4",
        "14",
        "8",
        "16",
        "1",
        "6",
        "2",
        "15",
        "7",
        "13",
        "10",
        "9"
      ],
      "type": "string",
      "default": "0",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_needed_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "assigned_to_key": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "date_needed_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tasks": {}
  },
  "additionalProperties": true
}
```

---

# Select Sales Order Templates

> Perform Select Sales Order Templates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_select_sales_order_templates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_select_sales_order_templates)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_select_sales_order_templates`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "report_limit": 15000,
    "use_local_agent": false,
    "target_queue_depth": 10,
    "confirm_date_lookback_days": 90
  },
  "handler": "brightree_select_sales_order_templates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_key` — Account Key (text)
  Optional text value.
- `classification` — Classification (text)
  Optional text value.
- `confirm_date_after` — Confirm Date After (date)
  Optional date in YYYY-MM-DD format.
- `confirm_date_lookback_days` — Confirm Date Lookback Days (number)
  Optional numeric value.
  Default: `90`
- `report_limit` — Report Limit (number)
  Optional numeric value.
  Default: `15000`
- `target_queue_depth` — Target Queue Depth (number)
  Optional numeric value.
  Default: `10`
- `max_dispatch_per_run` — Max Dispatch Per Run (number)
  Optional numeric value.
- `use_local_agent` — Use Local Agent (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `orders_selected` — Orders Selected
- `order_keys` — Order Keys
- `queue_depth_before` — Queue Depth Before
- `queue_headroom` — Queue Headroom
- `target_queue_depth` — Target Queue Depth
- `source_system` — Source System
- `source_report_name` — Source Report Name
- `source_report_base_url` — Source Report Base Url
- `source_account_key` — Source Account Key
- `source_filter_summary` — Source Filter Summary
- `source_filter_rows` — Source Filter Rows
- `source_confirm_date_after_configured` — Source Confirm Date After Configured
- `source_confirm_date_after_effective` — Source Confirm Date After Effective
- `source_confirm_date_lookback_days` — Source Confirm Date Lookback Days
- `raw_count` — Raw Count
- `deduped_count` — Deduped Count
- `candidate_count` — Candidate Count
- `text_filter_candidate_count` — Text Filter Candidate Count
- `dispatchable_count` — Dispatchable Count
- `recently_excluded` — Recently Excluded
- `in_flight_excluded` — In Flight Excluded
- `exhausted_excluded` — Exhausted Excluded
- `verification_excluded` — Verification Excluded
- `verification_excluded_order_keys` — Verification Excluded Order Keys
- `not_processed_orders` — Not Processed Orders
- `not_processed_omitted_count` — Not Processed Omitted Count
- `not_processed_seen_count` — Not Processed Seen Count
- `exhausted_alert_sent` — Exhausted Alert Sent
- `exhausted_alert_suppressed` — Exhausted Alert Suppressed
- `exhausted_alert_job_id` — Exhausted Alert Job Id
- `report_cap_alert_level` — Report Cap Alert Level
- `report_cap_alert_sent` — Report Cap Alert Sent
- `report_cap_alert_suppressed` — Report Cap Alert Suppressed
- `report_cap_alert_job_id` — Report Cap Alert Job Id
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_limit": {
      "type": "number",
      "default": 15000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "classification": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "use_local_agent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "confirm_date_after": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "target_queue_depth": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_dispatch_per_run": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "confirm_date_lookback_days": {
      "type": "number",
      "default": 90,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "raw_count": {},
    "order_keys": {},
    "deduped_count": {},
    "source_system": {},
    "queue_headroom": {},
    "candidate_count": {},
    "orders_selected": {},
    "recently_excluded": {},
    "dispatchable_count": {},
    "exhausted_excluded": {},
    "in_flight_excluded": {},
    "queue_depth_before": {},
    "source_account_key": {},
    "source_filter_rows": {},
    "source_report_name": {},
    "target_queue_depth": {},
    "exhausted_alert_sent": {},
    "not_processed_orders": {},
    "report_cap_alert_sent": {},
    "source_filter_summary": {},
    "verification_excluded": {},
    "exhausted_alert_job_id": {},
    "report_cap_alert_level": {},
    "source_report_base_url": {},
    "report_cap_alert_job_id": {},
    "not_processed_seen_count": {},
    "exhausted_alert_suppressed": {},
    "not_processed_omitted_count": {},
    "report_cap_alert_suppressed": {},
    "text_filter_candidate_count": {},
    "verification_excluded_order_keys": {},
    "source_confirm_date_lookback_days": {},
    "source_confirm_date_after_effective": {},
    "source_confirm_date_after_configured": {}
  },
  "additionalProperties": true
}
```

---

# Select Template Schedule Audit Candidates

> Perform Select Template Schedule Audit Candidates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_select_template_schedule_audit_candidates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_select_template_schedule_audit_candidates)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_select_template_schedule_audit_candidates`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_candidates": 5000
  },
  "handler": "brightree_select_template_schedule_audit_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_key` — Account Key (text)
  Optional text value.
- `start_date` — Start Date (date)
  Optional date in YYYY-MM-DD format.
- `end_date` — End Date (date)
  Optional date in YYYY-MM-DD format.
- `max_candidates` — Max Candidates (number, required)
  Required numeric value.
  Default: `5000`

## Outputs

- `success` — Success
- `templates` — Templates
- `count` — Count
- `start_date` — Start Date
- `end_date` — End Date
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "max_candidates"
  ],
  "properties": {
    "end_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "start_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_candidates": {
      "type": "number",
      "default": 5000,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "message": {},
    "success": {},
    "end_date": {},
    "templates": {},
    "start_date": {}
  },
  "additionalProperties": true
}
```

---

# Send CMN Electronic Fax

> Perform Send CMN Electronic Fax through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_send_cmn_electronic_fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_send_cmn_electronic_fax)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_send_cmn_electronic_fax`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "confirm_send": false,
    "prepare_only": true
  },
  "handler": "brightree_send_cmn_electronic_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `run_date` — Run Date (string)
  Optional text value.
- `cmn_key` — Cmn Key (expression, required)
  Required literal value or workflow expression.
- `fax_target_cmn_key` — Fax Target Cmn Key (expression)
  Optional literal value or workflow expression.
- `cmn_form_key` — Cmn Form Key (expression, required)
  Required literal value or workflow expression.
- `comments` — Comments (textarea)
  Optional text value.
- `prepare_only` — Prepare Only (boolean)
  Optional true-or-false value.
  Default: `true`
- `cmn_expiration_date` — Cmn Expiration Date (date)
  Optional date in YYYY-MM-DD format.
- `confirm_send` — Confirm Send (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `rejected` — Rejected
- `prepare_only` — Prepare Only
- `indeterminate` — Indeterminate
- `manual_review_required` — Manual Review Required
- `retryable` — Retryable
- `idempotency_reused` — Idempotency Reused
- `dispatch_status` — Dispatch Status
- `patient_disposition` — Patient Disposition
- `outcome_category` — Outcome Category
- `cmn_key` — Cmn Key
- `fax_target_cmn_key` — Fax Target Cmn Key
- `cmn_form_key` — Cmn Form Key
- `fax_job_key` — Fax Job Key
- `include_cmn_cover_letter` — Include Cmn Cover Letter
- `include_fax_cover_sheet` — Include Fax Cover Sheet
- `recipient_name_present` — Recipient Name Present
- `recipient_phone_present` — Recipient Phone Present
- `recipient_fax_present` — Recipient Fax Present
- `sender_fields_present` — Sender Fields Present
- `recipient_override_applied` — Recipient Override Applied
- `fax_history_observed` — Fax History Observed
- `fax_status` — Fax Status
- `fax_status_reason` — Fax Status Reason
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cmn_key",
    "cmn_form_key"
  ],
  "properties": {
    "cmn_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "comments": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "run_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "string"
    },
    "cmn_form_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "confirm_send": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "prepare_only": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "fax_target_cmn_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cmn_expiration_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "cmn_key": {},
    "message": {},
    "success": {},
    "rejected": {},
    "retryable": {},
    "submitted": {},
    "fax_status": {},
    "fax_job_key": {},
    "cmn_form_key": {},
    "prepare_only": {},
    "indeterminate": {},
    "dispatch_status": {},
    "outcome_category": {},
    "fax_status_reason": {},
    "fax_target_cmn_key": {},
    "idempotency_reused": {},
    "patient_disposition": {},
    "fax_history_observed": {},
    "recipient_fax_present": {},
    "sender_fields_present": {},
    "manual_review_required": {},
    "recipient_name_present": {},
    "include_fax_cover_sheet": {},
    "recipient_phone_present": {},
    "include_cmn_cover_letter": {},
    "recipient_override_applied": {}
  },
  "additionalProperties": true
}
```

---

# Set Fax Work Status

> Perform Set Fax Work Status through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_fax_work_status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_fax_work_status)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_fax_work_status`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "max_pages": 50
  },
  "handler": "brightree_set_fax_work_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_key` — Fax Key (expression)
  Optional literal value or workflow expression.
- `target_status` — Target Status (text)
  Optional text value.
- `received_date_from` — Received Date From (date)
  Optional date in YYYY-MM-DD format.
- `received_date_to` — Received Date To (date)
  Optional date in YYYY-MM-DD format.
- `work_status_filter` — Work Status Filter (text)
  Optional text value.
- `show_unassigned` — Show Unassigned (boolean)
  Optional true-or-false value.
- `branch_offices` — Branch Offices (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `success` — Success
- `fax_key` — Fax Key
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "target_status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "branch_offices": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "show_unassigned": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "received_date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "received_date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "work_status_filter": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fax_key": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Account Group

> Perform Set Patient Account Group through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_account_group](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_account_group)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_account_group`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_set_patient_account_group"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `account_group` — Account Group (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `account_group` — Account Group
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "account_group"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_group": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "account_group": {},
    "updated_fields": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Custom Field Selection

> Perform Set Patient Custom Field Selection through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_custom_field_selection](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_custom_field_selection)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_custom_field_selection`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_set_patient_custom_field_selection"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `field_label` — Field Label (expression, required)
  Required literal value or workflow expression.
- `option_label` — Option Label (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `changed` — Changed
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "field_label",
    "option_label"
  ],
  "properties": {
    "field_label": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "option_label": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "changed": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Delivery Address Same As Billing

> Perform Set Patient Delivery Address Same As Billing through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_delivery_address_same_as_billing](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_delivery_address_same_as_billing)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_delivery_address_same_as_billing`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "max_validation_attempts": 3,
    "overwrite_existing_delivery_address": true
  },
  "handler": "brightree_set_patient_delivery_address_same_as_billing"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `max_validation_attempts` — Max Validation Attempts (number)
  Optional numeric value.
  Default: `3`
- `overwrite_existing_delivery_address` — Overwrite Existing Delivery Address (boolean)
  Optional true-or-false value.
  Default: `true`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `failure_alert_channel` — Failure Alert Channel (text)
  Optional text value.

## Outputs

- `success` — Success
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `message` — Message
- `updated_fields` — Updated Fields
- `verification_details` — Verification Details
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "failure_alert_channel": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_validation_attempts": {
      "type": "number",
      "default": 3,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "overwrite_existing_delivery_address": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "skip_reason": {},
    "updated_fields": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Dropdowns

> Perform Set Patient Dropdowns through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_dropdowns](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_dropdowns)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_dropdowns`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "skip": false,
    "dry_run": false
  },
  "handler": "brightree_set_patient_dropdowns"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `branch_office` — Branch Office (expression)
  Optional literal value or workflow expression.
- `account_group` — Account Group (expression)
  Optional literal value or workflow expression.
- `pos` — Pos (expression)
  Optional literal value or workflow expression.
- `skip` — Skip (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `verification_details` — Verification Details
- `branch_office` — Branch Office
- `account_group` — Account Group
- `pos` — Pos
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "pos": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_group": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "branch_office": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "pos": {},
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "account_group": {},
    "branch_office": {},
    "updated_fields": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Dropdowns

> Perform Set Patient Dropdowns through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_patient_dropdowns](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_patient_dropdowns)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `intake_set_patient_dropdowns`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "set_dropdowns": true,
    "is_private_residence": false
  },
  "handler": "intake_set_patient_dropdowns"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `facility_payload` — Facility Payload (json)
  Optional JSON value.
- `patient_state_snapshot` — Patient State Snapshot (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `is_private_residence` — Is Private Residence (boolean)
  Optional true-or-false value.
  Default: `false`
- `personal_state_payload` — Personal State Payload (json)
  Optional JSON value.
- `account_group` — Account Group (text)
  Optional text value.
- `set_dropdowns` — Set Dropdowns (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_group": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "set_dropdowns": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "is_private_residence": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_state_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "personal_state_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Set Patient Facility

> Perform Set Patient Facility through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_facility)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_facility`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "skip_if_missing": false
  },
  "handler": "brightree_set_patient_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `facility_text` — Facility Text (expression, required)
  Required literal value or workflow expression.
- `facility_value` — Facility Value (expression, required)
  Required literal value or workflow expression.
- `skip_if_missing` — Skip If Missing (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "facility_text",
    "facility_value"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_text": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_value": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_missing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "updated_fields": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Hold Account

> Perform Set Patient Hold Account through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_hold_account](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_hold_account)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_hold_account`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "skip": false,
    "dry_run": false,
    "hold_account": true
  },
  "handler": "brightree_set_patient_hold_account"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `hold_account` — Hold Account (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip` — Skip (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `verification_details` — Verification Details
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "skip": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hold_account": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "updated_fields": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Marketing Referral Facility

> Perform Set Patient Marketing Referral Facility through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_marketing_referral_facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_marketing_referral_facility)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_marketing_referral_facility`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "skip_if_missing": false
  },
  "handler": "brightree_set_patient_marketing_referral_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `facility_text` — Facility Text (expression, required)
  Required literal value or workflow expression.
- `facility_value` — Facility Value (expression, required)
  Required literal value or workflow expression.
- `skip_if_missing` — Skip If Missing (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `marketing_rep_name` — Marketing Rep Name (expression)
  Optional literal value or workflow expression.
- `marketing_rep_value` — Marketing Rep Value (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "facility_text",
    "facility_value"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_text": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_value": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_missing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "marketing_rep_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marketing_rep_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "updated_fields": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Primary Doctor Same as Ordering

> Perform Set Patient Primary Doctor Same as Ordering through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_primary_doctor_same_as_ordering](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_primary_doctor_same_as_ordering)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_primary_doctor_same_as_ordering`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_set_patient_primary_doctor_same_as_ordering"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `verification_details` — Verification Details
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "updated_fields": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Responsible Party to Self

> Perform Set Patient Responsible Party to Self through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_responsible_party_to_self](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_responsible_party_to_self)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_responsible_party_to_self`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_set_patient_responsible_party_to_self"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `verification_details` — Verification Details
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "updated_fields": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient Tax Zone

> Perform Set Patient Tax Zone through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_tax_zone](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_tax_zone)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_tax_zone`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "skip_if_missing": false
  },
  "handler": "brightree_set_patient_tax_zone"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `tax_zone_text` — Tax Zone Text (expression, required)
  Required literal value or workflow expression.
- `tax_zone_value` — Tax Zone Value (expression)
  Optional literal value or workflow expression.
- `skip_if_missing` — Skip If Missing (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `tax_zone_text` — Tax Zone Text
- `tax_zone_value` — Tax Zone Value
- `expected_tax_zone` — Expected Tax Zone
- `verification_details` — Verification Details
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "tax_zone_text"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tax_zone_text": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tax_zone_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_missing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "tax_zone_text": {},
    "tax_zone_value": {},
    "updated_fields": {},
    "expected_tax_zone": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Set Patient User Fields

> Perform Set Patient User Fields through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_user_fields](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_user_fields)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_patient_user_fields`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "skip": false,
    "dry_run": false
  },
  "handler": "brightree_set_patient_user_fields"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `user_fields` — User Fields (expression, required)
  Required literal value or workflow expression.
- `skip` — Skip (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `verification_details` — Verification Details
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "user_fields"
  ],
  "properties": {
    "skip": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "user_fields": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "updated_fields": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Set Primary Doctor

> Perform Set Primary Doctor through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_primary_doctor](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_primary_doctor)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `intake_set_primary_doctor`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "intake_set_primary_doctor"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `facility_payload` — Facility Payload (json)
  Optional JSON value.
- `patient_state_snapshot` — Patient State Snapshot (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Set Responsible Party

> Perform Set Responsible Party through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_responsible_party](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_responsible_party)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `intake_set_responsible_party`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "intake_set_responsible_party"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `facility_payload` — Facility Payload (json)
  Optional JSON value.
- `patient_state_snapshot` — Patient State Snapshot (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Set Sales Order Workers Comp Fields Batches

> Perform Set Sales Order Workers Comp Fields Batches through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_sales_order_workers_comp_fields_batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_sales_order_workers_comp_fields_batches)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_set_sales_order_workers_comp_fields_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_set_sales_order_workers_comp_fields_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workers_comp_batches` — Workers Comp Batches (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workers_comp_batches"
  ],
  "properties": {
    "workers_comp_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Set Tax Zone

> Perform Set Tax Zone through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_tax_zone](https://genhealth.ai/docs/workflows/integrations/brightree/intake_set_tax_zone)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `intake_set_tax_zone`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "intake_set_tax_zone"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `facility_payload` — Facility Payload (json)
  Optional JSON value.
- `patient_state_snapshot` — Patient State Snapshot (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `delivery_info` — Delivery Info (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "delivery_info": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Setup Patient Controls

> Perform Setup Patient Controls through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/intake_setup_patient_controls](https://genhealth.ai/docs/workflows/integrations/brightree/intake_setup_patient_controls)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `intake_setup_patient_controls`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "set_dropdowns": true,
    "is_private_residence": false
  },
  "handler": "intake_setup_patient_controls"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `facility_payload` — Facility Payload (json)
  Optional JSON value.
- `patient_state_snapshot` — Patient State Snapshot (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `is_private_residence` — Is Private Residence (boolean)
  Optional true-or-false value.
  Default: `false`
- `personal_state_payload` — Personal State Payload (json)
  Optional JSON value.
- `account_group` — Account Group (text)
  Optional text value.
- `set_dropdowns` — Set Dropdowns (boolean)
  Optional true-or-false value.
  Default: `true`
- `delivery_info` — Delivery Info (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_group": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "delivery_info": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "set_dropdowns": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "is_private_residence": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_state_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "personal_state_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Setup Patient Facility

> Perform Setup Patient Facility through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/intake_setup_patient_facility](https://genhealth.ai/docs/workflows/integrations/brightree/intake_setup_patient_facility)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `intake_setup_patient_facility`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "note_indicates_private_residence": false
  },
  "handler": "intake_setup_patient_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `precheck_payload` — Precheck Payload (json)
  Optional JSON value.
- `delivery_address` — Delivery Address (text)
  Optional text value.
- `patient_facility_payload` — Patient Facility Payload (json)
  Optional JSON value.
- `note_facility_name` — Note Facility Name (text)
  Optional text value.
- `note_facility_updates` — Note Facility Updates (text)
  Optional text value.
- `note_indicates_private_residence` — Note Indicates Private Residence (boolean)
  Optional true-or-false value.
  Default: `false`
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "delivery_address": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "precheck_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_facility_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_facility_updates": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_indicates_private_residence": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Sync Document Insurance

> Perform Sync Document Insurance through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_insurance_to_patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_insurance_to_patient)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_sync_document_insurance_to_patient`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_sync_document_insurance_to_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `insurance_id` — Insurance Id
- `carrier_id` — Carrier Id
- `policy_key` — Policy Key
- `insurer_name` — Insurer Name
- `start_date` — Start Date
- `synced` — Synced
- `skipped` — Skipped
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "skipped": {},
    "success": {},
    "carrier_id": {},
    "policy_key": {},
    "start_date": {},
    "document_id": {},
    "patient_key": {},
    "insurance_id": {},
    "insurer_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Sync Document Marketing Rep

> Perform Sync Document Marketing Rep through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_marketing_rep_to_patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_marketing_rep_to_patient)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_sync_document_marketing_rep_to_patient`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_sync_document_marketing_rep_to_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `marketing_rep_key` — Marketing Rep Key
- `marketing_rep_name` — Marketing Rep Name
- `submitted_by_name` — Submitted By Name
- `synced` — Synced
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "success": {},
    "document_id": {},
    "patient_key": {},
    "error_message": {},
    "marketing_rep_key": {},
    "submitted_by_name": {},
    "marketing_rep_name": {}
  },
  "additionalProperties": true
}
```

---

# Sync Ordering Doctor

> Perform Sync Ordering Doctor through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_ordering_doctor_to_patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_ordering_doctor_to_patient)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_sync_document_ordering_doctor_to_patient`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_sync_document_ordering_doctor_to_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `provider_id` — Provider Id
- `provider_name` — Provider Name
- `provider_npi` — Provider Npi
- `doctor_key` — Doctor Key
- `doctor_name` — Doctor Name
- `created_doctor` — Created Doctor
- `pecos_verified` — Pecos Verified
- `synced` — Synced
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "success": {},
    "doctor_key": {},
    "doctor_name": {},
    "document_id": {},
    "patient_key": {},
    "provider_id": {},
    "provider_npi": {},
    "error_message": {},
    "provider_name": {},
    "created_doctor": {},
    "pecos_verified": {}
  },
  "additionalProperties": true
}
```

---

# Sync Ordering Doctor Fax

> Perform Sync Ordering Doctor Fax through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_ordering_doctor_fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_ordering_doctor_fax)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_sync_ordering_doctor_fax`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": true
  },
  "handler": "brightree_sync_ordering_doctor_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `expected_npi` — Expected Npi (expression, required)
  Required literal value or workflow expression.
- `source_fax` — Source Fax (expression, required)
  Required literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `changed` — Changed
- `manual_review_required` — Manual Review Required
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key",
    "expected_npi",
    "source_fax"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "source_fax": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_npi": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "changed": {},
    "success": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Sync Patient Documents for Duplicate Check

> Perform Sync Patient Documents for Duplicate Check through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_patient_documents](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_patient_documents)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_sync_patient_documents`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_sync_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `document_types` — Document Types (text, required)
  Required text value.

## Outputs

- `success` — Success
- `is_duplicate` — Is Duplicate
- `already_in_db` — Already In Db
- `found_in_brightree` — Found In Brightree
- `synced_count` — Synced Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key",
    "document_types"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_types": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "is_duplicate": {},
    "synced_count": {},
    "already_in_db": {},
    "found_in_brightree": {}
  },
  "additionalProperties": true
}
```

---

# Update CMN

> Perform Update CMN through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_cmn](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_cmn)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_update_cmn`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_update_cmn"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cmn_key` — Cmn Key (expression, required)
  Required literal value or workflow expression.
- `cmn_form_key` — Cmn Form Key (expression, required)
  Required literal value or workflow expression.
- `initial_date` — Initial Date (date, required)
  Required date in YYYY-MM-DD format.
- `recertification_date` — Recertification Date (date)
  Optional date in YYYY-MM-DD format.
- `length_of_need_months` — Length Of Need Months (number, required)
  Required numeric value.
- `signature_date` — Signature Date (date, required)
  Required date in YYYY-MM-DD format.
- `expiration_date` — Expiration Date (date)
  Optional date in YYYY-MM-DD format.

## Outputs

- `success` — Success
- `updated` — Updated
- `noop` — Noop
- `cmn_key` — Cmn Key
- `cmn_form_key` — Cmn Form Key
- `cmn_initial_date` — Cmn Initial Date
- `cmn_recertification_date` — Cmn Recertification Date
- `cmn_length_of_need_months` — Cmn Length Of Need Months
- `cmn_expiration` — Cmn Expiration
- `cmn_signature_date` — Cmn Signature Date
- `mismatches` — Mismatches
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cmn_key",
    "cmn_form_key",
    "initial_date",
    "length_of_need_months",
    "signature_date"
  ],
  "properties": {
    "cmn_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cmn_form_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "initial_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "signature_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "expiration_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "recertification_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "length_of_need_months": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "noop": {},
    "error": {},
    "cmn_key": {},
    "message": {},
    "success": {},
    "updated": {},
    "mismatches": {},
    "cmn_form_key": {},
    "cmn_expiration": {},
    "cmn_initial_date": {},
    "cmn_signature_date": {},
    "cmn_recertification_date": {},
    "cmn_length_of_need_months": {}
  },
  "additionalProperties": true
}
```

---

# Update Item Proc Code

> Perform Update Item Proc Code through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_item_proc_code](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_item_proc_code)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_update_item_proc_code`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_update_item_proc_code"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression, required)
  Required literal value or workflow expression.
- `sales_order_detail_key` — Sales Order Detail Key (expression, required)
  Required literal value or workflow expression.
- `proc_code` — Proc Code (text, required)
  Required text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `updated` — Updated
- `available` — Available
- `proc_code` — Proc Code
- `sales_order_key` — Sales Order Key
- `sales_order_detail_key` — Sales Order Detail Key
- `message` — Message
- `dry_run` — Dry Run

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_key",
    "sales_order_detail_key",
    "proc_code"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "proc_code": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sales_order_detail_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {},
    "message": {},
    "updated": {},
    "available": {},
    "proc_code": {},
    "sales_order_key": {},
    "sales_order_detail_key": {}
  },
  "additionalProperties": true
}
```

---

# Update Ordering Doctor Contact From Document

> Perform Update Ordering Doctor Contact From Document through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_ordering_doctor_contact_from_document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_ordering_doctor_contact_from_document)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_update_ordering_doctor_contact_from_document`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": true
  },
  "handler": "brightree_update_ordering_doctor_contact_from_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `doctor_key` — Doctor Key (expression, required)
  Required literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `doctor_key` — Doctor Key
- `contact_source` — Contact Source
- `dry_run` — Dry Run
- `saved` — Saved
- `contact_update_failed` — Contact Update Failed
- `skipped` — Skipped
- `eligible` — Eligible
- `npi_verified` — Npi Verified
- `pecos_verified` — Pecos Verified
- `before` — Before
- `requested` — Requested
- `after` — After
- `changes` — Changes
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "doctor_key"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "doctor_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "after": {},
    "error": {},
    "saved": {},
    "before": {},
    "changes": {},
    "dry_run": {},
    "message": {},
    "skipped": {},
    "success": {},
    "eligible": {},
    "requested": {},
    "doctor_key": {},
    "document_id": {},
    "npi_verified": {},
    "error_message": {},
    "contact_source": {},
    "pecos_verified": {},
    "contact_update_failed": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Gender If Empty

> Perform Update Patient Gender If Empty through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_gender_if_empty](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_gender_if_empty)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_update_patient_gender_if_empty`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_update_patient_gender_if_empty"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `gender` — Gender (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `updated` — Updated
- `skipped_reason` — Skipped Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "gender"
  ],
  "properties": {
    "gender": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "updated": {},
    "skipped_reason": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Note

> Perform Update Patient Note through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_note)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_update_patient_note`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "patient_note_type_key": "2"
  },
  "handler": "brightree_update_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `patient_note_key` — Patient Note Key (expression)
  Optional literal value or workflow expression.
- `patient_note_type_key` — Patient Note Type Key (select)
  Optional selected identifier or value.
  Default: `"2"`
  Options: CMN Note ("4"), Deposit Note ("14"), Financial Note ("8"), Intake ("16"), Item Maintenance ("1"), PAR Note ("6"), Patient ("2"), Pickup Exchange WIP State ("15"), Practitioner Note ("7"), Progress Note ("13"), Referral ("10"), WIP State ("9")
- `description_prepend` — Description Prepend (textarea)
  Optional text value.
- `description_append` — Description Append (textarea)
  Optional text value.
- `assigned_to_name` — Assigned To Name (text)
  Optional text value.
- `date_needed` — Date Needed (text)
  Optional text value.
- `status` — Status (text)
  Optional text value.
- `reason` — Reason (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "reason": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "date_needed": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assigned_to_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_note_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description_append": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "description_prepend": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "patient_note_type_key": {
      "enum": [
        "4",
        "14",
        "8",
        "16",
        "1",
        "6",
        "2",
        "15",
        "7",
        "13",
        "10",
        "9"
      ],
      "type": "string",
      "default": "2",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Update Sales Order Aftercare

> Perform Update Sales Order Aftercare through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_sales_order_aftercare](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_sales_order_aftercare)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_update_sales_order_aftercare`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_update_sales_order_aftercare"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression, required)
  Required literal value or workflow expression.
- `wip_state` — Wip State (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `assigned_to_key` — Assigned To Key (expression)
  Optional literal value or workflow expression.
- `assigned_to_name` — Assigned To Name (expression)
  Optional literal value or workflow expression.
- `date_needed` — Date Needed (expression)
  Optional literal value or workflow expression.
- `expected_current_wip_state` — Expected Current Wip State (expression)
  Optional literal value or workflow expression.
- `expected_current_classification` — Expected Current Classification (expression)
  Optional literal value or workflow expression.
- `order_note_append` — Order Note Append (textarea)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `updated` — Updated
- `noop` — Noop
- `dry_run` — Dry Run
- `sales_order_key` — Sales Order Key
- `resolved_assigned_to_key` — Resolved Assigned To Key
- `resolved_assigned_to_name` — Resolved Assigned To Name
- `fields_updated` — Fields Updated
- `actual` — Actual
- `mismatches` — Mismatches
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_key"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "wip_state": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "date_needed": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assigned_to_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assigned_to_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_note_append": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "expected_current_wip_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_current_classification": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "noop": {},
    "error": {},
    "actual": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "updated": {},
    "mismatches": {},
    "fields_updated": {},
    "sales_order_key": {},
    "resolved_assigned_to_key": {},
    "resolved_assigned_to_name": {}
  },
  "additionalProperties": true
}
```

---

# Upload Document to Patient

> Perform Upload Document to Patient through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_upload_document_to_patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_upload_document_to_patient)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_upload_document_to_patient`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "deduplicate": false,
    "verify_max_attempts": 10,
    "record_upload_marker": false,
    "verify_count_increase": false
  },
  "handler": "brightree_upload_document_to_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_type` — Document Type (text, required)
  Required text value.
- `deduplicate` — Deduplicate (boolean)
  Optional true-or-false value.
  Default: `false`
- `verify_count_increase` — Verify Count Increase (boolean)
  Optional true-or-false value.
  Default: `false`
- `verify_document_types` — Verify Document Types (text)
  Optional text value.
- `verify_max_attempts` — Verify Max Attempts (number)
  Optional numeric value.
  Default: `10`
- `record_upload_marker` — Record Upload Marker (boolean)
  Optional true-or-false value.
  Default: `false`
- `batch_name` — Batch Name (text)
  Optional text value.
- `batch_id` — Batch Id (text)
  Optional text value.
- `file_name` — File Name (expression)
  Optional literal value or workflow expression.
- `notes` — Notes (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `uploaded_filename` — Uploaded Filename
- `uploaded_count` — Uploaded Count
- `skipped_count` — Skipped Count
- `failed_count` — Failed Count
- `uploaded_document_ids` — Uploaded Document Ids
- `count_before` — Count Before
- `count_after` — Count After
- `skip_reason` — Skip Reason
- `upload_marker_recorded` — Upload Marker Recorded
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "document_id",
    "document_type"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "batch_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "file_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "batch_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "deduplicate": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "verify_max_attempts": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "record_upload_marker": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "verify_count_increase": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "verify_document_types": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "count_after": {},
    "skip_reason": {},
    "count_before": {},
    "failed_count": {},
    "skipped_count": {},
    "uploaded_count": {},
    "uploaded_filename": {},
    "uploaded_document_ids": {},
    "upload_marker_recorded": {}
  },
  "additionalProperties": true
}
```

---

# Validate Patient Billing Address

> Perform Validate Patient Billing Address through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_validate_patient_billing_address](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_validate_patient_billing_address)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_validate_patient_billing_address`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_validate_patient_billing_address"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `facility_name` — Facility Name (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message` — Message
- `updated_fields` — Updated Fields
- `verification_details` — Verification Details
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "updated_fields": {},
    "verification_details": {}
  },
  "additionalProperties": true
}
```

---

# Verify Patient Setup

> Perform Verify Patient Setup through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/intake_verify_patient_setup](https://genhealth.ai/docs/workflows/integrations/brightree/intake_verify_patient_setup)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `intake_verify_patient_setup`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false,
    "set_dropdowns": true
  },
  "handler": "intake_verify_patient_setup"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `facility_payload` — Facility Payload (json)
  Optional JSON value.
- `facility_set_payload` — Facility Set Payload (json)
  Optional JSON value.
- `marketing_referral_payload` — Marketing Referral Payload (json)
  Optional JSON value.
- `billing_address_payload` — Billing Address Payload (json)
  Optional JSON value.
- `delivery_address_payload` — Delivery Address Payload (json)
  Optional JSON value.
- `dropdown_payload` — Dropdown Payload (json)
  Optional JSON value.
- `responsible_party_payload` — Responsible Party Payload (json)
  Optional JSON value.
- `primary_doctor_payload` — Primary Doctor Payload (json)
  Optional JSON value.
- `tax_zone_payload` — Tax Zone Payload (json)
  Optional JSON value.
- `account_group` — Account Group (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `set_dropdowns` — Set Dropdowns (boolean)
  Optional true-or-false value.
  Default: `true`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_group": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "set_dropdowns": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "dropdown_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "tax_zone_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_set_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "primary_doctor_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_address_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "delivery_address_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "responsible_party_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "marketing_referral_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Void Sales Order

> Perform Void Sales Order through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_void_sales_order`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_void_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression, required)
  Required literal value or workflow expression.
- `reason_code` — Reason Code (number, required)
  Required numeric value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `voided` — Voided
- `verified` — Verified
- `dry_run` — Dry Run
- `sales_order_key` — Sales Order Key
- `void_key` — Void Key
- `reason_code` — Reason Code
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_key",
    "reason_code"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "reason_code": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "voided": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "verified": {},
    "void_key": {},
    "reason_code": {},
    "error_message": {},
    "sales_order_key": {}
  },
  "additionalProperties": true
}
```

---

# Void Sales Order Batches

> Perform Void Sales Order Batches through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order_batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order_batches)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_void_sales_order_batches`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_void_sales_order_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `void_requests` — Void Requests (json, required)
  Required JSON value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `results` — Results
- `voided_count` — Voided Count
- `failed_count` — Failed Count
- `dry_run` — Dry Run
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "void_requests"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "void_requests": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {},
    "results": {},
    "success": {},
    "failed_count": {},
    "voided_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Write Prepared Patient Updates

> Perform Write Prepared Patient Updates through Brightree.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree/brightree_write_prepared_patient_updates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_write_prepared_patient_updates)

Integration: [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md)

- Handler: `brightree_write_prepared_patient_updates`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_write_prepared_patient_updates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `patient_updates` — Patient Updates (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `patient_key` — Patient Key
- `missing_fields` — Missing Fields
- `has_missing_source_fields` — Has Missing Source Fields
- `updated_fields` — Updated Fields
- `messages` — Messages
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key",
    "patient_updates"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_updates": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "messages": {},
    "patient_key": {},
    "error_message": {},
    "missing_fields": {},
    "updated_fields": {},
    "has_missing_source_fields": {}
  },
  "additionalProperties": true
}
```

---

# Brightree Margin Review integration

> Build workflow automations with 2 public Brightree Margin Review actions.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree-margin-review](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review)

## Available actions

2 actions. Connection types: brightree.

### [Evaluate Sales Order Margin Queue](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review/brightree_evaluate_historical_payment_margin_queue.md)

- Handler: `brightree_evaluate_historical_payment_margin_queue`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `current_status`, `max_orders`, `max_queue_pages`, `orders_created_after`, `history_cutoff`, `dry_run`
- Outputs: `success`, `evaluation_run_id`, `dry_run`, `evaluated_orders`, `evaluated_items`, `matched_items`, `unverified_items`, `error_items`, `updated_orders`, `queue_pages_scanned`, `queue_exhausted`, `order_results`, `error`

Perform Evaluate Sales Order Margin Queue through Brightree Margin Review.

### [Write Sales Order Margin Result](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review/brightree_write_sales_order_margin_result.md)

- Handler: `brightree_write_sales_order_margin_result`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `sales_order_key`, `margin_percent`, `dry_run`
- Outputs: `success`, `status`, `attempted`, `updated`, `sales_order_key`, `verified`, `low_profit_margin`, `margin_percent`, `user_3_value`, `error`, `error_message`

Perform Write Sales Order Margin Result through Brightree Margin Review.

---

# Evaluate Sales Order Margin Queue

> Perform Evaluate Sales Order Margin Queue through Brightree Margin Review.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree-margin-review/brightree_evaluate_historical_payment_margin_queue](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review/brightree_evaluate_historical_payment_margin_queue)

Integration: [Brightree Margin Review](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review.md)

- Handler: `brightree_evaluate_historical_payment_margin_queue`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree Margin Review",
  "params": {
    "dry_run": true,
    "max_orders": 10,
    "current_status": "6",
    "history_cutoff": "2025-01-01",
    "max_queue_pages": 20
  },
  "handler": "brightree_evaluate_historical_payment_margin_queue"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `current_status` — Current Status (text, required)
  Required text value.
  Default: `"6"`
- `max_orders` — Max Orders (number, required)
  Required numeric value.
  Default: `10`
- `max_queue_pages` — Max Queue Pages (number)
  Optional numeric value.
  Default: `20`
- `orders_created_after` — Orders Created After (date)
  Optional date in YYYY-MM-DD format.
- `history_cutoff` — History Cutoff (date, required)
  Required date in YYYY-MM-DD format.
  Default: `"2025-01-01"`
- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `evaluation_run_id` — Evaluation Run Id
- `dry_run` — Dry Run
- `evaluated_orders` — Evaluated Orders
- `evaluated_items` — Evaluated Items
- `matched_items` — Matched Items
- `unverified_items` — Unverified Items
- `error_items` — Error Items
- `updated_orders` — Updated Orders
- `queue_pages_scanned` — Queue Pages Scanned
- `queue_exhausted` — Queue Exhausted
- `order_results` — Order Results
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "current_status",
    "max_orders",
    "history_cutoff",
    "dry_run"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_orders": {
      "type": "number",
      "default": 10,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "current_status": {
      "type": "string",
      "default": "6",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "history_cutoff": {
      "type": "string",
      "format": "date",
      "default": "2025-01-01",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "max_queue_pages": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "orders_created_after": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "success": {},
    "error_items": {},
    "matched_items": {},
    "order_results": {},
    "updated_orders": {},
    "evaluated_items": {},
    "queue_exhausted": {},
    "evaluated_orders": {},
    "unverified_items": {},
    "evaluation_run_id": {},
    "queue_pages_scanned": {}
  },
  "additionalProperties": true
}
```

---

# Write Sales Order Margin Result

> Perform Write Sales Order Margin Result through Brightree Margin Review.

Source: [https://genhealth.ai/docs/workflows/integrations/brightree-margin-review/brightree_write_sales_order_margin_result](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review/brightree_write_sales_order_margin_result)

Integration: [Brightree Margin Review](https://genhealth.ai/docs/workflows/integrations/brightree-margin-review.md)

- Handler: `brightree_write_sales_order_margin_result`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Brightree Margin Review",
  "params": {
    "dry_run": false
  },
  "handler": "brightree_write_sales_order_margin_result"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_key` — Sales Order Key (expression, required)
  Required literal value or workflow expression.
- `margin_percent` — Margin Percent (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `attempted` — Attempted
- `updated` — Updated
- `sales_order_key` — Sales Order Key
- `verified` — Verified
- `low_profit_margin` — Low Profit Margin
- `margin_percent` — Margin Percent
- `user_3_value` — User 3 Value
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_key"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "margin_percent": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "updated": {},
    "verified": {},
    "attempted": {},
    "user_3_value": {},
    "error_message": {},
    "margin_percent": {},
    "sales_order_key": {},
    "low_profit_margin": {}
  },
  "additionalProperties": true
}
```

---

# CareCentrix integration

> Build workflow automations with 1 public CareCentrix action.

Source: [https://genhealth.ai/docs/workflows/integrations/care-centrix](https://genhealth.ai/docs/workflows/integrations/care-centrix)

## Available actions

1 action. Connection types: carecentrix.

### [Submit Prior Auth](https://genhealth.ai/docs/workflows/integrations/care-centrix/carecentrix_submit_prior_auth.md)

- Handler: `carecentrix_submit_prior_auth`
- Connection type: `carecentrix`
- External effect: `write`
- Inputs: `document_id`, `force`, `headless`, `debug`, `lock_wait_minutes`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `patient_address`, `patient_city`, `patient_state`, `patient_zip`, `patient_county`, `patient_phone`, `patient_gender`, `insurance_payer_name`, `insurance_member_id`, `insurance_group_number`, `insurance_policy_holder_name`, `provider_npi`, `provider_first_name`, `provider_last_name`, `service_date`, `diagnosis_codes`, `diagnosis_codes_replace`, `order_items`, `order_items_replace`
- Outputs: `success`, `status`, `reference_number`, `authorization_number`, `denial_reason`, `approved_units`, `effective_date`, `expiration_date`, `notes`, `issues`, `screenshots`, `duration_ms`, `message`, `failure_category`, `error`

Perform Submit Prior Auth through CareCentrix.

---

# Submit Prior Auth

> Perform Submit Prior Auth through CareCentrix.

Source: [https://genhealth.ai/docs/workflows/integrations/care-centrix/carecentrix_submit_prior_auth](https://genhealth.ai/docs/workflows/integrations/care-centrix/carecentrix_submit_prior_auth)

Integration: [CareCentrix](https://genhealth.ai/docs/workflows/integrations/care-centrix.md)

- Handler: `carecentrix_submit_prior_auth`

- Connection type: `carecentrix`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareCentrix",
  "params": {
    "debug": false,
    "force": false,
    "headless": true,
    "lock_wait_minutes": 15,
    "order_items_replace": false,
    "diagnosis_codes_replace": false
  },
  "handler": "carecentrix_submit_prior_auth"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `false`
- `headless` — Headless (boolean)
  Optional true-or-false value.
  Default: `true`
- `debug` — Debug (boolean)
  Optional true-or-false value.
  Default: `false`
- `lock_wait_minutes` — Lock Wait Minutes (number)
  Optional numeric value.
  Default: `15`
- `patient_first_name` — Patient First Name (expression)
  Optional literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression)
  Optional literal value or workflow expression.
- `patient_date_of_birth` — Patient Date Of Birth (date)
  Optional date in YYYY-MM-DD format.
- `patient_address` — Patient Address (expression)
  Optional literal value or workflow expression.
- `patient_city` — Patient City (expression)
  Optional literal value or workflow expression.
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.
- `patient_zip` — Patient Zip (expression)
  Optional literal value or workflow expression.
- `patient_county` — Patient County (expression)
  Optional literal value or workflow expression.
- `patient_phone` — Patient Phone (expression)
  Optional literal value or workflow expression.
- `patient_gender` — Patient Gender (expression)
  Optional literal value or workflow expression.
- `insurance_payer_name` — Insurance Payer Name (expression)
  Optional literal value or workflow expression.
- `insurance_member_id` — Insurance Member Id (expression)
  Optional literal value or workflow expression.
- `insurance_group_number` — Insurance Group Number (expression)
  Optional literal value or workflow expression.
- `insurance_policy_holder_name` — Insurance Policy Holder Name (expression)
  Optional literal value or workflow expression.
- `provider_npi` — Provider Npi (expression)
  Optional literal value or workflow expression.
- `provider_first_name` — Provider First Name (expression)
  Optional literal value or workflow expression.
- `provider_last_name` — Provider Last Name (expression)
  Optional literal value or workflow expression.
- `service_date` — Service Date (date)
  Optional date in YYYY-MM-DD format.
- `diagnosis_codes` — Diagnosis Codes (repeatable_group)
  Optional list of structured items.
  - `code` — Code (expression, required)
    Required literal value or workflow expression.
- `diagnosis_codes_replace` — Diagnosis Codes Replace (boolean)
  Optional true-or-false value.
  Default: `false`
- `order_items` — Order Items (repeatable_group)
  Optional list of structured items.
  - `hcpcs_code` — Hcpcs Code (expression, required)
    Required literal value or workflow expression.
  - `quantity` — Quantity (number)
    Optional numeric value.
  - `modifier` — Modifier (expression)
    Optional literal value or workflow expression.
  - `start_date` — Start Date (date)
    Optional date in YYYY-MM-DD format.
  - `end_date` — End Date (date)
    Optional date in YYYY-MM-DD format.
- `order_items_replace` — Order Items Replace (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `reference_number` — Reference Number
- `authorization_number` — Authorization Number
- `denial_reason` — Denial Reason
- `approved_units` — Approved Units
- `effective_date` — Effective Date
- `expiration_date` — Expiration Date
- `notes` — Notes
- `issues` — Issues
- `screenshots` — Screenshots
- `duration_ms` — Duration Ms
- `message` — Message
- `failure_category` — Failure Category
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "debug": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "force": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "headless": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_items": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "hcpcs_code"
        ],
        "properties": {
          "end_date": {
            "type": "string",
            "format": "date",
            "description": "Optional date in YYYY-MM-DD format.",
            "x-workflow-field-type": "date"
          },
          "modifier": {
            "description": "Optional literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "quantity": {
            "type": "number",
            "description": "Optional numeric value.",
            "x-workflow-field-type": "number"
          },
          "hcpcs_code": {
            "description": "Required literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "start_date": {
            "type": "string",
            "format": "date",
            "description": "Optional date in YYYY-MM-DD format.",
            "x-workflow-field-type": "date"
          }
        },
        "additionalProperties": false
      },
      "description": "Optional list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "patient_zip": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_county": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_gender": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "code"
        ],
        "properties": {
          "code": {
            "description": "Required literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          }
        },
        "additionalProperties": false
      },
      "description": "Optional list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "patient_address": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lock_wait_minutes": {
      "type": "number",
      "default": 15,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_items_replace": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "provider_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_date_of_birth": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "insurance_group_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes_replace": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "insurance_policy_holder_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "notes": {},
    "issues": {},
    "status": {},
    "message": {},
    "success": {},
    "duration_ms": {},
    "screenshots": {},
    "denial_reason": {},
    "approved_units": {},
    "effective_date": {},
    "expiration_date": {},
    "failure_category": {},
    "reference_number": {},
    "authorization_number": {}
  },
  "additionalProperties": true
}
```

---

# CareLink integration

> Build workflow automations with 10 public CareLink actions.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link](https://genhealth.ai/docs/workflows/integrations/care-link)

## Available actions

10 actions. Connection types: epic_carelink.

### [Accept and Poll Service Requests](https://genhealth.ai/docs/workflows/integrations/care-link/epic_poll_service_requests.md)

- Handler: `epic_poll_service_requests`
- Connection type: `epic_carelink`
- External effect: `write`
- Inputs: `max_pages`, `max_requests`
- Outputs: `success`, `outcome`, `pages_read`, `requests_listed`, `duplicates_removed`, `skipped_missing_external_id`, `deferred_count`, `accepted_count`, `already_accepted_count`, `accept_unowned_count`, `accept_not_offered_count`, `accept_unsupported_disposition_count`, `accept_indeterminate_count`, `failure_category`, `accept_failure_count`, `accept_deferred_count`, `staged_complete_count`, `staged_partial_count`, `preserved_packet_count`, `reservation_unavailable_count`, `prioritized_retry_count`, `pending_attachment_count`, `healed_packet_count`, `attachment_download_count`, `attachment_browser_page_count`, `attachment_current_frame_pdf_count`, `attachment_portal_popup_count`, `retryable_failure_count`, `error`

Perform Accept and Poll Service Requests through CareLink.

### [Check CareLink Attachments Ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_attachments_ready.md)

- Handler: `carelink_check_attachments_ready`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `ready`, `review_required`, `completeness`, `error`, `failure_category`

Perform Check CareLink Attachments Ready through CareLink.

### [Check CareLink Demographics Ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_demographics_ready.md)

- Handler: `carelink_check_demographics_ready`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `ready`, `review_required`, `missing_fields`, `missing_field_count`, `error`, `failure_category`

Perform Check CareLink Demographics Ready through CareLink.

### [Check CareLink Order Ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_order_ready.md)

- Handler: `carelink_check_order_ready`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `ready`, `review_required`, `missing_fields`, `missing_field_count`, `order_count`, `write_valid_order_count`, `error`, `failure_category`

Perform Check CareLink Order Ready through CareLink.

### [Check CareLink Patient Write Ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_patient_write_ready.md)

- Handler: `carelink_check_patient_write_ready`

- External effect: `write`
- Inputs: `document_id`, `patient_exists`
- Outputs: `success`, `ready`, `review_required`, `missing_fields`, `missing_field_count`, `error`, `failure_category`

Perform Check CareLink Patient Write Ready through CareLink.

### [Claim Service Requests](https://genhealth.ai/docs/workflows/integrations/care-link/accept_and_claim_carelink_service_requests.md)

- Handler: `accept_and_claim_carelink_service_requests`
- Connection type: `epic_carelink`
- External effect: `write`
- Inputs: `max_pages`, `stage_packets`, `max_requests`
- Outputs: `success`, `requests_listed`, `accepted_count`, `already_accepted_count`, `accept_unowned_count`, `accept_not_offered_count`, `accept_indeterminate_count`, `failure_category`, `accept_failure_count`, `accept_deferred_count`, `staged_complete_count`, `staged_partial_count`, `preserved_packet_count`, `reservation_unavailable_count`, `retryable_failure_count`, `error`

Perform Claim Service Requests through CareLink.

### [Finalize Referral](https://genhealth.ai/docs/workflows/integrations/care-link/finalize_carelink_referral.md)

- Handler: `finalize_carelink_referral`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `state`

Perform Finalize Referral through CareLink.

### [Reserve and Stage Referrals](https://genhealth.ai/docs/workflows/integrations/care-link/reserve_and_stage_carelink_referrals.md)

- Handler: `reserve_and_stage_carelink_referrals`
- Connection type: `epic_carelink`
- External effect: `write`
- Inputs: `max_pages`, `max_requests`
- Outputs: `document_ids`, `count`, `requests_listed`, `owned_count`, `reserved_count`, `reservation_unavailable_count`, `staged_count`, `completed_count`, `review_count`, `retryable_failure_count`, `contended`

Perform Reserve and Stage Referrals through CareLink.

### [Retrieve Chart](https://genhealth.ai/docs/workflows/integrations/care-link/epic_carelink_retrieve_chart.md)

- Handler: `epic_carelink_retrieve_chart`

- External effect: `write`
- Inputs: `account`, `patient_first_name`, `patient_last_name`, `patient_dob`, `patient_gender`, `order_type`, `persist_documents`, `show_document_in_inbox`
- Outputs: `success`, `status`, `account`, `patient_found`, `mrn`, `duration_seconds`, `document_id`, `document_status`, `demographics_document_id`, `error_message`, `error`

Perform Retrieve Chart through CareLink.

### [Retry Reviewed Referral](https://genhealth.ai/docs/workflows/integrations/care-link/retry_carelink_review_referral.md)

- Handler: `retry_carelink_review_referral`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `document_ids`, `count`, `requests_listed`, `owned_count`, `reserved_count`, `reservation_unavailable_count`, `staged_count`, `completed_count`, `review_count`, `retryable_failure_count`, `contended`

Perform Retry Reviewed Referral through CareLink.

---

# Accept and Poll Service Requests

> Perform Accept and Poll Service Requests through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/epic_poll_service_requests](https://genhealth.ai/docs/workflows/integrations/care-link/epic_poll_service_requests)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `epic_poll_service_requests`

- Connection type: `epic_carelink`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {
    "max_pages": 50,
    "max_requests": 40
  },
  "handler": "epic_poll_service_requests"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `max_pages` — Max Pages (number, required)
  Required numeric value.
  Default: `50`
- `max_requests` — Max Requests (number, required)
  Required numeric value.
  Default: `40`

## Outputs

- `success` — Success
- `outcome` — Outcome
- `pages_read` — Pages Read
- `requests_listed` — Requests Listed
- `duplicates_removed` — Duplicates Removed
- `skipped_missing_external_id` — Skipped Missing External Id
- `deferred_count` — Deferred Count
- `accepted_count` — Accepted Count
- `already_accepted_count` — Already Accepted Count
- `accept_unowned_count` — Accept Unowned Count
- `accept_not_offered_count` — Accept Not Offered Count
- `accept_unsupported_disposition_count` — Accept Unsupported Disposition Count
- `accept_indeterminate_count` — Accept Indeterminate Count
- `failure_category` — Failure Category
- `accept_failure_count` — Accept Failure Count
- `accept_deferred_count` — Accept Deferred Count
- `staged_complete_count` — Staged Complete Count
- `staged_partial_count` — Staged Partial Count
- `preserved_packet_count` — Preserved Packet Count
- `reservation_unavailable_count` — Reservation Unavailable Count
- `prioritized_retry_count` — Prioritized Retry Count
- `pending_attachment_count` — Pending Attachment Count
- `healed_packet_count` — Healed Packet Count
- `attachment_download_count` — Attachment Download Count
- `attachment_browser_page_count` — Attachment Browser Page Count
- `attachment_current_frame_pdf_count` — Attachment Current Frame Pdf Count
- `attachment_portal_popup_count` — Attachment Portal Popup Count
- `retryable_failure_count` — Retryable Failure Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "max_pages",
    "max_requests"
  ],
  "properties": {
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_requests": {
      "type": "number",
      "default": 40,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "outcome": {},
    "success": {},
    "pages_read": {},
    "accepted_count": {},
    "deferred_count": {},
    "requests_listed": {},
    "failure_category": {},
    "duplicates_removed": {},
    "healed_packet_count": {},
    "accept_failure_count": {},
    "accept_unowned_count": {},
    "staged_partial_count": {},
    "accept_deferred_count": {},
    "staged_complete_count": {},
    "already_accepted_count": {},
    "preserved_packet_count": {},
    "prioritized_retry_count": {},
    "retryable_failure_count": {},
    "accept_not_offered_count": {},
    "pending_attachment_count": {},
    "attachment_download_count": {},
    "accept_indeterminate_count": {},
    "skipped_missing_external_id": {},
    "attachment_browser_page_count": {},
    "attachment_portal_popup_count": {},
    "reservation_unavailable_count": {},
    "attachment_current_frame_pdf_count": {},
    "accept_unsupported_disposition_count": {}
  },
  "additionalProperties": true
}
```

---

# Check CareLink Attachments Ready

> Perform Check CareLink Attachments Ready through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_attachments_ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_attachments_ready)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `carelink_check_attachments_ready`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {},
  "handler": "carelink_check_attachments_ready"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `ready` — Ready
- `review_required` — Review Required
- `completeness` — Completeness
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "ready": {},
    "success": {},
    "completeness": {},
    "review_required": {},
    "failure_category": {}
  },
  "additionalProperties": true
}
```

---

# Check CareLink Demographics Ready

> Perform Check CareLink Demographics Ready through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_demographics_ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_demographics_ready)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `carelink_check_demographics_ready`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {},
  "handler": "carelink_check_demographics_ready"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `ready` — Ready
- `review_required` — Review Required
- `missing_fields` — Missing Fields
- `missing_field_count` — Missing Field Count
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "ready": {},
    "success": {},
    "missing_fields": {},
    "review_required": {},
    "failure_category": {},
    "missing_field_count": {}
  },
  "additionalProperties": true
}
```

---

# Check CareLink Order Ready

> Perform Check CareLink Order Ready through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_order_ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_order_ready)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `carelink_check_order_ready`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {},
  "handler": "carelink_check_order_ready"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `ready` — Ready
- `review_required` — Review Required
- `missing_fields` — Missing Fields
- `missing_field_count` — Missing Field Count
- `order_count` — Order Count
- `write_valid_order_count` — Write Valid Order Count
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "ready": {},
    "success": {},
    "order_count": {},
    "missing_fields": {},
    "review_required": {},
    "failure_category": {},
    "missing_field_count": {},
    "write_valid_order_count": {}
  },
  "additionalProperties": true
}
```

---

# Check CareLink Patient Write Ready

> Perform Check CareLink Patient Write Ready through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_patient_write_ready](https://genhealth.ai/docs/workflows/integrations/care-link/carelink_check_patient_write_ready)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `carelink_check_patient_write_ready`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {},
  "handler": "carelink_check_patient_write_ready"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_exists` — Patient Exists (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `ready` — Ready
- `review_required` — Review Required
- `missing_fields` — Missing Fields
- `missing_field_count` — Missing Field Count
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_exists"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_exists": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "ready": {},
    "success": {},
    "missing_fields": {},
    "review_required": {},
    "failure_category": {},
    "missing_field_count": {}
  },
  "additionalProperties": true
}
```

---

# Claim Service Requests

> Perform Claim Service Requests through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/accept_and_claim_carelink_service_requests](https://genhealth.ai/docs/workflows/integrations/care-link/accept_and_claim_carelink_service_requests)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `accept_and_claim_carelink_service_requests`

- Connection type: `epic_carelink`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {
    "max_pages": 50,
    "max_requests": 1,
    "stage_packets": false
  },
  "handler": "accept_and_claim_carelink_service_requests"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`
- `stage_packets` — Stage Packets (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_requests` — Max Requests (number)
  Optional numeric value.
  Default: `1`

## Outputs

- `success` — Success
- `requests_listed` — Requests Listed
- `accepted_count` — Accepted Count
- `already_accepted_count` — Already Accepted Count
- `accept_unowned_count` — Accept Unowned Count
- `accept_not_offered_count` — Accept Not Offered Count
- `accept_indeterminate_count` — Accept Indeterminate Count
- `failure_category` — Failure Category
- `accept_failure_count` — Accept Failure Count
- `accept_deferred_count` — Accept Deferred Count
- `staged_complete_count` — Staged Complete Count
- `staged_partial_count` — Staged Partial Count
- `preserved_packet_count` — Preserved Packet Count
- `reservation_unavailable_count` — Reservation Unavailable Count
- `retryable_failure_count` — Retryable Failure Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_requests": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "stage_packets": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "accepted_count": {},
    "requests_listed": {},
    "failure_category": {},
    "accept_failure_count": {},
    "accept_unowned_count": {},
    "staged_partial_count": {},
    "accept_deferred_count": {},
    "staged_complete_count": {},
    "already_accepted_count": {},
    "preserved_packet_count": {},
    "retryable_failure_count": {},
    "accept_not_offered_count": {},
    "accept_indeterminate_count": {},
    "reservation_unavailable_count": {}
  },
  "additionalProperties": true
}
```

---

# Finalize Referral

> Perform Finalize Referral through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/finalize_carelink_referral](https://genhealth.ai/docs/workflows/integrations/care-link/finalize_carelink_referral)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `finalize_carelink_referral`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {},
  "handler": "finalize_carelink_referral"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `state` — State

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "state": {}
  },
  "additionalProperties": true
}
```

---

# Reserve and Stage Referrals

> Perform Reserve and Stage Referrals through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/reserve_and_stage_carelink_referrals](https://genhealth.ai/docs/workflows/integrations/care-link/reserve_and_stage_carelink_referrals)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `reserve_and_stage_carelink_referrals`

- Connection type: `epic_carelink`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {
    "max_pages": 50,
    "max_requests": 1
  },
  "handler": "reserve_and_stage_carelink_referrals"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`
- `max_requests` — Max Requests (number)
  Optional numeric value.
  Default: `1`

## Outputs

- `document_ids` — Document Ids
- `count` — Count
- `requests_listed` — Requests Listed
- `owned_count` — Owned Count
- `reserved_count` — Reserved Count
- `reservation_unavailable_count` — Reservation Unavailable Count
- `staged_count` — Staged Count
- `completed_count` — Completed Count
- `review_count` — Review Count
- `retryable_failure_count` — Retryable Failure Count
- `contended` — Contended

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_requests": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "contended": {},
    "owned_count": {},
    "document_ids": {},
    "review_count": {},
    "staged_count": {},
    "reserved_count": {},
    "completed_count": {},
    "requests_listed": {},
    "retryable_failure_count": {},
    "reservation_unavailable_count": {}
  },
  "additionalProperties": true
}
```

---

# Retrieve Chart

> Perform Retrieve Chart through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/epic_carelink_retrieve_chart](https://genhealth.ai/docs/workflows/integrations/care-link/epic_carelink_retrieve_chart)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `epic_carelink_retrieve_chart`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {
    "persist_documents": true,
    "show_document_in_inbox": false
  },
  "handler": "epic_carelink_retrieve_chart"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account` — Account (select, required)
  Required selected identifier or value.
  Options: UNC CareLink ("unc"), Atrium Health CareLink ("atrium"), Cone Health CareLink ("cone")
- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `patient_dob` — Patient Dob (expression, required)
  Required literal value or workflow expression.
- `patient_gender` — Patient Gender (expression, required)
  Required literal value or workflow expression.
- `order_type` — Order Type (expression)
  Optional literal value or workflow expression.
- `persist_documents` — Persist Documents (boolean)
  Optional true-or-false value.
  Default: `true`
- `show_document_in_inbox` — Show Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `account` — Account
- `patient_found` — Patient Found
- `mrn` — Mrn
- `duration_seconds` — Duration Seconds
- `document_id` — Document Id
- `document_status` — Document Status
- `demographics_document_id` — Demographics Document Id
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "account",
    "patient_first_name",
    "patient_last_name",
    "patient_dob",
    "patient_gender"
  ],
  "properties": {
    "account": {
      "enum": [
        "unc",
        "atrium",
        "cone"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "order_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_dob": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_gender": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "persist_documents": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "show_document_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mrn": {},
    "error": {},
    "status": {},
    "account": {},
    "success": {},
    "document_id": {},
    "error_message": {},
    "patient_found": {},
    "document_status": {},
    "duration_seconds": {},
    "demographics_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Retry Reviewed Referral

> Perform Retry Reviewed Referral through CareLink.

Source: [https://genhealth.ai/docs/workflows/integrations/care-link/retry_carelink_review_referral](https://genhealth.ai/docs/workflows/integrations/care-link/retry_carelink_review_referral)

Integration: [CareLink](https://genhealth.ai/docs/workflows/integrations/care-link.md)

- Handler: `retry_carelink_review_referral`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareLink",
  "params": {},
  "handler": "retry_carelink_review_referral"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `document_ids` — Document Ids
- `count` — Count
- `requests_listed` — Requests Listed
- `owned_count` — Owned Count
- `reserved_count` — Reserved Count
- `reservation_unavailable_count` — Reservation Unavailable Count
- `staged_count` — Staged Count
- `completed_count` — Completed Count
- `review_count` — Review Count
- `retryable_failure_count` — Retryable Failure Count
- `contended` — Contended

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "contended": {},
    "owned_count": {},
    "document_ids": {},
    "review_count": {},
    "staged_count": {},
    "reserved_count": {},
    "completed_count": {},
    "requests_listed": {},
    "retryable_failure_count": {},
    "reservation_unavailable_count": {}
  },
  "additionalProperties": true
}
```

---

# Carelon integration

> Build workflow automations with 2 public Carelon actions.

Source: [https://genhealth.ai/docs/workflows/integrations/carelon](https://genhealth.ai/docs/workflows/integrations/carelon)

## Available actions

2 actions. Connection types: carelon.

### [Prepare Prior Auth Preview](https://genhealth.ai/docs/workflows/integrations/carelon/carelon_preview_prior_auth.md)

- Handler: `carelon_preview_prior_auth`
- Connection type: `carelon`
- External effect: `write`
- Inputs: `first_name`, `source_order_id`, `recovery_order_id`, `last_name`, `member_number`, `date_of_birth`, `date_of_service`, `cpt_code`, `icd_code`, `solution_card_id`, `ordering_npi`, `ordering_document_practice`, `ordering_practice_match_prompt`, `ordering_state`, `ordering_match`, `substitute_missing_ordering_provider`, `servicing_npi`, `servicing_state`, `servicing_match`, `servicing_fallback_state`, `servicing_fallback_match`, `phone_type`, `phone`, `document_ids`, `supplied_answers`
- Outputs: `success`, `failure_category`, `outcome`, `dry_run`, `is_authorized`, `retryable`, `manual_review`, `unanswered_question_id`, `unanswered_question_text`, `unanswered_question_kind`, `unanswered_question_options`, `unanswered_question_exclusive_options`, `answered_question_count`, `answer_trail`, `configured_answer_count`, `supplied_answer_count`, `derived_answer_count`, `lowest_derived_confidence`, `clinical_outcomes`, `provider_substitution`, `servicing_location_substitution`, `substituted_ordering_npi`, `substituted_ordering_taxonomy_code`, `substituted_ordering_taxonomy_description`, `route`, `portal_message`, `provider_resolution_reason`, `error`

Perform Prepare Prior Auth Preview through Carelon.

### [Process HST Prior Authorization Patient](https://genhealth.ai/docs/workflows/integrations/carelon/carelon_process_hst_prior_auth_patient.md)

- Handler: `carelon_process_hst_prior_auth_patient`

- External effect: `write`
- Inputs: `patient_item`
- Outputs: `success`, `error`, `failure_category`, `status`, `reason_codes`, `candidate`, `review_note_written`, `completion_tag_repaired`, `authorization_confirmed`, `patient_id`, `carelon_order_id`, `outcome`, `operator_action`, `dry_run`, `is_authorized`, `retryable`, `manual_review`, `observed_health_plan`, `submission_status`, `valid_from`, `valid_through`, `authorized_note_written`, `unanswered_question_id`, `unanswered_question_text`, `unanswered_question_kind`, `unanswered_question_options`, `unanswered_question_exclusive_options`, `answered_question_count`, `configured_answer_count`, `supplied_answer_count`, `derived_answer_count`, `lowest_derived_confidence`, `clinical_outcomes`, `provider_substitution`, `substituted_ordering_npi`, `substituted_ordering_taxonomy_code`, `substituted_ordering_taxonomy_description`, `route`, `portal_message`, `provider_resolution_reason`, `is_bcbs`

Perform Process HST Prior Authorization Patient through Carelon.

---

# Prepare Prior Auth Preview

> Perform Prepare Prior Auth Preview through Carelon.

Source: [https://genhealth.ai/docs/workflows/integrations/carelon/carelon_preview_prior_auth](https://genhealth.ai/docs/workflows/integrations/carelon/carelon_preview_prior_auth)

Integration: [Carelon](https://genhealth.ai/docs/workflows/integrations/carelon.md)

- Handler: `carelon_preview_prior_auth`

- Connection type: `carelon`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Carelon",
  "params": {
    "substitute_missing_ordering_provider": false
  },
  "handler": "carelon_preview_prior_auth"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `source_order_id` — Source Order Id (expression, required)
  Required literal value or workflow expression.
- `recovery_order_id` — Recovery Order Id (expression)
  Optional literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `member_number` — Member Number (expression, required)
  Required literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression, required)
  Required literal value or workflow expression.
- `date_of_service` — Date Of Service (expression, required)
  Required literal value or workflow expression.
- `cpt_code` — Cpt Code (expression, required)
  Required literal value or workflow expression.
- `icd_code` — Icd Code (expression, required)
  Required literal value or workflow expression.
- `solution_card_id` — Solution Card Id (expression, required)
  Required literal value or workflow expression.
- `ordering_npi` — Ordering Npi (expression, required)
  Required literal value or workflow expression.
- `ordering_document_practice` — Ordering Document Practice (json)
  Optional JSON value.
- `ordering_practice_match_prompt` — Ordering Practice Match Prompt (textarea)
  Optional text value.
- `ordering_state` — Ordering State (expression)
  Optional literal value or workflow expression.
- `ordering_match` — Ordering Match (expression)
  Optional literal value or workflow expression.
- `substitute_missing_ordering_provider` — Substitute Missing Ordering Provider (boolean)
  Optional true-or-false value.
  Default: `false`
- `servicing_npi` — Servicing Npi (expression, required)
  Required literal value or workflow expression.
- `servicing_state` — Servicing State (expression)
  Optional literal value or workflow expression.
- `servicing_match` — Servicing Match (expression)
  Optional literal value or workflow expression.
- `servicing_fallback_state` — Servicing Fallback State (expression)
  Optional literal value or workflow expression.
- `servicing_fallback_match` — Servicing Fallback Match (expression)
  Optional literal value or workflow expression.
- `phone_type` — Phone Type (expression)
  Optional literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `document_ids` — Document Ids (expression)
  Optional literal value or workflow expression.
- `supplied_answers` — Supplied Answers (repeatable_group)
  Optional list of structured items.
  - `question_text` — Question Text (expression, required)
    Required literal value or workflow expression.
  - `kind` — Kind (select, required)
    Required selected identifier or value.
    Options: Single choice ("single_choice"), Multi-select ("multi_select"), Value entry ("value_entry")
  - `expected_options` — Expected Options (expression)
    Optional literal value or workflow expression.
  - `select` — Select (expression)
    Optional literal value or workflow expression.
  - `value` — Value (expression)
    Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `failure_category` — Failure Category
- `outcome` — Outcome
- `dry_run` — Dry Run
- `is_authorized` — Is Authorized
- `retryable` — Retryable
- `manual_review` — Manual Review
- `unanswered_question_id` — Unanswered Question Id
- `unanswered_question_text` — Unanswered Question Text
- `unanswered_question_kind` — Unanswered Question Kind
- `unanswered_question_options` — Unanswered Question Options
- `unanswered_question_exclusive_options` — Unanswered Question Exclusive Options
- `answered_question_count` — Answered Question Count
- `answer_trail` — Answer Trail
- `configured_answer_count` — Configured Answer Count
- `supplied_answer_count` — Supplied Answer Count
- `derived_answer_count` — Derived Answer Count
- `lowest_derived_confidence` — Lowest Derived Confidence
- `clinical_outcomes` — Clinical Outcomes
- `provider_substitution` — Provider Substitution
- `servicing_location_substitution` — Servicing Location Substitution
- `substituted_ordering_npi` — Substituted Ordering Npi
- `substituted_ordering_taxonomy_code` — Substituted Ordering Taxonomy Code
- `substituted_ordering_taxonomy_description` — Substituted Ordering Taxonomy Description
- `route` — Route
- `portal_message` — Portal Message
- `provider_resolution_reason` — Provider Resolution Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "first_name",
    "source_order_id",
    "last_name",
    "member_number",
    "date_of_birth",
    "date_of_service",
    "cpt_code",
    "icd_code",
    "solution_card_id",
    "ordering_npi",
    "servicing_npi"
  ],
  "properties": {
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cpt_code": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "icd_code": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_npi": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_number": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "servicing_npi": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_match": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_service": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "servicing_match": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "servicing_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "solution_card_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplied_answers": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "question_text",
          "kind"
        ],
        "properties": {
          "kind": {
            "enum": [
              "single_choice",
              "multi_select",
              "value_entry"
            ],
            "type": "string",
            "description": "Required selected identifier or value.",
            "x-workflow-field-type": "select"
          },
          "value": {
            "description": "Optional literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "select": {
            "description": "Optional literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "question_text": {
            "description": "Required literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "expected_options": {
            "description": "Optional literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          }
        },
        "additionalProperties": false
      },
      "description": "Optional list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "recovery_order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "servicing_fallback_match": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "servicing_fallback_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_document_practice": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "ordering_practice_match_prompt": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "substitute_missing_ordering_provider": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "route": {},
    "dry_run": {},
    "outcome": {},
    "success": {},
    "retryable": {},
    "answer_trail": {},
    "is_authorized": {},
    "manual_review": {},
    "portal_message": {},
    "failure_category": {},
    "clinical_outcomes": {},
    "derived_answer_count": {},
    "provider_substitution": {},
    "supplied_answer_count": {},
    "unanswered_question_id": {},
    "answered_question_count": {},
    "configured_answer_count": {},
    "substituted_ordering_npi": {},
    "unanswered_question_kind": {},
    "unanswered_question_text": {},
    "lowest_derived_confidence": {},
    "provider_resolution_reason": {},
    "unanswered_question_options": {},
    "servicing_location_substitution": {},
    "substituted_ordering_taxonomy_code": {},
    "unanswered_question_exclusive_options": {},
    "substituted_ordering_taxonomy_description": {}
  },
  "additionalProperties": true
}
```

---

# Process HST Prior Authorization Patient

> Perform Process HST Prior Authorization Patient through Carelon.

Source: [https://genhealth.ai/docs/workflows/integrations/carelon/carelon_process_hst_prior_auth_patient](https://genhealth.ai/docs/workflows/integrations/carelon/carelon_process_hst_prior_auth_patient)

Integration: [Carelon](https://genhealth.ai/docs/workflows/integrations/carelon.md)

- Handler: `carelon_process_hst_prior_auth_patient`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Carelon",
  "params": {},
  "handler": "carelon_process_hst_prior_auth_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_item` — Patient Item (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `status` — Status
- `reason_codes` — Reason Codes
- `candidate` — Candidate
- `review_note_written` — Review Note Written
- `completion_tag_repaired` — Completion Tag Repaired
- `authorization_confirmed` — Authorization Confirmed
- `patient_id` — Patient Id
- `carelon_order_id` — Carelon Order Id
- `outcome` — Outcome
- `operator_action` — Operator Action
- `dry_run` — Dry Run
- `is_authorized` — Is Authorized
- `retryable` — Retryable
- `manual_review` — Manual Review
- `observed_health_plan` — Observed Health Plan
- `submission_status` — Submission Status
- `valid_from` — Valid From
- `valid_through` — Valid Through
- `authorized_note_written` — Authorized Note Written
- `unanswered_question_id` — Unanswered Question Id
- `unanswered_question_text` — Unanswered Question Text
- `unanswered_question_kind` — Unanswered Question Kind
- `unanswered_question_options` — Unanswered Question Options
- `unanswered_question_exclusive_options` — Unanswered Question Exclusive Options
- `answered_question_count` — Answered Question Count
- `configured_answer_count` — Configured Answer Count
- `supplied_answer_count` — Supplied Answer Count
- `derived_answer_count` — Derived Answer Count
- `lowest_derived_confidence` — Lowest Derived Confidence
- `clinical_outcomes` — Clinical Outcomes
- `provider_substitution` — Provider Substitution
- `substituted_ordering_npi` — Substituted Ordering Npi
- `substituted_ordering_taxonomy_code` — Substituted Ordering Taxonomy Code
- `substituted_ordering_taxonomy_description` — Substituted Ordering Taxonomy Description
- `route` — Route
- `portal_message` — Portal Message
- `provider_resolution_reason` — Provider Resolution Reason
- `is_bcbs` — Is Bcbs

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_item"
  ],
  "properties": {
    "patient_item": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "route": {},
    "status": {},
    "dry_run": {},
    "is_bcbs": {},
    "outcome": {},
    "success": {},
    "candidate": {},
    "retryable": {},
    "patient_id": {},
    "valid_from": {},
    "reason_codes": {},
    "is_authorized": {},
    "manual_review": {},
    "valid_through": {},
    "portal_message": {},
    "operator_action": {},
    "carelon_order_id": {},
    "failure_category": {},
    "clinical_outcomes": {},
    "submission_status": {},
    "review_note_written": {},
    "derived_answer_count": {},
    "observed_health_plan": {},
    "provider_substitution": {},
    "supplied_answer_count": {},
    "unanswered_question_id": {},
    "answered_question_count": {},
    "authorization_confirmed": {},
    "authorized_note_written": {},
    "completion_tag_repaired": {},
    "configured_answer_count": {},
    "substituted_ordering_npi": {},
    "unanswered_question_kind": {},
    "unanswered_question_text": {},
    "lowest_derived_confidence": {},
    "provider_resolution_reason": {},
    "unanswered_question_options": {},
    "substituted_ordering_taxonomy_code": {},
    "unanswered_question_exclusive_options": {},
    "substituted_ordering_taxonomy_description": {}
  },
  "additionalProperties": true
}
```

---

# Carelon Post Acute integration

> Build workflow automations with 3 public Carelon Post Acute actions.

Source: [https://genhealth.ai/docs/workflows/integrations/carelon-post-acute](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute)

## Available actions

3 actions. Connection types: carelon_post_acute.

### [Login](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_login.md)

- Handler: `carelon_post_acute_login`
- Connection type: `carelon_post_acute`
- External effect: `write`

- Outputs: `success`, `authenticated`, `landing_path`, `failure_category`, `error`

Perform Login through Carelon Post Acute.

### [Prepare Authorization or Check Saved Draft](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_prepare_authorization.md)

- Handler: `carelon_post_acute_prepare_authorization`
- Connection type: `carelon_post_acute`
- External effect: `write`
- Inputs: `payer_id`, `patient_id`, `claim_id`, `check_only`, `source_fingerprint`, `persisted_documents`, `order_id`, `insurance_id`, `configuration`, `mode`
- Outputs: `success`, `outcome`, `ready_for_documents`, `payer_id`, `source_fingerprint`, `excluded_products`, `omitted_diagnosis_count`, `document_ids`, `packet_selection_status`, `http_status`, `failure_category`, `failure_stage`, `exception_type`, `code_location`, `authorization_id`, `observed_status`, `missing_document_reasons`, `provider_review_reasons`, `authorization_verified`, `questionnaire_verified`, `attachments_verified`, `attachments_retained`, `reason_code`, `error`, `outcome_category`

Perform Prepare Authorization or Check Saved Draft through Carelon Post Acute.

### [Validate Workflow Configuration](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_validate_configuration.md)

- Handler: `carelon_post_acute_validate_configuration`
- Connection type: `carelon_post_acute`
- External effect: `write`
- Inputs: `configuration`, `exclude_tag_names`
- Outputs: `success`, `error`, `configuration`, `trigger_tag`, `payer_name`, `exclude_tag_names`

Perform Validate Workflow Configuration through Carelon Post Acute.

---

# Login

> Perform Login through Carelon Post Acute.

Source: [https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_login](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_login)

Integration: [Carelon Post Acute](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute.md)

- Handler: `carelon_post_acute_login`

- Connection type: `carelon_post_acute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Carelon Post Acute",
  "params": {},
  "handler": "carelon_post_acute_login"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `authenticated` — Authenticated
- `landing_path` — Landing Path
- `failure_category` — Failure Category
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "landing_path": {},
    "authenticated": {},
    "failure_category": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Authorization or Check Saved Draft

> Perform Prepare Authorization or Check Saved Draft through Carelon Post Acute.

Source: [https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_prepare_authorization](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_prepare_authorization)

Integration: [Carelon Post Acute](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute.md)

- Handler: `carelon_post_acute_prepare_authorization`

- Connection type: `carelon_post_acute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Carelon Post Acute",
  "params": {
    "mode": "draft_only",
    "check_only": false
  },
  "handler": "carelon_post_acute_prepare_authorization"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `payer_id` — Payer Id (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `claim_id` — Claim Id (text)
  Optional text value.
- `check_only` — Check Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `source_fingerprint` — Source Fingerprint (text)
  Optional text value.
- `persisted_documents` — Persisted Documents (json)
  Optional JSON value.
- `order_id` — Order Id (text, required)
  Required text value.
- `insurance_id` — Insurance Id (text, required)
  Required text value.
- `configuration` — Configuration (json, required)
  Required JSON value.
- `mode` — Mode (select)
  Optional selected identifier or value.
  Default: `"draft_only"`
  Options: Draft only ("draft_only"), Submit when ready ("submit_when_ready")

## Outputs

- `success` — Success
- `outcome` — Outcome
- `ready_for_documents` — Ready For Documents
- `payer_id` — Payer Id
- `source_fingerprint` — Source Fingerprint
- `excluded_products` — Excluded Products
- `omitted_diagnosis_count` — Omitted Diagnosis Count
- `document_ids` — Document Ids
- `packet_selection_status` — Packet Selection Status
- `http_status` — Http Status
- `failure_category` — Failure Category
- `failure_stage` — Failure Stage
- `exception_type` — Exception Type
- `code_location` — Code Location
- `authorization_id` — Authorization Id
- `observed_status` — Observed Status
- `missing_document_reasons` — Missing Document Reasons
- `provider_review_reasons` — Provider Review Reasons
- `authorization_verified` — Authorization Verified
- `questionnaire_verified` — Questionnaire Verified
- `attachments_verified` — Attachments Verified
- `attachments_retained` — Attachments Retained
- `reason_code` — Reason Code
- `error` — Error
- `outcome_category` — Outcome Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "insurance_id",
    "configuration"
  ],
  "properties": {
    "mode": {
      "enum": [
        "draft_only",
        "submit_when_ready"
      ],
      "type": "string",
      "default": "draft_only",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "claim_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "payer_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "check_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "insurance_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "configuration": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_fingerprint": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "persisted_documents": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "outcome": {},
    "success": {},
    "payer_id": {},
    "http_status": {},
    "reason_code": {},
    "document_ids": {},
    "code_location": {},
    "failure_stage": {},
    "exception_type": {},
    "observed_status": {},
    "authorization_id": {},
    "failure_category": {},
    "outcome_category": {},
    "excluded_products": {},
    "source_fingerprint": {},
    "ready_for_documents": {},
    "attachments_retained": {},
    "attachments_verified": {},
    "authorization_verified": {},
    "questionnaire_verified": {},
    "omitted_diagnosis_count": {},
    "packet_selection_status": {},
    "provider_review_reasons": {},
    "missing_document_reasons": {}
  },
  "additionalProperties": true
}
```

---

# Validate Workflow Configuration

> Perform Validate Workflow Configuration through Carelon Post Acute.

Source: [https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_validate_configuration](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute/carelon_post_acute_validate_configuration)

Integration: [Carelon Post Acute](https://genhealth.ai/docs/workflows/integrations/carelon-post-acute.md)

- Handler: `carelon_post_acute_validate_configuration`

- Connection type: `carelon_post_acute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Carelon Post Acute",
  "params": {},
  "handler": "carelon_post_acute_validate_configuration"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `configuration` — Configuration (json, required)
  Required JSON value.
- `exclude_tag_names` — Exclude Tag Names (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `error` — Error
- `configuration` — Configuration
- `trigger_tag` — Trigger Tag
- `payer_name` — Payer Name
- `exclude_tag_names` — Exclude Tag Names

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "configuration",
    "exclude_tag_names"
  ],
  "properties": {
    "configuration": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "exclude_tag_names": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "payer_name": {},
    "trigger_tag": {},
    "configuration": {},
    "exclude_tag_names": {}
  },
  "additionalProperties": true
}
```

---

# CareWebQI integration

> Build workflow automations with 5 public CareWebQI actions.

Source: [https://genhealth.ai/docs/workflows/integrations/care-web-qi](https://genhealth.ai/docs/workflows/integrations/care-web-qi)

## Available actions

5 actions. Connection types: carewebqi.

### [Add Episode Note](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_add_episode_note.md)

- Handler: `carewebqi_add_episode_note`
- Connection type: `carewebqi`
- External effect: `write`
- Inputs: `episode_id`, `subject`, `note_text`, `include_discharged`
- Outputs: `success`, `saved`, `exited`, `episode_id`, `subject`, `subject_code`, `note_updated_at`, `note_author`, `error`

Perform Add Episode Note through CareWebQI.

### [Add Task to Episode](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_add_task.md)

- Handler: `carewebqi_add_task`
- Connection type: `carewebqi`
- External effect: `write`
- Inputs: `episode_id`, `subject`, `due_date`, `task_type`, `priority`, `status`, `assignee`, `start_time`, `end_time`, `time_spent`, `note`, `include_discharged`
- Outputs: `success`, `saved`, `episode_id`, `subject`, `task_type`, `priority`, `status`, `due_date`, `start_time`, `end_time`, `time_spent`, `assignee`, `note_added`, `episode_exited`, `error`

Perform Add Task to Episode through CareWebQI.

### [Attach File to Episode](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_upload_episode_attachment.md)

- Handler: `carewebqi_upload_episode_attachment`
- Connection type: `carewebqi`
- External effect: `write`
- Inputs: `episode_id`, `document_id`, `file_name`, `description`
- Outputs: `success`, `accepted`, `exited`, `episode_id`, `attachment_id`, `file_name`, `description`, `byte_size`, `portal_message`, `error`

Perform Attach File to Episode through CareWebQI.

### [Get Episode Details](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_get_episode_details.md)

- Handler: `carewebqi_get_episode_details`
- Connection type: `carewebqi`
- External effect: `read`
- Inputs: `episode_id`, `include_discharged`
- Outputs: `success`, `found`, `exited`, `episode_id`, `auto_authorization`, `patient_name`, `patient_id`, `patient_date_of_birth`, `patient_gender`, `patient_age`, `patient_city`, `patient_state`, `benefit_plan`, `request_type`, `request_status`, `additional_info_requested`, `submit_date`, `complete_date`, `requested_admit_date`, `next_review_date`, `last_modified_date`, `primary_diagnosis`, `primary_procedure`, `attending_provider`, `facility_name`, `place_of_service`, `service_type`, `point_of_care`, `requested_level_of_care`, `approved_level_of_care`, `requested_units_or_visits`, `approved_units_or_visits`, `appeal_date`, `appeal_determination_date`, `episode`, `error`

Perform Get Episode Details through CareWebQI.

### [Search Patients or Episodes](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_search.md)

- Handler: `carewebqi_search`
- Connection type: `carewebqi`
- External effect: `write`
- Inputs: `search_by`, `search_text`, `include_discharged`
- Outputs: `success`, `search_by`, `search_text`, `found`, `match_count`, `single_match`, `ambiguous`, `patients`, `episodes`, `episode_id`, `patient_id`, `patient_id_truncated`, `error`

Perform Search Patients or Episodes through CareWebQI.

---

# Add Episode Note

> Perform Add Episode Note through CareWebQI.

Source: [https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_add_episode_note](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_add_episode_note)

Integration: [CareWebQI](https://genhealth.ai/docs/workflows/integrations/care-web-qi.md)

- Handler: `carewebqi_add_episode_note`

- Connection type: `carewebqi`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareWebQI",
  "params": {
    "include_discharged": true
  },
  "handler": "carewebqi_add_episode_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `episode_id` — Episode Id (expression, required)
  Required literal value or workflow expression.
- `subject` — Subject (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `note_text` — Note Text (textarea, required)
  Required text value.
- `include_discharged` — Include Discharged (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `saved` — Saved
- `exited` — Exited
- `episode_id` — Episode Id
- `subject` — Subject
- `subject_code` — Subject Code
- `note_updated_at` — Note Updated At
- `note_author` — Note Author
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "episode_id",
    "subject",
    "note_text"
  ],
  "properties": {
    "subject": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "note_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "episode_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_discharged": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "saved": {},
    "exited": {},
    "subject": {},
    "success": {},
    "episode_id": {},
    "note_author": {},
    "subject_code": {},
    "note_updated_at": {}
  },
  "additionalProperties": true
}
```

---

# Add Task to Episode

> Perform Add Task to Episode through CareWebQI.

Source: [https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_add_task](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_add_task)

Integration: [CareWebQI](https://genhealth.ai/docs/workflows/integrations/care-web-qi.md)

- Handler: `carewebqi_add_task`

- Connection type: `carewebqi`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareWebQI",
  "params": {
    "status": "1",
    "task_type": "2",
    "include_discharged": true
  },
  "handler": "carewebqi_add_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `episode_id` — Episode Id (expression, required)
  Required literal value or workflow expression.
- `subject` — Subject (expression, required)
  Required literal value or workflow expression.
- `due_date` — Due Date (expression, required)
  Required literal value or workflow expression.
- `task_type` — Task Type (select)
  Optional selected identifier or value.
  Default: `"2"`
  Options: Reminder ("1"), Task ("2"), Follow-Up ("3")
- `priority` — Priority (select)
  Optional selected identifier or value.
  Options: Urgent ("1"), High ("2"), Medium ("3"), Low ("4")
- `status` — Status (select)
  Optional selected identifier or value.
  Default: `"1"`
  Options: Not Started ("1"), In Progress ("2"), Completed ("3"), Resolved ("4")
- `assignee` — Assignee (expression)
  Optional literal value or workflow expression.
- `start_time` — Start Time (expression)
  Optional literal value or workflow expression.
- `end_time` — End Time (expression)
  Optional literal value or workflow expression.
- `time_spent` — Time Spent (expression)
  Optional literal value or workflow expression.
- `note` — Note (textarea)
  Optional text value.
- `include_discharged` — Include Discharged (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `saved` — Saved
- `episode_id` — Episode Id
- `subject` — Subject
- `task_type` — Task Type
- `priority` — Priority
- `status` — Status
- `due_date` — Due Date
- `start_time` — Start Time
- `end_time` — End Time
- `time_spent` — Time Spent
- `assignee` — Assignee
- `note_added` — Note Added
- `episode_exited` — Episode Exited
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "episode_id",
    "subject",
    "due_date"
  ],
  "properties": {
    "note": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "status": {
      "enum": [
        "1",
        "2",
        "3",
        "4"
      ],
      "type": "string",
      "default": "1",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "subject": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assignee": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "due_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "end_time": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "priority": {
      "enum": [
        "1",
        "2",
        "3",
        "4"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "task_type": {
      "enum": [
        "1",
        "2",
        "3"
      ],
      "type": "string",
      "default": "2",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "episode_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "start_time": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "time_spent": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_discharged": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "saved": {},
    "status": {},
    "subject": {},
    "success": {},
    "assignee": {},
    "due_date": {},
    "end_time": {},
    "priority": {},
    "task_type": {},
    "episode_id": {},
    "note_added": {},
    "start_time": {},
    "time_spent": {},
    "episode_exited": {}
  },
  "additionalProperties": true
}
```

---

# Attach File to Episode

> Perform Attach File to Episode through CareWebQI.

Source: [https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_upload_episode_attachment](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_upload_episode_attachment)

Integration: [CareWebQI](https://genhealth.ai/docs/workflows/integrations/care-web-qi.md)

- Handler: `carewebqi_upload_episode_attachment`

- Connection type: `carewebqi`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareWebQI",
  "params": {},
  "handler": "carewebqi_upload_episode_attachment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `episode_id` — Episode Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `file_name` — File Name (expression)
  Optional literal value or workflow expression.
- `description` — Description (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `accepted` — Accepted
- `exited` — Exited
- `episode_id` — Episode Id
- `attachment_id` — Attachment Id
- `file_name` — File Name
- `description` — Description
- `byte_size` — Byte Size
- `portal_message` — Portal Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "episode_id",
    "document_id"
  ],
  "properties": {
    "file_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "episode_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "exited": {},
    "success": {},
    "accepted": {},
    "byte_size": {},
    "file_name": {},
    "episode_id": {},
    "description": {},
    "attachment_id": {},
    "portal_message": {}
  },
  "additionalProperties": true
}
```

---

# Get Episode Details

> Perform Get Episode Details through CareWebQI.

Source: [https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_get_episode_details](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_get_episode_details)

Integration: [CareWebQI](https://genhealth.ai/docs/workflows/integrations/care-web-qi.md)

- Handler: `carewebqi_get_episode_details`

- Connection type: `carewebqi`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareWebQI",
  "params": {
    "include_discharged": true
  },
  "handler": "carewebqi_get_episode_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `episode_id` — Episode Id (expression, required)
  Required literal value or workflow expression.
- `include_discharged` — Include Discharged (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `found` — Found
- `exited` — Exited
- `episode_id` — Episode Id
- `auto_authorization` — Auto Authorization
- `patient_name` — Patient Name
- `patient_id` — Patient Id
- `patient_date_of_birth` — Patient Date Of Birth
- `patient_gender` — Patient Gender
- `patient_age` — Patient Age
- `patient_city` — Patient City
- `patient_state` — Patient State
- `benefit_plan` — Benefit Plan
- `request_type` — Request Type
- `request_status` — Request Status
- `additional_info_requested` — Additional Info Requested
- `submit_date` — Submit Date
- `complete_date` — Complete Date
- `requested_admit_date` — Requested Admit Date
- `next_review_date` — Next Review Date
- `last_modified_date` — Last Modified Date
- `primary_diagnosis` — Primary Diagnosis
- `primary_procedure` — Primary Procedure
- `attending_provider` — Attending Provider
- `facility_name` — Facility Name
- `place_of_service` — Place Of Service
- `service_type` — Service Type
- `point_of_care` — Point Of Care
- `requested_level_of_care` — Requested Level Of Care
- `approved_level_of_care` — Approved Level Of Care
- `requested_units_or_visits` — Requested Units Or Visits
- `approved_units_or_visits` — Approved Units Or Visits
- `appeal_date` — Appeal Date
- `appeal_determination_date` — Appeal Determination Date
- `episode` — Episode
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "episode_id"
  ],
  "properties": {
    "episode_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_discharged": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "exited": {},
    "episode": {},
    "success": {},
    "episode_id": {},
    "patient_id": {},
    "appeal_date": {},
    "patient_age": {},
    "submit_date": {},
    "benefit_plan": {},
    "patient_city": {},
    "patient_name": {},
    "request_type": {},
    "service_type": {},
    "complete_date": {},
    "facility_name": {},
    "patient_state": {},
    "point_of_care": {},
    "patient_gender": {},
    "request_status": {},
    "next_review_date": {},
    "place_of_service": {},
    "primary_diagnosis": {},
    "primary_procedure": {},
    "attending_provider": {},
    "auto_authorization": {},
    "last_modified_date": {},
    "requested_admit_date": {},
    "patient_date_of_birth": {},
    "approved_level_of_care": {},
    "requested_level_of_care": {},
    "approved_units_or_visits": {},
    "additional_info_requested": {},
    "appeal_determination_date": {},
    "requested_units_or_visits": {}
  },
  "additionalProperties": true
}
```

---

# Search Patients or Episodes

> Perform Search Patients or Episodes through CareWebQI.

Source: [https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_search](https://genhealth.ai/docs/workflows/integrations/care-web-qi/carewebqi_search)

Integration: [CareWebQI](https://genhealth.ai/docs/workflows/integrations/care-web-qi.md)

- Handler: `carewebqi_search`

- Connection type: `carewebqi`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "CareWebQI",
  "params": {
    "search_by": "episode",
    "include_discharged": false
  },
  "handler": "carewebqi_search"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `search_by` — Search By (select, required)
  Required selected identifier or value.
  Default: `"episode"`
  Options: Patient ("patient"), Episode ("episode")
- `search_text` — Search Text (expression, required)
  Required literal value or workflow expression.
- `include_discharged` — Include Discharged (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `search_by` — Search By
- `search_text` — Search Text
- `found` — Found
- `match_count` — Match Count
- `single_match` — Single Match
- `ambiguous` — Ambiguous
- `patients` — Patients
- `episodes` — Episodes
- `episode_id` — Episode Id
- `patient_id` — Patient Id
- `patient_id_truncated` — Patient Id Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "search_by",
    "search_text"
  ],
  "properties": {
    "search_by": {
      "enum": [
        "patient",
        "episode"
      ],
      "type": "string",
      "default": "episode",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "search_text": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_discharged": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "success": {},
    "episodes": {},
    "patients": {},
    "ambiguous": {},
    "search_by": {},
    "episode_id": {},
    "patient_id": {},
    "match_count": {},
    "search_text": {},
    "single_match": {},
    "patient_id_truncated": {}
  },
  "additionalProperties": true
}
```

---

# ClaimMD integration

> Build workflow automations with 2 public ClaimMD actions.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-md](https://genhealth.ai/docs/workflows/integrations/claim-md)

## Available actions

2 actions. Connection types: claimmd.

### [Check Eligibility (270/271)](https://genhealth.ai/docs/workflows/integrations/claim-md/claimmd_check_eligibility.md)

- Handler: `claimmd_check_eligibility`
- Connection type: `claimmd`
- External effect: `write`
- Inputs: `enabled`, `payer_id`, `insured_last_name`, `insured_first_name`, `insured_middle_name`, `member_id`, `insured_date_of_birth`, `insured_sex`, `patient_relationship`, `patient_last_name`, `patient_first_name`, `patient_middle_name`, `patient_date_of_birth`, `patient_sex`, `provider_npi`, `provider_tax_id`, `provider_tax_id_type`, `provider_name`, `provider_first_name`, `provider_taxonomy`, `service_date`, `service_type_codes`, `coverage_verdict_service_type_codes`, `procedure_code`, `use_raw_x12`, `service_date_lookback_days`, `payer_name`, `generate_pdf`, `pdf_document_title`, `pdf_patient_id`, `pdf_source_document_id`, `other_insurance_history`, `skip_reason`
- Outputs: `success`, `status`, `is_eligible`, `is_capitated`, `has_non_covered_benefit`, `payer_cannot_process`, `managed_care_organizations`, `plan_assignments`, `contracted_service_providers`, `plan_name`, `plan_number`, `group_name`, `group_number`, `coverage_start`, `coverage_end`, `payer_names`, `payer_program_identifier`, `related_entities`, `other_insurance`, `has_other_insurance`, `coverage_codes`, `coverage_descriptions`, `service_type_codes`, `service_type_descriptions`, `insurance_plans`, `insurance_type_codes`, `insurance_type_descriptions`, `active_insurance_plans`, `active_insurance_type_codes`, `active_insurance_type_descriptions`, `network_statuses`, `network_status_descriptions`, `benefit_coverage_windows`, `plan_coverage_windows`, `plan_begin_date`, `plan_end_date`, `eligibility_begin_date`, `eligibility_end_date`, `benefit_count`, `relevant_benefit_count`, `eligibility_id`, `result_date`, `document_id`, `pdf_path`, `pdf_error`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Check Eligibility (270/271) through ClaimMD.

### [Search Payers](https://genhealth.ai/docs/workflows/integrations/claim-md/claimmd_search_payers.md)

- Handler: `claimmd_search_payers`
- Connection type: `claimmd`
- External effect: `read`
- Inputs: `enabled`, `payer_id`, `payer_name`, `require_exact_name`, `require_exact_payer_id`, `allow_enrollment_payer`, `skip_reason`
- Outputs: `success`, `status`, `payers`, `payer_count`, `eligibility_payers`, `eligibility_payer_count`, `payers_truncated`, `top_payer_id`, `top_payer_name`, `requires_payer_selection`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Search Payers through ClaimMD.

---

# Check Eligibility (270/271)

> Perform Check Eligibility (270/271) through ClaimMD.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-md/claimmd_check_eligibility](https://genhealth.ai/docs/workflows/integrations/claim-md/claimmd_check_eligibility)

Integration: [ClaimMD](https://genhealth.ai/docs/workflows/integrations/claim-md.md)

- Handler: `claimmd_check_eligibility`

- Connection type: `claimmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimMD",
  "params": {
    "enabled": true,
    "use_raw_x12": false,
    "generate_pdf": false
  },
  "handler": "claimmd_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `payer_id` — Payer Id (expression, required)
  Required literal value or workflow expression.
- `insured_last_name` — Insured Last Name (expression, required)
  Required literal value or workflow expression.
- `insured_first_name` — Insured First Name (expression, required)
  Required literal value or workflow expression.
- `insured_middle_name` — Insured Middle Name (expression)
  Optional literal value or workflow expression.
- `member_id` — Member Id (expression)
  Optional literal value or workflow expression.
- `insured_date_of_birth` — Insured Date Of Birth (expression)
  Optional literal value or workflow expression.
- `insured_sex` — Insured Sex (expression)
  Optional literal value or workflow expression.
- `patient_relationship` — Patient Relationship (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression)
  Optional literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression)
  Optional literal value or workflow expression.
- `patient_middle_name` — Patient Middle Name (expression)
  Optional literal value or workflow expression.
- `patient_date_of_birth` — Patient Date Of Birth (expression)
  Optional literal value or workflow expression.
- `patient_sex` — Patient Sex (expression)
  Optional literal value or workflow expression.
- `provider_npi` — Provider Npi (expression)
  Optional literal value or workflow expression.
- `provider_tax_id` — Provider Tax Id (expression)
  Optional literal value or workflow expression.
- `provider_tax_id_type` — Provider Tax Id Type (expression)
  Optional literal value or workflow expression.
- `provider_name` — Provider Name (expression)
  Optional literal value or workflow expression.
- `provider_first_name` — Provider First Name (expression)
  Optional literal value or workflow expression.
- `provider_taxonomy` — Provider Taxonomy (expression)
  Optional literal value or workflow expression.
- `service_date` — Service Date (expression, required)
  Required literal value or workflow expression.
- `service_type_codes` — Service Type Codes (expression)
  Optional literal value or workflow expression.
- `coverage_verdict_service_type_codes` — Coverage Verdict Service Type Codes (expression)
  Optional literal value or workflow expression.
- `procedure_code` — Procedure Code (expression)
  Optional literal value or workflow expression.
- `use_raw_x12` — Use Raw X12 (boolean)
  Optional true-or-false value.
  Default: `false`
- `service_date_lookback_days` — Service Date Lookback Days (number)
  Optional numeric value.
- `payer_name` — Payer Name (expression)
  Optional literal value or workflow expression.
- `generate_pdf` — Generate Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `pdf_document_title` — Pdf Document Title (expression)
  Optional literal value or workflow expression.
- `pdf_patient_id` — Pdf Patient Id (expression)
  Optional literal value or workflow expression.
- `pdf_source_document_id` — Pdf Source Document Id (expression)
  Optional literal value or workflow expression.
- `other_insurance_history` — Other Insurance History (expression)
  Optional literal value or workflow expression.
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `is_eligible` — Is Eligible
- `is_capitated` — Is Capitated
- `has_non_covered_benefit` — Has Non Covered Benefit
- `payer_cannot_process` — Payer Cannot Process
- `managed_care_organizations` — Managed Care Organizations
- `plan_assignments` — Plan Assignments
- `contracted_service_providers` — Contracted Service Providers
- `plan_name` — Plan Name
- `plan_number` — Plan Number
- `group_name` — Group Name
- `group_number` — Group Number
- `coverage_start` — Coverage Start
- `coverage_end` — Coverage End
- `payer_names` — Payer Names
- `payer_program_identifier` — Payer Program Identifier
- `related_entities` — Related Entities
- `other_insurance` — Other Insurance
- `has_other_insurance` — Has Other Insurance
- `coverage_codes` — Coverage Codes
- `coverage_descriptions` — Coverage Descriptions
- `service_type_codes` — Service Type Codes
- `service_type_descriptions` — Service Type Descriptions
- `insurance_plans` — Insurance Plans
- `insurance_type_codes` — Insurance Type Codes
- `insurance_type_descriptions` — Insurance Type Descriptions
- `active_insurance_plans` — Active Insurance Plans
- `active_insurance_type_codes` — Active Insurance Type Codes
- `active_insurance_type_descriptions` — Active Insurance Type Descriptions
- `network_statuses` — Network Statuses
- `network_status_descriptions` — Network Status Descriptions
- `benefit_coverage_windows` — Benefit Coverage Windows
- `plan_coverage_windows` — Plan Coverage Windows
- `plan_begin_date` — Plan Begin Date
- `plan_end_date` — Plan End Date
- `eligibility_begin_date` — Eligibility Begin Date
- `eligibility_end_date` — Eligibility End Date
- `benefit_count` — Benefit Count
- `relevant_benefit_count` — Relevant Benefit Count
- `eligibility_id` — Eligibility Id
- `result_date` — Result Date
- `document_id` — Document Id
- `pdf_path` — Pdf Path
- `pdf_error` — Pdf Error
- `payer_errors` — Payer Errors
- `retryable` — Retryable
- `error` — Error
- `skipped` — Skipped
- `skip_reason` — Skip Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "payer_id",
    "insured_last_name",
    "insured_first_name",
    "patient_relationship",
    "service_date"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "payer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_sex": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_sex": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "use_raw_x12": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generate_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "provider_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pdf_patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "procedure_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_tax_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_taxonomy": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pdf_document_title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_type_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_middle_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_middle_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_relationship": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_tax_id_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insured_date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pdf_source_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "other_insurance_history": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_date_lookback_days": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "coverage_verdict_service_type_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "skipped": {},
    "success": {},
    "pdf_path": {},
    "pdf_error": {},
    "plan_name": {},
    "retryable": {},
    "group_name": {},
    "document_id": {},
    "is_eligible": {},
    "payer_names": {},
    "plan_number": {},
    "result_date": {},
    "skip_reason": {},
    "coverage_end": {},
    "group_number": {},
    "is_capitated": {},
    "payer_errors": {},
    "benefit_count": {},
    "plan_end_date": {},
    "coverage_codes": {},
    "coverage_start": {},
    "eligibility_id": {},
    "insurance_plans": {},
    "other_insurance": {},
    "plan_begin_date": {},
    "network_statuses": {},
    "plan_assignments": {},
    "related_entities": {},
    "service_type_codes": {},
    "has_other_insurance": {},
    "eligibility_end_date": {},
    "insurance_type_codes": {},
    "payer_cannot_process": {},
    "coverage_descriptions": {},
    "plan_coverage_windows": {},
    "active_insurance_plans": {},
    "eligibility_begin_date": {},
    "relevant_benefit_count": {},
    "has_non_covered_benefit": {},
    "benefit_coverage_windows": {},
    "payer_program_identifier": {},
    "service_type_descriptions": {},
    "managed_care_organizations": {},
    "active_insurance_type_codes": {},
    "insurance_type_descriptions": {},
    "network_status_descriptions": {},
    "contracted_service_providers": {},
    "active_insurance_type_descriptions": {}
  },
  "additionalProperties": true
}
```

---

# Search Payers

> Perform Search Payers through ClaimMD.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-md/claimmd_search_payers](https://genhealth.ai/docs/workflows/integrations/claim-md/claimmd_search_payers)

Integration: [ClaimMD](https://genhealth.ai/docs/workflows/integrations/claim-md.md)

- Handler: `claimmd_search_payers`

- Connection type: `claimmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimMD",
  "params": {
    "enabled": true,
    "require_exact_name": false,
    "allow_enrollment_payer": true,
    "require_exact_payer_id": false
  },
  "handler": "claimmd_search_payers"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `payer_id` — Payer Id (expression)
  Optional literal value or workflow expression.
- `payer_name` — Payer Name (expression)
  Optional literal value or workflow expression.
- `require_exact_name` — Require Exact Name (boolean)
  Optional true-or-false value.
  Default: `false`
- `require_exact_payer_id` — Require Exact Payer Id (boolean)
  Optional true-or-false value.
  Default: `false`
- `allow_enrollment_payer` — Allow Enrollment Payer (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `payers` — Payers
- `payer_count` — Payer Count
- `eligibility_payers` — Eligibility Payers
- `eligibility_payer_count` — Eligibility Payer Count
- `payers_truncated` — Payers Truncated
- `top_payer_id` — Top Payer Id
- `top_payer_name` — Top Payer Name
- `requires_payer_selection` — Requires Payer Selection
- `payer_errors` — Payer Errors
- `retryable` — Retryable
- `error` — Error
- `skipped` — Skipped
- `skip_reason` — Skip Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_exact_name": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "allow_enrollment_payer": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "require_exact_payer_id": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "payers": {},
    "status": {},
    "skipped": {},
    "success": {},
    "retryable": {},
    "payer_count": {},
    "skip_reason": {},
    "payer_errors": {},
    "top_payer_id": {},
    "top_payer_name": {},
    "payers_truncated": {},
    "eligibility_payers": {},
    "eligibility_payer_count": {},
    "requires_payer_selection": {}
  },
  "additionalProperties": true
}
```

---

# ClaimSoft integration

> Build workflow automations with 47 public ClaimSoft actions.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft](https://genhealth.ai/docs/workflows/integrations/claim-soft)

## Available actions

47 actions. Connection types: claimsoft.

### [Add Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_document.md)

- Handler: `claimsoft_add_document`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `document_url`, `document_id`, `filename`, `alternate_filenames`, `tab`
- Outputs: `success`, `patient_id`, `filename`, `skipped`, `matched_filename`, `message`, `error`

Perform Add Document through ClaimSoft.

### [Add Order Items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_order_items.md)

- Handler: `claimsoft_add_order_items`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `items`, `expected_item_count`, `split_coding`
- Outputs: `success`, `order_id`, `items_created`, `outcome`, `items_skipped`, `split_coding_swapped_lines`, `complete`, `message`, `error_kind`, `error`

Perform Add Order Items through ClaimSoft.

### [Assign WIP Task Group](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_group.md)

- Handler: `claimsoft_assign_wip_task_group`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `wip_id`, `task_description`, `allow_existing_assignment`, `allow_missing_task_on_completed_wip`, `allow_missing_task_on_completed_phase`, `expected_device_code`, `clear_task_description`, `clear_user_group_id`, `clear_user_group_name`, `user_group_id`, `user_group_name`
- Outputs: `success`, `assigned`, `task_open`, `wip_id`, `outcome`, `error_kind`, `error`

Perform Assign WIP Task Group through ClaimSoft.

### [Assign WIP Task User](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_user.md)

- Handler: `claimsoft_assign_wip_task_user`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `wip_id`, `task_description`, `allow_existing_assignment`, `allow_missing_task_on_completed_wip`, `allow_missing_task_on_completed_phase`, `expected_device_code`, `clear_task_description`, `clear_user_group_id`, `clear_user_group_name`, `user_id`, `user_name`
- Outputs: `success`, `assigned`, `task_open`, `wip_id`, `outcome`, `error_kind`, `error`

Perform Assign WIP Task User through ClaimSoft.

### [Attach WIP Workflow](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_attach_whip.md)

- Handler: `claimsoft_attach_whip`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `patient_id`, `whip_item_number`
- Outputs: `success`, `order_id`, `wip_id`, `outcome`, `attached`, `message`, `error_kind`, `error`

Perform Attach WIP Workflow through ClaimSoft.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_eligibility.md)

- Handler: `claimsoft_check_eligibility`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `insured_id`, `date_of_service`, `reconcile_read_timeout`, `patient_id`
- Outputs: `success`, `error`

Perform Check Eligibility through ClaimSoft.

### [Check Order Duplicate](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_order_duplicate.md)

- Handler: `claimsoft_check_order_duplicate`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_data`, `billing_location_ids`, `order_params`
- Outputs: `success`, `patient_id`, `duplicate_prevented`, `order_id`, `match_basis`, `error_kind`, `error`, `readback_verdict`, `http_status`

Perform Check Order Duplicate through ClaimSoft.

### [Complete WIP Tasks](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_complete_wip_tasks.md)

- Handler: `claimsoft_complete_wip_tasks`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `wip_id`, `task_descriptions`
- Outputs: `success`, `wip_id`, `tasks_completed`, `tasks_absent`, `outcome`, `message`, `error_kind`, `error`

Perform Complete WIP Tasks through ClaimSoft.

### [Create Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_alert.md)

- Handler: `claimsoft_create_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `comment_text`, `patient_id`, `document_id`, `alert_type_id`, `user`
- Outputs: `success`, `patient_id`, `order_id`, `message`, `error`

Perform Create Alert through ClaimSoft.

### [Create Comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_comment.md)

- Handler: `claimsoft_create_comment`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `comment_text`, `patient_id`, `document_id`, `alert_type_id`, `user`
- Outputs: `success`, `patient_id`, `order_id`, `message`, `error`

Perform Create Comment through ClaimSoft.

### [Create Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_order.md)

- Handler: `claimsoft_create_order`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `idempotency_key`, `write_idempotency_to_original_ref_no`, `patient_id`, `date_of_service_from`, `date_of_service_to`, `location`, `diagnosis_codes`, `physician_id`, `physician`, `referral_source_id`, `referral_source`, `psr_id`, `sales_rep_id`, `sales_rep`, `warehouse`, `place_of_service`, `signature`, `rendering_provider_id`, `rendering_provider`, `semantic_items`, `is_accident`, `accident_date`, `accident_state_id`, `accident_description`, `prescription_date`, `order_override`
- Outputs: `success`, `order_id`, `created`, `duplicate_prevented`, `match_basis`, `idempotency_key`, `message`, `error_kind`, `error`

Perform Create Order through ClaimSoft.

### [Download & Merge Patient Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_download_patient_documents.md)

- Handler: `claimsoft_download_patient_documents`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `documents`, `merge`, `hidden`, `title`, `dedupe_key`, `date_of_service`
- Outputs: `success`, `patient_id`, `document_id`, `document_ids`, `total`, `hidden`, `skipped`, `skipped_count`, `stub`, `error`

Perform Download & Merge Patient Documents through ClaimSoft.

### [Ensure Order Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_alert.md)

- Handler: `claimsoft_ensure_order_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `patient_id`, `alert_type_id`, `comment_marker`, `comment_text`, `document_id`, `user`
- Outputs: `success`, `error`

Perform Ensure Order Alert through ClaimSoft.

### [Ensure Order Correlation Comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_correlation_comment.md)

- Handler: `claimsoft_ensure_order_correlation_comment`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `correlation_token`
- Outputs: `success`, `order_id`, `comment_id`, `created`, `error`, `error_kind`

Perform Ensure Order Correlation Comment through ClaimSoft.

### [Ensure Patient Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_patient_alert.md)

- Handler: `claimsoft_ensure_patient_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `alert_type_id`, `comment_marker`, `comment_text`, `document_id`
- Outputs: `success`, `error`

Perform Ensure Patient Alert through ClaimSoft.

### [Ensure Unmapped Review Comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_review_exception.md)

- Handler: `claimsoft_ensure_review_exception`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `item_id`, `hcpcs`
- Outputs: `success`, `created`, `error`

Perform Ensure Unmapped Review Comment through ClaimSoft.

### [Export Report](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_export_report.md)

- Handler: `claimsoft_export_report`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `report_id`, `parameters`, `max_rows`, `skip_rows`, `poll_interval_seconds`, `timeout_seconds`
- Outputs: `success`, `report_id`, `report_name`, `report_run_id`, `report_status`, `created_date`, `storage_key`, `filename`, `mime_type`, `size_bytes`, `download_url`, `polls`, `rows`, `order_ids`, `total`, `truncated`, `error`

Perform Export Report through ClaimSoft.

### [Find Most Recent Unalerted Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_find_most_recent_unalerted_order.md)

- Handler: `claimsoft_find_most_recent_unalerted_order`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `status_filter`
- Outputs: `found`, `order_id`, `order_number`, `url`, `error`

Perform Find Most Recent Unalerted Order through ClaimSoft.

### [Get Order Comments](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_comments.md)

- Handler: `claimsoft_get_order_comments`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `claims_only`
- Outputs: `order_id`, `total`, `comments`, `error`

Perform Get Order Comments through ClaimSoft.

### [Get Order Source Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_source_document.md)

- Handler: `claimsoft_get_order_source_document`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`
- Outputs: `found`, `document_id`, `document_url`, `from_email`, `subject`, `received_date`, `has_email_metadata`, `document_context_footer`, `message`, `error`

Perform Get Order Source Document through ClaimSoft.

### [Get Patient Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_documents.md)

- Handler: `claimsoft_get_patient_documents`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `patient_id`, `total`, `documents`, `error`

Perform Get Patient Documents through ClaimSoft.

### [Get Patient Orders](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_orders.md)

- Handler: `claimsoft_get_patient_orders`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`, `status_filter`
- Outputs: `total`, `orders`, `error`

Perform Get Patient Orders through ClaimSoft.

### [Get Purchase Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_purchase_order.md)

- Handler: `claimsoft_get_purchase_order`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `purchase_order_id`
- Outputs: `purchase_order_id`, `po_number`, `order_number`, `status`, `status_id`, `next_status`, `vendor`, `vendor_id`, `warehouse`, `created_date`, `sent_date`, `due_date`, `notes`, `patient`, `patient_id`, `patient_order_id`, `items`, `payments`, `total_items`, `total_payments`, `inventory_url`, `error`

Perform Get Purchase Order through ClaimSoft.

### [Get Report Schema](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_report_schema.md)

- Handler: `claimsoft_get_report_schema`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `report_id`
- Outputs: `report_id`, `name`, `category`, `fields`, `error`

Perform Get Report Schema through ClaimSoft.

### [List Purchase Order Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_purchase_order_documents.md)

- Handler: `claimsoft_list_purchase_order_documents`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `purchase_order_id`
- Outputs: `purchase_order_id`, `total`, `documents`, `inventory_url`, `error`

Perform List Purchase Order Documents through ClaimSoft.

### [List Reports](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_reports.md)

- Handler: `claimsoft_list_reports`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `category`
- Outputs: `total_reports`, `categories`, `error`

Perform List Reports through ClaimSoft.

### [Query Claim Detail by Status](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_claim_detail_by_status.md)

- Handler: `claimsoft_query_claim_detail_by_status`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `report`, `selected_ids`, `billing_location_ids`, `begin_date`, `end_date`, `date_basis`, `statuses`, `detail_level`, `include_claim_comments`, `include_no_payer`, `ignore_location_sorting`, `timely_filing_min`, `timely_filing_max`, `max_rows`, `skip_rows`, `poll_interval_seconds`, `timeout_seconds`
- Outputs: `success`, `report_id`, `report_name`, `total`, `rows`, `order_ids`, `report_parameters`, `report_json`, `truncated`, `report_run_id`, `report_status`, `created_date`, `storage_key`, `filename`, `mime_type`, `size_bytes`, `download_url`, `polls`, `error`

Perform Query Claim Detail by Status through ClaimSoft.

### [Query Orders Missing Alerts](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_orders_missing_alerts.md)

- Handler: `claimsoft_query_orders_missing_alerts`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `begin_date`, `end_date`, `billing_location_ids`, `order_statuses`, `search_text`, `search_fields`, `no_alerts`, `show_deleted`, `max_rows`
- Outputs: `success`, `total`, `rows`, `order_ids`, `filter_model`, `query_params`, `truncated`, `error`

Perform Query Orders Missing Alerts through ClaimSoft.

### [Read Order Detail](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_order_detail.md)

- Handler: `claimsoft_read_order_detail`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `include_items`, `include_payers`
- Outputs: `order_id`, `order_number`, `patient_id`, `patient_name`, `status`, `dos_from`, `dos_to`, `location`, `diagnosis_codes`, `items`, `payers`, `url`, `error`

Perform Read Order Detail through ClaimSoft.

### [Read Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_patient.md)

- Handler: `claimsoft_read_patient`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `patient_id`, `name`, `date_of_birth`, `age`, `account_number`, `address`, `phone`, `primary_language`, `primary_payer`, `primary_policy_number`, `is_primary_medicare`, `secondary_payer`, `secondary_policy_number`, `ar_balance`, `alerts`, `url`, `error`

Perform Read Patient through ClaimSoft.

### [Resolve Diagnosis Codes](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_diagnosis_codes.md)

- Handler: `claimsoft_resolve_diagnosis_codes`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `diagnosis_codes`
- Outputs: `success`, `resolved`, `unresolved`, `unresolved_details`, `all_resolved`, `review_reason`, `diagnosis_codes`, `error`

Perform Resolve Diagnosis Codes through ClaimSoft.

### [Resolve Order Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_alert.md)

- Handler: `claimsoft_resolve_order_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `comment_marker`, `alert_type_id`, `created_by_user`
- Outputs: `success`, `error`

Perform Resolve Order Alert through ClaimSoft.

### [Resolve Order Item Identities](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_item_identities.md)

- Handler: `claimsoft_resolve_order_item_identities`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `item_codes`, `item_quantities`, `dos_from`, `dos_to`, `include_catalog_modifiers`, `apply_required_catalog_modifiers`, `item_alternate_codes`, `item_sizes`, `apply_item_sizes`, `item_descriptions`, `item_sides`, `identify_items_from_printed_line`, `rule_out_impossible_item_codes`
- Outputs: `success`, `error`

Perform Resolve Order Item Identities through ClaimSoft.

### [Resolve Order Items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_items.md)

- Handler: `claimsoft_resolve_order_items`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `item_codes`, `item_quantities`, `item_identities`, `warehouse_id`, `warehouse_name`, `dos_from`, `dos_to`, `diagnosis_codes`, `skip_out_of_stock_items`, `existing_lines_satisfy_stock`
- Outputs: `success`, `error`

Perform Resolve Order Items through ClaimSoft.

### [Resolve Payer](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer.md)

- Handler: `claimsoft_resolve_payer`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `policy_data`, `patient_state`, `billing_location`, `payer_code_source`, `claimmd_discovery_reason`, `payer_plan`, `payer_card_state`, `payer_name_truncated`, `card_insurance_type`, `member_number`, `document_id`, `reviewed_payer_id`, `reviewed_payer_confirmed`
- Outputs: `success`, `payer_id`, `payer_name`, `confidence`, `reasoning`, `policy_data`, `error`, `failure_reason`, `candidate_count`, `match_method`

Perform Resolve Payer through ClaimSoft.

### [Resolve Payer From Mapping](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer_from_mapping.md)

- Handler: `claimsoft_resolve_payer_from_mapping`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `payer_name`, `payer_id`
- Outputs: `success`, `resolved`, `payer_id`, `payer_name`, `match_source`, `review_reason`, `candidate_count`, `failure_category`, `error`

Perform Resolve Payer From Mapping through ClaimSoft.

### [Resolve Physician](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_physician.md)

- Handler: `claimsoft_resolve_physician`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `npi`, `name`, `billing_location_id`
- Outputs: `success`, `resolved`, `physician_id`, `physician_name`, `npi`, `review_reason`, `match_method`, `candidate_count`, `error`

Perform Resolve Physician through ClaimSoft.

### [Save Guarantor](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_guarantor.md)

- Handler: `claimsoft_save_guarantor`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `first_name`, `last_name`, `relationship_id`, `date_of_birth`
- Outputs: `success`, `order_id`, `guarantor_id`, `outcome`, `relationship_id`, `same_as`, `message`, `error_kind`, `error`

Perform Save Guarantor through ClaimSoft.

### [Save Insurance](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_insurance.md)

- Handler: `claimsoft_save_insurance`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `policy_data`, `sequence`, `replace_existing`, `order_id`, `insurance_override`
- Outputs: `success`, `patient_id`, `order_id`, `sequence`, `updated`, `insured_id`, `ext_insured_id`, `payer_link_id`, `order_payers_updated`, `patient_payers`, `superseded_patient_payers`, `patient_url`, `message`, `error_kind`, `error`

Perform Save Insurance through ClaimSoft.

### [Save Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_patient.md)

- Handler: `claimsoft_save_patient`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_data`, `billing_location_ids`, `patient_id`, `patient_defaults`, `demographics_override`
- Outputs: `success`, `patient_id`, `claimsoft_patient_id`, `created`, `is_duplicate`, `patient_url`, `message`, `error`, `error_kind`

Perform Save Patient through ClaimSoft.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_patient.md)

- Handler: `claimsoft_search_patient`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `account_id`, `order_number`
- Outputs: `total`, `patients`, `error`

Perform Search Patient through ClaimSoft.

### [Search Purchase Orders](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_purchase_orders.md)

- Handler: `claimsoft_search_purchase_orders`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `search_text`, `order_status`, `warehouses`, `patient_id`, `practitioner_id`, `date_from`, `date_to`, `filters`, `max_rows`
- Outputs: `server_returned`, `returned`, `client_truncated`, `orders`, `inventory_url`, `error`

Perform Search Purchase Orders through ClaimSoft.

### [Select Unworked Review Items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_select_review_items.md)

- Handler: `claimsoft_select_review_items`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `storage_key`, `supported_hcpcs`, `legacy_outcome_markers`, `creator_match`, `batch_size`, `exception_batch_size`, `advanced_alert_type_ids`
- Outputs: `success`, `pending_orders`, `unmapped_items`, `total_rows`, `scanned_rows`, `completed_count`, `advanced_count`, `duplicate_count`, `unmapped_count`, `deferred_unmapped_count`, `exhausted`, `budget_exhausted`, `error`

Perform Select Unworked Review Items through ClaimSoft.

### [Send PO Upload Summary Email](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_send_po_upload_summary_email.md)

- Handler: `claimsoft_send_po_upload_summary_email`

- External effect: `write`
- Inputs: `source_workflow_id`, `source_workflow_name`, `trigger_payload`, `scheduled_run_at`, `fallback_run_at`, `timezone`, `lookback_hours`, `max_source_runs`, `to_emails`, `internal_dry_run_email_domains`, `subject`, `upload_node_id`, `purchase_order_node_id`, `unsafe_order_number_tokens`
- Outputs: `success`, `status`, `successful_upload_count`, `order_numbers`, `window_start`, `window_end`, `emailed_to`, `html`, `error`

Perform Send PO Upload Summary Email through ClaimSoft.

### [Update Order Status](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_update_order_status.md)

- Handler: `claimsoft_update_order_status`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `status_value`
- Outputs: `success`, `state`, `verified`, `review_required`, `status_id`, `status_description`, `error_kind`, `message`, `error`

Perform Update Order Status through ClaimSoft.

### [Upload Eligibility Report](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_eligibility_report.md)

- Handler: `claimsoft_upload_eligibility_report`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `eligibility_id`, `filename`, `alternate_filenames`, `tab`
- Outputs: `success`, `patient_id`, `eligibility_id`, `filename`, `skipped`, `matched_filename`, `message`, `error`

Perform Upload Eligibility Report through ClaimSoft.

### [Upload Purchase Order Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_purchase_order_document.md)

- Handler: `claimsoft_upload_purchase_order_document`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `purchase_order_id`, `document_id`, `filename`
- Outputs: `success`, `purchase_order_id`, `filename`, `size_bytes`, `verification_status`, `documents_total`, `documents`, `inventory_url`, `message`, `error`

Perform Upload Purchase Order Document through ClaimSoft.

---

# Add Document

> Perform Add Document through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_document)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_add_document`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "tab": "Documents"
  },
  "handler": "claimsoft_add_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `document_url` — Document Url (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `filename` — Filename (text, required)
  Required text value.
- `alternate_filenames` — Alternate Filenames (json)
  Optional JSON value.
- `tab` — Tab (text)
  Optional text value.
  Default: `"Documents"`

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `filename` — Filename
- `skipped` — Skipped
- `matched_filename` — Matched Filename
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "filename"
  ],
  "properties": {
    "tab": {
      "type": "string",
      "default": "Documents",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "filename": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_url": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "alternate_filenames": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "filename": {},
    "patient_id": {},
    "matched_filename": {}
  },
  "additionalProperties": true
}
```

---

# Add Order Items

> Perform Add Order Items through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_order_items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_order_items)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_add_order_items`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_add_order_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `items` — Items (json, required)
  Required JSON value.
- `expected_item_count` — Expected Item Count (number)
  Optional numeric value.
- `split_coding` — Split Coding (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `items_created` — Items Created
- `outcome` — Outcome
- `items_skipped` — Items Skipped
- `split_coding_swapped_lines` — Split Coding Swapped Lines
- `complete` — Complete
- `message` — Message
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "items"
  ],
  "properties": {
    "items": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "split_coding": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "expected_item_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "outcome": {},
    "success": {},
    "complete": {},
    "order_id": {},
    "error_kind": {},
    "items_created": {},
    "items_skipped": {},
    "split_coding_swapped_lines": {}
  },
  "additionalProperties": true
}
```

---

# Assign WIP Task Group

> Perform Assign WIP Task Group through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_group](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_group)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_assign_wip_task_group`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "allow_existing_assignment": false,
    "allow_missing_task_on_completed_wip": false
  },
  "handler": "claimsoft_assign_wip_task_group"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `wip_id` — Wip Id (expression, required)
  Required literal value or workflow expression.
- `task_description` — Task Description (text, required)
  Required text value.
- `allow_existing_assignment` — Allow Existing Assignment (boolean)
  Optional true-or-false value.
  Default: `false`
- `allow_missing_task_on_completed_wip` — Allow Missing Task On Completed Wip (boolean)
  Optional true-or-false value.
  Default: `false`
- `allow_missing_task_on_completed_phase` — Allow Missing Task On Completed Phase (text)
  Optional text value.
- `expected_device_code` — Expected Device Code (text)
  Optional text value.
- `clear_task_description` — Clear Task Description (text)
  Optional text value.
- `clear_user_group_id` — Clear User Group Id (expression)
  Optional literal value or workflow expression.
- `clear_user_group_name` — Clear User Group Name (text)
  Optional text value.
- `user_group_id` — User Group Id (expression, required)
  Required literal value or workflow expression.
- `user_group_name` — User Group Name (text, required)
  Required text value.

## Outputs

- `success` — Success
- `assigned` — Assigned
- `task_open` — Task Open
- `wip_id` — Wip Id
- `outcome` — Outcome
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id",
    "wip_id",
    "task_description",
    "user_group_id",
    "user_group_name"
  ],
  "properties": {
    "wip_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "user_group_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "user_group_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "task_description": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "clear_user_group_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_device_code": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "clear_user_group_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "clear_task_description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "allow_existing_assignment": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "allow_missing_task_on_completed_wip": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "allow_missing_task_on_completed_phase": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "wip_id": {},
    "outcome": {},
    "success": {},
    "assigned": {},
    "task_open": {},
    "error_kind": {}
  },
  "additionalProperties": true
}
```

---

# Assign WIP Task User

> Perform Assign WIP Task User through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_user](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_user)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_assign_wip_task_user`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "allow_existing_assignment": false,
    "allow_missing_task_on_completed_wip": false
  },
  "handler": "claimsoft_assign_wip_task_user"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `wip_id` — Wip Id (expression, required)
  Required literal value or workflow expression.
- `task_description` — Task Description (text, required)
  Required text value.
- `allow_existing_assignment` — Allow Existing Assignment (boolean)
  Optional true-or-false value.
  Default: `false`
- `allow_missing_task_on_completed_wip` — Allow Missing Task On Completed Wip (boolean)
  Optional true-or-false value.
  Default: `false`
- `allow_missing_task_on_completed_phase` — Allow Missing Task On Completed Phase (text)
  Optional text value.
- `expected_device_code` — Expected Device Code (text)
  Optional text value.
- `clear_task_description` — Clear Task Description (text)
  Optional text value.
- `clear_user_group_id` — Clear User Group Id (expression)
  Optional literal value or workflow expression.
- `clear_user_group_name` — Clear User Group Name (text)
  Optional text value.
- `user_id` — User Id (expression, required)
  Required literal value or workflow expression.
- `user_name` — User Name (text, required)
  Required text value.

## Outputs

- `success` — Success
- `assigned` — Assigned
- `task_open` — Task Open
- `wip_id` — Wip Id
- `outcome` — Outcome
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id",
    "wip_id",
    "task_description",
    "user_id",
    "user_name"
  ],
  "properties": {
    "wip_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "user_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "user_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_description": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "clear_user_group_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_device_code": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "clear_user_group_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "clear_task_description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "allow_existing_assignment": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "allow_missing_task_on_completed_wip": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "allow_missing_task_on_completed_phase": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "wip_id": {},
    "outcome": {},
    "success": {},
    "assigned": {},
    "task_open": {},
    "error_kind": {}
  },
  "additionalProperties": true
}
```

---

# Attach WIP Workflow

> Perform Attach WIP Workflow through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_attach_whip](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_attach_whip)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_attach_whip`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_attach_whip"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `whip_item_number` — Whip Item Number (text, required)
  Required text value.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `wip_id` — Wip Id
- `outcome` — Outcome
- `attached` — Attached
- `message` — Message
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "patient_id",
    "whip_item_number"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "whip_item_number": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "wip_id": {},
    "message": {},
    "outcome": {},
    "success": {},
    "attached": {},
    "order_id": {},
    "error_kind": {}
  },
  "additionalProperties": true
}
```

---

# Check Eligibility

> Perform Check Eligibility through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_eligibility](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_eligibility)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_check_eligibility`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "reconcile_read_timeout": false
  },
  "handler": "claimsoft_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `insured_id` — Insured Id (expression, required)
  Required literal value or workflow expression.
- `date_of_service` — Date Of Service (expression, required)
  Required literal value or workflow expression.
- `reconcile_read_timeout` — Reconcile Read Timeout (boolean)
  Optional true-or-false value.
  Default: `false`
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "insured_id",
    "date_of_service"
  ],
  "properties": {
    "insured_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_service": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "reconcile_read_timeout": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Check Order Duplicate

> Perform Check Order Duplicate through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_order_duplicate](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_order_duplicate)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_check_order_duplicate`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_check_order_duplicate"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_data` — Patient Data (expression, required)
  Required literal value or workflow expression.
- `billing_location_ids` — Billing Location Ids (json, required)
  Required JSON value.
- `order_params` — Order Params (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `duplicate_prevented` — Duplicate Prevented
- `order_id` — Order Id
- `match_basis` — Match Basis
- `error_kind` — Error Kind
- `error` — Error
- `readback_verdict` — Readback Verdict
- `http_status` — Http Status

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_data",
    "billing_location_ids",
    "order_params"
  ],
  "properties": {
    "order_params": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_data": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "billing_location_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "error_kind": {},
    "patient_id": {},
    "http_status": {},
    "match_basis": {},
    "readback_verdict": {},
    "duplicate_prevented": {}
  },
  "additionalProperties": true
}
```

---

# Complete WIP Tasks

> Perform Complete WIP Tasks through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_complete_wip_tasks](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_complete_wip_tasks)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_complete_wip_tasks`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_complete_wip_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `wip_id` — Wip Id (expression, required)
  Required literal value or workflow expression.
- `task_descriptions` — Task Descriptions (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `wip_id` — Wip Id
- `tasks_completed` — Tasks Completed
- `tasks_absent` — Tasks Absent
- `outcome` — Outcome
- `message` — Message
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id",
    "wip_id"
  ],
  "properties": {
    "wip_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_descriptions": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "wip_id": {},
    "message": {},
    "outcome": {},
    "success": {},
    "error_kind": {},
    "tasks_absent": {},
    "tasks_completed": {}
  },
  "additionalProperties": true
}
```

---

# Create Alert

> Perform Create Alert through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_alert)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_create_alert`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "user": "GenHealth AI"
  },
  "handler": "claimsoft_create_alert"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `comment_text` — Comment Text (textarea, required)
  Required text value.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `alert_type_id` — Alert Type Id (text, required)
  Required text value.
- `user` — User (text)
  Optional text value.
  Default: `"GenHealth AI"`

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `order_id` — Order Id
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "comment_text",
    "alert_type_id"
  ],
  "properties": {
    "user": {
      "type": "string",
      "default": "GenHealth AI",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "comment_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "alert_type_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "order_id": {},
    "patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Create Comment

> Perform Create Comment through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_comment)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_create_comment`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "user": "GenHealth AI"
  },
  "handler": "claimsoft_create_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `comment_text` — Comment Text (textarea, required)
  Required text value.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `alert_type_id` — Alert Type Id (text)
  Optional text value.
- `user` — User (text)
  Optional text value.
  Default: `"GenHealth AI"`

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `order_id` — Order Id
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "comment_text"
  ],
  "properties": {
    "user": {
      "type": "string",
      "default": "GenHealth AI",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "comment_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "alert_type_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "order_id": {},
    "patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Create Order

> Perform Create Order through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_order)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_create_order`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "write_idempotency_to_original_ref_no": true
  },
  "handler": "claimsoft_create_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `idempotency_key` — Idempotency Key (text, required)
  Required text value.
- `write_idempotency_to_original_ref_no` — Write Idempotency To Original Ref No (boolean)
  Optional true-or-false value.
  Default: `true`
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `date_of_service_from` — Date Of Service From (text, required)
  Required text value.
- `date_of_service_to` — Date Of Service To (text, required)
  Required text value.
- `location` — Location (text, required)
  Required text value.
- `diagnosis_codes` — Diagnosis Codes (json, required)
  Required JSON value.
- `physician_id` — Physician Id (number, required)
  Required numeric value.
- `physician` — Physician (text, required)
  Required text value.
- `referral_source_id` — Referral Source Id (number)
  Optional numeric value.
- `referral_source` — Referral Source (text)
  Optional text value.
- `psr_id` — Psr Id (number, required)
  Required numeric value.
- `sales_rep_id` — Sales Rep Id (number)
  Optional numeric value.
- `sales_rep` — Sales Rep (text)
  Optional text value.
- `warehouse` — Warehouse (number)
  Optional numeric value.
- `place_of_service` — Place Of Service (number)
  Optional numeric value.
- `signature` — Signature (number)
  Optional numeric value.
- `rendering_provider_id` — Rendering Provider Id (number)
  Optional numeric value.
- `rendering_provider` — Rendering Provider (text)
  Optional text value.
- `semantic_items` — Semantic Items (json)
  Optional JSON value.
- `is_accident` — Is Accident (boolean)
  Optional true-or-false value.
- `accident_date` — Accident Date (text)
  Optional text value.
- `accident_state_id` — Accident State Id (text)
  Optional text value.
- `accident_description` — Accident Description (text)
  Optional text value.
- `prescription_date` — Prescription Date (text)
  Optional text value.
- `order_override` — Order Override (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `created` — Created
- `duplicate_prevented` — Duplicate Prevented
- `match_basis` — Match Basis
- `idempotency_key` — Idempotency Key
- `message` — Message
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "idempotency_key",
    "patient_id",
    "date_of_service_from",
    "date_of_service_to",
    "location",
    "diagnosis_codes",
    "physician_id",
    "physician",
    "psr_id"
  ],
  "properties": {
    "psr_id": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "location": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "physician": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "sales_rep": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "signature": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "warehouse": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "is_accident": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "physician_id": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "sales_rep_id": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "accident_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_override": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "semantic_items": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "diagnosis_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "referral_source": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "place_of_service": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "accident_state_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "prescription_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_service_to": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "referral_source_id": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "rendering_provider": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "accident_description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_service_from": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "rendering_provider_id": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "write_idempotency_to_original_ref_no": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "message": {},
    "success": {},
    "order_id": {},
    "error_kind": {},
    "match_basis": {},
    "idempotency_key": {},
    "duplicate_prevented": {}
  },
  "additionalProperties": true
}
```

---

# Download & Merge Patient Documents

> Perform Download & Merge Patient Documents through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_download_patient_documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_download_patient_documents)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_download_patient_documents`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "merge": true,
    "hidden": false
  },
  "handler": "claimsoft_download_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `documents` — Documents (json, required)
  Required JSON value.
- `merge` — Merge (boolean)
  Optional true-or-false value.
  Default: `true`
- `hidden` — Hidden (boolean)
  Optional true-or-false value.
  Default: `false`
- `title` — Title (text)
  Optional text value.
- `dedupe_key` — Dedupe Key (expression)
  Optional literal value or workflow expression.
- `date_of_service` — Date Of Service (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `document_id` — Document Id
- `document_ids` — Document Ids
- `total` — Total
- `hidden` — Hidden
- `skipped` — Skipped
- `skipped_count` — Skipped Count
- `stub` — Stub
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "documents"
  ],
  "properties": {
    "merge": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "hidden": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "documents": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_service": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "stub": {},
    "error": {},
    "total": {},
    "hidden": {},
    "skipped": {},
    "success": {},
    "patient_id": {},
    "document_id": {},
    "document_ids": {},
    "skipped_count": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Order Alert

> Perform Ensure Order Alert through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_alert)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_ensure_order_alert`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "user": "GenHealth AI"
  },
  "handler": "claimsoft_ensure_order_alert"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `alert_type_id` — Alert Type Id (text, required)
  Required text value.
- `comment_marker` — Comment Marker (text, required)
  Required text value.
- `comment_text` — Comment Text (text, required)
  Required text value.
- `document_id` — Document Id (text)
  Optional text value.
- `user` — User (text)
  Optional text value.
  Default: `"GenHealth AI"`

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "alert_type_id",
    "comment_marker",
    "comment_text"
  ],
  "properties": {
    "user": {
      "type": "string",
      "default": "GenHealth AI",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "comment_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "alert_type_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "comment_marker": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Order Correlation Comment

> Perform Ensure Order Correlation Comment through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_correlation_comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_correlation_comment)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_ensure_order_correlation_comment`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_ensure_order_correlation_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `correlation_token` — Correlation Token (text, required)
  Required text value.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `comment_id` — Comment Id
- `created` — Created
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "correlation_token"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "correlation_token": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "success": {},
    "order_id": {},
    "comment_id": {},
    "error_kind": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Patient Alert

> Perform Ensure Patient Alert through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_patient_alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_patient_alert)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_ensure_patient_alert`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_ensure_patient_alert"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `alert_type_id` — Alert Type Id (text, required)
  Required text value.
- `comment_marker` — Comment Marker (text, required)
  Required text value.
- `comment_text` — Comment Text (text, required)
  Required text value.
- `document_id` — Document Id (text)
  Optional text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "alert_type_id",
    "comment_marker",
    "comment_text"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "comment_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "alert_type_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "comment_marker": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Unmapped Review Comment

> Perform Ensure Unmapped Review Comment through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_review_exception](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_review_exception)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_ensure_review_exception`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_ensure_review_exception"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `item_id` — Item Id (expression, required)
  Required literal value or workflow expression.
- `hcpcs` — Hcpcs (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `created` — Created
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "item_id",
    "hcpcs"
  ],
  "properties": {
    "hcpcs": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "item_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Export Report

> Perform Export Report through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_export_report](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_export_report)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_export_report`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "max_rows": 500,
    "skip_rows": 0,
    "timeout_seconds": 600,
    "poll_interval_seconds": 15
  },
  "handler": "claimsoft_export_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `report_id` — Report Id (expression, required)
  Required literal value or workflow expression.
- `parameters` — Parameters (json)
  Optional JSON value.
- `max_rows` — Max Rows (number)
  Optional numeric value.
  Default: `500`
- `skip_rows` — Skip Rows (number)
  Optional numeric value.
  Default: `0`
- `poll_interval_seconds` — Poll Interval Seconds (number)
  Optional numeric value.
  Default: `15`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `600`

## Outputs

- `success` — Success
- `report_id` — Report Id
- `report_name` — Report Name
- `report_run_id` — Report Run Id
- `report_status` — Report Status
- `created_date` — Created Date
- `storage_key` — Storage Key
- `filename` — Filename
- `mime_type` — Mime Type
- `size_bytes` — Size Bytes
- `download_url` — Download Url
- `polls` — Polls
- `rows` — Rows
- `order_ids` — Order Ids
- `total` — Total
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "report_id"
  ],
  "properties": {
    "max_rows": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "report_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_rows": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "parameters": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 600,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "poll_interval_seconds": {
      "type": "number",
      "default": 15,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "error": {},
    "polls": {},
    "total": {},
    "success": {},
    "filename": {},
    "mime_type": {},
    "order_ids": {},
    "report_id": {},
    "truncated": {},
    "size_bytes": {},
    "report_name": {},
    "storage_key": {},
    "created_date": {},
    "download_url": {},
    "report_run_id": {},
    "report_status": {}
  },
  "additionalProperties": true
}
```

---

# Find Most Recent Unalerted Order

> Perform Find Most Recent Unalerted Order through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_find_most_recent_unalerted_order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_find_most_recent_unalerted_order)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_find_most_recent_unalerted_order`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_find_most_recent_unalerted_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `status_filter` — Status Filter (json)
  Optional JSON value.
  Options: 1 ("1"), 2 ("2"), 3 ("3"), 4 ("4"), 5 ("5"), 7 ("7"), 8 ("8")

## Outputs

- `found` — Found
- `order_id` — Order Id
- `order_number` — Order Number
- `url` — Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status_filter": {
      "enum": [
        "1",
        "2",
        "3",
        "4",
        "5",
        "7",
        "8"
      ],
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "url": {},
    "error": {},
    "found": {},
    "order_id": {},
    "order_number": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Comments

> Perform Get Order Comments through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_comments](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_comments)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_get_order_comments`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "claims_only": true
  },
  "handler": "claimsoft_get_order_comments"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `claims_only` — Claims Only (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `order_id` — Order Id
- `total` — Total
- `comments` — Comments
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "claims_only": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "total": {},
    "comments": {},
    "order_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Source Document

> Perform Get Order Source Document through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_source_document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_source_document)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_get_order_source_document`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_get_order_source_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `found` — Found
- `document_id` — Document Id
- `document_url` — Document Url
- `from_email` — From Email
- `subject` — Subject
- `received_date` — Received Date
- `has_email_metadata` — Has Email Metadata
- `document_context_footer` — Document Context Footer
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "message": {},
    "subject": {},
    "from_email": {},
    "document_id": {},
    "document_url": {},
    "received_date": {},
    "has_email_metadata": {},
    "document_context_footer": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Documents

> Perform Get Patient Documents through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_documents)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_get_patient_documents`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_get_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `patient_id` — Patient Id
- `total` — Total
- `documents` — Documents
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "total": {},
    "documents": {},
    "patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Orders

> Perform Get Patient Orders through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_orders](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_orders)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_get_patient_orders`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_get_patient_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `status_filter` — Status Filter (json)
  Optional JSON value.
  Options: 1 ("1"), 2 ("2"), 3 ("3"), 4 ("4"), 5 ("5"), 7 ("7"), 8 ("8")

## Outputs

- `total` — Total
- `orders` — Orders
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status_filter": {
      "enum": [
        "1",
        "2",
        "3",
        "4",
        "5",
        "7",
        "8"
      ],
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "total": {},
    "orders": {}
  },
  "additionalProperties": true
}
```

---

# Get Purchase Order

> Perform Get Purchase Order through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_purchase_order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_purchase_order)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_get_purchase_order`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_get_purchase_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `purchase_order_id` — Purchase Order Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `purchase_order_id` — Purchase Order Id
- `po_number` — Po Number
- `order_number` — Order Number
- `status` — Status
- `status_id` — Status Id
- `next_status` — Next Status
- `vendor` — Vendor
- `vendor_id` — Vendor Id
- `warehouse` — Warehouse
- `created_date` — Created Date
- `sent_date` — Sent Date
- `due_date` — Due Date
- `notes` — Notes
- `patient` — Patient
- `patient_id` — Patient Id
- `patient_order_id` — Patient Order Id
- `items` — Items
- `payments` — Payments
- `total_items` — Total Items
- `total_payments` — Total Payments
- `inventory_url` — Inventory Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "purchase_order_id"
  ],
  "properties": {
    "purchase_order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "items": {},
    "notes": {},
    "status": {},
    "vendor": {},
    "patient": {},
    "due_date": {},
    "payments": {},
    "po_number": {},
    "sent_date": {},
    "status_id": {},
    "vendor_id": {},
    "warehouse": {},
    "patient_id": {},
    "next_status": {},
    "total_items": {},
    "created_date": {},
    "order_number": {},
    "inventory_url": {},
    "total_payments": {},
    "patient_order_id": {},
    "purchase_order_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Report Schema

> Perform Get Report Schema through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_report_schema](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_report_schema)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_get_report_schema`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_get_report_schema"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `report_id` — Report Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `report_id` — Report Id
- `name` — Name
- `category` — Category
- `fields` — Fields
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "report_id"
  ],
  "properties": {
    "report_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "name": {},
    "error": {},
    "fields": {},
    "category": {},
    "report_id": {}
  },
  "additionalProperties": true
}
```

---

# List Purchase Order Documents

> Perform List Purchase Order Documents through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_purchase_order_documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_purchase_order_documents)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_list_purchase_order_documents`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_list_purchase_order_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `purchase_order_id` — Purchase Order Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `purchase_order_id` — Purchase Order Id
- `total` — Total
- `documents` — Documents
- `inventory_url` — Inventory Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "purchase_order_id"
  ],
  "properties": {
    "purchase_order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "total": {},
    "documents": {},
    "inventory_url": {},
    "purchase_order_id": {}
  },
  "additionalProperties": true
}
```

---

# List Reports

> Perform List Reports through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_reports](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_reports)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_list_reports`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_list_reports"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `category` — Category (text)
  Optional text value.

## Outputs

- `total_reports` — Total Reports
- `categories` — Categories
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "category": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "categories": {},
    "total_reports": {}
  },
  "additionalProperties": true
}
```

---

# Query Claim Detail by Status

> Perform Query Claim Detail by Status through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_claim_detail_by_status](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_claim_detail_by_status)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_query_claim_detail_by_status`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "max_rows": 500,
    "skip_rows": 0,
    "date_basis": "OrderCreated",
    "detail_level": "Items",
    "timeout_seconds": 600,
    "include_no_payer": false,
    "poll_interval_seconds": 15,
    "include_claim_comments": true,
    "ignore_location_sorting": false
  },
  "handler": "claimsoft_query_claim_detail_by_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `report` — Report (select, required)
  Required selected identifier or value.
  Options: ByAlert ("ByAlert"), ByPatient ("ByPatient"), BySalesperson ("BySalesperson"), ByHCPCS ("ByHCPCS"), ByPSR ("ByPSR"), ByPractitioner ("ByPractitioner"), ByPrimaryPayer ("ByPrimaryPayer"), BySecondaryPayer ("BySecondaryPayer")
- `selected_ids` — Selected Ids (json)
  Optional JSON value.
- `billing_location_ids` — Billing Location Ids (json)
  Optional JSON value.
- `begin_date` — Begin Date (date, required)
  Required date in YYYY-MM-DD format.
- `end_date` — End Date (date, required)
  Required date in YYYY-MM-DD format.
- `date_basis` — Date Basis (select)
  Optional selected identifier or value.
  Default: `"OrderCreated"`
  Options: OriginalBilled ("OriginalBilled"), SecondaryBilled ("SecondaryBilled"), PrimaryBilled ("PrimaryBilled"), PatientBilled ("PatientBilled"), ServiceDate ("ServiceDate"), ReorderDate ("ReorderDate"), OrderCreated ("OrderCreated"), AuthExpiration ("AuthExpiration")
- `statuses` — Statuses (json)
  Optional JSON value.
  Options: InProcess ("InProcess"), Scheduled ("Scheduled"), Submitted ("Submitted"), Closed ("Closed"), BilledOpen ("BilledOpen"), ReProcess ("ReProcess")
- `detail_level` — Detail Level (select)
  Optional selected identifier or value.
  Default: `"Items"`
  Options: Full claim details ("Items"), Claim summary ("Claims")
- `include_claim_comments` — Include Claim Comments (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_no_payer` — Include No Payer (boolean)
  Optional true-or-false value.
  Default: `false`
- `ignore_location_sorting` — Ignore Location Sorting (boolean)
  Optional true-or-false value.
  Default: `false`
- `timely_filing_min` — Timely Filing Min (text)
  Optional text value.
- `timely_filing_max` — Timely Filing Max (text)
  Optional text value.
- `max_rows` — Max Rows (number)
  Optional numeric value.
  Default: `500`
- `skip_rows` — Skip Rows (number)
  Optional numeric value.
  Default: `0`
- `poll_interval_seconds` — Poll Interval Seconds (number)
  Optional numeric value.
  Default: `15`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `600`

## Outputs

- `success` — Success
- `report_id` — Report Id
- `report_name` — Report Name
- `total` — Total
- `rows` — Rows
- `order_ids` — Order Ids
- `report_parameters` — Report Parameters
- `report_json` — Report Json
- `truncated` — Truncated
- `report_run_id` — Report Run Id
- `report_status` — Report Status
- `created_date` — Created Date
- `storage_key` — Storage Key
- `filename` — Filename
- `mime_type` — Mime Type
- `size_bytes` — Size Bytes
- `download_url` — Download Url
- `polls` — Polls
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "report",
    "begin_date",
    "end_date"
  ],
  "properties": {
    "report": {
      "enum": [
        "ByAlert",
        "ByPatient",
        "BySalesperson",
        "ByHCPCS",
        "ByPSR",
        "ByPractitioner",
        "ByPrimaryPayer",
        "BySecondaryPayer"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "end_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "max_rows": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "statuses": {
      "enum": [
        "InProcess",
        "Scheduled",
        "Submitted",
        "Closed",
        "BilledOpen",
        "ReProcess"
      ],
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "skip_rows": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "begin_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_basis": {
      "enum": [
        "OriginalBilled",
        "SecondaryBilled",
        "PrimaryBilled",
        "PatientBilled",
        "ServiceDate",
        "ReorderDate",
        "OrderCreated",
        "AuthExpiration"
      ],
      "type": "string",
      "default": "OrderCreated",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "detail_level": {
      "enum": [
        "Items",
        "Claims"
      ],
      "type": "string",
      "default": "Items",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "selected_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 600,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_no_payer": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "timely_filing_max": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timely_filing_min": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "billing_location_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "poll_interval_seconds": {
      "type": "number",
      "default": 15,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_claim_comments": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "ignore_location_sorting": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "error": {},
    "polls": {},
    "total": {},
    "success": {},
    "filename": {},
    "mime_type": {},
    "order_ids": {},
    "report_id": {},
    "truncated": {},
    "size_bytes": {},
    "report_json": {},
    "report_name": {},
    "storage_key": {},
    "created_date": {},
    "download_url": {},
    "report_run_id": {},
    "report_status": {},
    "report_parameters": {}
  },
  "additionalProperties": true
}
```

---

# Query Orders Missing Alerts

> Perform Query Orders Missing Alerts through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_orders_missing_alerts](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_orders_missing_alerts)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_query_orders_missing_alerts`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "max_rows": 500,
    "no_alerts": true,
    "show_deleted": false,
    "search_fields": "PatientName,PatientAccountId,Order,Charge"
  },
  "handler": "claimsoft_query_orders_missing_alerts"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `begin_date` — Begin Date (date, required)
  Required date in YYYY-MM-DD format.
- `end_date` — End Date (date, required)
  Required date in YYYY-MM-DD format.
- `billing_location_ids` — Billing Location Ids (json)
  Optional JSON value.
- `order_statuses` — Order Statuses (json)
  Optional JSON value.
  Options: 1 ("1"), 2 ("2"), 3 ("3"), 4 ("4"), 5 ("5"), 7 ("7"), 8 ("8")
- `search_text` — Search Text (text)
  Optional text value.
- `search_fields` — Search Fields (text)
  Optional text value.
  Default: `"PatientName,PatientAccountId,Order,Charge"`
- `no_alerts` — No Alerts (boolean)
  Optional true-or-false value.
  Default: `true`
- `show_deleted` — Show Deleted (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_rows` — Max Rows (number)
  Optional numeric value.
  Default: `500`

## Outputs

- `success` — Success
- `total` — Total
- `rows` — Rows
- `order_ids` — Order Ids
- `filter_model` — Filter Model
- `query_params` — Query Params
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "begin_date",
    "end_date"
  ],
  "properties": {
    "end_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "max_rows": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "no_alerts": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "begin_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "search_text": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "show_deleted": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "search_fields": {
      "type": "string",
      "default": "PatientName,PatientAccountId,Order,Charge",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_statuses": {
      "enum": [
        "1",
        "2",
        "3",
        "4",
        "5",
        "7",
        "8"
      ],
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "error": {},
    "total": {},
    "success": {},
    "order_ids": {},
    "truncated": {},
    "filter_model": {},
    "query_params": {}
  },
  "additionalProperties": true
}
```

---

# Read Order Detail

> Perform Read Order Detail through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_order_detail](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_order_detail)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_read_order_detail`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "include_items": true,
    "include_payers": true
  },
  "handler": "claimsoft_read_order_detail"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `include_items` — Include Items (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_payers` — Include Payers (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `order_id` — Order Id
- `order_number` — Order Number
- `patient_id` — Patient Id
- `patient_name` — Patient Name
- `status` — Status
- `dos_from` — Dos From
- `dos_to` — Dos To
- `location` — Location
- `diagnosis_codes` — Diagnosis Codes
- `items` — Items
- `payers` — Payers
- `url` — Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_items": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_payers": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "url": {},
    "error": {},
    "items": {},
    "dos_to": {},
    "payers": {},
    "status": {},
    "dos_from": {},
    "location": {},
    "order_id": {},
    "patient_id": {},
    "order_number": {},
    "patient_name": {},
    "diagnosis_codes": {}
  },
  "additionalProperties": true
}
```

---

# Read Patient

> Perform Read Patient through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_patient)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_read_patient`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_read_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `patient_id` — Patient Id
- `name` — Name
- `date_of_birth` — Date Of Birth
- `age` — Age
- `account_number` — Account Number
- `address` — Address
- `phone` — Phone
- `primary_language` — Primary Language
- `primary_payer` — Primary Payer
- `primary_policy_number` — Primary Policy Number
- `is_primary_medicare` — Is Primary Medicare
- `secondary_payer` — Secondary Payer
- `secondary_policy_number` — Secondary Policy Number
- `ar_balance` — Ar Balance
- `alerts` — Alerts
- `url` — Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "age": {},
    "url": {},
    "name": {},
    "error": {},
    "phone": {},
    "alerts": {},
    "address": {},
    "ar_balance": {},
    "patient_id": {},
    "date_of_birth": {},
    "primary_payer": {},
    "account_number": {},
    "secondary_payer": {},
    "primary_language": {},
    "is_primary_medicare": {},
    "primary_policy_number": {},
    "secondary_policy_number": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Diagnosis Codes

> Perform Resolve Diagnosis Codes through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_diagnosis_codes](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_diagnosis_codes)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_resolve_diagnosis_codes`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_resolve_diagnosis_codes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `diagnosis_codes` — Diagnosis Codes (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `resolved` — Resolved
- `unresolved` — Unresolved
- `unresolved_details` — Unresolved Details
- `all_resolved` — All Resolved
- `review_reason` — Review Reason
- `diagnosis_codes` — Diagnosis Codes
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "diagnosis_codes"
  ],
  "properties": {
    "diagnosis_codes": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "resolved": {},
    "unresolved": {},
    "all_resolved": {},
    "review_reason": {},
    "diagnosis_codes": {},
    "unresolved_details": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Order Alert

> Perform Resolve Order Alert through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_alert)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_resolve_order_alert`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_resolve_order_alert"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `comment_marker` — Comment Marker (text, required)
  Required text value.
- `alert_type_id` — Alert Type Id (text, required)
  Required text value.
- `created_by_user` — Created By User (text, required)
  Required text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "comment_marker",
    "alert_type_id",
    "created_by_user"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "alert_type_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "comment_marker": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "created_by_user": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Order Item Identities

> Perform Resolve Order Item Identities through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_item_identities](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_item_identities)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_resolve_order_item_identities`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "apply_item_sizes": false,
    "include_catalog_modifiers": false,
    "rule_out_impossible_item_codes": false,
    "apply_required_catalog_modifiers": false,
    "identify_items_from_printed_line": false
  },
  "handler": "claimsoft_resolve_order_item_identities"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `item_codes` — Item Codes (json, required)
  Required JSON value.
- `item_quantities` — Item Quantities (json, required)
  Required JSON value.
- `dos_from` — Dos From (text, required)
  Required text value.
- `dos_to` — Dos To (text, required)
  Required text value.
- `include_catalog_modifiers` — Include Catalog Modifiers (boolean)
  Optional true-or-false value.
  Default: `false`
- `apply_required_catalog_modifiers` — Apply Required Catalog Modifiers (boolean)
  Optional true-or-false value.
  Default: `false`
- `item_alternate_codes` — Item Alternate Codes (json)
  Optional JSON value.
- `item_sizes` — Item Sizes (json)
  Optional JSON value.
- `apply_item_sizes` — Apply Item Sizes (boolean)
  Optional true-or-false value.
  Default: `false`
- `item_descriptions` — Item Descriptions (json)
  Optional JSON value.
- `item_sides` — Item Sides (json)
  Optional JSON value.
- `identify_items_from_printed_line` — Identify Items From Printed Line (boolean)
  Optional true-or-false value.
  Default: `false`
- `rule_out_impossible_item_codes` — Rule Out Impossible Item Codes (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "item_codes",
    "item_quantities",
    "dos_from",
    "dos_to"
  ],
  "properties": {
    "dos_to": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "dos_from": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "item_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_sides": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_sizes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_quantities": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "apply_item_sizes": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "item_descriptions": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_alternate_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "include_catalog_modifiers": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "rule_out_impossible_item_codes": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "apply_required_catalog_modifiers": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "identify_items_from_printed_line": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Order Items

> Perform Resolve Order Items through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_items)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_resolve_order_items`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "skip_out_of_stock_items": false,
    "existing_lines_satisfy_stock": false
  },
  "handler": "claimsoft_resolve_order_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `item_codes` — Item Codes (json)
  Optional JSON value.
- `item_quantities` — Item Quantities (json)
  Optional JSON value.
- `item_identities` — Item Identities (json)
  Optional JSON value.
- `warehouse_id` — Warehouse Id (expression, required)
  Required literal value or workflow expression.
- `warehouse_name` — Warehouse Name (text, required)
  Required text value.
- `dos_from` — Dos From (text, required)
  Required text value.
- `dos_to` — Dos To (text, required)
  Required text value.
- `diagnosis_codes` — Diagnosis Codes (json)
  Optional JSON value.
- `skip_out_of_stock_items` — Skip Out Of Stock Items (boolean)
  Optional true-or-false value.
  Default: `false`
- `existing_lines_satisfy_stock` — Existing Lines Satisfy Stock (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "warehouse_id",
    "warehouse_name",
    "dos_from",
    "dos_to"
  ],
  "properties": {
    "dos_to": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "dos_from": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "item_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "warehouse_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "warehouse_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "diagnosis_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_identities": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_quantities": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "skip_out_of_stock_items": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "existing_lines_satisfy_stock": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Payer

> Perform Resolve Payer through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_resolve_payer`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_resolve_payer"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `policy_data` — Policy Data (expression, required)
  Required literal value or workflow expression.
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.
- `billing_location` — Billing Location (expression)
  Optional literal value or workflow expression.
- `payer_code_source` — Payer Code Source (expression)
  Optional literal value or workflow expression.
- `claimmd_discovery_reason` — Claimmd Discovery Reason (expression)
  Optional literal value or workflow expression.
- `payer_plan` — Payer Plan (expression)
  Optional literal value or workflow expression.
- `payer_card_state` — Payer Card State (expression)
  Optional literal value or workflow expression.
- `payer_name_truncated` — Payer Name Truncated (expression)
  Optional literal value or workflow expression.
- `card_insurance_type` — Card Insurance Type (expression)
  Optional literal value or workflow expression.
- `member_number` — Member Number (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `reviewed_payer_id` — Reviewed Payer Id (expression)
  Optional literal value or workflow expression.
- `reviewed_payer_confirmed` — Reviewed Payer Confirmed (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `payer_id` — Payer Id
- `payer_name` — Payer Name
- `confidence` — Confidence
- `reasoning` — Reasoning
- `policy_data` — Policy Data
- `error` — Error
- `failure_reason` — Failure Reason
- `candidate_count` — Candidate Count
- `match_method` — Match Method

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "policy_data"
  ],
  "properties": {
    "payer_plan": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policy_data": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "billing_location": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_card_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_code_source": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "reviewed_payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "card_insurance_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_name_truncated": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "claimmd_discovery_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "reviewed_payer_confirmed": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "payer_id": {},
    "reasoning": {},
    "confidence": {},
    "payer_name": {},
    "policy_data": {},
    "match_method": {},
    "failure_reason": {},
    "candidate_count": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Payer From Mapping

> Perform Resolve Payer From Mapping through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer_from_mapping](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer_from_mapping)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_resolve_payer_from_mapping`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_resolve_payer_from_mapping"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `payer_name` — Payer Name (expression, required)
  Required literal value or workflow expression.
- `payer_id` — Payer Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `resolved` — Resolved
- `payer_id` — Payer Id
- `payer_name` — Payer Name
- `match_source` — Match Source
- `review_reason` — Review Reason
- `candidate_count` — Candidate Count
- `failure_category` — Failure Category
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "payer_name"
  ],
  "properties": {
    "payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "payer_id": {},
    "resolved": {},
    "payer_name": {},
    "match_source": {},
    "review_reason": {},
    "candidate_count": {},
    "failure_category": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Physician

> Perform Resolve Physician through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_physician](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_physician)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_resolve_physician`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_resolve_physician"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `npi` — Npi (expression, required)
  Required literal value or workflow expression.
- `name` — Name (expression)
  Optional literal value or workflow expression.
- `billing_location_id` — Billing Location Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `resolved` — Resolved
- `physician_id` — Physician Id
- `physician_name` — Physician Name
- `npi` — Npi
- `review_reason` — Review Reason
- `match_method` — Match Method
- `candidate_count` — Candidate Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "npi"
  ],
  "properties": {
    "npi": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "billing_location_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "npi": {},
    "error": {},
    "success": {},
    "resolved": {},
    "match_method": {},
    "physician_id": {},
    "review_reason": {},
    "physician_name": {},
    "candidate_count": {}
  },
  "additionalProperties": true
}
```

---

# Save Guarantor

> Perform Save Guarantor through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_guarantor](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_guarantor)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_save_guarantor`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_save_guarantor"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `first_name` — First Name (text, required)
  Required text value.
- `last_name` — Last Name (text, required)
  Required text value.
- `relationship_id` — Relationship Id (expression, required)
  Required literal value or workflow expression.
- `date_of_birth` — Date Of Birth (text)
  Optional text value.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `guarantor_id` — Guarantor Id
- `outcome` — Outcome
- `relationship_id` — Relationship Id
- `same_as` — Same As
- `message` — Message
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id",
    "first_name",
    "last_name",
    "relationship_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "relationship_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "outcome": {},
    "same_as": {},
    "success": {},
    "order_id": {},
    "error_kind": {},
    "guarantor_id": {},
    "relationship_id": {}
  },
  "additionalProperties": true
}
```

---

# Save Insurance

> Perform Save Insurance through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_insurance](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_insurance)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_save_insurance`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "replace_existing": true
  },
  "handler": "claimsoft_save_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `policy_data` — Policy Data (expression, required)
  Required literal value or workflow expression.
- `sequence` — Sequence (number)
  Optional numeric value.
- `replace_existing` — Replace Existing (boolean)
  Optional true-or-false value.
  Default: `true`
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `insurance_override` — Insurance Override (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `order_id` — Order Id
- `sequence` — Sequence
- `updated` — Updated
- `insured_id` — Insured Id
- `ext_insured_id` — Ext Insured Id
- `payer_link_id` — Payer Link Id
- `order_payers_updated` — Order Payers Updated
- `patient_payers` — Patient Payers
- `superseded_patient_payers` — Superseded Patient Payers
- `patient_url` — Patient Url
- `message` — Message
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "policy_data"
  ],
  "properties": {
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sequence": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policy_data": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "replace_existing": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "insurance_override": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "updated": {},
    "order_id": {},
    "sequence": {},
    "error_kind": {},
    "insured_id": {},
    "patient_id": {},
    "patient_url": {},
    "payer_link_id": {},
    "ext_insured_id": {},
    "patient_payers": {},
    "order_payers_updated": {},
    "superseded_patient_payers": {}
  },
  "additionalProperties": true
}
```

---

# Save Patient

> Perform Save Patient through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_patient)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_save_patient`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_save_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_data` — Patient Data (expression, required)
  Required literal value or workflow expression.
- `billing_location_ids` — Billing Location Ids (json, required)
  Required JSON value.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `patient_defaults` — Patient Defaults (json)
  Optional JSON value.
- `demographics_override` — Demographics Override (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `claimsoft_patient_id` — Claimsoft Patient Id
- `created` — Created
- `is_duplicate` — Is Duplicate
- `patient_url` — Patient Url
- `message` — Message
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_data",
    "billing_location_ids"
  ],
  "properties": {
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_data": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_defaults": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "demographics_override": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "message": {},
    "success": {},
    "error_kind": {},
    "patient_id": {},
    "patient_url": {},
    "is_duplicate": {},
    "claimsoft_patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Search Patient

> Perform Search Patient through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_patient)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_search_patient`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_search_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `account_id` — Account Id (text)
  Optional text value.
- `order_number` — Order Number (text)
  Optional text value.

## Outputs

- `total` — Total
- `patients` — Patients
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "total": {},
    "patients": {}
  },
  "additionalProperties": true
}
```

---

# Search Purchase Orders

> Perform Search Purchase Orders through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_purchase_orders](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_purchase_orders)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_search_purchase_orders`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "max_rows": 500,
    "order_status": [
      "2",
      "3",
      "4",
      "6"
    ]
  },
  "handler": "claimsoft_search_purchase_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `search_text` — Search Text (text)
  Optional text value.
- `order_status` — Order Status (multi_select)
  Optional list of selected values.
  Default: `["2","3","4","6"]`
  Options: Open ("2"), Due ("3"), Closed ("4"), Deleted ("6")
- `warehouses` — Warehouses (json)
  Optional JSON value.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `practitioner_id` — Practitioner Id (expression)
  Optional literal value or workflow expression.
- `date_from` — Date From (date)
  Optional date in YYYY-MM-DD format.
- `date_to` — Date To (date)
  Optional date in YYYY-MM-DD format.
- `filters` — Filters (json)
  Optional JSON value.
- `max_rows` — Max Rows (number)
  Optional numeric value.
  Default: `500`

## Outputs

- `server_returned` — Server Returned
- `returned` — Returned
- `client_truncated` — Client Truncated
- `orders` — Orders
- `inventory_url` — Inventory Url
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "filters": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "max_rows": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "warehouses": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "search_text": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_status": {
      "type": "array",
      "items": {
        "enum": [
          "2",
          "3",
          "4",
          "6"
        ],
        "type": "string"
      },
      "default": [
        "2",
        "3",
        "4",
        "6"
      ],
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "practitioner_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "orders": {},
    "returned": {},
    "inventory_url": {},
    "server_returned": {},
    "client_truncated": {}
  },
  "additionalProperties": true
}
```

---

# Select Unworked Review Items

> Perform Select Unworked Review Items through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_select_review_items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_select_review_items)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_select_review_items`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "batch_size": 10,
    "exception_batch_size": 10
  },
  "handler": "claimsoft_select_review_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `storage_key` — Storage Key (expression, required)
  Required literal value or workflow expression.
- `supported_hcpcs` — Supported Hcpcs (json, required)
  Required JSON value.
- `legacy_outcome_markers` — Legacy Outcome Markers (json, required)
  Required JSON value.
- `creator_match` — Creator Match (text, required)
  Required text value.
- `batch_size` — Batch Size (number)
  Optional numeric value.
  Default: `10`
- `exception_batch_size` — Exception Batch Size (number)
  Optional numeric value.
  Default: `10`
- `advanced_alert_type_ids` — Advanced Alert Type Ids (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `pending_orders` — Pending Orders
- `unmapped_items` — Unmapped Items
- `total_rows` — Total Rows
- `scanned_rows` — Scanned Rows
- `completed_count` — Completed Count
- `advanced_count` — Advanced Count
- `duplicate_count` — Duplicate Count
- `unmapped_count` — Unmapped Count
- `deferred_unmapped_count` — Deferred Unmapped Count
- `exhausted` — Exhausted
- `budget_exhausted` — Budget Exhausted
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "storage_key",
    "supported_hcpcs",
    "legacy_outcome_markers",
    "creator_match"
  ],
  "properties": {
    "batch_size": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "storage_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "creator_match": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "supported_hcpcs": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "exception_batch_size": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "legacy_outcome_markers": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "advanced_alert_type_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "exhausted": {},
    "total_rows": {},
    "scanned_rows": {},
    "advanced_count": {},
    "pending_orders": {},
    "unmapped_count": {},
    "unmapped_items": {},
    "completed_count": {},
    "duplicate_count": {},
    "budget_exhausted": {},
    "deferred_unmapped_count": {}
  },
  "additionalProperties": true
}
```

---

# Send PO Upload Summary Email

> Perform Send PO Upload Summary Email through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_send_po_upload_summary_email](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_send_po_upload_summary_email)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_send_po_upload_summary_email`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "timezone": "America/Los_Angeles",
    "lookback_hours": 24,
    "upload_node_id": "upload_purchase_order_document",
    "max_source_runs": 500,
    "purchase_order_node_id": "select_purchase_order",
    "unsafe_order_number_tokens": "ROOT,REMAKE",
    "internal_dry_run_email_domains": "genhealth.ai"
  },
  "handler": "claimsoft_send_po_upload_summary_email"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source_workflow_id` — Source Workflow Id (workflow_select)
  Optional selected identifier or value.
- `source_workflow_name` — Source Workflow Name (text)
  Optional text value.
- `trigger_payload` — Trigger Payload (expression)
  Optional literal value or workflow expression.
- `scheduled_run_at` — Scheduled Run At (expression)
  Optional literal value or workflow expression.
- `fallback_run_at` — Fallback Run At (expression)
  Optional literal value or workflow expression.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/Los_Angeles"`
- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
  Default: `24`
- `max_source_runs` — Max Source Runs (number)
  Optional numeric value.
  Default: `500`
- `to_emails` — To Emails (text, required)
  Required text value.
- `internal_dry_run_email_domains` — Internal Dry Run Email Domains (text)
  Optional text value.
  Default: `"genhealth.ai"`
- `subject` — Subject (text)
  Optional text value.
- `upload_node_id` — Upload Node Id (text)
  Optional text value.
  Default: `"upload_purchase_order_document"`
- `purchase_order_node_id` — Purchase Order Node Id (text)
  Optional text value.
  Default: `"select_purchase_order"`
- `unsafe_order_number_tokens` — Unsafe Order Number Tokens (text)
  Optional text value.
  Default: `"ROOT,REMAKE"`

## Outputs

- `success` — Success
- `status` — Status
- `successful_upload_count` — Successful Upload Count
- `order_numbers` — Order Numbers
- `window_start` — Window Start
- `window_end` — Window End
- `emailed_to` — Emailed To
- `html` — Html
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "to_emails"
  ],
  "properties": {
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timezone": {
      "type": "string",
      "default": "America/Los_Angeles",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "lookback_hours": {
      "type": "number",
      "default": 24,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "upload_node_id": {
      "type": "string",
      "default": "upload_purchase_order_document",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fallback_run_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_source_runs": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "trigger_payload": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "scheduled_run_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_workflow_id": {
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "workflow_select"
    },
    "source_workflow_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "purchase_order_node_id": {
      "type": "string",
      "default": "select_purchase_order",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "unsafe_order_number_tokens": {
      "type": "string",
      "default": "ROOT,REMAKE",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "internal_dry_run_email_domains": {
      "type": "string",
      "default": "genhealth.ai",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "status": {},
    "success": {},
    "emailed_to": {},
    "window_end": {},
    "window_start": {},
    "order_numbers": {},
    "successful_upload_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Order Status

> Perform Update Order Status through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_update_order_status](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_update_order_status)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_update_order_status`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_update_order_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `status_value` — Status Value (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `state` — State
- `verified` — Verified
- `review_required` — Review Required
- `status_id` — Status Id
- `status_description` — Status Description
- `error_kind` — Error Kind
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "status_value"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status_value": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "state": {},
    "message": {},
    "success": {},
    "verified": {},
    "status_id": {},
    "error_kind": {},
    "review_required": {},
    "status_description": {}
  },
  "additionalProperties": true
}
```

---

# Upload Eligibility Report

> Perform Upload Eligibility Report through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_eligibility_report](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_eligibility_report)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_upload_eligibility_report`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {
    "tab": "Documents"
  },
  "handler": "claimsoft_upload_eligibility_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `eligibility_id` — Eligibility Id (expression, required)
  Required literal value or workflow expression.
- `filename` — Filename (text, required)
  Required text value.
- `alternate_filenames` — Alternate Filenames (json)
  Optional JSON value.
- `tab` — Tab (text)
  Optional text value.
  Default: `"Documents"`

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `eligibility_id` — Eligibility Id
- `filename` — Filename
- `skipped` — Skipped
- `matched_filename` — Matched Filename
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "eligibility_id",
    "filename"
  ],
  "properties": {
    "tab": {
      "type": "string",
      "default": "Documents",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "filename": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "alternate_filenames": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "filename": {},
    "patient_id": {},
    "eligibility_id": {},
    "matched_filename": {}
  },
  "additionalProperties": true
}
```

---

# Upload Purchase Order Document

> Perform Upload Purchase Order Document through ClaimSoft.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_purchase_order_document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_purchase_order_document)

Integration: [ClaimSoft](https://genhealth.ai/docs/workflows/integrations/claim-soft.md)

- Handler: `claimsoft_upload_purchase_order_document`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClaimSoft",
  "params": {},
  "handler": "claimsoft_upload_purchase_order_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `purchase_order_id` — Purchase Order Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `filename` — Filename (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `purchase_order_id` — Purchase Order Id
- `filename` — Filename
- `size_bytes` — Size Bytes
- `verification_status` — Verification Status
- `documents_total` — Documents Total
- `documents` — Documents
- `inventory_url` — Inventory Url
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "purchase_order_id",
    "document_id"
  ],
  "properties": {
    "filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "purchase_order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "filename": {},
    "documents": {},
    "size_bytes": {},
    "inventory_url": {},
    "documents_total": {},
    "purchase_order_id": {},
    "verification_status": {}
  },
  "additionalProperties": true
}
```

---

# ClearPathMD integration

> Build workflow automations with 23 public ClearPathMD actions.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md](https://genhealth.ai/docs/workflows/integrations/clear-path-md)

## Available actions

23 actions. Connection types: clearpathmd.

### [Create Patient Note](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_create_patient_note.md)

- Handler: `clearpath_create_patient_note`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `patient_id`, `description`, `note_type_id`, `note_type_label`, `alert`
- Outputs: `success`, `data`, `message`, `error`

Perform Create Patient Note through ClearPathMD.

### [Download Written Order PDF](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_download_written_order.md)

- Handler: `clearpath_download_written_order`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `order_id`, `cmn_form_id`, `show_in_inbox`
- Outputs: `success`, `status`, `order_id`, `document_id`, `filename`, `content_type`, `size_bytes`, `was_existing`, `error`

Perform Download Written Order PDF through ClearPathMD.

### [Edit Patient Note](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_update_patient_note.md)

- Handler: `clearpath_update_patient_note`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `patient_id`, `patient_note_id`, `description`, `note_type_id`, `note_type_label`, `alert`
- Outputs: `success`, `data`, `message`, `error`

Perform Edit Patient Note through ClearPathMD.

### [Get Document Types](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_document_types.md)

- Handler: `clearpath_get_document_types`
- Connection type: `clearpathmd`
- External effect: `read`

- Outputs: `success`, `error`

Perform Get Document Types through ClearPathMD.

### [Get Order Documents](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_documents.md)

- Handler: `clearpath_get_order_documents`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `order_id`, `page_size`
- Outputs: `success`, `error`

Perform Get Order Documents through ClearPathMD.

### [Get Order Insurance Options](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_insurances_for_order.md)

- Handler: `clearpath_get_patient_insurances_for_order`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Order Insurance Options through ClearPathMD.

### [Get Order Item Details](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_item_details.md)

- Handler: `clearpath_get_order_item_details`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `order_id`
- Outputs: `success`, `data`, `error`

Perform Get Order Item Details through ClearPathMD.

### [Get Order Statuses](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_statuses.md)

- Handler: `clearpath_get_order_statuses`
- Connection type: `clearpathmd`
- External effect: `read`

- Outputs: `success`, `error`

Perform Get Order Statuses through ClearPathMD.

### [Get Patient Documents](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_documents.md)

- Handler: `clearpath_get_patient_documents`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`, `page_size`
- Outputs: `success`, `error`

Perform Get Patient Documents through ClearPathMD.

### [Get Patient Insurance](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_insurance.md)

- Handler: `clearpath_get_patient_insurance`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Patient Insurance through ClearPathMD.

### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_notes.md)

- Handler: `clearpath_get_patient_notes`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`, `page_size`
- Outputs: `success`, `data`, `message`, `error`, `error_kind`

Perform Get Patient Notes through ClearPathMD.

### [Get Patient Notes Count](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_notes_count.md)

- Handler: `clearpath_get_patient_notes_count`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Patient Notes Count through ClearPathMD.

### [Get Patient Orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_orders.md)

- Handler: `clearpath_get_patient_orders`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Patient Orders through ClearPathMD.

### [Get Patient Provider Details](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_provider_details.md)

- Handler: `clearpath_get_patient_provider_details`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `data`, `message`, `error`

Perform Get Patient Provider Details through ClearPathMD.

### [Get Patient Providers](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_providers.md)

- Handler: `clearpath_get_patient_providers`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `error`

Perform Get Patient Providers through ClearPathMD.

### [Link Provider](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_link_provider.md)

- Handler: `clearpath_link_provider`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `patient_id`, `npi`
- Outputs: `success`, `error`

Perform Link Provider through ClearPathMD.

### [Read Patient](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_read_patient.md)

- Handler: `clearpath_read_patient`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `data`, `error`, `error_kind`

Perform Read Patient through ClearPathMD.

### [Search Notes](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_notes.md)

- Handler: `clearpath_search_notes`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `note_type_id`, `max_records`
- Outputs: `success`, `data`, `message`, `error`

Perform Search Notes through ClearPathMD.

### [Search Orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_orders.md)

- Handler: `clearpath_search_orders`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `order_statuses`, `max_records`, `sort`, `order_id`, `patient_id`, `patient_first_name`, `patient_last_name`, `practice_id`, `location_id`, `provider_id`, `insurance_id`, `from_order_date`, `to_order_date`, `hcpcs`, `product_id`, `item_type`
- Outputs: `success`, `data`, `message`, `error`

Perform Search Orders through ClearPathMD.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_patient.md)

- Handler: `clearpath_search_patient`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `patient_id`, `page_size`
- Outputs: `success`, `data`, `error`

Perform Search Patient through ClearPathMD.

### [Search Pending Orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_pending_orders.md)

- Handler: `clearpath_search_pending_orders`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `page`, `page_size`, `from_date`, `to_date`, `entity_id`, `provider_id`, `location_id`
- Outputs: `success`, `error`

Perform Search Pending Orders through ClearPathMD.

### [Search Provider](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_provider.md)

- Handler: `clearpath_search_provider`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `npi`, `first_name`, `last_name`, `postal_code`
- Outputs: `success`, `error`

Perform Search Provider through ClearPathMD.

### [Upload Document](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_upload_document.md)

- Handler: `clearpath_upload_document`
- Connection type: `clearpathmd`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `document_type_id`, `title`, `description`, `order_id`
- Outputs: `success`, `data`, `message`, `error`

Perform Upload Document through ClearPathMD.

---

# Create Patient Note

> Perform Create Patient Note through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_create_patient_note](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_create_patient_note)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_create_patient_note`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "alert": false
  },
  "handler": "clearpath_create_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `description` — Description (textarea, required)
  Required text value.
- `note_type_id` — Note Type Id (text)
  Optional text value.
- `note_type_label` — Note Type Label (text)
  Optional text value.
- `alert` — Alert (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `data` — Data
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "description"
  ],
  "properties": {
    "alert": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "note_type_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_type_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Download Written Order PDF

> Perform Download Written Order PDF through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_download_written_order](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_download_written_order)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_download_written_order`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "cmn_form_id": "0",
    "show_in_inbox": false
  },
  "handler": "clearpath_download_written_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `cmn_form_id` — Cmn Form Id (expression)
  Optional literal value or workflow expression.
  Default: `"0"`
- `show_in_inbox` — Show In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `order_id` — Order Id
- `document_id` — Document Id
- `filename` — Filename
- `content_type` — Content Type
- `size_bytes` — Size Bytes
- `was_existing` — Was Existing
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cmn_form_id": {
      "default": "0",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "show_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "filename": {},
    "order_id": {},
    "size_bytes": {},
    "document_id": {},
    "content_type": {},
    "was_existing": {}
  },
  "additionalProperties": true
}
```

---

# Edit Patient Note

> Perform Edit Patient Note through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_update_patient_note](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_update_patient_note)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_update_patient_note`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_update_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `patient_note_id` — Patient Note Id (expression, required)
  Required literal value or workflow expression.
- `description` — Description (textarea, required)
  Required text value.
- `note_type_id` — Note Type Id (text, required)
  Required text value.
- `note_type_label` — Note Type Label (text, required)
  Required text value.
- `alert` — Alert (boolean, required)
  Required true-or-false value.

## Outputs

- `success` — Success
- `data` — Data
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "patient_note_id",
    "description",
    "note_type_id",
    "note_type_label",
    "alert"
  ],
  "properties": {
    "alert": {
      "type": "boolean",
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "note_type_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "note_type_label": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_note_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Document Types

> Perform Get Document Types through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_document_types](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_document_types)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_document_types`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_document_types"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Documents

> Perform Get Order Documents through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_documents](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_documents)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_order_documents`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "page_size": 50
  },
  "handler": "clearpath_get_order_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "page_size": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Insurance Options

> Perform Get Order Insurance Options through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_insurances_for_order](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_insurances_for_order)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_patient_insurances_for_order`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_patient_insurances_for_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Item Details

> Perform Get Order Item Details through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_item_details](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_item_details)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_order_item_details`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_order_item_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `data` — Data
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Statuses

> Perform Get Order Statuses through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_statuses](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_order_statuses)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_order_statuses`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_order_statuses"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Documents

> Perform Get Patient Documents through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_documents](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_documents)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_patient_documents`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "page_size": 50
  },
  "handler": "clearpath_get_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "page_size": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Insurance

> Perform Get Patient Insurance through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_insurance](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_insurance)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_patient_insurance`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Notes

> Perform Get Patient Notes through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_notes](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_notes)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_patient_notes`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "page_size": 100
  },
  "handler": "clearpath_get_patient_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`

## Outputs

- `success` — Success
- `data` — Data
- `message` — Message
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "message": {},
    "success": {},
    "error_kind": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Notes Count

> Perform Get Patient Notes Count through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_notes_count](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_notes_count)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_patient_notes_count`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_patient_notes_count"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Orders

> Perform Get Patient Orders through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_orders)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_patient_orders`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_patient_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Provider Details

> Perform Get Patient Provider Details through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_provider_details](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_provider_details)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_patient_provider_details`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_patient_provider_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `data` — Data
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Providers

> Perform Get Patient Providers through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_providers](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_get_patient_providers)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_get_patient_providers`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_get_patient_providers"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Link Provider

> Perform Link Provider through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_link_provider](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_link_provider)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_link_provider`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_link_provider"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `npi` — Npi (text, required)
  Required text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "npi"
  ],
  "properties": {
    "npi": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Read Patient

> Perform Read Patient through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_read_patient](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_read_patient)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_read_patient`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_read_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `data` — Data
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "success": {},
    "error_kind": {}
  },
  "additionalProperties": true
}
```

---

# Search Notes

> Perform Search Notes through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_notes](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_notes)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_search_notes`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "max_records": 500
  },
  "handler": "clearpath_search_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `note_type_id` — Note Type Id (expression, required)
  Required literal value or workflow expression.
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `500`

## Outputs

- `success` — Success
- `data` — Data
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "note_type_id"
  ],
  "properties": {
    "max_records": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "note_type_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Search Orders

> Perform Search Orders through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_orders)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_search_orders`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "sort": "OrderID-desc",
    "max_records": 500
  },
  "handler": "clearpath_search_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_statuses` — Order Statuses (multi_select)
  Optional list of selected values.
  Options: Pending ("1"), Ready For Delivery ("2"), Completed ("3"), Incomplete ("4"), Archived ("5")
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `500`
- `sort` — Sort (text)
  Optional text value.
  Default: `"OrderID-desc"`
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `patient_first_name` — Patient First Name (text)
  Optional text value.
- `patient_last_name` — Patient Last Name (text)
  Optional text value.
- `practice_id` — Practice Id (expression)
  Optional literal value or workflow expression.
- `location_id` — Location Id (expression)
  Optional literal value or workflow expression.
- `provider_id` — Provider Id (expression)
  Optional literal value or workflow expression.
- `insurance_id` — Insurance Id (expression)
  Optional literal value or workflow expression.
- `from_order_date` — From Order Date (text)
  Optional text value.
- `to_order_date` — To Order Date (text)
  Optional text value.
- `hcpcs` — Hcpcs (text)
  Optional text value.
- `product_id` — Product Id (expression)
  Optional literal value or workflow expression.
- `item_type` — Item Type (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `data` — Data
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "sort": {
      "type": "string",
      "default": "OrderID-desc",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "hcpcs": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "item_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "product_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "location_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_records": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "practice_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "to_order_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_statuses": {
      "type": "array",
      "items": {
        "enum": [
          "1",
          "2",
          "3",
          "4",
          "5"
        ],
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "from_order_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Search Patient

> Perform Search Patient through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_patient](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_patient)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_search_patient`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "page_size": 15
  },
  "handler": "clearpath_search_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `date_of_birth` — Date Of Birth (text)
  Optional text value.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `15`

## Outputs

- `success` — Success
- `data` — Data
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "page_size": {
      "type": "number",
      "default": 15,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Search Pending Orders

> Perform Search Pending Orders through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_pending_orders](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_pending_orders)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_search_pending_orders`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "page": 1,
    "page_size": 50
  },
  "handler": "clearpath_search_pending_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `page` — Page (number)
  Optional numeric value.
  Default: `1`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `50`
- `from_date` — From Date (text)
  Optional text value.
- `to_date` — To Date (text)
  Optional text value.
- `entity_id` — Entity Id (expression)
  Optional literal value or workflow expression.
- `provider_id` — Provider Id (expression)
  Optional literal value or workflow expression.
- `location_id` — Location Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "page": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "to_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "entity_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "from_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "page_size": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "location_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Search Provider

> Perform Search Provider through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_provider](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_search_provider)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_search_provider`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {},
  "handler": "clearpath_search_provider"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `npi` — Npi (text)
  Optional text value.
- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `postal_code` — Postal Code (text)
  Optional text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "npi": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "postal_code": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Upload Document

> Perform Upload Document through ClearPathMD.

Source: [https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_upload_document](https://genhealth.ai/docs/workflows/integrations/clear-path-md/clearpath_upload_document)

Integration: [ClearPathMD](https://genhealth.ai/docs/workflows/integrations/clear-path-md.md)

- Handler: `clearpath_upload_document`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ClearPathMD",
  "params": {
    "document_type_id": 1
  },
  "handler": "clearpath_upload_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `document_type_id` — Document Type Id (number)
  Optional numeric value.
  Default: `1`
- `title` — Title (text)
  Optional text value.
- `description` — Description (text)
  Optional text value.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `data` — Data
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id"
  ],
  "properties": {
    "title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type_id": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Colorado Medicaid integration

> Build workflow automations with 1 public Colorado Medicaid action.

Source: [https://genhealth.ai/docs/workflows/integrations/colorado-medicaid](https://genhealth.ai/docs/workflows/integrations/colorado-medicaid)

## Available actions

1 action. Connection types: colorado_medicaid.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/colorado-medicaid/colorado_medicaid_check_eligibility.md)

- Handler: `colorado_medicaid_check_eligibility`
- Connection type: `colorado_medicaid`
- External effect: `write`
- Inputs: `enabled`, `member_id`, `service_start_date`, `service_end_date`, `skip_reason`
- Outputs: `success`, `status`, `is_eligible`, `coverage_details`, `error`, `error_reason`, `lookup_error`, `captcha_failure_stage`, `captcha_diagnostic_screenshot`, `captcha_diagnostic_screenshot_error_type`, `skipped`, `skip_reason`

Perform Check Eligibility through Colorado Medicaid.

---

# Check Eligibility

> Perform Check Eligibility through Colorado Medicaid.

Source: [https://genhealth.ai/docs/workflows/integrations/colorado-medicaid/colorado_medicaid_check_eligibility](https://genhealth.ai/docs/workflows/integrations/colorado-medicaid/colorado_medicaid_check_eligibility)

Integration: [Colorado Medicaid](https://genhealth.ai/docs/workflows/integrations/colorado-medicaid.md)

- Handler: `colorado_medicaid_check_eligibility`

- Connection type: `colorado_medicaid`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Colorado Medicaid",
  "params": {
    "enabled": true
  },
  "handler": "colorado_medicaid_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `service_start_date` — Service Start Date (expression)
  Optional literal value or workflow expression.
- `service_end_date` — Service End Date (expression)
  Optional literal value or workflow expression.
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `is_eligible` — Is Eligible
- `coverage_details` — Coverage Details
- `error` — Error
- `error_reason` — Error Reason
- `lookup_error` — Lookup Error
- `captcha_failure_stage` — Captcha Failure Stage
- `captcha_diagnostic_screenshot` — Captcha Diagnostic Screenshot
- `captcha_diagnostic_screenshot_error_type` — Captcha Diagnostic Screenshot Error Type
- `skipped` — Skipped
- `skip_reason` — Skip Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_end_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_start_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "skipped": {},
    "success": {},
    "is_eligible": {},
    "skip_reason": {},
    "error_reason": {},
    "lookup_error": {},
    "coverage_details": {},
    "captcha_failure_stage": {},
    "captcha_diagnostic_screenshot": {},
    "captcha_diagnostic_screenshot_error_type": {}
  },
  "additionalProperties": true
}
```

---

# Consignment Intake integration

> Build workflow automations with 41 public Consignment Intake actions.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake)

## Available actions

41 actions. Connection types: claimsoft.

### [Apply Consignment Review Corrections](https://genhealth.ai/docs/workflows/integrations/consignment-intake/apply_consignment_review_overrides.md)

- Handler: `apply_consignment_review_overrides`

- External effect: `write`
- Inputs: `document_id`, `extracted_fields`, `review_overrides`, `document_text`, `prior_order_write_status`
- Outputs: `success`, `extracted_fields`, `payer`, `applied_fields`, `reviewed_by`, `reviewed_at`, `field_origins`, `payer_origin`, `item_code_provenance`, `item_code_vision`, `insurance_evidence`, `provider_row_evidence`, `physician_vision`, `side_box_geometry`, `side_box_vision`, `diagnosis_vision`, `diagnosis_suggestion`, `diagnosis_form_source`, `policy_number_vision`, `guided_item_repair`, `error`

Perform Apply Consignment Review Corrections through Consignment Intake.

### [Apply Consignment Side Modifiers](https://genhealth.ai/docs/workflows/integrations/consignment-intake/apply_consignment_side_modifiers.md)

- Handler: `apply_consignment_side_modifiers`

- External effect: `write`
- Inputs: `items`, `diagnosis_codes`, `packet_fields`
- Outputs: `success`, `items`, `resolved_line_count`, `unresolved_line_count`, `unresolved_line_keys`, `error`

Perform Apply Consignment Side Modifiers through Consignment Intake.

### [Build Consignment Order Mapping](https://genhealth.ai/docs/workflows/integrations/consignment-intake/build_consignment_order_mapping.md)

- Handler: `build_consignment_order_mapping`

- External effect: `write`
- Inputs: `packet_context`, `extracted_fields`, `document_text`, `as_of_date`, `salesperson_name`, `salesperson_review_required`, `source_location`, `policyholder_resolution`
- Outputs: `success`, `ready_for_order_write`, `review_required`, `review_reason`, `review_reasons`, `review_details`, `source_location`, `policyholder_outcome`, `medicaid_payer_outcome`, `northwood_tpa_outcome`, `eligibility_rejection_category`, `as_of_date_source`, `subscriber_directory`, `as_of_date`, `error`, `error_kind`

Perform Build Consignment Order Mapping through Consignment Intake.

### [Build Consignment Sender Reply Plans](https://genhealth.ai/docs/workflows/integrations/consignment-intake/build_consignment_sender_reply_plans.md)

- Handler: `build_consignment_sender_reply_plans`

- External effect: `write`
- Inputs: `group_email`, `attachment_collection`, `subject_metadata`, `message_fetch_results`, `status_summary`, `document_loop_results`, `targeted_reprocess`, `source_location_preflight`, `allow_html_body`
- Outputs: `success`, `reply_plans`, `reply_count`, `suppressed_count`, `error`

Perform Build Consignment Sender Reply Plans through Consignment Intake.

### [Check Consignment ClaimSoft Order Duplicate](https://genhealth.ai/docs/workflows/integrations/consignment-intake/check_consignment_claimsoft_order_duplicate.md)

- Handler: `check_consignment_claimsoft_order_duplicate`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `document_id`, `expected_idempotency_key`, `recovery_result`, `patient_data`, `billing_location_ids`, `order_params`, `item_resolution`
- Outputs: `success`, `patient_id`, `duplicate_prevented`, `order_id`, `match_basis`, `existing_order_writable`, `duplicate_reason`, `duplicate_detail`, `error_kind`, `error`, `readback_verdict`, `http_status`

Perform Check Consignment ClaimSoft Order Duplicate through Consignment Intake.

### [Deliver Daily Consignment Summary](https://genhealth.ai/docs/workflows/integrations/consignment-intake/deliver_consignment_reconciliation_report.md)

- Handler: `deliver_consignment_reconciliation_report`

- External effect: `write`
- Inputs: `source_workflow_id`, `recipients`, `cutoff_time`, `timezone_name`, `window_hours`, `claimsoft_base_url`, `umpa_base_url`, `scheduled_run_at`, `fallback_run_at`, `trigger_payload`
- Outputs: `success`, `status`, `delivery`, `delivery_reason`, `delivery_status`, `recipient_count`, `report_reference`, `window_start`, `window_end`, `timezone`, `window_complete`, `received`, `verified_created`, `held`, `not_processed`, `pending`, `failure_count`, `error`

Perform Deliver Daily Consignment Summary through Consignment Intake.

### [Ensure Consignment ClaimSoft Guarantor](https://genhealth.ai/docs/workflows/integrations/consignment-intake/ensure_consignment_claimsoft_guarantor.md)

- Handler: `ensure_consignment_claimsoft_guarantor`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `patient_data`, `guarantor_data`, `extracted_fields`, `as_of_date`
- Outputs: `success`, `order_id`, `guarantor_id`, `outcome`, `relationship_id`, `same_as`, `message`, `error`, `error_kind`

Perform Ensure Consignment ClaimSoft Guarantor through Consignment Intake.

### [Ensure Consignment ClaimSoft Order](https://genhealth.ai/docs/workflows/integrations/consignment-intake/ensure_consignment_claimsoft_order.md)

- Handler: `ensure_consignment_claimsoft_order`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `document_id`, `expected_idempotency_key`, `recovery_result`, `order_params`, `item_resolution`
- Outputs: `success`, `order_id`, `created`, `duplicate_prevented`, `match_basis`, `existing_order_writable`, `duplicate_reason`, `duplicate_detail`, `idempotency_key`, `message`, `error_kind`, `error`

Perform Ensure Consignment ClaimSoft Order through Consignment Intake.

### [Evaluate Consignment Prior Authorization](https://genhealth.ai/docs/workflows/integrations/consignment-intake/evaluate_consignment_prior_authorization.md)

- Handler: `evaluate_consignment_prior_authorization`

- External effect: `write`
- Inputs: `payer_id`, `item_identities`, `eligibility_verified`
- Outputs: `success`, `prior_authorization_required`, `review_required`, `review_reason`, `review_reasons`, `alert_type_id`, `alert_comment`, `state`

Perform Evaluate Consignment Prior Authorization through Consignment Intake.

### [Extract Consignment Item Sizes](https://genhealth.ai/docs/workflows/integrations/consignment-intake/extract_consignment_item_sizes.md)

- Handler: `extract_consignment_item_sizes`

- External effect: `write`
- Inputs: `document_id`, `item_codes`, `item_size_texts`
- Outputs: `outcome`, `size_box_count`, `paired_count`, `unpaired_count`, `product_line_count`, `sizes`, `item_sizes`, `apply_sizes`, `mode`, `shadow_mode`

Perform Extract Consignment Item Sizes through Consignment Intake.

### [Extract Consignment Source Location](https://genhealth.ai/docs/workflows/integrations/consignment-intake/extract_consignment_source_location.md)

- Handler: `extract_consignment_source_location`

- External effect: `write`
- Inputs: `document_id`, `email_location_name`, `email_body_location_name`, `unavailable_location_tiers`
- Outputs: `outcome`, `mapping_id`, `configured_business_address`, `configured_location_name`, `matched_source`, `warehouse_id`, `warehouse_name`, `warehouse_number`, `resolved`, `configured_mapping_count`, `packet_outcome`, `packet_candidate_mapping_ids`, `repaired_packet_candidate_mapping_ids`, `email_matched_mapping_id`, `filename_matched_mapping_id`, `metadata_matches_consistent`, `unmatched_location_name`, `unmatched_location_source`, `closest_configured_location_name`, `closest_configured_similarity`, `reviewed_mapping_id`, `unavailable_location_tiers`

Perform Extract Consignment Source Location through Consignment Intake.

### [Hydrate Consignment Reprocess Context](https://genhealth.ai/docs/workflows/integrations/consignment-intake/hydrate_consignment_reprocess_context.md)

- Handler: `hydrate_consignment_reprocess_context`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `parent_document_id`, `child_document_id`, `order_identity_version`, `order_identity_document_id`, `content_sha256`, `packet_index`, `category`, `title`, `split_review_required`, `split_review_reason`, `email_body_salesperson`, `email_inventory_source`, `email_body_source_location`, `source_location_tiers_unavailable`, `order_write_status`, `error`

Perform Hydrate Consignment Reprocess Context through Consignment Intake.

### [Persist Consignment Intake Records](https://genhealth.ai/docs/workflows/integrations/consignment-intake/persist_consignment_intake_records.md)

- Handler: `persist_consignment_intake_records`

- External effect: `write`
- Inputs: `document_id`, `extracted_fields`
- Outputs: `success`, `patient_written`, `insurance_written`, `order_written`, `error_kind`

Perform Persist Consignment Intake Records through Consignment Intake.

### [Preflight Consignment Email Metadata](https://genhealth.ai/docs/workflows/integrations/consignment-intake/preflight_consignment_email_source_location.md)

- Handler: `preflight_consignment_email_source_location`

- External effect: `write`
- Inputs: `subject_metadata`, `attachment_collection`, `message_fetch_results`
- Outputs: `success`, `document_updates`, `processable_document_updates`, `initial_review_message_ids`, `review_messages`, `message_results`, `approved_message_count`, `blocked_message_count`, `sender_correction_count`, `internal_alert_count`, `internal_alert_reason_counts`, `internal_alert_details`, `internal_alert_message`, `error`

Perform Preflight Consignment Email Metadata through Consignment Intake.

### [Prepare Claim.MD Eligibility](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_eligibility.md)

- Handler: `prepare_consignment_claimmd_eligibility`

- External effect: `write`
- Inputs: `patient_data`, `policy_data`, `policyholder_name`, `policyholder_date_of_birth`, `policyholder_relationship`, `patient_state`, `billing_payer_id`
- Outputs: `success`, `search_ready`, `prepared`, `reason`, `payer_search_name`, `member_id`, `insured_first_name`, `insured_last_name`, `insured_date_of_birth`, `patient_relationship`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `claimmd_payer_id`, `claimmd_route_status`, `claimmd_allow_enrollment_payer`, `electronic_eligibility_unavailable`, `error`

Perform Prepare Claim.MD Eligibility through Consignment Intake.

### [Prepare Claim.MD Inquiry Identity](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_minor_first.md)

- Handler: `prepare_consignment_claimmd_minor_first`

- External effect: `write`
- Inputs: `payer_result`, `original_preparation`, `patient_data`, `policy_data`, `service_date`, `policyholder_relationship`
- Outputs: `prepared`, `minor_first`, `reason`, `eligibility_reason`, `insured_first_name`, `insured_last_name`, `insured_date_of_birth`, `member_id`, `patient_relationship`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `service_date`

Perform Prepare Claim.MD Inquiry Identity through Consignment Intake.

### [Prepare Claim.MD Payer Discovery](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_payer_discovery.md)

- Handler: `prepare_consignment_claimmd_payer_discovery`

- External effect: `write`
- Inputs: `patient_data`, `policy_data`, `policyholder_name`, `policyholder_date_of_birth`, `policyholder_relationship`, `patient_state`, `encounter_date`, `as_of_date`, `existing_payer_code_source`
- Outputs: `success`, `search_ready`, `should_probe`, `reason`, `eligibility_reason`, `payer_search_name`, `member_id`, `insured_first_name`, `insured_last_name`, `insured_date_of_birth`, `patient_relationship`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `service_date`, `error`

Perform Prepare Claim.MD Payer Discovery through Consignment Intake.

### [Prepare Consignment Order Create](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_order_create.md)

- Handler: `prepare_consignment_order_create`

- External effect: `write`
- Inputs: `packet_context`, `as_of_date`, `billing_location_ids`, `patient_save_result`, `insurance_save_result`, `order_defaults`, `extracted_salesperson`, `semantic_items`, `accident_details`
- Outputs: `success`, `ready_for_order_create`, `review_required`, `review_reason`, `review_reasons`, `idempotency_key`, `patient_id`, `date_of_service_from`, `date_of_service_to`, `location`, `diagnosis_codes`, `physician_id`, `physician`, `referral_source_id`, `referral_source`, `psr_id`, `sales_rep_id`, `sales_rep`, `warehouse`, `place_of_service`, `signature`, `rendering_provider_id`, `rendering_provider`, `semantic_items`, `is_accident`, `accident_date`, `accident_state_id`, `accident_description`, `prescription_date`, `error`, `error_kind`

Perform Prepare Consignment Order Create through Consignment Intake.

### [Prepare Consignment Order Duplicate Check](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_order_duplicate_check.md)

- Handler: `prepare_consignment_order_duplicate_check`

- External effect: `write`
- Inputs: `packet_context`, `as_of_date`, `billing_location_ids`, `order_defaults`, `semantic_items`, `item_resolution`
- Outputs: `success`, `ready_for_duplicate_check`, `review_required`, `review_reason`, `review_reasons`, `idempotency_key`, `date_of_service_from`, `date_of_service_to`, `location`, `diagnosis_codes`, `physician_id`, `physician`, `referral_source_id`, `referral_source`, `psr_id`, `sales_rep_id`, `sales_rep`, `warehouse`, `place_of_service`, `signature`, `rendering_provider_id`, `rendering_provider`, `semantic_items`, `error`, `error_kind`

Perform Prepare Consignment Order Duplicate Check through Consignment Intake.

### [Prepare Consignment Status Write](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_status_write.md)

- Handler: `prepare_consignment_status_write`

- External effect: `write`
- Inputs: `order_create_preparation`, `order_create_result`, `status_bucket`, `status_routing_config`, `resolved_line_count`, `skipped_line_count`
- Outputs: `success`, `ready_for_status_write`, `review_required`, `review_reason`, `status_bucket`, `claimsoft_status_value`, `order_id`, `error`

Perform Prepare Consignment Status Write through Consignment Intake.

### [Prepare Consignment Write Payload](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_write_payload.md)

- Handler: `prepare_consignment_write_payload`

- External effect: `write`
- Inputs: `order_mapping`, `extracted_fields`, `document_text`, `packet_context`, `billing_location_resolution`, `policyholder_resolution`, `as_of_date`, `existing_patient_id`, `salesperson_name`, `clean_path_mode`, `patient_name_format`
- Outputs: `success`, `ready_for_patient_insurance_write`, `payload_not_ready_reason`, `review_required`, `review_reason`, `review_reasons`, `review_details`, `patient_data`, `patient_name_resolved_from_fallback`, `patient_name_resolved_from_configured_format`, `policy_data`, `policyholder_name`, `policyholder_date_of_birth`, `policyholder_relationship`, `billing_location_ids`, `billing_location_resolution`, `billing_location`, `patient_state`, `payer_plan`, `payer_card_state`, `payer_name_truncated`, `card_insurance_type`, `member_number`, `insurance_sequence`, `packet_context`, `guarantor_data`, `guarantor_write_required`, `guarantor_first_name`, `guarantor_last_name`, `guarantor_relationship_id`, `guarantor_date_of_birth`, `accident_details`, `existing_patient_id`, `patient_write_mode`, `clean_path_mode`, `error`, `error_kind`

Perform Prepare Consignment Write Payload through Consignment Intake.

### [Prepare Packet Policyholder Fallback](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_parent_fallback.md)

- Handler: `prepare_consignment_claimmd_parent_fallback`

- External effect: `write`
- Inputs: `payer_result`, `first_preparation`, `first_result`, `packet_extracted_fields`, `review_overrides`, `service_date`
- Outputs: `prepared`, `minor_first`, `reason`, `eligibility_reason`, `insured_first_name`, `insured_last_name`, `insured_date_of_birth`, `member_id`, `patient_relationship`, `patient_first_name`, `patient_last_name`, `patient_date_of_birth`, `service_date`

Perform Prepare Packet Policyholder Fallback through Consignment Intake.

### [Publish Consignment Review Result](https://genhealth.ai/docs/workflows/integrations/consignment-intake/publish_consignment_review_result.md)

- Handler: `publish_consignment_review_result`

- External effect: `write`
- Inputs: `document_id`, `extracted_fields`, `billing_location_resolution`, `salesperson_resolution`, `source_location`, `order_reference_resolution`, `order_mapping`, `write_payload`, `order_outcome`, `payer_resolution_result`, `item_identities`, `insurance_save_result`, `reviewed_payer`, `intake_materialization`, `diagnosis_suggestion`
- Outputs: `success`, `published`, `document_id`, `workflow_run_id`, `order_id`, `review_required`, `review_reasons`, `resolution_statuses`, `skipped`, `error`

Perform Publish Consignment Review Result through Consignment Intake.

### [Record ClaimSoft Order Outcome](https://genhealth.ai/docs/workflows/integrations/consignment-intake/record_consignment_claimsoft_order_outcome.md)

- Handler: `record_consignment_claimsoft_order_outcome`

- External effect: `write`
- Inputs: `document_id`, `order_create_result`, `expected_idempotency_key`, `patient_save_result`
- Outputs: `success`, `recorded`, `document_id`, `workflow_run_id`, `order_id`, `idempotency_key`, `created`, `patient_id`, `error`

Perform Record ClaimSoft Order Outcome through Consignment Intake.

### [Recover ClaimSoft Order Outcome](https://genhealth.ai/docs/workflows/integrations/consignment-intake/recover_consignment_claimsoft_order_outcome.md)

- Handler: `recover_consignment_claimsoft_order_outcome`

- External effect: `write`
- Inputs: `document_id`, `expected_idempotency_key`
- Outputs: `success`, `recovered`, `document_id`, `order_id`, `idempotency_key`, `created`, `error`, `error_kind`

Perform Recover ClaimSoft Order Outcome through Consignment Intake.

### [Resolve Claim.MD Payer Discovery](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_claimmd_payer_discovery.md)

- Handler: `resolve_consignment_claimmd_payer_discovery`

- External effect: `write`
- Inputs: `policy_data`, `eligibility_success`, `active_insurance_type_codes`, `eligibility_result`, `existing_payer_code_source`, `discovery_enabled`, `preparation_reason`, `preparation_eligibility_reason`
- Outputs: `success`, `applied`, `reason`, `line_of_business`, `policy_data`, `payer_code_source`, `eligibility_reason`, `error`

Perform Resolve Claim.MD Payer Discovery through Consignment Intake.

### [Resolve Consignment Billing Location](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_billing_location.md)

- Handler: `resolve_consignment_billing_location`

- External effect: `write`
- Inputs: `billing_location`
- Outputs: `success`, `resolved`, `billing_location`, `matched_name`, `billing_location_id`, `billing_location_ids`, `review_required`, `review_reason`, `available_locations`, `error`, `error_kind`

Perform Resolve Consignment Billing Location through Consignment Intake.

### [Resolve Consignment ClaimSoft Order Items](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_claimsoft_order_items.md)

- Handler: `resolve_consignment_claimsoft_order_items`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `item_resolution`, `order_id`, `item_identities`, `warehouse_id`, `warehouse_name`, `dos_from`, `dos_to`, `diagnosis_codes`, `skip_out_of_stock_items`
- Outputs: `success`, `items`, `expected_item_count`, `skipped_item_count`, `skipped_error_kind`, `existing_line_item_count`, `match_method`, `candidate_count`, `error`, `error_kind`

Perform Resolve Consignment ClaimSoft Order Items through Consignment Intake.

### [Resolve Consignment Order References](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_order_references.md)

- Handler: `resolve_consignment_order_references`

- External effect: `write`
- Inputs: `provider_name`, `physician_npi`, `provider_evidence_source`, `referral_source_name`, `diagnosis_codes`, `billing_location_ids`, `psr_name`, `salesperson_name`, `email_body_salesperson_name`, `packet_salesperson_name`, `salesperson_matched_key_type`, `warehouse_id`, `warehouse_name`, `source_location_outcome`, `packet_fields`
- Outputs: `success`, `resolved`, `order_defaults`, `review_required`, `review_reason`, `review_reasons`, `diagnosis_rejections`, `diagnosis_laterality_fills`, `resolved_diagnosis_codes`, `provider_evidence_source`, `error`, `error_kind`

Perform Resolve Consignment Order References through Consignment Intake.

### [Resolve Consignment Salesperson](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_salesperson.md)

- Handler: `resolve_consignment_salesperson`

- External effect: `write`
- Inputs: `email_body_salesperson_label`, `provider_name`, `referral_source_name`, `clinic_name`, `npi`, `explicit_salesperson_label`
- Outputs: `success`, `resolved`, `salesperson_name`, `salesperson_id`, `mapping_id`, `matched_key_type`, `match_type`, `review_required`, `review_reason`, `error`

Perform Resolve Consignment Salesperson through Consignment Intake.

### [Resolve Policyholder Eligibility](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_befitting_policyholder.md)

- Handler: `resolve_befitting_policyholder`

- External effect: `write`
- Inputs: `extracted_fields`, `packet_document_id`
- Outputs: `policyholder_outcome`, `guarantor`, `subscriber_identity_source`, `medicaid_minor_self`, `medicaid_payer_outcome`, `northwood_tpa_outcome`, `eligibility_rejection_category`, `derived_payer_code`, `payer_mapping_id`, `payer_code_source`, `subscriber_directory`, `availity_coverage_verdict`, `eligibility_source`, `availity_coverage_id`, `as_of_date_source`

Perform Resolve Policyholder Eligibility through Consignment Intake.

### [Route Consignment Statuses](https://genhealth.ai/docs/workflows/integrations/consignment-intake/route_consignment_statuses.md)

- Handler: `route_consignment_statuses`

- External effect: `write`
- Inputs: `routing_config`, `loop_results`
- Outputs: `success`, `processed_message_ids`, `review_message_ids`, `processed_count`, `review_count`, `document_summaries`, `message_summaries`, `status_bucket_counts`, `packet_count`, `cleared_packet_count`, `review_reason_counts`, `documents_held_for_review`, `document_review_reason_counts`, `routing_fallback`, `routing_guard`, `routing_degraded`, `routing_degraded_reasons`, `routing_alert`, `routing_error`, `error`

Perform Route Consignment Statuses through Consignment Intake.

### [Split Consignment Document By Categories](https://genhealth.ai/docs/workflows/integrations/consignment-intake/split_consignment_document_by_categories.md)

- Handler: `split_consignment_document_by_categories`

- External effect: `write`
- Inputs: `document_id`, `force`, `hide_parent`
- Outputs: `success`, `document_id`, `children`, `child_count`, `review_required`, `reason`, `split_failure_reason`, `split_reconciliation`, `skipped`, `error`

Perform Split Consignment Document By Categories through Consignment Intake.

### [Store Availity Eligibility Report](https://genhealth.ai/docs/workflows/integrations/consignment-intake/generate_consignment_availity_eligibility_report.md)

- Handler: `generate_consignment_availity_eligibility_report`

- External effect: `write`
- Inputs: `coverage_id`, `source_document_id`
- Outputs: `success`, `document_id`, `error_kind`

Perform Store Availity Eligibility Report through Consignment Intake.

### [Suggest Consignment Hold Repair](https://genhealth.ai/docs/workflows/integrations/consignment-intake/suggest_consignment_hold_repair.md)

- Handler: `suggest_consignment_hold_repair`

- External effect: `write`
- Inputs: `document_id`, `extracted_fields`, `order_reference_resolution`
- Outputs: `success`, `mode`, `hold_repairs`, `error`

Perform Suggest Consignment Hold Repair through Consignment Intake.

### [Summarize Consignment Post-Split Packets](https://genhealth.ai/docs/workflows/integrations/consignment-intake/summarize_consignment_post_split_packets.md)

- Handler: `summarize_consignment_post_split_packets`

- External effect: `write`
- Inputs: `select_packet_items`, `loop_results`
- Outputs: `success`, `document_id`, `packet_contexts`, `packet_document_ids`, `packet_count`, `failed_context_count`, `order_write_status`, `review_required`, `review_reason`, `error`

Perform Summarize Consignment Post-Split Packets through Consignment Intake.

### [Triage Consignment Holds](https://genhealth.ai/docs/workflows/integrations/consignment-intake/triage_consignment_holds.md)

- Handler: `triage_consignment_holds`

- External effect: `write`
- Inputs: `document_id`, `published`, `review_required`, `review_reasons`, `extracted_fields`
- Outputs: `success`, `mode`, `triage`, `skipped`

Perform Triage Consignment Holds through Consignment Intake.

### [Validate Consignment Order Prerequisites](https://genhealth.ai/docs/workflows/integrations/consignment-intake/validate_consignment_order_create_prerequisites.md)

- Handler: `validate_consignment_order_create_prerequisites`

- External effect: `write`
- Inputs: `packet_context`, `billing_location_ids`, `order_defaults`
- Outputs: `success`, `ready_for_patient_insurance_write`, `review_required`, `review_reason`, `review_reasons`, `error`, `error_kind`

Perform Validate Consignment Order Prerequisites through Consignment Intake.

### [Verify Consignment Item Barcodes](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_item_barcodes.md)

- Handler: `verify_consignment_item_barcodes`

- External effect: `write`
- Inputs: `document_id`, `item_codes`, `item_alternate_codes`
- Outputs: `success`, `cleared`, `item_codes`, `outcome`, `decision`, `mode`, `enforced`, `barcode_verification`, `review_required`, `review_reason`, `review_reasons`

Perform Verify Consignment Item Barcodes through Consignment Intake.

### [Verify Consignment Item Laterality](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_item_laterality.md)

- Handler: `verify_consignment_item_laterality`

- External effect: `write`
- Inputs: `item_identities`, `packet_fields`, `resolved_diagnosis_codes`
- Outputs: `success`, `cleared`, `outcome`, `diagnosis_side`, `diagnosis_signal`, `diagnosis_code_source`, `mismatched_line_count`, `catalog_modifier_absent_line_count`, `laterality_verification`, `review_required`, `review_reason`, `review_reasons`

Perform Verify Consignment Item Laterality through Consignment Intake.

### [Verify Consignment Product Slot Lines](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_product_slot_lines.md)

- Handler: `verify_consignment_product_slot_lines`

- External effect: `write`
- Inputs: `packet_fields`, `document_text`, `document_id`, `prior_order_write_status`
- Outputs: `success`, `cleared`, `outcome`, `filled_slot_count`, `document_slot_count`, `extracted_line_count`, `dropped_line_count`, `unexpected_line_count`, `product_slot_line_verification`, `review_required`, `review_reason`, `review_reasons`

Perform Verify Consignment Product Slot Lines through Consignment Intake.

---

# Apply Consignment Review Corrections

> Perform Apply Consignment Review Corrections through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/apply_consignment_review_overrides](https://genhealth.ai/docs/workflows/integrations/consignment-intake/apply_consignment_review_overrides)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `apply_consignment_review_overrides`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "apply_consignment_review_overrides"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `extracted_fields` — Extracted Fields (expression, required)
  Required literal value or workflow expression.
- `review_overrides` — Review Overrides (expression)
  Optional literal value or workflow expression.
- `document_text` — Document Text (expression)
  Optional literal value or workflow expression.
- `prior_order_write_status` — Prior Order Write Status (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `extracted_fields` — Extracted Fields
- `payer` — Payer
- `applied_fields` — Applied Fields
- `reviewed_by` — Reviewed By
- `reviewed_at` — Reviewed At
- `field_origins` — Field Origins
- `payer_origin` — Payer Origin
- `item_code_provenance` — Item Code Provenance
- `item_code_vision` — Item Code Vision
- `insurance_evidence` — Insurance Evidence
- `provider_row_evidence` — Provider Row Evidence
- `physician_vision` — Physician Vision
- `side_box_geometry` — Side Box Geometry
- `side_box_vision` — Side Box Vision
- `diagnosis_vision` — Diagnosis Vision
- `diagnosis_suggestion` — Diagnosis Suggestion
- `diagnosis_form_source` — Diagnosis Form Source
- `policy_number_vision` — Policy Number Vision
- `guided_item_repair` — Guided Item Repair
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "extracted_fields"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "extracted_fields": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "review_overrides": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prior_order_write_status": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "payer": {},
    "success": {},
    "reviewed_at": {},
    "reviewed_by": {},
    "payer_origin": {},
    "field_origins": {},
    "applied_fields": {},
    "side_box_vision": {},
    "diagnosis_vision": {},
    "extracted_fields": {},
    "item_code_vision": {},
    "physician_vision": {},
    "side_box_geometry": {},
    "guided_item_repair": {},
    "insurance_evidence": {},
    "diagnosis_suggestion": {},
    "item_code_provenance": {},
    "policy_number_vision": {},
    "diagnosis_form_source": {},
    "provider_row_evidence": {}
  },
  "additionalProperties": true
}
```

---

# Apply Consignment Side Modifiers

> Perform Apply Consignment Side Modifiers through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/apply_consignment_side_modifiers](https://genhealth.ai/docs/workflows/integrations/consignment-intake/apply_consignment_side_modifiers)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `apply_consignment_side_modifiers`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "apply_consignment_side_modifiers"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `items` — Items (json, required)
  Required JSON value.
- `diagnosis_codes` — Diagnosis Codes (json)
  Optional JSON value.
- `packet_fields` — Packet Fields (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `items` — Items
- `resolved_line_count` — Resolved Line Count
- `unresolved_line_count` — Unresolved Line Count
- `unresolved_line_keys` — Unresolved Line Keys
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "items"
  ],
  "properties": {
    "items": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "packet_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "diagnosis_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "items": {},
    "success": {},
    "resolved_line_count": {},
    "unresolved_line_keys": {},
    "unresolved_line_count": {}
  },
  "additionalProperties": true
}
```

---

# Build Consignment Order Mapping

> Perform Build Consignment Order Mapping through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/build_consignment_order_mapping](https://genhealth.ai/docs/workflows/integrations/consignment-intake/build_consignment_order_mapping)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `build_consignment_order_mapping`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "build_consignment_order_mapping"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `packet_context` — Packet Context (json, required)
  Required JSON value.
- `extracted_fields` — Extracted Fields (json, required)
  Required JSON value.
- `document_text` — Document Text (expression)
  Optional literal value or workflow expression.
- `as_of_date` — As Of Date (date)
  Optional date in YYYY-MM-DD format.
- `salesperson_name` — Salesperson Name (expression)
  Optional literal value or workflow expression.
- `salesperson_review_required` — Salesperson Review Required (boolean)
  Optional true-or-false value.
- `source_location` — Source Location (json)
  Optional JSON value.
- `policyholder_resolution` — Policyholder Resolution (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `ready_for_order_write` — Ready For Order Write
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons
- `review_details` — Review Details
- `source_location` — Source Location
- `policyholder_outcome` — Policyholder Outcome
- `medicaid_payer_outcome` — Medicaid Payer Outcome
- `northwood_tpa_outcome` — Northwood Tpa Outcome
- `eligibility_rejection_category` — Eligibility Rejection Category
- `as_of_date_source` — As Of Date Source
- `subscriber_directory` — Subscriber Directory
- `as_of_date` — As Of Date
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "packet_context",
    "extracted_fields"
  ],
  "properties": {
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "document_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "packet_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_location": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "extracted_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "salesperson_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "salesperson_review_required": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "as_of_date": {},
    "error_kind": {},
    "review_reason": {},
    "review_details": {},
    "review_reasons": {},
    "review_required": {},
    "source_location": {},
    "as_of_date_source": {},
    "policyholder_outcome": {},
    "subscriber_directory": {},
    "northwood_tpa_outcome": {},
    "ready_for_order_write": {},
    "medicaid_payer_outcome": {},
    "eligibility_rejection_category": {}
  },
  "additionalProperties": true
}
```

---

# Build Consignment Sender Reply Plans

> Perform Build Consignment Sender Reply Plans through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/build_consignment_sender_reply_plans](https://genhealth.ai/docs/workflows/integrations/consignment-intake/build_consignment_sender_reply_plans)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `build_consignment_sender_reply_plans`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "build_consignment_sender_reply_plans"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `group_email` — Group Email (text, required)
  Required text value.
- `attachment_collection` — Attachment Collection (json, required)
  Required JSON value.
- `subject_metadata` — Subject Metadata (json, required)
  Required JSON value.
- `message_fetch_results` — Message Fetch Results (json, required)
  Required JSON value.
- `status_summary` — Status Summary (json, required)
  Required JSON value.
- `document_loop_results` — Document Loop Results (json, required)
  Required JSON value.
- `targeted_reprocess` — Targeted Reprocess (boolean, required)
  Required true-or-false value.
- `source_location_preflight` — Source Location Preflight (json)
  Optional JSON value.
- `allow_html_body` — Allow Html Body (boolean)
  Optional true-or-false value.

## Outputs

- `success` — Success
- `reply_plans` — Reply Plans
- `reply_count` — Reply Count
- `suppressed_count` — Suppressed Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "group_email",
    "attachment_collection",
    "subject_metadata",
    "message_fetch_results",
    "status_summary",
    "document_loop_results",
    "targeted_reprocess"
  ],
  "properties": {
    "group_email": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "status_summary": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "allow_html_body": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject_metadata": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "targeted_reprocess": {
      "type": "boolean",
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "attachment_collection": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_loop_results": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "message_fetch_results": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_location_preflight": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "reply_count": {},
    "reply_plans": {},
    "suppressed_count": {}
  },
  "additionalProperties": true
}
```

---

# Check Consignment ClaimSoft Order Duplicate

> Perform Check Consignment ClaimSoft Order Duplicate through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/check_consignment_claimsoft_order_duplicate](https://genhealth.ai/docs/workflows/integrations/consignment-intake/check_consignment_claimsoft_order_duplicate)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `check_consignment_claimsoft_order_duplicate`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "check_consignment_claimsoft_order_duplicate"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `expected_idempotency_key` — Expected Idempotency Key (expression, required)
  Required literal value or workflow expression.
- `recovery_result` — Recovery Result (json)
  Optional JSON value.
- `patient_data` — Patient Data (expression, required)
  Required literal value or workflow expression.
- `billing_location_ids` — Billing Location Ids (json, required)
  Required JSON value.
- `order_params` — Order Params (json, required)
  Required JSON value.
- `item_resolution` — Item Resolution (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `duplicate_prevented` — Duplicate Prevented
- `order_id` — Order Id
- `match_basis` — Match Basis
- `existing_order_writable` — Existing Order Writable
- `duplicate_reason` — Duplicate Reason
- `duplicate_detail` — Duplicate Detail
- `error_kind` — Error Kind
- `error` — Error
- `readback_verdict` — Readback Verdict
- `http_status` — Http Status

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "expected_idempotency_key",
    "patient_data",
    "billing_location_ids",
    "order_params"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_params": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_data": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "item_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "recovery_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "expected_idempotency_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "error_kind": {},
    "patient_id": {},
    "http_status": {},
    "match_basis": {},
    "duplicate_detail": {},
    "duplicate_reason": {},
    "readback_verdict": {},
    "duplicate_prevented": {},
    "existing_order_writable": {}
  },
  "additionalProperties": true
}
```

---

# Deliver Daily Consignment Summary

> Perform Deliver Daily Consignment Summary through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/deliver_consignment_reconciliation_report](https://genhealth.ai/docs/workflows/integrations/consignment-intake/deliver_consignment_reconciliation_report)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `deliver_consignment_reconciliation_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {
    "cutoff_time": "18:00",
    "window_hours": 24,
    "timezone_name": "America/Detroit",
    "umpa_base_url": "https://umpa.genhealth.ai"
  },
  "handler": "deliver_consignment_reconciliation_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source_workflow_id` — Source Workflow Id (workflow_select, required)
  Required selected identifier or value.
- `recipients` — Recipients (text)
  Optional text value.
- `cutoff_time` — Cutoff Time (text)
  Optional text value.
  Default: `"18:00"`
- `timezone_name` — Timezone Name (text)
  Optional text value.
  Default: `"America/Detroit"`
- `window_hours` — Window Hours (number)
  Optional numeric value.
  Default: `24`
- `claimsoft_base_url` — Claimsoft Base Url (text)
  Optional text value.
- `umpa_base_url` — Umpa Base Url (text)
  Optional text value.
  Default: `"https://umpa.genhealth.ai"`
- `scheduled_run_at` — Scheduled Run At (expression)
  Optional literal value or workflow expression.
- `fallback_run_at` — Fallback Run At (expression)
  Optional literal value or workflow expression.
- `trigger_payload` — Trigger Payload (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `delivery` — Delivery
- `delivery_reason` — Delivery Reason
- `delivery_status` — Delivery Status
- `recipient_count` — Recipient Count
- `report_reference` — Report Reference
- `window_start` — Window Start
- `window_end` — Window End
- `timezone` — Timezone
- `window_complete` — Window Complete
- `received` — Received
- `verified_created` — Verified Created
- `held` — Held
- `not_processed` — Not Processed
- `pending` — Pending
- `failure_count` — Failure Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "source_workflow_id"
  ],
  "properties": {
    "recipients": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cutoff_time": {
      "type": "string",
      "default": "18:00",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "window_hours": {
      "type": "number",
      "default": 24,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "timezone_name": {
      "type": "string",
      "default": "America/Detroit",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "umpa_base_url": {
      "type": "string",
      "default": "https://umpa.genhealth.ai",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fallback_run_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "trigger_payload": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "scheduled_run_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "claimsoft_base_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "source_workflow_id": {
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "workflow_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "held": {},
    "error": {},
    "status": {},
    "pending": {},
    "success": {},
    "delivery": {},
    "received": {},
    "timezone": {},
    "window_end": {},
    "window_start": {},
    "failure_count": {},
    "not_processed": {},
    "delivery_reason": {},
    "delivery_status": {},
    "recipient_count": {},
    "window_complete": {},
    "report_reference": {},
    "verified_created": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Consignment ClaimSoft Guarantor

> Perform Ensure Consignment ClaimSoft Guarantor through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/ensure_consignment_claimsoft_guarantor](https://genhealth.ai/docs/workflows/integrations/consignment-intake/ensure_consignment_claimsoft_guarantor)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `ensure_consignment_claimsoft_guarantor`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "ensure_consignment_claimsoft_guarantor"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_data` — Patient Data (expression, required)
  Required literal value or workflow expression.
- `guarantor_data` — Guarantor Data (expression, required)
  Required literal value or workflow expression.
- `extracted_fields` — Extracted Fields (expression, required)
  Required literal value or workflow expression.
- `as_of_date` — As Of Date (date, required)
  Required date in YYYY-MM-DD format.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `guarantor_id` — Guarantor Id
- `outcome` — Outcome
- `relationship_id` — Relationship Id
- `same_as` — Same As
- `message` — Message
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id",
    "patient_data",
    "guarantor_data",
    "extracted_fields",
    "as_of_date"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_data": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "guarantor_data": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "extracted_fields": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "outcome": {},
    "same_as": {},
    "success": {},
    "order_id": {},
    "error_kind": {},
    "guarantor_id": {},
    "relationship_id": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Consignment ClaimSoft Order

> Perform Ensure Consignment ClaimSoft Order through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/ensure_consignment_claimsoft_order](https://genhealth.ai/docs/workflows/integrations/consignment-intake/ensure_consignment_claimsoft_order)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `ensure_consignment_claimsoft_order`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "ensure_consignment_claimsoft_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `expected_idempotency_key` — Expected Idempotency Key (expression, required)
  Required literal value or workflow expression.
- `recovery_result` — Recovery Result (json)
  Optional JSON value.
- `order_params` — Order Params (json, required)
  Required JSON value.
- `item_resolution` — Item Resolution (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `created` — Created
- `duplicate_prevented` — Duplicate Prevented
- `match_basis` — Match Basis
- `existing_order_writable` — Existing Order Writable
- `duplicate_reason` — Duplicate Reason
- `duplicate_detail` — Duplicate Detail
- `idempotency_key` — Idempotency Key
- `message` — Message
- `error_kind` — Error Kind
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "expected_idempotency_key",
    "order_params"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_params": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "recovery_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "expected_idempotency_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "message": {},
    "success": {},
    "order_id": {},
    "error_kind": {},
    "match_basis": {},
    "idempotency_key": {},
    "duplicate_detail": {},
    "duplicate_reason": {},
    "duplicate_prevented": {},
    "existing_order_writable": {}
  },
  "additionalProperties": true
}
```

---

# Evaluate Consignment Prior Authorization

> Perform Evaluate Consignment Prior Authorization through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/evaluate_consignment_prior_authorization](https://genhealth.ai/docs/workflows/integrations/consignment-intake/evaluate_consignment_prior_authorization)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `evaluate_consignment_prior_authorization`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "evaluate_consignment_prior_authorization"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `payer_id` — Payer Id (expression, required)
  Required literal value or workflow expression.
- `item_identities` — Item Identities (json, required)
  Required JSON value.
- `eligibility_verified` — Eligibility Verified (boolean)
  Optional true-or-false value.

## Outputs

- `success` — Success
- `prior_authorization_required` — Prior Authorization Required
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons
- `alert_type_id` — Alert Type Id
- `alert_comment` — Alert Comment
- `state` — State

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "payer_id",
    "item_identities"
  ],
  "properties": {
    "payer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "item_identities": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_verified": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "state": {},
    "success": {},
    "alert_comment": {},
    "alert_type_id": {},
    "review_reason": {},
    "review_reasons": {},
    "review_required": {},
    "prior_authorization_required": {}
  },
  "additionalProperties": true
}
```

---

# Extract Consignment Item Sizes

> Perform Extract Consignment Item Sizes through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/extract_consignment_item_sizes](https://genhealth.ai/docs/workflows/integrations/consignment-intake/extract_consignment_item_sizes)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `extract_consignment_item_sizes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "extract_consignment_item_sizes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `item_codes` — Item Codes (json, required)
  Required JSON value.
- `item_size_texts` — Item Size Texts (json)
  Optional JSON value.

## Outputs

- `outcome` — Outcome
- `size_box_count` — Size Box Count
- `paired_count` — Paired Count
- `unpaired_count` — Unpaired Count
- `product_line_count` — Product Line Count
- `sizes` — Sizes
- `item_sizes` — Item Sizes
- `apply_sizes` — Apply Sizes
- `mode` — Mode
- `shadow_mode` — Shadow Mode

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "item_codes"
  ],
  "properties": {
    "item_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "item_size_texts": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mode": {},
    "sizes": {},
    "outcome": {},
    "item_sizes": {},
    "apply_sizes": {},
    "shadow_mode": {},
    "paired_count": {},
    "size_box_count": {},
    "unpaired_count": {},
    "product_line_count": {}
  },
  "additionalProperties": true
}
```

---

# Extract Consignment Source Location

> Perform Extract Consignment Source Location through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/extract_consignment_source_location](https://genhealth.ai/docs/workflows/integrations/consignment-intake/extract_consignment_source_location)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `extract_consignment_source_location`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "extract_consignment_source_location"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `email_location_name` — Email Location Name (expression)
  Optional literal value or workflow expression.
- `email_body_location_name` — Email Body Location Name (expression)
  Optional literal value or workflow expression.
- `unavailable_location_tiers` — Unavailable Location Tiers (expression)
  Optional literal value or workflow expression.

## Outputs

- `outcome` — Outcome
- `mapping_id` — Mapping Id
- `configured_business_address` — Configured Business Address
- `configured_location_name` — Configured Location Name
- `matched_source` — Matched Source
- `warehouse_id` — Warehouse Id
- `warehouse_name` — Warehouse Name
- `warehouse_number` — Warehouse Number
- `resolved` — Resolved
- `configured_mapping_count` — Configured Mapping Count
- `packet_outcome` — Packet Outcome
- `packet_candidate_mapping_ids` — Packet Candidate Mapping Ids
- `repaired_packet_candidate_mapping_ids` — Repaired Packet Candidate Mapping Ids
- `email_matched_mapping_id` — Email Matched Mapping Id
- `filename_matched_mapping_id` — Filename Matched Mapping Id
- `metadata_matches_consistent` — Metadata Matches Consistent
- `unmatched_location_name` — Unmatched Location Name
- `unmatched_location_source` — Unmatched Location Source
- `closest_configured_location_name` — Closest Configured Location Name
- `closest_configured_similarity` — Closest Configured Similarity
- `reviewed_mapping_id` — Reviewed Mapping Id
- `unavailable_location_tiers` — Unavailable Location Tiers

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email_location_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email_body_location_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "unavailable_location_tiers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "outcome": {},
    "resolved": {},
    "mapping_id": {},
    "warehouse_id": {},
    "matched_source": {},
    "packet_outcome": {},
    "warehouse_name": {},
    "warehouse_number": {},
    "reviewed_mapping_id": {},
    "unmatched_location_name": {},
    "configured_location_name": {},
    "configured_mapping_count": {},
    "email_matched_mapping_id": {},
    "unmatched_location_source": {},
    "unavailable_location_tiers": {},
    "configured_business_address": {},
    "filename_matched_mapping_id": {},
    "metadata_matches_consistent": {},
    "packet_candidate_mapping_ids": {},
    "closest_configured_similarity": {},
    "closest_configured_location_name": {},
    "repaired_packet_candidate_mapping_ids": {}
  },
  "additionalProperties": true
}
```

---

# Hydrate Consignment Reprocess Context

> Perform Hydrate Consignment Reprocess Context through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/hydrate_consignment_reprocess_context](https://genhealth.ai/docs/workflows/integrations/consignment-intake/hydrate_consignment_reprocess_context)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `hydrate_consignment_reprocess_context`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "hydrate_consignment_reprocess_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `parent_document_id` — Parent Document Id
- `child_document_id` — Child Document Id
- `order_identity_version` — Order Identity Version
- `order_identity_document_id` — Order Identity Document Id
- `content_sha256` — Content Sha256
- `packet_index` — Packet Index
- `category` — Category
- `title` — Title
- `split_review_required` — Split Review Required
- `split_review_reason` — Split Review Reason
- `email_body_salesperson` — Email Body Salesperson
- `email_inventory_source` — Email Inventory Source
- `email_body_source_location` — Email Body Source Location
- `source_location_tiers_unavailable` — Source Location Tiers Unavailable
- `order_write_status` — Order Write Status
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "title": {},
    "success": {},
    "category": {},
    "packet_index": {},
    "content_sha256": {},
    "child_document_id": {},
    "order_write_status": {},
    "parent_document_id": {},
    "split_review_reason": {},
    "split_review_required": {},
    "email_body_salesperson": {},
    "email_inventory_source": {},
    "order_identity_version": {},
    "email_body_source_location": {},
    "order_identity_document_id": {},
    "source_location_tiers_unavailable": {}
  },
  "additionalProperties": true
}
```

---

# Persist Consignment Intake Records

> Perform Persist Consignment Intake Records through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/persist_consignment_intake_records](https://genhealth.ai/docs/workflows/integrations/consignment-intake/persist_consignment_intake_records)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `persist_consignment_intake_records`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "persist_consignment_intake_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `extracted_fields` — Extracted Fields (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `patient_written` — Patient Written
- `insurance_written` — Insurance Written
- `order_written` — Order Written
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "extracted_fields"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "extracted_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_kind": {},
    "order_written": {},
    "patient_written": {},
    "insurance_written": {}
  },
  "additionalProperties": true
}
```

---

# Preflight Consignment Email Metadata

> Perform Preflight Consignment Email Metadata through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/preflight_consignment_email_source_location](https://genhealth.ai/docs/workflows/integrations/consignment-intake/preflight_consignment_email_source_location)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `preflight_consignment_email_source_location`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "preflight_consignment_email_source_location"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `subject_metadata` — Subject Metadata (json, required)
  Required JSON value.
- `attachment_collection` — Attachment Collection (json, required)
  Required JSON value.
- `message_fetch_results` — Message Fetch Results (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `document_updates` — Document Updates
- `processable_document_updates` — Processable Document Updates
- `initial_review_message_ids` — Initial Review Message Ids
- `review_messages` — Review Messages
- `message_results` — Message Results
- `approved_message_count` — Approved Message Count
- `blocked_message_count` — Blocked Message Count
- `sender_correction_count` — Sender Correction Count
- `internal_alert_count` — Internal Alert Count
- `internal_alert_reason_counts` — Internal Alert Reason Counts
- `internal_alert_details` — Internal Alert Details
- `internal_alert_message` — Internal Alert Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "subject_metadata",
    "attachment_collection",
    "message_fetch_results"
  ],
  "properties": {
    "subject_metadata": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "attachment_collection": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "message_fetch_results": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "message_results": {},
    "review_messages": {},
    "document_updates": {},
    "internal_alert_count": {},
    "blocked_message_count": {},
    "approved_message_count": {},
    "internal_alert_details": {},
    "internal_alert_message": {},
    "sender_correction_count": {},
    "initial_review_message_ids": {},
    "internal_alert_reason_counts": {},
    "processable_document_updates": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Claim.MD Eligibility

> Perform Prepare Claim.MD Eligibility through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_eligibility](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_eligibility)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_claimmd_eligibility`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "prepare_consignment_claimmd_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_data` — Patient Data (json, required)
  Required JSON value.
- `policy_data` — Policy Data (json, required)
  Required JSON value.
- `policyholder_name` — Policyholder Name (expression)
  Optional literal value or workflow expression.
- `policyholder_date_of_birth` — Policyholder Date Of Birth (expression)
  Optional literal value or workflow expression.
- `policyholder_relationship` — Policyholder Relationship (expression)
  Optional literal value or workflow expression.
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.
- `billing_payer_id` — Billing Payer Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `search_ready` — Search Ready
- `prepared` — Prepared
- `reason` — Reason
- `payer_search_name` — Payer Search Name
- `member_id` — Member Id
- `insured_first_name` — Insured First Name
- `insured_last_name` — Insured Last Name
- `insured_date_of_birth` — Insured Date Of Birth
- `patient_relationship` — Patient Relationship
- `patient_first_name` — Patient First Name
- `patient_last_name` — Patient Last Name
- `patient_date_of_birth` — Patient Date Of Birth
- `claimmd_payer_id` — Claimmd Payer Id
- `claimmd_route_status` — Claimmd Route Status
- `claimmd_allow_enrollment_payer` — Claimmd Allow Enrollment Payer
- `electronic_eligibility_unavailable` — Electronic Eligibility Unavailable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_data",
    "policy_data"
  ],
  "properties": {
    "policy_data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "billing_payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_relationship": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "prepared": {},
    "member_id": {},
    "search_ready": {},
    "claimmd_payer_id": {},
    "insured_last_name": {},
    "patient_last_name": {},
    "payer_search_name": {},
    "insured_first_name": {},
    "patient_first_name": {},
    "claimmd_route_status": {},
    "patient_relationship": {},
    "insured_date_of_birth": {},
    "patient_date_of_birth": {},
    "claimmd_allow_enrollment_payer": {},
    "electronic_eligibility_unavailable": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Claim.MD Inquiry Identity

> Perform Prepare Claim.MD Inquiry Identity through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_minor_first](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_minor_first)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_claimmd_minor_first`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "prepare_consignment_claimmd_minor_first"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `payer_result` — Payer Result (json)
  Optional JSON value.
- `original_preparation` — Original Preparation (json)
  Optional JSON value.
- `patient_data` — Patient Data (json)
  Optional JSON value.
- `policy_data` — Policy Data (json)
  Optional JSON value.
- `service_date` — Service Date (expression)
  Optional literal value or workflow expression.
- `policyholder_relationship` — Policyholder Relationship (expression)
  Optional literal value or workflow expression.

## Outputs

- `prepared` — Prepared
- `minor_first` — Minor First
- `reason` — Reason
- `eligibility_reason` — Eligibility Reason
- `insured_first_name` — Insured First Name
- `insured_last_name` — Insured Last Name
- `insured_date_of_birth` — Insured Date Of Birth
- `member_id` — Member Id
- `patient_relationship` — Patient Relationship
- `patient_first_name` — Patient First Name
- `patient_last_name` — Patient Last Name
- `patient_date_of_birth` — Patient Date Of Birth
- `service_date` — Service Date

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "policy_data": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_data": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "payer_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "original_preparation": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "policyholder_relationship": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "prepared": {},
    "member_id": {},
    "minor_first": {},
    "service_date": {},
    "insured_last_name": {},
    "patient_last_name": {},
    "eligibility_reason": {},
    "insured_first_name": {},
    "patient_first_name": {},
    "patient_relationship": {},
    "insured_date_of_birth": {},
    "patient_date_of_birth": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Claim.MD Payer Discovery

> Perform Prepare Claim.MD Payer Discovery through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_payer_discovery](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_payer_discovery)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_claimmd_payer_discovery`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "prepare_consignment_claimmd_payer_discovery"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_data` — Patient Data (json, required)
  Required JSON value.
- `policy_data` — Policy Data (json, required)
  Required JSON value.
- `policyholder_name` — Policyholder Name (expression)
  Optional literal value or workflow expression.
- `policyholder_date_of_birth` — Policyholder Date Of Birth (expression)
  Optional literal value or workflow expression.
- `policyholder_relationship` — Policyholder Relationship (expression)
  Optional literal value or workflow expression.
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.
- `encounter_date` — Encounter Date (expression, required)
  Required literal value or workflow expression.
- `as_of_date` — As Of Date (expression)
  Optional literal value or workflow expression.
- `existing_payer_code_source` — Existing Payer Code Source (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `search_ready` — Search Ready
- `should_probe` — Should Probe
- `reason` — Reason
- `eligibility_reason` — Eligibility Reason
- `payer_search_name` — Payer Search Name
- `member_id` — Member Id
- `insured_first_name` — Insured First Name
- `insured_last_name` — Insured Last Name
- `insured_date_of_birth` — Insured Date Of Birth
- `patient_relationship` — Patient Relationship
- `patient_first_name` — Patient First Name
- `patient_last_name` — Patient Last Name
- `patient_date_of_birth` — Patient Date Of Birth
- `service_date` — Service Date
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_data",
    "policy_data",
    "encounter_date"
  ],
  "properties": {
    "as_of_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policy_data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "encounter_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_relationship": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "existing_payer_code_source": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "member_id": {},
    "search_ready": {},
    "service_date": {},
    "should_probe": {},
    "insured_last_name": {},
    "patient_last_name": {},
    "payer_search_name": {},
    "eligibility_reason": {},
    "insured_first_name": {},
    "patient_first_name": {},
    "patient_relationship": {},
    "insured_date_of_birth": {},
    "patient_date_of_birth": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Consignment Order Create

> Perform Prepare Consignment Order Create through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_order_create](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_order_create)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_order_create`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "prepare_consignment_order_create"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `packet_context` — Packet Context (json, required)
  Required JSON value.
- `as_of_date` — As Of Date (date, required)
  Required date in YYYY-MM-DD format.
- `billing_location_ids` — Billing Location Ids (json, required)
  Required JSON value.
- `patient_save_result` — Patient Save Result (json, required)
  Required JSON value.
- `insurance_save_result` — Insurance Save Result (json, required)
  Required JSON value.
- `order_defaults` — Order Defaults (json, required)
  Required JSON value.
- `extracted_salesperson` — Extracted Salesperson (text)
  Optional text value.
- `semantic_items` — Semantic Items (json)
  Optional JSON value.
- `accident_details` — Accident Details (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `ready_for_order_create` — Ready For Order Create
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons
- `idempotency_key` — Idempotency Key
- `patient_id` — Patient Id
- `date_of_service_from` — Date Of Service From
- `date_of_service_to` — Date Of Service To
- `location` — Location
- `diagnosis_codes` — Diagnosis Codes
- `physician_id` — Physician Id
- `physician` — Physician
- `referral_source_id` — Referral Source Id
- `referral_source` — Referral Source
- `psr_id` — Psr Id
- `sales_rep_id` — Sales Rep Id
- `sales_rep` — Sales Rep
- `warehouse` — Warehouse
- `place_of_service` — Place Of Service
- `signature` — Signature
- `rendering_provider_id` — Rendering Provider Id
- `rendering_provider` — Rendering Provider
- `semantic_items` — Semantic Items
- `is_accident` — Is Accident
- `accident_date` — Accident Date
- `accident_state_id` — Accident State Id
- `accident_description` — Accident Description
- `prescription_date` — Prescription Date
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "packet_context",
    "as_of_date",
    "billing_location_ids",
    "patient_save_result",
    "insurance_save_result",
    "order_defaults"
  ],
  "properties": {
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "order_defaults": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "packet_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "semantic_items": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "accident_details": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_save_result": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "extracted_salesperson": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "insurance_save_result": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "psr_id": {},
    "success": {},
    "location": {},
    "physician": {},
    "sales_rep": {},
    "signature": {},
    "warehouse": {},
    "error_kind": {},
    "patient_id": {},
    "is_accident": {},
    "physician_id": {},
    "sales_rep_id": {},
    "accident_date": {},
    "review_reason": {},
    "review_reasons": {},
    "semantic_items": {},
    "diagnosis_codes": {},
    "idempotency_key": {},
    "referral_source": {},
    "review_required": {},
    "place_of_service": {},
    "accident_state_id": {},
    "prescription_date": {},
    "date_of_service_to": {},
    "referral_source_id": {},
    "rendering_provider": {},
    "accident_description": {},
    "date_of_service_from": {},
    "rendering_provider_id": {},
    "ready_for_order_create": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Consignment Order Duplicate Check

> Perform Prepare Consignment Order Duplicate Check through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_order_duplicate_check](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_order_duplicate_check)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_order_duplicate_check`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "prepare_consignment_order_duplicate_check"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `packet_context` — Packet Context (json, required)
  Required JSON value.
- `as_of_date` — As Of Date (date, required)
  Required date in YYYY-MM-DD format.
- `billing_location_ids` — Billing Location Ids (json, required)
  Required JSON value.
- `order_defaults` — Order Defaults (json, required)
  Required JSON value.
- `semantic_items` — Semantic Items (json, required)
  Required JSON value.
- `item_resolution` — Item Resolution (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `ready_for_duplicate_check` — Ready For Duplicate Check
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons
- `idempotency_key` — Idempotency Key
- `date_of_service_from` — Date Of Service From
- `date_of_service_to` — Date Of Service To
- `location` — Location
- `diagnosis_codes` — Diagnosis Codes
- `physician_id` — Physician Id
- `physician` — Physician
- `referral_source_id` — Referral Source Id
- `referral_source` — Referral Source
- `psr_id` — Psr Id
- `sales_rep_id` — Sales Rep Id
- `sales_rep` — Sales Rep
- `warehouse` — Warehouse
- `place_of_service` — Place Of Service
- `signature` — Signature
- `rendering_provider_id` — Rendering Provider Id
- `rendering_provider` — Rendering Provider
- `semantic_items` — Semantic Items
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "packet_context",
    "as_of_date",
    "billing_location_ids",
    "order_defaults",
    "semantic_items"
  ],
  "properties": {
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "order_defaults": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "packet_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "semantic_items": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "psr_id": {},
    "success": {},
    "location": {},
    "physician": {},
    "sales_rep": {},
    "signature": {},
    "warehouse": {},
    "error_kind": {},
    "physician_id": {},
    "sales_rep_id": {},
    "review_reason": {},
    "review_reasons": {},
    "semantic_items": {},
    "diagnosis_codes": {},
    "idempotency_key": {},
    "referral_source": {},
    "review_required": {},
    "place_of_service": {},
    "date_of_service_to": {},
    "referral_source_id": {},
    "rendering_provider": {},
    "date_of_service_from": {},
    "rendering_provider_id": {},
    "ready_for_duplicate_check": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Consignment Status Write

> Perform Prepare Consignment Status Write through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_status_write](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_status_write)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_status_write`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "prepare_consignment_status_write"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_create_preparation` — Order Create Preparation (json, required)
  Required JSON value.
- `order_create_result` — Order Create Result (json, required)
  Required JSON value.
- `status_bucket` — Status Bucket (text, required)
  Required text value.
- `status_routing_config` — Status Routing Config (json, required)
  Required JSON value.
- `resolved_line_count` — Resolved Line Count (expression)
  Optional literal value or workflow expression.
- `skipped_line_count` — Skipped Line Count (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `ready_for_status_write` — Ready For Status Write
- `review_required` — Review Required
- `review_reason` — Review Reason
- `status_bucket` — Status Bucket
- `claimsoft_status_value` — Claimsoft Status Value
- `order_id` — Order Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_create_preparation",
    "order_create_result",
    "status_bucket",
    "status_routing_config"
  ],
  "properties": {
    "status_bucket": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "skipped_line_count": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_create_result": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolved_line_count": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status_routing_config": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_create_preparation": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "review_reason": {},
    "status_bucket": {},
    "review_required": {},
    "claimsoft_status_value": {},
    "ready_for_status_write": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Consignment Write Payload

> Perform Prepare Consignment Write Payload through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_write_payload](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_write_payload)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_write_payload`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {
    "clean_path_mode": "review_for_billing"
  },
  "handler": "prepare_consignment_write_payload"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_mapping` — Order Mapping (json, required)
  Required JSON value.
- `extracted_fields` — Extracted Fields (json, required)
  Required JSON value.
- `document_text` — Document Text (expression)
  Optional literal value or workflow expression.
- `packet_context` — Packet Context (json, required)
  Required JSON value.
- `billing_location_resolution` — Billing Location Resolution (json, required)
  Required JSON value.
- `policyholder_resolution` — Policyholder Resolution (json)
  Optional JSON value.
- `as_of_date` — As Of Date (date)
  Optional date in YYYY-MM-DD format.
- `existing_patient_id` — Existing Patient Id (text)
  Optional text value.
- `salesperson_name` — Salesperson Name (expression)
  Optional literal value or workflow expression.
- `clean_path_mode` — Clean Path Mode (select)
  Optional selected identifier or value.
  Default: `"review_for_billing"`
  Options: Review for billing ("review_for_billing"), Submitted (explicit opt-in) ("submitted")
- `patient_name_format` — Patient Name Format (select)
  Optional selected identifier or value.
  Options: Given name then family name ("given_family"), Given Family or Family, Given ("given_family_or_family_comma_given")

## Outputs

- `success` — Success
- `ready_for_patient_insurance_write` — Ready For Patient Insurance Write
- `payload_not_ready_reason` — Payload Not Ready Reason
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons
- `review_details` — Review Details
- `patient_data` — Patient Data
- `patient_name_resolved_from_fallback` — Patient Name Resolved From Fallback
- `patient_name_resolved_from_configured_format` — Patient Name Resolved From Configured Format
- `policy_data` — Policy Data
- `policyholder_name` — Policyholder Name
- `policyholder_date_of_birth` — Policyholder Date Of Birth
- `policyholder_relationship` — Policyholder Relationship
- `billing_location_ids` — Billing Location Ids
- `billing_location_resolution` — Billing Location Resolution
- `billing_location` — Billing Location
- `patient_state` — Patient State
- `payer_plan` — Payer Plan
- `payer_card_state` — Payer Card State
- `payer_name_truncated` — Payer Name Truncated
- `card_insurance_type` — Card Insurance Type
- `member_number` — Member Number
- `insurance_sequence` — Insurance Sequence
- `packet_context` — Packet Context
- `guarantor_data` — Guarantor Data
- `guarantor_write_required` — Guarantor Write Required
- `guarantor_first_name` — Guarantor First Name
- `guarantor_last_name` — Guarantor Last Name
- `guarantor_relationship_id` — Guarantor Relationship Id
- `guarantor_date_of_birth` — Guarantor Date Of Birth
- `accident_details` — Accident Details
- `existing_patient_id` — Existing Patient Id
- `patient_write_mode` — Patient Write Mode
- `clean_path_mode` — Clean Path Mode
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_mapping",
    "extracted_fields",
    "packet_context",
    "billing_location_resolution"
  ],
  "properties": {
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "document_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_mapping": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "packet_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "clean_path_mode": {
      "enum": [
        "review_for_billing",
        "submitted"
      ],
      "type": "string",
      "default": "review_for_billing",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "extracted_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "salesperson_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "existing_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_name_format": {
      "enum": [
        "given_family",
        "given_family_or_family_comma_given"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "policyholder_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_resolution": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "error_kind": {},
    "payer_plan": {},
    "policy_data": {},
    "patient_data": {},
    "member_number": {},
    "patient_state": {},
    "review_reason": {},
    "guarantor_data": {},
    "packet_context": {},
    "review_details": {},
    "review_reasons": {},
    "clean_path_mode": {},
    "review_required": {},
    "accident_details": {},
    "billing_location": {},
    "payer_card_state": {},
    "policyholder_name": {},
    "insurance_sequence": {},
    "patient_write_mode": {},
    "card_insurance_type": {},
    "existing_patient_id": {},
    "guarantor_last_name": {},
    "billing_location_ids": {},
    "guarantor_first_name": {},
    "payer_name_truncated": {},
    "guarantor_date_of_birth": {},
    "guarantor_write_required": {},
    "payload_not_ready_reason": {},
    "guarantor_relationship_id": {},
    "policyholder_relationship": {},
    "policyholder_date_of_birth": {},
    "billing_location_resolution": {},
    "ready_for_patient_insurance_write": {},
    "patient_name_resolved_from_fallback": {},
    "patient_name_resolved_from_configured_format": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Packet Policyholder Fallback

> Perform Prepare Packet Policyholder Fallback through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_parent_fallback](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_parent_fallback)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_claimmd_parent_fallback`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "prepare_consignment_claimmd_parent_fallback"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `payer_result` — Payer Result (json)
  Optional JSON value.
- `first_preparation` — First Preparation (json)
  Optional JSON value.
- `first_result` — First Result (json)
  Optional JSON value.
- `packet_extracted_fields` — Packet Extracted Fields (json)
  Optional JSON value.
- `review_overrides` — Review Overrides (json)
  Optional JSON value.
- `service_date` — Service Date (expression)
  Optional literal value or workflow expression.

## Outputs

- `prepared` — Prepared
- `minor_first` — Minor First
- `reason` — Reason
- `eligibility_reason` — Eligibility Reason
- `insured_first_name` — Insured First Name
- `insured_last_name` — Insured Last Name
- `insured_date_of_birth` — Insured Date Of Birth
- `member_id` — Member Id
- `patient_relationship` — Patient Relationship
- `patient_first_name` — Patient First Name
- `patient_last_name` — Patient Last Name
- `patient_date_of_birth` — Patient Date Of Birth
- `service_date` — Service Date

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "first_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "payer_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "review_overrides": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "first_preparation": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "packet_extracted_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "prepared": {},
    "member_id": {},
    "minor_first": {},
    "service_date": {},
    "insured_last_name": {},
    "patient_last_name": {},
    "eligibility_reason": {},
    "insured_first_name": {},
    "patient_first_name": {},
    "patient_relationship": {},
    "insured_date_of_birth": {},
    "patient_date_of_birth": {}
  },
  "additionalProperties": true
}
```

---

# Publish Consignment Review Result

> Perform Publish Consignment Review Result through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/publish_consignment_review_result](https://genhealth.ai/docs/workflows/integrations/consignment-intake/publish_consignment_review_result)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `publish_consignment_review_result`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "publish_consignment_review_result"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `extracted_fields` — Extracted Fields (json, required)
  Required JSON value.
- `billing_location_resolution` — Billing Location Resolution (json)
  Optional JSON value.
- `salesperson_resolution` — Salesperson Resolution (json)
  Optional JSON value.
- `source_location` — Source Location (json)
  Optional JSON value.
- `order_reference_resolution` — Order Reference Resolution (json)
  Optional JSON value.
- `order_mapping` — Order Mapping (json)
  Optional JSON value.
- `write_payload` — Write Payload (json)
  Optional JSON value.
- `order_outcome` — Order Outcome (json)
  Optional JSON value.
- `payer_resolution_result` — Payer Resolution Result (json)
  Optional JSON value.
- `item_identities` — Item Identities (json)
  Optional JSON value.
- `insurance_save_result` — Insurance Save Result (json)
  Optional JSON value.
- `reviewed_payer` — Reviewed Payer (json)
  Optional JSON value.
- `intake_materialization` — Intake Materialization (json)
  Optional JSON value.
- `diagnosis_suggestion` — Diagnosis Suggestion (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `published` — Published
- `document_id` — Document Id
- `workflow_run_id` — Workflow Run Id
- `order_id` — Order Id
- `review_required` — Review Required
- `review_reasons` — Review Reasons
- `resolution_statuses` — Resolution Statuses
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "extracted_fields"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_mapping": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_outcome": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "write_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "reviewed_payer": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_identities": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_location": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "extracted_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "diagnosis_suggestion": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "insurance_save_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "intake_materialization": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "salesperson_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "payer_resolution_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_reference_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "order_id": {},
    "published": {},
    "document_id": {},
    "review_reasons": {},
    "review_required": {},
    "workflow_run_id": {},
    "resolution_statuses": {}
  },
  "additionalProperties": true
}
```

---

# Record ClaimSoft Order Outcome

> Perform Record ClaimSoft Order Outcome through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/record_consignment_claimsoft_order_outcome](https://genhealth.ai/docs/workflows/integrations/consignment-intake/record_consignment_claimsoft_order_outcome)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `record_consignment_claimsoft_order_outcome`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "record_consignment_claimsoft_order_outcome"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `order_create_result` — Order Create Result (json, required)
  Required JSON value.
- `expected_idempotency_key` — Expected Idempotency Key (expression, required)
  Required literal value or workflow expression.
- `patient_save_result` — Patient Save Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `recorded` — Recorded
- `document_id` — Document Id
- `workflow_run_id` — Workflow Run Id
- `order_id` — Order Id
- `idempotency_key` — Idempotency Key
- `created` — Created
- `patient_id` — Patient Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "order_create_result",
    "expected_idempotency_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_create_result": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_save_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "expected_idempotency_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "success": {},
    "order_id": {},
    "recorded": {},
    "patient_id": {},
    "document_id": {},
    "idempotency_key": {},
    "workflow_run_id": {}
  },
  "additionalProperties": true
}
```

---

# Recover ClaimSoft Order Outcome

> Perform Recover ClaimSoft Order Outcome through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/recover_consignment_claimsoft_order_outcome](https://genhealth.ai/docs/workflows/integrations/consignment-intake/recover_consignment_claimsoft_order_outcome)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `recover_consignment_claimsoft_order_outcome`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "recover_consignment_claimsoft_order_outcome"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `expected_idempotency_key` — Expected Idempotency Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `recovered` — Recovered
- `document_id` — Document Id
- `order_id` — Order Id
- `idempotency_key` — Idempotency Key
- `created` — Created
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "expected_idempotency_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_idempotency_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "success": {},
    "order_id": {},
    "recovered": {},
    "error_kind": {},
    "document_id": {},
    "idempotency_key": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Claim.MD Payer Discovery

> Perform Resolve Claim.MD Payer Discovery through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_claimmd_payer_discovery](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_claimmd_payer_discovery)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `resolve_consignment_claimmd_payer_discovery`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "resolve_consignment_claimmd_payer_discovery"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `policy_data` — Policy Data (json, required)
  Required JSON value.
- `eligibility_success` — Eligibility Success (expression)
  Optional literal value or workflow expression.
- `active_insurance_type_codes` — Active Insurance Type Codes (json)
  Optional JSON value.
- `eligibility_result` — Eligibility Result (json)
  Optional JSON value.
- `existing_payer_code_source` — Existing Payer Code Source (expression)
  Optional literal value or workflow expression.
- `discovery_enabled` — Discovery Enabled (expression)
  Optional literal value or workflow expression.
- `preparation_reason` — Preparation Reason (expression)
  Optional literal value or workflow expression.
- `preparation_eligibility_reason` — Preparation Eligibility Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `applied` — Applied
- `reason` — Reason
- `line_of_business` — Line Of Business
- `policy_data` — Policy Data
- `payer_code_source` — Payer Code Source
- `eligibility_reason` — Eligibility Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "policy_data"
  ],
  "properties": {
    "policy_data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "discovery_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "preparation_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility_success": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "existing_payer_code_source": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "active_insurance_type_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "preparation_eligibility_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "applied": {},
    "success": {},
    "policy_data": {},
    "line_of_business": {},
    "payer_code_source": {},
    "eligibility_reason": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Consignment Billing Location

> Perform Resolve Consignment Billing Location through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_billing_location](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_billing_location)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `resolve_consignment_billing_location`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "resolve_consignment_billing_location"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `billing_location` — Billing Location (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `resolved` — Resolved
- `billing_location` — Billing Location
- `matched_name` — Matched Name
- `billing_location_id` — Billing Location Id
- `billing_location_ids` — Billing Location Ids
- `review_required` — Review Required
- `review_reason` — Review Reason
- `available_locations` — Available Locations
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "billing_location"
  ],
  "properties": {
    "billing_location": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "resolved": {},
    "error_kind": {},
    "matched_name": {},
    "review_reason": {},
    "review_required": {},
    "billing_location": {},
    "available_locations": {},
    "billing_location_id": {},
    "billing_location_ids": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Consignment ClaimSoft Order Items

> Perform Resolve Consignment ClaimSoft Order Items through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_claimsoft_order_items](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_claimsoft_order_items)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `resolve_consignment_claimsoft_order_items`

- Connection type: `claimsoft`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "resolve_consignment_claimsoft_order_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `item_resolution` — Item Resolution (json)
  Optional JSON value.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `item_identities` — Item Identities (json)
  Optional JSON value.
- `warehouse_id` — Warehouse Id (expression)
  Optional literal value or workflow expression.
- `warehouse_name` — Warehouse Name (expression)
  Optional literal value or workflow expression.
- `dos_from` — Dos From (expression)
  Optional literal value or workflow expression.
- `dos_to` — Dos To (expression)
  Optional literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (json)
  Optional JSON value.
- `skip_out_of_stock_items` — Skip Out Of Stock Items (boolean)
  Optional true-or-false value.

## Outputs

- `success` — Success
- `items` — Items
- `expected_item_count` — Expected Item Count
- `skipped_item_count` — Skipped Item Count
- `skipped_error_kind` — Skipped Error Kind
- `existing_line_item_count` — Existing Line Item Count
- `match_method` — Match Method
- `candidate_count` — Candidate Count
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dos_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dos_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "warehouse_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "warehouse_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_identities": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "skip_out_of_stock_items": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "items": {},
    "success": {},
    "error_kind": {},
    "match_method": {},
    "candidate_count": {},
    "skipped_error_kind": {},
    "skipped_item_count": {},
    "expected_item_count": {},
    "existing_line_item_count": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Consignment Order References

> Perform Resolve Consignment Order References through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_order_references](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_order_references)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `resolve_consignment_order_references`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "resolve_consignment_order_references"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `provider_name` — Provider Name (expression)
  Optional literal value or workflow expression.
- `physician_npi` — Physician Npi (expression)
  Optional literal value or workflow expression.
- `provider_evidence_source` — Provider Evidence Source (expression)
  Optional literal value or workflow expression.
- `referral_source_name` — Referral Source Name (expression)
  Optional literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (json, required)
  Required JSON value.
- `billing_location_ids` — Billing Location Ids (json, required)
  Required JSON value.
- `psr_name` — Psr Name (expression)
  Optional literal value or workflow expression.
- `salesperson_name` — Salesperson Name (expression)
  Optional literal value or workflow expression.
- `email_body_salesperson_name` — Email Body Salesperson Name (expression)
  Optional literal value or workflow expression.
- `packet_salesperson_name` — Packet Salesperson Name (expression)
  Optional literal value or workflow expression.
- `salesperson_matched_key_type` — Salesperson Matched Key Type (expression)
  Optional literal value or workflow expression.
- `warehouse_id` — Warehouse Id (expression)
  Optional literal value or workflow expression.
- `warehouse_name` — Warehouse Name (expression)
  Optional literal value or workflow expression.
- `source_location_outcome` — Source Location Outcome (expression)
  Optional literal value or workflow expression.
- `packet_fields` — Packet Fields (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `resolved` — Resolved
- `order_defaults` — Order Defaults
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons
- `diagnosis_rejections` — Diagnosis Rejections
- `diagnosis_laterality_fills` — Diagnosis Laterality Fills
- `resolved_diagnosis_codes` — Resolved Diagnosis Codes
- `provider_evidence_source` — Provider Evidence Source
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "diagnosis_codes",
    "billing_location_ids"
  ],
  "properties": {
    "psr_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "warehouse_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "packet_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "physician_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "warehouse_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "salesperson_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "billing_location_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "referral_source_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "packet_salesperson_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_location_outcome": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_evidence_source": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email_body_salesperson_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "salesperson_matched_key_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "resolved": {},
    "error_kind": {},
    "review_reason": {},
    "order_defaults": {},
    "review_reasons": {},
    "review_required": {},
    "diagnosis_rejections": {},
    "provider_evidence_source": {},
    "resolved_diagnosis_codes": {},
    "diagnosis_laterality_fills": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Consignment Salesperson

> Perform Resolve Consignment Salesperson through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_salesperson](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_consignment_salesperson)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `resolve_consignment_salesperson`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "resolve_consignment_salesperson"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `email_body_salesperson_label` — Email Body Salesperson Label (expression)
  Optional literal value or workflow expression.
- `provider_name` — Provider Name (expression)
  Optional literal value or workflow expression.
- `referral_source_name` — Referral Source Name (expression)
  Optional literal value or workflow expression.
- `clinic_name` — Clinic Name (expression)
  Optional literal value or workflow expression.
- `npi` — Npi (expression)
  Optional literal value or workflow expression.
- `explicit_salesperson_label` — Explicit Salesperson Label (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `resolved` — Resolved
- `salesperson_name` — Salesperson Name
- `salesperson_id` — Salesperson Id
- `mapping_id` — Mapping Id
- `matched_key_type` — Matched Key Type
- `match_type` — Match Type
- `review_required` — Review Required
- `review_reason` — Review Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "clinic_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "referral_source_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "explicit_salesperson_label": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email_body_salesperson_label": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "resolved": {},
    "mapping_id": {},
    "match_type": {},
    "review_reason": {},
    "salesperson_id": {},
    "review_required": {},
    "matched_key_type": {},
    "salesperson_name": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Policyholder Eligibility

> Perform Resolve Policyholder Eligibility through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_befitting_policyholder](https://genhealth.ai/docs/workflows/integrations/consignment-intake/resolve_befitting_policyholder)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `resolve_befitting_policyholder`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "resolve_befitting_policyholder"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `extracted_fields` — Extracted Fields (json, required)
  Required JSON value.
- `packet_document_id` — Packet Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `policyholder_outcome` — Policyholder Outcome
- `guarantor` — Guarantor
- `subscriber_identity_source` — Subscriber Identity Source
- `medicaid_minor_self` — Medicaid Minor Self
- `medicaid_payer_outcome` — Medicaid Payer Outcome
- `northwood_tpa_outcome` — Northwood Tpa Outcome
- `eligibility_rejection_category` — Eligibility Rejection Category
- `derived_payer_code` — Derived Payer Code
- `payer_mapping_id` — Payer Mapping Id
- `payer_code_source` — Payer Code Source
- `subscriber_directory` — Subscriber Directory
- `availity_coverage_verdict` — Availity Coverage Verdict
- `eligibility_source` — Eligibility Source
- `availity_coverage_id` — Availity Coverage Id
- `as_of_date_source` — As Of Date Source

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "extracted_fields"
  ],
  "properties": {
    "extracted_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "packet_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "guarantor": {},
    "payer_mapping_id": {},
    "as_of_date_source": {},
    "payer_code_source": {},
    "derived_payer_code": {},
    "eligibility_source": {},
    "medicaid_minor_self": {},
    "availity_coverage_id": {},
    "policyholder_outcome": {},
    "subscriber_directory": {},
    "northwood_tpa_outcome": {},
    "medicaid_payer_outcome": {},
    "availity_coverage_verdict": {},
    "subscriber_identity_source": {},
    "eligibility_rejection_category": {}
  },
  "additionalProperties": true
}
```

---

# Route Consignment Statuses

> Perform Route Consignment Statuses through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/route_consignment_statuses](https://genhealth.ai/docs/workflows/integrations/consignment-intake/route_consignment_statuses)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `route_consignment_statuses`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "route_consignment_statuses"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `routing_config` — Routing Config (json, required)
  Required JSON value.
- `loop_results` — Loop Results (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `processed_message_ids` — Processed Message Ids
- `review_message_ids` — Review Message Ids
- `processed_count` — Processed Count
- `review_count` — Review Count
- `document_summaries` — Document Summaries
- `message_summaries` — Message Summaries
- `status_bucket_counts` — Status Bucket Counts
- `packet_count` — Packet Count
- `cleared_packet_count` — Cleared Packet Count
- `review_reason_counts` — Review Reason Counts
- `documents_held_for_review` — Documents Held For Review
- `document_review_reason_counts` — Document Review Reason Counts
- `routing_fallback` — Routing Fallback
- `routing_guard` — Routing Guard
- `routing_degraded` — Routing Degraded
- `routing_degraded_reasons` — Routing Degraded Reasons
- `routing_alert` — Routing Alert
- `routing_error` — Routing Error
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "routing_config"
  ],
  "properties": {
    "loop_results": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_config": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "packet_count": {},
    "review_count": {},
    "routing_alert": {},
    "routing_error": {},
    "routing_guard": {},
    "processed_count": {},
    "routing_degraded": {},
    "routing_fallback": {},
    "message_summaries": {},
    "document_summaries": {},
    "review_message_ids": {},
    "cleared_packet_count": {},
    "review_reason_counts": {},
    "status_bucket_counts": {},
    "processed_message_ids": {},
    "routing_degraded_reasons": {},
    "documents_held_for_review": {},
    "document_review_reason_counts": {}
  },
  "additionalProperties": true
}
```

---

# Split Consignment Document By Categories

> Perform Split Consignment Document By Categories through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/split_consignment_document_by_categories](https://genhealth.ai/docs/workflows/integrations/consignment-intake/split_consignment_document_by_categories)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `split_consignment_document_by_categories`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {
    "force": false,
    "hide_parent": false
  },
  "handler": "split_consignment_document_by_categories"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `false`
- `hide_parent` — Hide Parent (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `children` — Children
- `child_count` — Child Count
- `review_required` — Review Required
- `reason` — Reason
- `split_failure_reason` — Split Failure Reason
- `split_reconciliation` — Split Reconciliation
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "force": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hide_parent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "children": {},
    "child_count": {},
    "document_id": {},
    "review_required": {},
    "split_failure_reason": {},
    "split_reconciliation": {}
  },
  "additionalProperties": true
}
```

---

# Store Availity Eligibility Report

> Perform Store Availity Eligibility Report through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/generate_consignment_availity_eligibility_report](https://genhealth.ai/docs/workflows/integrations/consignment-intake/generate_consignment_availity_eligibility_report)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `generate_consignment_availity_eligibility_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "generate_consignment_availity_eligibility_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `coverage_id` — Coverage Id (expression, required)
  Required literal value or workflow expression.
- `source_document_id` — Source Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "coverage_id"
  ],
  "properties": {
    "coverage_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_kind": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Suggest Consignment Hold Repair

> Perform Suggest Consignment Hold Repair through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/suggest_consignment_hold_repair](https://genhealth.ai/docs/workflows/integrations/consignment-intake/suggest_consignment_hold_repair)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `suggest_consignment_hold_repair`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "suggest_consignment_hold_repair"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `extracted_fields` — Extracted Fields (json)
  Optional JSON value.
- `order_reference_resolution` — Order Reference Resolution (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `mode` — Mode
- `hold_repairs` — Hold Repairs
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "extracted_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_reference_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mode": {},
    "error": {},
    "success": {},
    "hold_repairs": {}
  },
  "additionalProperties": true
}
```

---

# Summarize Consignment Post-Split Packets

> Perform Summarize Consignment Post-Split Packets through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/summarize_consignment_post_split_packets](https://genhealth.ai/docs/workflows/integrations/consignment-intake/summarize_consignment_post_split_packets)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `summarize_consignment_post_split_packets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "summarize_consignment_post_split_packets"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `select_packet_items` — Select Packet Items (json, required)
  Required JSON value.
- `loop_results` — Loop Results (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `packet_contexts` — Packet Contexts
- `packet_document_ids` — Packet Document Ids
- `packet_count` — Packet Count
- `failed_context_count` — Failed Context Count
- `order_write_status` — Order Write Status
- `review_required` — Review Required
- `review_reason` — Review Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "select_packet_items",
    "loop_results"
  ],
  "properties": {
    "loop_results": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "select_packet_items": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_id": {},
    "packet_count": {},
    "review_reason": {},
    "packet_contexts": {},
    "review_required": {},
    "order_write_status": {},
    "packet_document_ids": {},
    "failed_context_count": {}
  },
  "additionalProperties": true
}
```

---

# Triage Consignment Holds

> Perform Triage Consignment Holds through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/triage_consignment_holds](https://genhealth.ai/docs/workflows/integrations/consignment-intake/triage_consignment_holds)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `triage_consignment_holds`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "triage_consignment_holds"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `published` — Published (expression)
  Optional literal value or workflow expression.
- `review_required` — Review Required (expression)
  Optional literal value or workflow expression.
- `review_reasons` — Review Reasons (json)
  Optional JSON value.
- `extracted_fields` — Extracted Fields (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `mode` — Mode
- `triage` — Triage
- `skipped` — Skipped

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "published": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "review_reasons": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "review_required": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "extracted_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mode": {},
    "triage": {},
    "skipped": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Validate Consignment Order Prerequisites

> Perform Validate Consignment Order Prerequisites through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/validate_consignment_order_create_prerequisites](https://genhealth.ai/docs/workflows/integrations/consignment-intake/validate_consignment_order_create_prerequisites)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `validate_consignment_order_create_prerequisites`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "validate_consignment_order_create_prerequisites"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `packet_context` — Packet Context (json, required)
  Required JSON value.
- `billing_location_ids` — Billing Location Ids (json, required)
  Required JSON value.
- `order_defaults` — Order Defaults (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `ready_for_patient_insurance_write` — Ready For Patient Insurance Write
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons
- `error` — Error
- `error_kind` — Error Kind

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "packet_context",
    "billing_location_ids",
    "order_defaults"
  ],
  "properties": {
    "order_defaults": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "packet_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "error_kind": {},
    "review_reason": {},
    "review_reasons": {},
    "review_required": {},
    "ready_for_patient_insurance_write": {}
  },
  "additionalProperties": true
}
```

---

# Verify Consignment Item Barcodes

> Perform Verify Consignment Item Barcodes through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_item_barcodes](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_item_barcodes)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `verify_consignment_item_barcodes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "verify_consignment_item_barcodes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `item_codes` — Item Codes (json, required)
  Required JSON value.
- `item_alternate_codes` — Item Alternate Codes (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `cleared` — Cleared
- `item_codes` — Item Codes
- `outcome` — Outcome
- `decision` — Decision
- `mode` — Mode
- `enforced` — Enforced
- `barcode_verification` — Barcode Verification
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "item_codes"
  ],
  "properties": {
    "item_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "item_alternate_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mode": {},
    "cleared": {},
    "outcome": {},
    "success": {},
    "decision": {},
    "enforced": {},
    "item_codes": {},
    "review_reason": {},
    "review_reasons": {},
    "review_required": {},
    "barcode_verification": {}
  },
  "additionalProperties": true
}
```

---

# Verify Consignment Item Laterality

> Perform Verify Consignment Item Laterality through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_item_laterality](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_item_laterality)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `verify_consignment_item_laterality`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "verify_consignment_item_laterality"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `item_identities` — Item Identities (json, required)
  Required JSON value.
- `packet_fields` — Packet Fields (json)
  Optional JSON value.
- `resolved_diagnosis_codes` — Resolved Diagnosis Codes (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `cleared` — Cleared
- `outcome` — Outcome
- `diagnosis_side` — Diagnosis Side
- `diagnosis_signal` — Diagnosis Signal
- `diagnosis_code_source` — Diagnosis Code Source
- `mismatched_line_count` — Mismatched Line Count
- `catalog_modifier_absent_line_count` — Catalog Modifier Absent Line Count
- `laterality_verification` — Laterality Verification
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "item_identities"
  ],
  "properties": {
    "packet_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "item_identities": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolved_diagnosis_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "cleared": {},
    "outcome": {},
    "success": {},
    "review_reason": {},
    "diagnosis_side": {},
    "review_reasons": {},
    "review_required": {},
    "diagnosis_signal": {},
    "diagnosis_code_source": {},
    "mismatched_line_count": {},
    "laterality_verification": {},
    "catalog_modifier_absent_line_count": {}
  },
  "additionalProperties": true
}
```

---

# Verify Consignment Product Slot Lines

> Perform Verify Consignment Product Slot Lines through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_product_slot_lines](https://genhealth.ai/docs/workflows/integrations/consignment-intake/verify_consignment_product_slot_lines)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `verify_consignment_product_slot_lines`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Consignment Intake",
  "params": {},
  "handler": "verify_consignment_product_slot_lines"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `packet_fields` — Packet Fields (json, required)
  Required JSON value.
- `document_text` — Document Text (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `prior_order_write_status` — Prior Order Write Status (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `cleared` — Cleared
- `outcome` — Outcome
- `filled_slot_count` — Filled Slot Count
- `document_slot_count` — Document Slot Count
- `extracted_line_count` — Extracted Line Count
- `dropped_line_count` — Dropped Line Count
- `unexpected_line_count` — Unexpected Line Count
- `product_slot_line_verification` — Product Slot Line Verification
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "packet_fields"
  ],
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "packet_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "prior_order_write_status": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "cleared": {},
    "outcome": {},
    "success": {},
    "review_reason": {},
    "review_reasons": {},
    "review_required": {},
    "filled_slot_count": {},
    "dropped_line_count": {},
    "document_slot_count": {},
    "extracted_line_count": {},
    "unexpected_line_count": {},
    "product_slot_line_verification": {}
  },
  "additionalProperties": true
}
```

---

# DocuTrack integration

> Build workflow automations with 7 public DocuTrack actions.

Source: [https://genhealth.ai/docs/workflows/integrations/docu-track](https://genhealth.ai/docs/workflows/integrations/docu-track)

## Available actions

7 actions. Connection types: docutrack.

### [Check Upload Status](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_get_upload_status.md)

- Handler: `docutrack_get_upload_status`
- Connection type: `docutrack`
- External effect: `read`
- Inputs: `batch_id`
- Outputs: `success`, `batch_id`, `status`, `docutrack_document_ids`, `error`

Perform Check Upload Status through DocuTrack.

### [Download Document](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_download_document.md)

- Handler: `docutrack_download_document`
- Connection type: `docutrack`
- External effect: `write`
- Inputs: `docutrack_document_id`, `folder_id`
- Outputs: `success`, `document_id`, `docutrack_document_id`, `was_existing`, `size`, `sha256`, `error`

Perform Download Document through DocuTrack.

### [List Folder Documents](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_list_folder_documents.md)

- Handler: `docutrack_list_folder_documents`
- Connection type: `docutrack`
- External effect: `read`
- Inputs: `folder_id`, `include_associations`, `after_document_id`, `limit`
- Outputs: `success`, `documents`, `count`, `total_count`, `truncated`, `next_after_id`, `error`

Perform List Folder Documents through DocuTrack.

### [List Folders](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_list_folders.md)

- Handler: `docutrack_list_folders`
- Connection type: `docutrack`
- External effect: `read`

- Outputs: `success`, `folders`, `count`, `error`

Perform List Folders through DocuTrack.

### [Read Document Information](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_read_document.md)

- Handler: `docutrack_read_document`
- Connection type: `docutrack`
- External effect: `read`
- Inputs: `docutrack_document_id`, `folder_id`
- Outputs: `success`, `document`, `error`

Perform Read Document Information through DocuTrack.

### [Search Documents by Entity](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_search_documents.md)

- Handler: `docutrack_search_documents`
- Connection type: `docutrack`
- External effect: `read`
- Inputs: `entity_type`, `search_value`, `after_document_id`, `limit`
- Outputs: `success`, `documents`, `count`, `total_count`, `truncated`, `next_after_id`, `error`

Perform Search Documents by Entity through DocuTrack.

### [Upload Document](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_upload_document.md)

- Handler: `docutrack_upload_document`
- Connection type: `docutrack`
- External effect: `write`
- Inputs: `document_id`, `source_id`, `source_name`
- Outputs: `success`, `batch_id`, `status`, `docutrack_document_ids`, `error`

Perform Upload Document through DocuTrack.

---

# Check Upload Status

> Perform Check Upload Status through DocuTrack.

Source: [https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_get_upload_status](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_get_upload_status)

Integration: [DocuTrack](https://genhealth.ai/docs/workflows/integrations/docu-track.md)

- Handler: `docutrack_get_upload_status`

- Connection type: `docutrack`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "DocuTrack",
  "params": {},
  "handler": "docutrack_get_upload_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `batch_id` — Batch Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `batch_id` — Batch Id
- `status` — Status
- `docutrack_document_ids` — Docutrack Document Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "batch_id"
  ],
  "properties": {
    "batch_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "batch_id": {},
    "docutrack_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Download Document

> Perform Download Document through DocuTrack.

Source: [https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_download_document](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_download_document)

Integration: [DocuTrack](https://genhealth.ai/docs/workflows/integrations/docu-track.md)

- Handler: `docutrack_download_document`

- Connection type: `docutrack`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "DocuTrack",
  "params": {},
  "handler": "docutrack_download_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `docutrack_document_id` — Docutrack Document Id (expression, required)
  Required literal value or workflow expression.
- `folder_id` — Folder Id (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `docutrack_document_id` — Docutrack Document Id
- `was_existing` — Was Existing
- `size` — Size
- `sha256` — Sha256
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "docutrack_document_id"
  ],
  "properties": {
    "folder_id": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "docutrack_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "sha256": {},
    "success": {},
    "document_id": {},
    "was_existing": {},
    "docutrack_document_id": {}
  },
  "additionalProperties": true
}
```

---

# List Folder Documents

> Perform List Folder Documents through DocuTrack.

Source: [https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_list_folder_documents](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_list_folder_documents)

Integration: [DocuTrack](https://genhealth.ai/docs/workflows/integrations/docu-track.md)

- Handler: `docutrack_list_folder_documents`

- Connection type: `docutrack`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "DocuTrack",
  "params": {
    "limit": 100,
    "after_document_id": 0,
    "include_associations": false
  },
  "handler": "docutrack_list_folder_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `folder_id` — Folder Id (number, required)
  Required numeric value.
- `include_associations` — Include Associations (boolean)
  Optional true-or-false value.
  Default: `false`
- `after_document_id` — After Document Id (number)
  Optional numeric value.
  Default: `0`
- `limit` — Limit (number)
  Optional numeric value.
  Default: `100`

## Outputs

- `success` — Success
- `documents` — Documents
- `count` — Count
- `total_count` — Total Count
- `truncated` — Truncated
- `next_after_id` — Next After Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "folder_id"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "folder_id": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "after_document_id": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_associations": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "documents": {},
    "truncated": {},
    "total_count": {},
    "next_after_id": {}
  },
  "additionalProperties": true
}
```

---

# List Folders

> Perform List Folders through DocuTrack.

Source: [https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_list_folders](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_list_folders)

Integration: [DocuTrack](https://genhealth.ai/docs/workflows/integrations/docu-track.md)

- Handler: `docutrack_list_folders`

- Connection type: `docutrack`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "DocuTrack",
  "params": {},
  "handler": "docutrack_list_folders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `folders` — Folders
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "folders": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Read Document Information

> Perform Read Document Information through DocuTrack.

Source: [https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_read_document](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_read_document)

Integration: [DocuTrack](https://genhealth.ai/docs/workflows/integrations/docu-track.md)

- Handler: `docutrack_read_document`

- Connection type: `docutrack`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "DocuTrack",
  "params": {},
  "handler": "docutrack_read_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `docutrack_document_id` — Docutrack Document Id (expression, required)
  Required literal value or workflow expression.
- `folder_id` — Folder Id (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `document` — Document
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "docutrack_document_id"
  ],
  "properties": {
    "folder_id": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "docutrack_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document": {}
  },
  "additionalProperties": true
}
```

---

# Search Documents by Entity

> Perform Search Documents by Entity through DocuTrack.

Source: [https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_search_documents](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_search_documents)

Integration: [DocuTrack](https://genhealth.ai/docs/workflows/integrations/docu-track.md)

- Handler: `docutrack_search_documents`

- Connection type: `docutrack`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "DocuTrack",
  "params": {
    "limit": 100,
    "entity_type": "Patient",
    "after_document_id": 0
  },
  "handler": "docutrack_search_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `entity_type` — Entity Type (select)
  Optional selected identifier or value.
  Default: `"Patient"`
  Options: Facility ("Facility"), Physician ("Physician"), Patient ("Patient"), Prescription ("Prescription"), Ancillary ("Ancillary"), Manifest ("Manifest"), Unknown ("Unknown")
- `search_value` — Search Value (expression, required)
  Required literal value or workflow expression.
- `after_document_id` — After Document Id (number)
  Optional numeric value.
  Default: `0`
- `limit` — Limit (number)
  Optional numeric value.
  Default: `100`

## Outputs

- `success` — Success
- `documents` — Documents
- `count` — Count
- `total_count` — Total Count
- `truncated` — Truncated
- `next_after_id` — Next After Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "search_value"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "entity_type": {
      "enum": [
        "Facility",
        "Physician",
        "Patient",
        "Prescription",
        "Ancillary",
        "Manifest",
        "Unknown"
      ],
      "type": "string",
      "default": "Patient",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "search_value": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "after_document_id": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "documents": {},
    "truncated": {},
    "total_count": {},
    "next_after_id": {}
  },
  "additionalProperties": true
}
```

---

# Upload Document

> Perform Upload Document through DocuTrack.

Source: [https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_upload_document](https://genhealth.ai/docs/workflows/integrations/docu-track/docutrack_upload_document)

Integration: [DocuTrack](https://genhealth.ai/docs/workflows/integrations/docu-track.md)

- Handler: `docutrack_upload_document`

- Connection type: `docutrack`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "DocuTrack",
  "params": {},
  "handler": "docutrack_upload_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `source_id` — Source Id (expression, required)
  Required literal value or workflow expression.
- `source_name` — Source Name (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `batch_id` — Batch Id
- `status` — Status
- `docutrack_document_ids` — Docutrack Document Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "source_id"
  ],
  "properties": {
    "source_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "batch_id": {},
    "docutrack_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Dynasplint integration

> Build workflow automations with 1 public Dynasplint action.

Source: [https://genhealth.ai/docs/workflows/integrations/dynasplint](https://genhealth.ai/docs/workflows/integrations/dynasplint)

## Available actions

1 action. Connection types: None required.

### [Correlate And Merge Intake Document](https://genhealth.ai/docs/workflows/integrations/dynasplint/dynasplint_merge_intake_document.md)

- Handler: `dynasplint_merge_intake_document`

- External effect: `write`
- Inputs: `order_candidate`, `document_id`, `gmail_message_id`, `attachment_sha256`, `document_kind`, `external_customer_id`, `external_order_id`, `external_identity_evidence`
- Outputs: `success`, `status`, `aggregate_id`, `source_id`, `duplicate`, `ready_to_verify`, `blockers`, `review_reasons`, `aggregate_review_reasons`, `review_notes`, `accepted_field_paths`, `conflicting_field_paths`, `external_customer_id`, `external_order_id`, `approved_external_order_id`, `aggregate_has_navigator_allocation`, `source_navigator_write_mode`, `source_navigator_execution_status`, `carrier_evidence_stage`, `order_candidate`, `hold_triage`

Perform Correlate And Merge Intake Document through Dynasplint.

---

# Correlate And Merge Intake Document

> Perform Correlate And Merge Intake Document through Dynasplint.

Source: [https://genhealth.ai/docs/workflows/integrations/dynasplint/dynasplint_merge_intake_document](https://genhealth.ai/docs/workflows/integrations/dynasplint/dynasplint_merge_intake_document)

Integration: [Dynasplint](https://genhealth.ai/docs/workflows/integrations/dynasplint.md)

- Handler: `dynasplint_merge_intake_document`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Dynasplint",
  "params": {},
  "handler": "dynasplint_merge_intake_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_candidate` — Order Candidate (json)
  Optional JSON value.
- `document_id` — Document Id (text, required)
  Required text value.
- `gmail_message_id` — Gmail Message Id (text, required)
  Required text value.
- `attachment_sha256` — Attachment Sha256 (text, required)
  Required text value.
- `document_kind` — Document Kind (text)
  Optional text value.
- `external_customer_id` — External Customer Id (text)
  Optional text value.
- `external_order_id` — External Order Id (text)
  Optional text value.
- `external_identity_evidence` — External Identity Evidence (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `status` — Status
- `aggregate_id` — Aggregate Id
- `source_id` — Source Id
- `duplicate` — Duplicate
- `ready_to_verify` — Ready To Verify
- `blockers` — Blockers
- `review_reasons` — Review Reasons
- `aggregate_review_reasons` — Aggregate Review Reasons
- `review_notes` — Review Notes
- `accepted_field_paths` — Accepted Field Paths
- `conflicting_field_paths` — Conflicting Field Paths
- `external_customer_id` — External Customer Id
- `external_order_id` — External Order Id
- `approved_external_order_id` — Approved External Order Id
- `aggregate_has_navigator_allocation` — Aggregate Has Navigator Allocation
- `source_navigator_write_mode` — Source Navigator Write Mode
- `source_navigator_execution_status` — Source Navigator Execution Status
- `carrier_evidence_stage` — Carrier Evidence Stage
- `order_candidate` — Order Candidate
- `hold_triage` — Hold Triage

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "gmail_message_id",
    "attachment_sha256"
  ],
  "properties": {
    "document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_kind": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_candidate": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "gmail_message_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "attachment_sha256": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "external_order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "external_customer_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "external_identity_evidence": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "status": {},
    "success": {},
    "blockers": {},
    "duplicate": {},
    "source_id": {},
    "hold_triage": {},
    "aggregate_id": {},
    "review_notes": {},
    "review_reasons": {},
    "order_candidate": {},
    "ready_to_verify": {},
    "external_order_id": {},
    "accepted_field_paths": {},
    "external_customer_id": {},
    "carrier_evidence_stage": {},
    "conflicting_field_paths": {},
    "aggregate_review_reasons": {},
    "approved_external_order_id": {},
    "source_navigator_write_mode": {},
    "source_navigator_execution_status": {},
    "aggregate_has_navigator_allocation": {}
  },
  "additionalProperties": true
}
```

---

# eClinicalWorks integration

> Build workflow automations with 45 public eClinicalWorks actions.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks)

## Available actions

45 actions. Connection types: eclinicalworks.

### [Attach PCP Referral](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_attach_pcp_referral.md)

- Handler: `ecw_attach_pcp_referral`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `encounter_id`, `encounter_ids`, `dos`, `referring_provider_last_name`, `auth_ukey`, `dx_codes`, `auth_pdf_document_id`, `eligibility_pdf_document_id`, `auth_start_date`, `auth_end_date`, `folder_name`, `supplemental_auth_pdf_document_id`, `supplemental_procedure_codes`, `supplemental_auth_ukey`, `supplemental_auth_end_date`, `supplemental_auth_start_date`
- Outputs: `success`, `referral_id`

Perform Attach PCP Referral through eClinicalWorks.

### [Classify New Patient](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_classify_new_patient.md)

- Handler: `ecw_classify_new_patient`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `lookback_days`, `physician_predicate`, `encounter_id`
- Outputs: `success`, `is_new_patient`, `last_physician_visit_date`, `error`

Perform Classify New Patient through eClinicalWorks.

### [Create Incoming Referral](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_create_incoming_referral.md)

- Handler: `ecw_create_incoming_referral`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `auth_number`, `visit_date`, `auth_start_date`, `auth_end_date`, `reason`, `sibling_visit_types`, `referring_provider_last_name`, `resolved_provider_last_name`, `encounter_id`, `encounter_ids`, `visits_allowed`, `match_visit_date`, `link_notes`
- Outputs: `success`, `referral_id`, `patient_id`, `auth_number`, `error`

Perform Create Incoming Referral through eClinicalWorks.

### [ECW Check Rx Eligibility](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_check_rx_eligibility.md)

- Handler: `ecw_check_rx_eligibility`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `encounter_id`, `provider_id`
- Outputs: `success`, `result`, `error`

Perform ECW Check Rx Eligibility through eClinicalWorks.

### [ECW Fetch Insurance Card Scan](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_insurance_card_scan.md)

- Handler: `ecw_fetch_insurance_card_scan`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `subscriber_number`
- Outputs: `success`, `result`, `error`

Perform ECW Fetch Insurance Card Scan through eClinicalWorks.

### [Ecw Fetch Patient Insurance](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_patient_insurance.md)

- Handler: `ecw_fetch_patient_insurance`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_ids`
- Outputs: `insurance_by_patient`, `fetched_count`, `failed_patient_ids`, `success`, `error`, `outcome_category`

Perform Ecw Fetch Patient Insurance through eClinicalWorks.

### [ECW Fetch Rx Log List](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_log_list.md)

- Handler: `ecw_fetch_rx_log_list`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `max_count`
- Outputs: `success`, `result`, `error`

Perform ECW Fetch Rx Log List through eClinicalWorks.

### [ECW Fetch Rx Receipt](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_receipt.md)

- Handler: `ecw_fetch_rx_receipt`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `rx_id`, `rx_type`
- Outputs: `success`, `result`, `error`

Perform ECW Fetch Rx Receipt through eClinicalWorks.

### [ECW Get Epa Transaction Info](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_epa_transaction_info.md)

- Handler: `ecw_get_epa_transaction_info`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `transaction_id`
- Outputs: `success`, `result`, `error`

Perform ECW Get Epa Transaction Info through eClinicalWorks.

### [ECW Get Medication Overview](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_medication_overview.md)

- Handler: `ecw_get_medication_overview`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `patient_id`, `context`
- Outputs: `success`, `result`, `error`

Perform ECW Get Medication Overview through eClinicalWorks.

### [ECW Get Problem List](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_problem_list.md)

- Handler: `ecw_get_problem_list`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `result`, `error`

Perform ECW Get Problem List through eClinicalWorks.

### [ECW List Encounter Attachments](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_encounter_attachments.md)

- Handler: `ecw_list_encounter_attachments`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `patient_id`, `max_results`
- Outputs: `success`, `result`, `error`

Perform ECW List Encounter Attachments through eClinicalWorks.

### [ECW List Epa Queue](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_epa_queue.md)

- Handler: `ecw_list_epa_queue`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `pa_type`, `max_count`, `sort_by`, `sort_order`
- Outputs: `success`, `result`, `error`

Perform ECW List Epa Queue through eClinicalWorks.

### [ECW List Insurance Card Scans](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_insurance_card_scans.md)

- Handler: `ecw_list_insurance_card_scans`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `subscriber_number`, `max_results`
- Outputs: `success`, `result`, `error`

Perform ECW List Insurance Card Scans through eClinicalWorks.

### [ECW List Patient Documents](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_patient_documents.md)

- Handler: `ecw_list_patient_documents`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `name_contains`, `max_results`
- Outputs: `success`, `result`, `error`

Perform ECW List Patient Documents through eClinicalWorks.

### [ECW List Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_progress_notes.md)

- Handler: `ecw_list_progress_notes`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes`
- Outputs: `success`, `result`, `error`

Perform ECW List Progress Notes through eClinicalWorks.

### [ECW List Telephone Encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_telephone_encounters.md)

- Handler: `ecw_list_telephone_encounters`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `assigned_to_id`, `tab_id`, `date`, `date_filter_days`, `facility_id`, `doctor_id`, `page_no`, `rows_per_page`, `sort_by`, `sort_order`
- Outputs: `success`, `result`, `error`

Perform ECW List Telephone Encounters through eClinicalWorks.

### [ECW Read Encounter Action Taken](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_action_taken.md)

- Handler: `ecw_read_encounter_action_taken`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `ticket_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Encounter Action Taken through eClinicalWorks.

### [ECW Read Encounter Attachment](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_attachment.md)

- Handler: `ecw_read_encounter_attachment`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `patient_id`, `document_id`, `include_ocr_text`, `max_ocr_chars`
- Outputs: `success`, `result`, `error`

Perform ECW Read Encounter Attachment through eClinicalWorks.

### [ECW Read Encounter Log](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_log.md)

- Handler: `ecw_read_encounter_log`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `ticket_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Encounter Log through eClinicalWorks.

### [ECW Read Encounter Messages](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_messages.md)

- Handler: `ecw_read_encounter_messages`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `ticket_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Encounter Messages through eClinicalWorks.

### [ECW Read Insurance Card Scan](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_insurance_card_scan.md)

- Handler: `ecw_read_insurance_card_scan`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `document_id`, `subscriber_number`, `include_ocr_text`, `max_pages`
- Outputs: `success`, `result`, `error`

Perform ECW Read Insurance Card Scan through eClinicalWorks.

### [ECW Read Labs](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_labs.md)

- Handler: `ecw_read_labs`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `query`, `start_date`, `end_date`, `lookback_days`, `lab_id`, `max_results`
- Outputs: `success`, `result`, `error`

Perform ECW Read Labs through eClinicalWorks.

### [ECW Read Patient Insurance](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_insurance.md)

- Handler: `ecw_read_patient_insurance`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Patient Insurance through eClinicalWorks.

### [ECW Read Patient Pharmacies](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pharmacies.md)

- Handler: `ecw_read_patient_pharmacies`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `result`, `error`

Perform ECW Read Patient Pharmacies through eClinicalWorks.

### [ECW Read Patient Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_progress_notes.md)

- Handler: `ecw_read_patient_progress_notes`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes`, `encounter_ids`, `include_diagnoses`
- Outputs: `success`, `result`, `error`

Perform ECW Read Patient Progress Notes through eClinicalWorks.

### [ECW Read Progress Note](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_progress_note.md)

- Handler: `ecw_read_progress_note`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `enc_type`
- Outputs: `success`, `result`, `error`

Perform ECW Read Progress Note through eClinicalWorks.

### [ECW Resolve Patient](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_resolve_patient.md)

- Handler: `ecw_resolve_patient`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `acc_no`, `first_name`, `last_name`, `dob_mmddyyyy`, `max_count`
- Outputs: `success`, `result`, `error`

Perform ECW Resolve Patient through eClinicalWorks.

### [ECW Search Patient Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_patient_progress_notes.md)

- Handler: `ecw_search_patient_progress_notes`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes`, `query`, `context_chars`
- Outputs: `success`, `result`, `error`

Perform ECW Search Patient Progress Notes through eClinicalWorks.

### [ECW Search Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_progress_notes.md)

- Handler: `ecw_search_progress_notes`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounters`, `encounter_ids`, `query`, `enc_type`, `context_chars`
- Outputs: `success`, `result`, `error`

Perform ECW Search Progress Notes through eClinicalWorks.

### [ECW Search Staff](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_staff.md)

- Handler: `ecw_search_staff`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `last_name`, `max_count`
- Outputs: `success`, `result`, `error`

Perform ECW Search Staff through eClinicalWorks.

### [Find Referral for Date of Service](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_find_referral_for_dos.md)

- Handler: `ecw_find_referral_for_dos`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `visit_date`
- Outputs: `success`, `found`, `referral_id`, `auth_number`, `patient_id`, `error`

Perform Find Referral for Date of Service through eClinicalWorks.

### [Guard PCP Auth Re-bill](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_guard_pcp_auth_rebill.md)

- Handler: `ecw_guard_pcp_auth_rebill`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `encounter_id`, `encounter_ids`, `dos`, `auth_ukey`
- Outputs: `success`, `guard_hit`, `referral_id`, `error`

Perform Guard PCP Auth Re-bill through eClinicalWorks.

### [List Scheduled Encounters (Date Range)](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_scheduled_encounters.md)

- Handler: `ecw_list_scheduled_encounters`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `start_date`, `end_date`, `visit_type_filter`, `insurance_provider_filter`
- Outputs: `success`, `encounters`, `count`, `filtered_count`, `start_date`, `end_date`, `error`

Perform List Scheduled Encounters (Date Range) through eClinicalWorks.

### [List Today's Encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_todays_encounters.md)

- Handler: `ecw_list_todays_encounters`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `visit_date`, `visit_type_filter`, `insurance_provider_filter`
- Outputs: `success`, `encounters`, `count`, `filtered_count`, `visit_date`, `error`

Perform List Today's Encounters through eClinicalWorks.

### [Mark Eligibility Verified](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_mark_eligibility_verified.md)

- Handler: `ecw_mark_eligibility_verified`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `encounter_id`, `encounter_ids`, `portal`, `verified_on`
- Outputs: `success`, `verified_count`, `error`

Perform Mark Eligibility Verified through eClinicalWorks.

### [Post Billing Alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_billing_alert.md)

- Handler: `ecw_post_billing_alert`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `alert_text`, `visit_types`, `visit_type`, `dedup_window`
- Outputs: `success`, `skipped`, `posted_count`, `total_count`, `error`

Perform Post Billing Alert through eClinicalWorks.

### [Post PCP Auth Missing Alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_pcp_auth_missing_alert.md)

- Handler: `ecw_post_pcp_auth_missing_alert`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `dos`, `visit_type`
- Outputs: `success`, `halted`

Perform Post PCP Auth Missing Alert through eClinicalWorks.

### [Post Workflow Failure Alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_workflow_failure_alert.md)

- Handler: `ecw_post_workflow_failure_alert`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `dos`, `category`, `visit_type`
- Outputs: `success`, `halted`

Perform Post Workflow Failure Alert through eClinicalWorks.

### [Read Encounter](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter.md)

- Handler: `ecw_read_encounter`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `encounter_id`, `visit_type_allowlist`, `no_dx_required_visit_types`, `testing_visit_types`, `insurance_name_prefixes`
- Outputs: `success`, `patient_id`, `encounter_id`, `member_id`, `patient_first_name`, `patient_last_name`, `patient_dob`, `visit_type`, `visit_date`, `diagnosis_codes`, `assessment_plan`, `progress_note_comment`, `reason`, `supervising_provider_name`, `appointment_provider_name`, `supervising_provider_last_name`, `referring_provider_name`, `patient_address`, `patient_city`, `patient_zip`, `failure_category`, `error`

Perform Read Encounter through eClinicalWorks.

### [Read Patient PCP](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pcp.md)

- Handler: `ecw_read_patient_pcp`
- Connection type: `eclinicalworks`
- External effect: `read`
- Inputs: `patient_id`, `encounter_id`
- Outputs: `found`, `pcp_id`, `pcp_name`

Perform Read Patient PCP through eClinicalWorks.

### [Refresh Reference Data](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/eclinicalworks_refresh_reference_data.md)

- Handler: `eclinicalworks_refresh_reference_data`
- Connection type: `eclinicalworks`
- External effect: `write`

- Outputs: `organization_id`, `success`, `resources`, `facilities`, `error`

Perform Refresh Reference Data through eClinicalWorks.

### [Set Visit Status](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_set_visit_status.md)

- Handler: `ecw_set_visit_status`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `encounter_id`, `visit_date`, `provider_id`, `target_status`, `encounters`
- Outputs: `success`, `error`, `updated_count`

Perform Set Visit Status through eClinicalWorks.

### [Upload Authorization PDF](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_upload_authorization_pdf.md)

- Handler: `ecw_upload_authorization_pdf`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `auth_pdf_document_id`, `auth_pdf`, `date_of_service`, `cpt_code`
- Outputs: `success`, `error`

Perform Upload Authorization PDF through eClinicalWorks.

### [Upload Eligibility PDF](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_upload_eligibility_pdf.md)

- Handler: `ecw_upload_eligibility_pdf`
- Connection type: `eclinicalworks`
- External effect: `write`
- Inputs: `patient_id`, `eligibility_pdf_document_id`, `eligibility_pdf`, `date_of_service`, `folder_name`
- Outputs: `success`, `error`

Perform Upload Eligibility PDF through eClinicalWorks.

---

# Attach PCP Referral

> Perform Attach PCP Referral through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_attach_pcp_referral](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_attach_pcp_referral)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_attach_pcp_referral`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_attach_pcp_referral"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `encounter_id` — Encounter Id (text)
  Optional text value.
- `encounter_ids` — Encounter Ids (json)
  Optional JSON value.
- `dos` — Dos (date, required)
  Required date in YYYY-MM-DD format.
- `referring_provider_last_name` — Referring Provider Last Name (text, required)
  Required text value.
- `auth_ukey` — Auth Ukey (text, required)
  Required text value.
- `dx_codes` — Dx Codes (json)
  Optional JSON value.
- `auth_pdf_document_id` — Auth Pdf Document Id (text, required)
  Required text value.
- `eligibility_pdf_document_id` — Eligibility Pdf Document Id (text, required)
  Required text value.
- `auth_start_date` — Auth Start Date (date, required)
  Required date in YYYY-MM-DD format.
- `auth_end_date` — Auth End Date (date, required)
  Required date in YYYY-MM-DD format.
- `folder_name` — Folder Name (text)
  Optional text value.
- `supplemental_auth_pdf_document_id` — Supplemental Auth Pdf Document Id (text)
  Optional text value.
- `supplemental_procedure_codes` — Supplemental Procedure Codes (json)
  Optional JSON value.
- `supplemental_auth_ukey` — Supplemental Auth Ukey (text)
  Optional text value.
- `supplemental_auth_end_date` — Supplemental Auth End Date (text)
  Optional text value.
- `supplemental_auth_start_date` — Supplemental Auth Start Date (text)
  Optional text value.

## Outputs

- `success` — Success
- `referral_id` — Referral Id

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "dos",
    "referring_provider_last_name",
    "auth_ukey",
    "auth_pdf_document_id",
    "eligibility_pdf_document_id",
    "auth_start_date",
    "auth_end_date"
  ],
  "properties": {
    "dos": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "dx_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "auth_ukey": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "folder_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "auth_end_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "encounter_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "auth_start_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "auth_pdf_document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "supplemental_auth_ukey": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "supplemental_auth_end_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "eligibility_pdf_document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "referring_provider_last_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "supplemental_auth_start_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "supplemental_procedure_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "supplemental_auth_pdf_document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "referral_id": {}
  },
  "additionalProperties": true
}
```

---

# Classify New Patient

> Perform Classify New Patient through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_classify_new_patient](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_classify_new_patient)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_classify_new_patient`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "lookback_days": 1095,
    "physician_predicate": "rendering_only"
  },
  "handler": "ecw_classify_new_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `1095`
- `physician_predicate` — Physician Predicate (select)
  Optional selected identifier or value.
  Default: `"rendering_only"`
  Options: Rendering Only (strict) ("rendering_only"), Rendering or Supervising (loose) ("rendering_or_supervising")
- `encounter_id` — Encounter Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `is_new_patient` — Is New Patient
- `last_physician_visit_date` — Last Physician Visit Date
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "encounter_id"
  ],
  "properties": {
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "lookback_days": {
      "type": "number",
      "default": 1095,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "physician_predicate": {
      "enum": [
        "rendering_only",
        "rendering_or_supervising"
      ],
      "type": "string",
      "default": "rendering_only",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "is_new_patient": {},
    "last_physician_visit_date": {}
  },
  "additionalProperties": true
}
```

---

# Create Incoming Referral

> Perform Create Incoming Referral through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_create_incoming_referral](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_create_incoming_referral)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_create_incoming_referral`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "visits_allowed": 1,
    "match_visit_date": false
  },
  "handler": "ecw_create_incoming_referral"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `auth_number` — Auth Number (text, required)
  Required text value.
- `visit_date` — Visit Date (date, required)
  Required date in YYYY-MM-DD format.
- `auth_start_date` — Auth Start Date (date, required)
  Required date in YYYY-MM-DD format.
- `auth_end_date` — Auth End Date (date, required)
  Required date in YYYY-MM-DD format.
- `reason` — Reason (text, required)
  Required text value.
- `sibling_visit_types` — Sibling Visit Types (json)
  Optional JSON value.
- `referring_provider_last_name` — Referring Provider Last Name (text, required)
  Required text value.
- `resolved_provider_last_name` — Resolved Provider Last Name (text)
  Optional text value.
- `encounter_id` — Encounter Id (text)
  Optional text value.
- `encounter_ids` — Encounter Ids (json)
  Optional JSON value.
- `visits_allowed` — Visits Allowed (number)
  Optional numeric value.
  Default: `1`
- `match_visit_date` — Match Visit Date (boolean)
  Optional true-or-false value.
  Default: `false`
- `link_notes` — Link Notes (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `referral_id` — Referral Id
- `patient_id` — Patient Id
- `auth_number` — Auth Number
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "auth_number",
    "visit_date",
    "auth_start_date",
    "auth_end_date",
    "reason",
    "referring_provider_last_name"
  ],
  "properties": {
    "reason": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "link_notes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "visit_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "auth_number": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "auth_end_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "encounter_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "visits_allowed": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "auth_start_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "match_visit_date": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "sibling_visit_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolved_provider_last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "referring_provider_last_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "patient_id": {},
    "auth_number": {},
    "referral_id": {}
  },
  "additionalProperties": true
}
```

---

# ECW Check Rx Eligibility

> Perform ECW Check Rx Eligibility through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_check_rx_eligibility](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_check_rx_eligibility)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_check_rx_eligibility`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_check_rx_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `encounter_id` — Encounter Id (text, required)
  Required text value.
- `provider_id` — Provider Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "encounter_id",
    "provider_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "provider_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Fetch Insurance Card Scan

> Perform ECW Fetch Insurance Card Scan through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_insurance_card_scan](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_insurance_card_scan)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_fetch_insurance_card_scan`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_fetch_insurance_card_scan"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `document_id` — Document Id (text)
  Optional text value.
- `subscriber_number` — Subscriber Number (text)
  Optional text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "subscriber_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Ecw Fetch Patient Insurance

> Perform Ecw Fetch Patient Insurance through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_patient_insurance](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_patient_insurance)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_fetch_patient_insurance`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_fetch_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_ids` — Patient Ids (json, required)
  Required JSON value.

## Outputs

- `insurance_by_patient` — Insurance By Patient
- `fetched_count` — Fetched Count
- `failed_patient_ids` — Failed Patient Ids
- `success` — Success
- `error` — Error
- `outcome_category` — Outcome Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_ids"
  ],
  "properties": {
    "patient_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "fetched_count": {},
    "outcome_category": {},
    "failed_patient_ids": {},
    "insurance_by_patient": {}
  },
  "additionalProperties": true
}
```

---

# ECW Fetch Rx Log List

> Perform ECW Fetch Rx Log List through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_log_list](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_log_list)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_fetch_rx_log_list`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_count": 50
  },
  "handler": "ecw_fetch_rx_log_list"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `max_count` — Max Count (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "max_count": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Fetch Rx Receipt

> Perform ECW Fetch Rx Receipt through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_receipt](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_receipt)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_fetch_rx_receipt`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_fetch_rx_receipt"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `rx_id` — Rx Id (text, required)
  Required text value.
- `rx_type` — Rx Type (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "rx_id",
    "rx_type"
  ],
  "properties": {
    "rx_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "rx_type": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Get Epa Transaction Info

> Perform ECW Get Epa Transaction Info through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_epa_transaction_info](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_epa_transaction_info)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_get_epa_transaction_info`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_get_epa_transaction_info"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `transaction_id` — Transaction Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "transaction_id"
  ],
  "properties": {
    "transaction_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Get Medication Overview

> Perform ECW Get Medication Overview through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_medication_overview](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_medication_overview)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_get_medication_overview`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "context": "telenc"
  },
  "handler": "ecw_get_medication_overview"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `encounter_id` — Encounter Id (text, required)
  Required text value.
- `patient_id` — Patient Id (text, required)
  Required text value.
- `context` — Context (text)
  Optional text value.
  Default: `"telenc"`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "encounter_id",
    "patient_id"
  ],
  "properties": {
    "context": {
      "type": "string",
      "default": "telenc",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Get Problem List

> Perform ECW Get Problem List through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_problem_list](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_problem_list)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_get_problem_list`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_get_problem_list"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW List Encounter Attachments

> Perform ECW List Encounter Attachments through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_encounter_attachments](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_encounter_attachments)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_list_encounter_attachments`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_results": 25
  },
  "handler": "ecw_list_encounter_attachments"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `encounter_id` — Encounter Id (text, required)
  Required text value.
- `patient_id` — Patient Id (text, required)
  Required text value.
- `max_results` — Max Results (number)
  Optional numeric value.
  Default: `25`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "encounter_id",
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "max_results": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW List Epa Queue

> Perform ECW List Epa Queue through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_epa_queue](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_epa_queue)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_list_epa_queue`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "pa_type": "In Progress",
    "sort_by": 10,
    "max_count": 200,
    "sort_order": "DESC"
  },
  "handler": "ecw_list_epa_queue"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `pa_type` — Pa Type (text)
  Optional text value.
  Default: `"In Progress"`
- `max_count` — Max Count (number)
  Optional numeric value.
  Default: `200`
- `sort_by` — Sort By (number)
  Optional numeric value.
  Default: `10`
- `sort_order` — Sort Order (text)
  Optional text value.
  Default: `"DESC"`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "pa_type": {
      "type": "string",
      "default": "In Progress",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sort_by": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_count": {
      "type": "number",
      "default": 200,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sort_order": {
      "type": "string",
      "default": "DESC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW List Insurance Card Scans

> Perform ECW List Insurance Card Scans through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_insurance_card_scans](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_insurance_card_scans)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_list_insurance_card_scans`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_results": 10
  },
  "handler": "ecw_list_insurance_card_scans"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `subscriber_number` — Subscriber Number (text)
  Optional text value.
- `max_results` — Max Results (number)
  Optional numeric value.
  Default: `10`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "max_results": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "subscriber_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW List Patient Documents

> Perform ECW List Patient Documents through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_patient_documents](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_patient_documents)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_list_patient_documents`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_results": 50
  },
  "handler": "ecw_list_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `name_contains` — Name Contains (text)
  Optional text value.
- `max_results` — Max Results (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "max_results": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "name_contains": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW List Progress Notes

> Perform ECW List Progress Notes through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_progress_notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_progress_notes)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_list_progress_notes`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_notes": 100,
    "lookback_days": 180,
    "include_cancelled": false
  },
  "handler": "ecw_list_progress_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `note_types` — Note Types (json)
  Optional JSON value.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `180`
- `start_date` — Start Date (text)
  Optional text value.
- `end_date` — End Date (text)
  Optional text value.
- `include_cancelled` — Include Cancelled (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_notes` — Max Notes (number)
  Optional numeric value.
  Default: `100`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "end_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_notes": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "note_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "start_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "lookback_days": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_cancelled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW List Telephone Encounters

> Perform ECW List Telephone Encounters through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_telephone_encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_telephone_encounters)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_list_telephone_encounters`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "tab_id": 3,
    "page_no": 1,
    "sort_by": 1,
    "doctor_id": 0,
    "sort_order": "DESC",
    "facility_id": 0,
    "rows_per_page": 100,
    "date_filter_days": "1"
  },
  "handler": "ecw_list_telephone_encounters"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `assigned_to_id` — Assigned To Id (text)
  Optional text value.
- `tab_id` — Tab Id (number)
  Optional numeric value.
  Default: `3`
- `date` — Date (text)
  Optional text value.
- `date_filter_days` — Date Filter Days (text)
  Optional text value.
  Default: `"1"`
- `facility_id` — Facility Id (number)
  Optional numeric value.
  Default: `0`
- `doctor_id` — Doctor Id (number)
  Optional numeric value.
  Default: `0`
- `page_no` — Page No (number)
  Optional numeric value.
  Default: `1`
- `rows_per_page` — Rows Per Page (number)
  Optional numeric value.
  Default: `100`
- `sort_by` — Sort By (number)
  Optional numeric value.
  Default: `1`
- `sort_order` — Sort Order (text)
  Optional text value.
  Default: `"DESC"`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "tab_id": {
      "type": "number",
      "default": 3,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_no": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sort_by": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "doctor_id": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sort_order": {
      "type": "string",
      "default": "DESC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "facility_id": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "rows_per_page": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "assigned_to_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_filter_days": {
      "type": "string",
      "default": "1",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Encounter Action Taken

> Perform ECW Read Encounter Action Taken through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_action_taken](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_action_taken)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_encounter_action_taken`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_read_encounter_action_taken"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `ticket_id` — Ticket Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "ticket_id"
  ],
  "properties": {
    "ticket_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Encounter Attachment

> Perform ECW Read Encounter Attachment through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_attachment](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_attachment)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_encounter_attachment`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_ocr_chars": 12000,
    "include_ocr_text": false
  },
  "handler": "ecw_read_encounter_attachment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `encounter_id` — Encounter Id (text, required)
  Required text value.
- `patient_id` — Patient Id (text, required)
  Required text value.
- `document_id` — Document Id (text)
  Optional text value.
- `include_ocr_text` — Include Ocr Text (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_ocr_chars` — Max Ocr Chars (number)
  Optional numeric value.
  Default: `12000`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "encounter_id",
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "max_ocr_chars": {
      "type": "number",
      "default": 12000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_ocr_text": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Encounter Log

> Perform ECW Read Encounter Log through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_log](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_log)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_encounter_log`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_read_encounter_log"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `ticket_id` — Ticket Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "ticket_id"
  ],
  "properties": {
    "ticket_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Encounter Messages

> Perform ECW Read Encounter Messages through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_messages](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_messages)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_encounter_messages`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_read_encounter_messages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `ticket_id` — Ticket Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "ticket_id"
  ],
  "properties": {
    "ticket_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Insurance Card Scan

> Perform ECW Read Insurance Card Scan through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_insurance_card_scan](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_insurance_card_scan)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_insurance_card_scan`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_pages": 4,
    "include_ocr_text": true
  },
  "handler": "ecw_read_insurance_card_scan"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `document_id` — Document Id (text)
  Optional text value.
- `subscriber_number` — Subscriber Number (text)
  Optional text value.
- `include_ocr_text` — Include Ocr Text (boolean)
  Optional true-or-false value.
  Default: `true`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `4`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "max_pages": {
      "type": "number",
      "default": 4,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "include_ocr_text": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subscriber_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Labs

> Perform ECW Read Labs through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_labs](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_labs)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_labs`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "lab_id": "0",
    "max_results": 25,
    "lookback_days": 1095
  },
  "handler": "ecw_read_labs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `query` — Query (text)
  Optional text value.
- `start_date` — Start Date (text)
  Optional text value.
- `end_date` — End Date (text)
  Optional text value.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `1095`
- `lab_id` — Lab Id (text)
  Optional text value.
  Default: `"0"`
- `max_results` — Max Results (number)
  Optional numeric value.
  Default: `25`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "lab_id": {
      "type": "string",
      "default": "0",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "end_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "start_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_results": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "lookback_days": {
      "type": "number",
      "default": 1095,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Patient Insurance

> Perform ECW Read Patient Insurance through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_insurance](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_insurance)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_patient_insurance`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_read_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Patient Pharmacies

> Perform ECW Read Patient Pharmacies through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pharmacies](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pharmacies)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_patient_pharmacies`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_read_patient_pharmacies"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Patient Progress Notes

> Perform ECW Read Patient Progress Notes through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_progress_notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_progress_notes)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_patient_progress_notes`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_notes": 10,
    "lookback_days": 180,
    "include_cancelled": false,
    "include_diagnoses": true
  },
  "handler": "ecw_read_patient_progress_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `note_types` — Note Types (json)
  Optional JSON value.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `180`
- `start_date` — Start Date (text)
  Optional text value.
- `end_date` — End Date (text)
  Optional text value.
- `include_cancelled` — Include Cancelled (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_notes` — Max Notes (number)
  Optional numeric value.
  Default: `10`
- `encounter_ids` — Encounter Ids (json)
  Optional JSON value.
- `include_diagnoses` — Include Diagnoses (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "end_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_notes": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "note_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "start_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "lookback_days": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_cancelled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_diagnoses": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Read Progress Note

> Perform ECW Read Progress Note through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_progress_note](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_progress_note)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_progress_note`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "enc_type": "1"
  },
  "handler": "ecw_read_progress_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `encounter_id` — Encounter Id (text, required)
  Required text value.
- `enc_type` — Enc Type (text)
  Optional text value.
  Default: `"1"`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "encounter_id"
  ],
  "properties": {
    "enc_type": {
      "type": "string",
      "default": "1",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Resolve Patient

> Perform ECW Resolve Patient through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_resolve_patient](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_resolve_patient)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_resolve_patient`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_count": 15
  },
  "handler": "ecw_resolve_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `acc_no` — Acc No (text)
  Optional text value.
- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `dob_mmddyyyy` — Dob Mmddyyyy (text)
  Optional text value.
- `max_count` — Max Count (number)
  Optional numeric value.
  Default: `15`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "acc_no": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_count": {
      "type": "number",
      "default": 15,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dob_mmddyyyy": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Search Patient Progress Notes

> Perform ECW Search Patient Progress Notes through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_patient_progress_notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_patient_progress_notes)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_search_patient_progress_notes`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_notes": 50,
    "context_chars": 160,
    "lookback_days": 180,
    "include_cancelled": false
  },
  "handler": "ecw_search_patient_progress_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `note_types` — Note Types (json)
  Optional JSON value.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `180`
- `start_date` — Start Date (text)
  Optional text value.
- `end_date` — End Date (text)
  Optional text value.
- `include_cancelled` — Include Cancelled (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_notes` — Max Notes (number)
  Optional numeric value.
  Default: `50`
- `query` — Query (text, required)
  Required text value.
- `context_chars` — Context Chars (number)
  Optional numeric value.
  Default: `160`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "end_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_notes": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "note_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "start_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "context_chars": {
      "type": "number",
      "default": 160,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "lookback_days": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_cancelled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Search Progress Notes

> Perform ECW Search Progress Notes through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_progress_notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_progress_notes)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_search_progress_notes`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "context_chars": 160
  },
  "handler": "ecw_search_progress_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `encounters` — Encounters (json)
  Optional JSON value.
- `encounter_ids` — Encounter Ids (json)
  Optional JSON value.
- `query` — Query (text, required)
  Required text value.
- `enc_type` — Enc Type (text)
  Optional text value.
- `context_chars` — Context Chars (number)
  Optional numeric value.
  Default: `160`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "enc_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "encounters": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_chars": {
      "type": "number",
      "default": 160,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "encounter_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# ECW Search Staff

> Perform ECW Search Staff through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_staff](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_staff)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_search_staff`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "max_count": 15
  },
  "handler": "ecw_search_staff"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `last_name` — Last Name (text, required)
  Required text value.
- `max_count` — Max Count (number)
  Optional numeric value.
  Default: `15`

## Outputs

- `success` — Success
- `result` — Result
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "last_name"
  ],
  "properties": {
    "last_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "max_count": {
      "type": "number",
      "default": 15,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Find Referral for Date of Service

> Perform Find Referral for Date of Service through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_find_referral_for_dos](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_find_referral_for_dos)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_find_referral_for_dos`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_find_referral_for_dos"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `visit_date` — Visit Date (date, required)
  Required date in YYYY-MM-DD format.

## Outputs

- `success` — Success
- `found` — Found
- `referral_id` — Referral Id
- `auth_number` — Auth Number
- `patient_id` — Patient Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "visit_date"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "visit_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "success": {},
    "patient_id": {},
    "auth_number": {},
    "referral_id": {}
  },
  "additionalProperties": true
}
```

---

# Guard PCP Auth Re-bill

> Perform Guard PCP Auth Re-bill through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_guard_pcp_auth_rebill](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_guard_pcp_auth_rebill)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_guard_pcp_auth_rebill`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_guard_pcp_auth_rebill"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `encounter_id` — Encounter Id (text)
  Optional text value.
- `encounter_ids` — Encounter Ids (json)
  Optional JSON value.
- `dos` — Dos (date, required)
  Required date in YYYY-MM-DD format.
- `auth_ukey` — Auth Ukey (text, required)
  Required text value.

## Outputs

- `success` — Success
- `guard_hit` — Guard Hit
- `referral_id` — Referral Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "dos",
    "auth_ukey"
  ],
  "properties": {
    "dos": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "auth_ukey": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "guard_hit": {},
    "referral_id": {}
  },
  "additionalProperties": true
}
```

---

# List Scheduled Encounters (Date Range)

> Perform List Scheduled Encounters (Date Range) through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_scheduled_encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_scheduled_encounters)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_list_scheduled_encounters`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "visit_type_filter": "Est F/U"
  },
  "handler": "ecw_list_scheduled_encounters"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `start_date` — Start Date (date)
  Optional date in YYYY-MM-DD format.
- `end_date` — End Date (date)
  Optional date in YYYY-MM-DD format.
- `visit_type_filter` — Visit Type Filter (text)
  Optional text value.
  Default: `"Est F/U"`
- `insurance_provider_filter` — Insurance Provider Filter (text)
  Optional text value.

## Outputs

- `success` — Success
- `encounters` — Encounters
- `count` — Count
- `filtered_count` — Filtered Count
- `start_date` — Start Date
- `end_date` — End Date
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "end_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "start_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "visit_type_filter": {
      "type": "string",
      "default": "Est F/U",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "insurance_provider_filter": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "end_date": {},
    "encounters": {},
    "start_date": {},
    "filtered_count": {}
  },
  "additionalProperties": true
}
```

---

# List Today's Encounters

> Perform List Today's Encounters through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_todays_encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_todays_encounters)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_list_todays_encounters`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "visit_type_filter": "Est F/U"
  },
  "handler": "ecw_list_todays_encounters"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `visit_date` — Visit Date (date)
  Optional date in YYYY-MM-DD format.
- `visit_type_filter` — Visit Type Filter (text)
  Optional text value.
  Default: `"Est F/U"`
- `insurance_provider_filter` — Insurance Provider Filter (text)
  Optional text value.

## Outputs

- `success` — Success
- `encounters` — Encounters
- `count` — Count
- `filtered_count` — Filtered Count
- `visit_date` — Visit Date
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "visit_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "visit_type_filter": {
      "type": "string",
      "default": "Est F/U",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "insurance_provider_filter": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "encounters": {},
    "visit_date": {},
    "filtered_count": {}
  },
  "additionalProperties": true
}
```

---

# Mark Eligibility Verified

> Perform Mark Eligibility Verified through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_mark_eligibility_verified](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_mark_eligibility_verified)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_mark_eligibility_verified`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_mark_eligibility_verified"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `encounter_id` — Encounter Id (text)
  Optional text value.
- `encounter_ids` — Encounter Ids (json)
  Optional JSON value.
- `portal` — Portal (text, required)
  Required text value.
- `verified_on` — Verified On (date, required)
  Required date in YYYY-MM-DD format.

## Outputs

- `success` — Success
- `verified_count` — Verified Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "portal",
    "verified_on"
  ],
  "properties": {
    "portal": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "verified_on": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "encounter_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "verified_count": {}
  },
  "additionalProperties": true
}
```

---

# Post Billing Alert

> Perform Post Billing Alert through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_billing_alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_billing_alert)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_post_billing_alert`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {
    "dedup_window": "none"
  },
  "handler": "ecw_post_billing_alert"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `alert_text` — Alert Text (textarea, required)
  Required text value.
- `visit_types` — Visit Types (json)
  Optional JSON value.
- `visit_type` — Visit Type (text)
  Optional text value.
- `dedup_window` — Dedup Window (select)
  Optional selected identifier or value.
  Default: `"none"`
  Options: None (always post) ("none"), Skip if already present (any time) ("per_day")

## Outputs

- `success` — Success
- `skipped` — Skipped
- `posted_count` — Posted Count
- `total_count` — Total Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "alert_text"
  ],
  "properties": {
    "alert_text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "visit_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "visit_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "dedup_window": {
      "enum": [
        "none",
        "per_day"
      ],
      "type": "string",
      "default": "none",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "total_count": {},
    "posted_count": {}
  },
  "additionalProperties": true
}
```

---

# Post PCP Auth Missing Alert

> Perform Post PCP Auth Missing Alert through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_pcp_auth_missing_alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_pcp_auth_missing_alert)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_post_pcp_auth_missing_alert`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_post_pcp_auth_missing_alert"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `dos` — Dos (date, required)
  Required date in YYYY-MM-DD format.
- `visit_type` — Visit Type (text)
  Optional text value.

## Outputs

- `success` — Success
- `halted` — Halted

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "dos"
  ],
  "properties": {
    "dos": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "visit_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "halted": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Post Workflow Failure Alert

> Perform Post Workflow Failure Alert through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_workflow_failure_alert](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_post_workflow_failure_alert)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_post_workflow_failure_alert`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_post_workflow_failure_alert"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `dos` — Dos (date, required)
  Required date in YYYY-MM-DD format.
- `category` — Category (select, required)
  Required selected identifier or value.
  Options: Eligibility Inactive ("eligibility_inactive"), Patient Not Found ("patient_not_found"), Auth Pending ("auth_pending"), Auth Denied ("auth_denied"), No Prior Encounter Testing Visit ("no_prior_encounter_testing_visit")
- `visit_type` — Visit Type (text)
  Optional text value.

## Outputs

- `success` — Success
- `halted` — Halted

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "dos",
    "category"
  ],
  "properties": {
    "dos": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "category": {
      "enum": [
        "eligibility_inactive",
        "patient_not_found",
        "auth_pending",
        "auth_denied",
        "no_prior_encounter_testing_visit"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "visit_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "halted": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Read Encounter

> Perform Read Encounter through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_encounter`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_read_encounter"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `encounter_id` — Encounter Id (text, required)
  Required text value.
- `visit_type_allowlist` — Visit Type Allowlist (multi_select)
  Optional list of selected values.
- `no_dx_required_visit_types` — No Dx Required Visit Types (multi_select)
  Optional list of selected values.
- `testing_visit_types` — Testing Visit Types (multi_select)
  Optional list of selected values.
- `insurance_name_prefixes` — Insurance Name Prefixes (multi_select)
  Optional list of selected values.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `encounter_id` — Encounter Id
- `member_id` — Member Id
- `patient_first_name` — Patient First Name
- `patient_last_name` — Patient Last Name
- `patient_dob` — Patient Dob
- `visit_type` — Visit Type
- `visit_date` — Visit Date
- `diagnosis_codes` — Diagnosis Codes
- `assessment_plan` — Assessment Plan
- `progress_note_comment` — Progress Note Comment
- `reason` — Reason
- `supervising_provider_name` — Supervising Provider Name
- `appointment_provider_name` — Appointment Provider Name
- `supervising_provider_last_name` — Supervising Provider Last Name
- `referring_provider_name` — Referring Provider Name
- `patient_address` — Patient Address
- `patient_city` — Patient City
- `patient_zip` — Patient Zip
- `failure_category` — Failure Category
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "encounter_id"
  ],
  "properties": {
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "testing_visit_types": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "visit_type_allowlist": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "insurance_name_prefixes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "no_dx_required_visit_types": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "member_id": {},
    "patient_id": {},
    "visit_date": {},
    "visit_type": {},
    "patient_dob": {},
    "patient_zip": {},
    "encounter_id": {},
    "patient_city": {},
    "assessment_plan": {},
    "diagnosis_codes": {},
    "patient_address": {},
    "failure_category": {},
    "patient_last_name": {},
    "patient_first_name": {},
    "progress_note_comment": {},
    "referring_provider_name": {},
    "appointment_provider_name": {},
    "supervising_provider_name": {},
    "supervising_provider_last_name": {}
  },
  "additionalProperties": true
}
```

---

# Read Patient PCP

> Perform Read Patient PCP through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pcp](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pcp)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_read_patient_pcp`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_read_patient_pcp"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `encounter_id` — Encounter Id (text, required)
  Required text value.

## Outputs

- `found` — Found
- `pcp_id` — Pcp Id
- `pcp_name` — Pcp Name

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "encounter_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "found": {},
    "pcp_id": {},
    "pcp_name": {}
  },
  "additionalProperties": true
}
```

---

# Refresh Reference Data

> Perform Refresh Reference Data through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/eclinicalworks_refresh_reference_data](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/eclinicalworks_refresh_reference_data)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `eclinicalworks_refresh_reference_data`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "eclinicalworks_refresh_reference_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `organization_id` — Organization Id
- `success` — Success
- `resources` — Resources
- `facilities` — Facilities
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "resources": {},
    "facilities": {},
    "organization_id": {}
  },
  "additionalProperties": true
}
```

---

# Set Visit Status

> Perform Set Visit Status through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_set_visit_status](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_set_visit_status)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_set_visit_status`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_set_visit_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `encounter_id` — Encounter Id (text, required)
  Required text value.
- `visit_date` — Visit Date (date, required)
  Required date in YYYY-MM-DD format.
- `provider_id` — Provider Id (text, required)
  Required text value.
- `target_status` — Target Status (text, required)
  Required text value.
- `encounters` — Encounters (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `error` — Error
- `updated_count` — Updated Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "encounter_id",
    "visit_date",
    "provider_id",
    "target_status"
  ],
  "properties": {
    "encounters": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "visit_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "provider_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "encounter_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "target_status": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Upload Authorization PDF

> Perform Upload Authorization PDF through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_upload_authorization_pdf](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_upload_authorization_pdf)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_upload_authorization_pdf`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_upload_authorization_pdf"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `auth_pdf_document_id` — Auth Pdf Document Id (text)
  Optional text value.
- `auth_pdf` — Auth Pdf (text)
  Optional text value.
- `date_of_service` — Date Of Service (date, required)
  Required date in YYYY-MM-DD format.
- `cpt_code` — Cpt Code (text, required)
  Required text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "date_of_service",
    "cpt_code"
  ],
  "properties": {
    "auth_pdf": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cpt_code": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_service": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "auth_pdf_document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Upload Eligibility PDF

> Perform Upload Eligibility PDF through eClinicalWorks.

Source: [https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_upload_eligibility_pdf](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_upload_eligibility_pdf)

Integration: [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md)

- Handler: `ecw_upload_eligibility_pdf`

- Connection type: `eclinicalworks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "eClinicalWorks",
  "params": {},
  "handler": "ecw_upload_eligibility_pdf"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `eligibility_pdf_document_id` — Eligibility Pdf Document Id (text)
  Optional text value.
- `eligibility_pdf` — Eligibility Pdf (text)
  Optional text value.
- `date_of_service` — Date Of Service (date, required)
  Required date in YYYY-MM-DD format.
- `folder_name` — Folder Name (text)
  Optional text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "date_of_service"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "folder_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_service": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "eligibility_pdf": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "eligibility_pdf_document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Eligibility integration

> Build workflow automations with 1 public Eligibility action.

Source: [https://genhealth.ai/docs/workflows/integrations/eligibility](https://genhealth.ai/docs/workflows/integrations/eligibility)

## Available actions

1 action. Connection types: None required.

### [Commit VOB Sheet Handoff](https://genhealth.ai/docs/workflows/integrations/eligibility/eligibility_commit_vob_sheet_handoff.md)

- Handler: `eligibility_commit_vob_sheet_handoff`

- External effect: `write`
- Inputs: `candidate`, `status_note`, `completed_team_assignment`, `bounded_ranges`, `write_enabled`
- Outputs: `success`, `status`, `submitted`, `reused`, `write_skipped`, `skip_reason`, `conflict`, `conflicting_ranges`, `spreadsheet_id`, `row_number`, `relocated`, `updated_range_count`, `updated_rows`, `updated_columns`, `updated_cells`, `retryable`, `error`, `error_message`

Perform Commit VOB Sheet Handoff through Eligibility.

---

# Commit VOB Sheet Handoff

> Perform Commit VOB Sheet Handoff through Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/eligibility/eligibility_commit_vob_sheet_handoff](https://genhealth.ai/docs/workflows/integrations/eligibility/eligibility_commit_vob_sheet_handoff)

Integration: [Eligibility](https://genhealth.ai/docs/workflows/integrations/eligibility.md)

- Handler: `eligibility_commit_vob_sheet_handoff`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Eligibility",
  "params": {
    "write_enabled": false
  },
  "handler": "eligibility_commit_vob_sheet_handoff"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression, required)
  Required literal value or workflow expression.
- `status_note` — Status Note (expression, required)
  Required literal value or workflow expression.
- `completed_team_assignment` — Completed Team Assignment (expression)
  Optional literal value or workflow expression.
- `bounded_ranges` — Bounded Ranges (expression, required)
  Required literal value or workflow expression.
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `submitted` — Submitted
- `reused` — Reused
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `conflict` — Conflict
- `conflicting_ranges` — Conflicting Ranges
- `spreadsheet_id` — Spreadsheet Id
- `row_number` — Row Number
- `relocated` — Relocated
- `updated_range_count` — Updated Range Count
- `updated_rows` — Updated Rows
- `updated_columns` — Updated Columns
- `updated_cells` — Updated Cells
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "candidate",
    "status_note",
    "bounded_ranges"
  ],
  "properties": {
    "candidate": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status_note": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "bounded_ranges": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "completed_team_assignment": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reused": {},
    "status": {},
    "success": {},
    "conflict": {},
    "relocated": {},
    "retryable": {},
    "submitted": {},
    "row_number": {},
    "skip_reason": {},
    "updated_rows": {},
    "error_message": {},
    "updated_cells": {},
    "write_skipped": {},
    "spreadsheet_id": {},
    "updated_columns": {},
    "conflicting_ranges": {},
    "updated_range_count": {}
  },
  "additionalProperties": true
}
```

---

# Essette integration

> Build workflow automations with 13 public Essette actions.

Source: [https://genhealth.ai/docs/workflows/integrations/essette](https://genhealth.ai/docs/workflows/integrations/essette)

## Available actions

13 actions. Connection types: essette.

### [Add Authorization Diagnoses](https://genhealth.ai/docs/workflows/integrations/essette/essette_add_authorization_diagnoses.md)

- Handler: `essette_add_authorization_diagnoses`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `diagnosis_codes`, `set_first_primary`
- Outputs: `success`, `auth_id`, `diagnoses`, `count`, `error`, `error_message`

Perform Add Authorization Diagnoses through Essette.

### [Add Authorization Services](https://genhealth.ai/docs/workflows/integrations/essette/essette_add_authorization_services.md)

- Handler: `essette_add_authorization_services`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `services`
- Outputs: `success`, `auth_id`, `services`, `count`, `error`, `error_message`

Perform Add Authorization Services through Essette.

### [Check Submitted Authorizations](https://genhealth.ai/docs/workflows/integrations/essette/essette_check_existing_authorizations.md)

- Handler: `essette_check_existing_authorizations`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `plan_id`, `lookback_days`
- Outputs: `success`, `count`, `results`, `has_existing`, `error`, `error_message`

Perform Check Submitted Authorizations through Essette.

### [Create Authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_create_authorization.md)

- Handler: `essette_create_authorization`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `plan_id`, `auth_class`, `auth_subclass`, `auth_type`, `service_date_start`, `service_date_end`, `provider_location_id`, `requested_by_id`
- Outputs: `success`, `auth_id`, `incomplete_auth_id_for_recovery`, `auth_number`, `class_id`, `subclass_id`, `type_id`, `provider_location_id`, `requested_by_id`, `error`, `error_message`

Perform Create Authorization through Essette.

### [Get Authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_get_authorization.md)

- Handler: `essette_get_authorization`
- Connection type: `essette`
- External effect: `read`
- Inputs: `essette_account_id`, `auth_id`
- Outputs: `success`, `auth_id`, `auth_number`, `alternate_number`, `external_identifier`, `status_code`, `status_description`, `due_date`, `is_pending`, `auth`, `error`, `error_message`

Perform Get Authorization through Essette.

### [List Authorization Classes](https://genhealth.ai/docs/workflows/integrations/essette/essette_list_authorization_classes.md)

- Handler: `essette_list_authorization_classes`
- Connection type: `essette`
- External effect: `read`
- Inputs: `essette_account_id`, `class_query`
- Outputs: `success`, `classes`, `subclasses`, `count`, `subclass_count`, `fetched_at`, `failure_category`, `error`, `error_message`

Perform List Authorization Classes through Essette.

### [Search Authorizations](https://genhealth.ai/docs/workflows/integrations/essette/essette_search_authorizations.md)

- Handler: `essette_search_authorizations`
- Connection type: `essette`
- External effect: `read`
- Inputs: `essette_account_id`, `date_from`, `date_to`, `auth_number`, `status`, `top`
- Outputs: `success`, `count`, `results`, `error`, `error_message`

Perform Search Authorizations through Essette.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/essette/essette_search_patient.md)

- Handler: `essette_search_patient`
- Connection type: `essette`
- External effect: `read`
- Inputs: `essette_account_id`, `insurance_id`, `include_eligibility`, `top`
- Outputs: `success`, `count`, `results`, `plan_id`, `member_id`, `member_name`, `member_birth_date`, `health_plan`, `line_of_business`, `eligibility_is_current`, `eligibility_history`, `error`, `error_message`

Perform Search Patient through Essette.

### [Set Preferred Contact](https://genhealth.ai/docs/workflows/integrations/essette/essette_set_preferred_contact.md)

- Handler: `essette_set_preferred_contact`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `contact_name`, `email`, `phone`, `phone_extension`, `fax`
- Outputs: `success`, `auth_id`, `error`, `error_message`

Perform Set Preferred Contact through Essette.

### [Set Servicing Provider](https://genhealth.ai/docs/workflows/integrations/essette/essette_set_servicing_provider.md)

- Handler: `essette_set_servicing_provider`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `search`, `provider_location_id`
- Outputs: `success`, `auth_id`, `provider_location_id`, `provider_description`, `count`, `results`, `error`, `error_message`

Perform Set Servicing Provider through Essette.

### [Submit Authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_submit_authorization.md)

- Handler: `essette_submit_authorization`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`
- Outputs: `success`, `auth_id`, `auth_number`, `alternate_number`, `status_code`, `status_description`, `due_date`, `is_pending`, `auto_determination_result`, `sent_to_claims_system`, `retryable`, `error`, `error_message`

Perform Submit Authorization through Essette.

### [Update Authorization Fields](https://genhealth.ai/docs/workflows/integrations/essette/essette_update_authorization.md)

- Handler: `essette_update_authorization`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `priority_id`, `place_of_service_id`, `healthcare_service_type_id`, `extra_fields`
- Outputs: `success`, `auth_id`, `updated_fields`, `error`, `error_message`

Perform Update Authorization Fields through Essette.

### [Upload Authorization Document](https://genhealth.ai/docs/workflows/integrations/essette/essette_upload_authorization_document.md)

- Handler: `essette_upload_authorization_document`
- Connection type: `essette`
- External effect: `write`
- Inputs: `essette_account_id`, `auth_id`, `document_id`, `category_id`, `filename`, `content_type`
- Outputs: `success`, `auth_id`, `essette_document_id`, `filename`, `size`, `category_id`, `error`, `error_message`

Perform Upload Authorization Document through Essette.

---

# Add Authorization Diagnoses

> Perform Add Authorization Diagnoses through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_add_authorization_diagnoses](https://genhealth.ai/docs/workflows/integrations/essette/essette_add_authorization_diagnoses)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_add_authorization_diagnoses`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "set_first_primary": true,
    "essette_account_id": "primary"
  },
  "handler": "essette_add_authorization_diagnoses"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `auth_id` — Auth Id (expression, required)
  Required literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (expression, required)
  Required literal value or workflow expression.
- `set_first_primary` — Set First Primary (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `diagnoses` — Diagnoses
- `count` — Count
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "auth_id",
    "diagnosis_codes"
  ],
  "properties": {
    "auth_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "set_first_primary": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "auth_id": {},
    "success": {},
    "diagnoses": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Add Authorization Services

> Perform Add Authorization Services through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_add_authorization_services](https://genhealth.ai/docs/workflows/integrations/essette/essette_add_authorization_services)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_add_authorization_services`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "essette_account_id": "primary"
  },
  "handler": "essette_add_authorization_services"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `auth_id` — Auth Id (expression, required)
  Required literal value or workflow expression.
- `services` — Services (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `services` — Services
- `count` — Count
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "auth_id",
    "services"
  ],
  "properties": {
    "auth_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "services": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "auth_id": {},
    "success": {},
    "services": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Check Submitted Authorizations

> Perform Check Submitted Authorizations through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_check_existing_authorizations](https://genhealth.ai/docs/workflows/integrations/essette/essette_check_existing_authorizations)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_check_existing_authorizations`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "lookback_days": 365,
    "essette_account_id": "primary"
  },
  "handler": "essette_check_existing_authorizations"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `plan_id` — Plan Id (expression, required)
  Required literal value or workflow expression.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `365`

## Outputs

- `success` — Success
- `count` — Count
- `results` — Results
- `has_existing` — Has Existing
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "plan_id"
  ],
  "properties": {
    "plan_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lookback_days": {
      "type": "number",
      "default": 365,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "results": {},
    "success": {},
    "has_existing": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Authorization

> Perform Create Authorization through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_create_authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_create_authorization)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_create_authorization`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "auth_type": "PREI",
    "auth_class": "DME",
    "essette_account_id": "primary"
  },
  "handler": "essette_create_authorization"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `plan_id` — Plan Id (expression, required)
  Required literal value or workflow expression.
- `auth_class` — Auth Class (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"DME"`
- `auth_subclass` — Auth Subclass (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `auth_type` — Auth Type (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"PREI"`
- `service_date_start` — Service Date Start (expression, required)
  Required literal value or workflow expression.
- `service_date_end` — Service Date End (expression, required)
  Required literal value or workflow expression.
- `provider_location_id` — Provider Location Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `requested_by_id` — Requested By Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `incomplete_auth_id_for_recovery` — Incomplete Auth Id For Recovery
- `auth_number` — Auth Number
- `class_id` — Class Id
- `subclass_id` — Subclass Id
- `type_id` — Type Id
- `provider_location_id` — Provider Location Id
- `requested_by_id` — Requested By Id
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "plan_id",
    "auth_subclass",
    "service_date_start",
    "service_date_end"
  ],
  "properties": {
    "plan_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "auth_type": {
      "type": "string",
      "default": "PREI",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "auth_class": {
      "type": "string",
      "default": "DME",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "auth_subclass": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "requested_by_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_date_end": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "service_date_start": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_location_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "auth_id": {},
    "success": {},
    "type_id": {},
    "class_id": {},
    "auth_number": {},
    "subclass_id": {},
    "error_message": {},
    "requested_by_id": {},
    "provider_location_id": {},
    "incomplete_auth_id_for_recovery": {}
  },
  "additionalProperties": true
}
```

---

# Get Authorization

> Perform Get Authorization through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_get_authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_get_authorization)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_get_authorization`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "essette_account_id": "primary"
  },
  "handler": "essette_get_authorization"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `auth_id` — Auth Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `auth_number` — Auth Number
- `alternate_number` — Alternate Number
- `external_identifier` — External Identifier
- `status_code` — Status Code
- `status_description` — Status Description
- `due_date` — Due Date
- `is_pending` — Is Pending
- `auth` — Auth
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "auth_id"
  ],
  "properties": {
    "auth_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "auth": {},
    "error": {},
    "auth_id": {},
    "success": {},
    "due_date": {},
    "is_pending": {},
    "auth_number": {},
    "status_code": {},
    "error_message": {},
    "alternate_number": {},
    "status_description": {},
    "external_identifier": {}
  },
  "additionalProperties": true
}
```

---

# List Authorization Classes

> Perform List Authorization Classes through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_list_authorization_classes](https://genhealth.ai/docs/workflows/integrations/essette/essette_list_authorization_classes)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_list_authorization_classes`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "essette_account_id": "primary"
  },
  "handler": "essette_list_authorization_classes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `class_query` — Class Query (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `classes` — Classes
- `subclasses` — Subclasses
- `count` — Count
- `subclass_count` — Subclass Count
- `fetched_at` — Fetched At
- `failure_category` — Failure Category
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id"
  ],
  "properties": {
    "class_query": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "classes": {},
    "success": {},
    "fetched_at": {},
    "subclasses": {},
    "error_message": {},
    "subclass_count": {},
    "failure_category": {}
  },
  "additionalProperties": true
}
```

---

# Search Authorizations

> Perform Search Authorizations through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_search_authorizations](https://genhealth.ai/docs/workflows/integrations/essette/essette_search_authorizations)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_search_authorizations`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "top": 20,
    "essette_account_id": "primary"
  },
  "handler": "essette_search_authorizations"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `date_from` — Date From (date)
  Optional date in YYYY-MM-DD format.
- `date_to` — Date To (date)
  Optional date in YYYY-MM-DD format.
- `auth_number` — Auth Number (expression)
  Optional literal value or workflow expression.
- `status` — Status (select)
  Optional selected identifier or value.
  Options: All (""), Approved ("Approved"), In Process ("In Process"), Denied ("Denied"), Partial Approval ("Partial Approval"), Void ("Void"), MD Review ("MD Review"), Dismissal ("Dismissal"), Extended ("Extended")
- `top` — Top (number)
  Optional numeric value.
  Default: `20`

## Outputs

- `success` — Success
- `count` — Count
- `results` — Results
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id"
  ],
  "properties": {
    "top": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "status": {
      "enum": [
        "",
        "Approved",
        "In Process",
        "Denied",
        "Partial Approval",
        "Void",
        "MD Review",
        "Dismissal",
        "Extended"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "auth_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "results": {},
    "success": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Search Patient

> Perform Search Patient through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_search_patient](https://genhealth.ai/docs/workflows/integrations/essette/essette_search_patient)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_search_patient`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "top": 25,
    "essette_account_id": "primary",
    "include_eligibility": false
  },
  "handler": "essette_search_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `insurance_id` — Insurance Id (expression, required)
  Required literal value or workflow expression.
- `include_eligibility` — Include Eligibility (boolean)
  Optional true-or-false value.
  Default: `false`
- `top` — Top (number)
  Optional numeric value.
  Default: `25`

## Outputs

- `success` — Success
- `count` — Count
- `results` — Results
- `plan_id` — Plan Id
- `member_id` — Member Id
- `member_name` — Member Name
- `member_birth_date` — Member Birth Date
- `health_plan` — Health Plan
- `line_of_business` — Line Of Business
- `eligibility_is_current` — Eligibility Is Current
- `eligibility_history` — Eligibility History
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "insurance_id"
  ],
  "properties": {
    "top": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "insurance_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "include_eligibility": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "plan_id": {},
    "results": {},
    "success": {},
    "member_id": {},
    "health_plan": {},
    "member_name": {},
    "error_message": {},
    "line_of_business": {},
    "member_birth_date": {},
    "eligibility_history": {},
    "eligibility_is_current": {}
  },
  "additionalProperties": true
}
```

---

# Set Preferred Contact

> Perform Set Preferred Contact through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_set_preferred_contact](https://genhealth.ai/docs/workflows/integrations/essette/essette_set_preferred_contact)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_set_preferred_contact`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "essette_account_id": "primary"
  },
  "handler": "essette_set_preferred_contact"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `auth_id` — Auth Id (expression, required)
  Required literal value or workflow expression.
- `contact_name` — Contact Name (expression, required)
  Required literal value or workflow expression.
- `email` — Email (expression)
  Optional literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `phone_extension` — Phone Extension (expression)
  Optional literal value or workflow expression.
- `fax` — Fax (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "auth_id",
    "contact_name"
  ],
  "properties": {
    "fax": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "auth_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "contact_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone_extension": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "auth_id": {},
    "success": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Set Servicing Provider

> Perform Set Servicing Provider through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_set_servicing_provider](https://genhealth.ai/docs/workflows/integrations/essette/essette_set_servicing_provider)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_set_servicing_provider`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "essette_account_id": "primary"
  },
  "handler": "essette_set_servicing_provider"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `auth_id` — Auth Id (expression, required)
  Required literal value or workflow expression.
- `search` — Search (expression)
  Optional literal value or workflow expression.
- `provider_location_id` — Provider Location Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `provider_location_id` — Provider Location Id
- `provider_description` — Provider Description
- `count` — Count
- `results` — Results
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "auth_id"
  ],
  "properties": {
    "search": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "auth_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "provider_location_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "auth_id": {},
    "results": {},
    "success": {},
    "error_message": {},
    "provider_description": {},
    "provider_location_id": {}
  },
  "additionalProperties": true
}
```

---

# Submit Authorization

> Perform Submit Authorization through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_submit_authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_submit_authorization)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_submit_authorization`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "essette_account_id": "primary"
  },
  "handler": "essette_submit_authorization"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `auth_id` — Auth Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `auth_number` — Auth Number
- `alternate_number` — Alternate Number
- `status_code` — Status Code
- `status_description` — Status Description
- `due_date` — Due Date
- `is_pending` — Is Pending
- `auto_determination_result` — Auto Determination Result
- `sent_to_claims_system` — Sent To Claims System
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "auth_id"
  ],
  "properties": {
    "auth_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "auth_id": {},
    "success": {},
    "due_date": {},
    "retryable": {},
    "is_pending": {},
    "auth_number": {},
    "status_code": {},
    "error_message": {},
    "alternate_number": {},
    "status_description": {},
    "sent_to_claims_system": {},
    "auto_determination_result": {}
  },
  "additionalProperties": true
}
```

---

# Update Authorization Fields

> Perform Update Authorization Fields through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_update_authorization](https://genhealth.ai/docs/workflows/integrations/essette/essette_update_authorization)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_update_authorization`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "essette_account_id": "primary"
  },
  "handler": "essette_update_authorization"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `auth_id` — Auth Id (expression, required)
  Required literal value or workflow expression.
- `priority_id` — Priority Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `place_of_service_id` — Place Of Service Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `healthcare_service_type_id` — Healthcare Service Type Id (expression)
  Optional literal value or workflow expression.
- `extra_fields` — Extra Fields (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `updated_fields` — Updated Fields
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "auth_id"
  ],
  "properties": {
    "auth_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "priority_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "extra_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "place_of_service_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "healthcare_service_type_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "auth_id": {},
    "success": {},
    "error_message": {},
    "updated_fields": {}
  },
  "additionalProperties": true
}
```

---

# Upload Authorization Document

> Perform Upload Authorization Document through Essette.

Source: [https://genhealth.ai/docs/workflows/integrations/essette/essette_upload_authorization_document](https://genhealth.ai/docs/workflows/integrations/essette/essette_upload_authorization_document)

Integration: [Essette](https://genhealth.ai/docs/workflows/integrations/essette.md)

- Handler: `essette_upload_authorization_document`

- Connection type: `essette`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Essette",
  "params": {
    "category_id": "1508",
    "content_type": "application/pdf",
    "essette_account_id": "primary"
  },
  "handler": "essette_upload_authorization_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `essette_account_id` — Essette Account Id (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"primary"`
- `auth_id` — Auth Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `category_id` — Category Id (expression)
  Optional literal value or workflow expression.
  Default: `"1508"`
- `filename` — Filename (expression)
  Optional literal value or workflow expression.
- `content_type` — Content Type (text)
  Optional text value.
  Default: `"application/pdf"`

## Outputs

- `success` — Success
- `auth_id` — Auth Id
- `essette_document_id` — Essette Document Id
- `filename` — Filename
- `size` — Size
- `category_id` — Category Id
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "essette_account_id",
    "auth_id",
    "document_id"
  ],
  "properties": {
    "auth_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "category_id": {
      "default": "1508",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "content_type": {
      "type": "string",
      "default": "application/pdf",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "essette_account_id": {
      "type": "string",
      "default": "primary",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "auth_id": {},
    "success": {},
    "filename": {},
    "category_id": {},
    "error_message": {},
    "essette_document_id": {}
  },
  "additionalProperties": true
}
```

---

# ExaPACS integration

> Build workflow automations with 18 public ExaPACS actions.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs](https://genhealth.ai/docs/workflows/integrations/exa-pacs)

## Available actions

18 actions. Connection types: exapacs.

### [Backfill Completed Studies Phone Numbers](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_backfill_completed_studies_phone_numbers.md)

- Handler: `exapacs_backfill_completed_studies_phone_numbers`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `completed_studies_document_id`, `completed_schedule_details_document_id`, `output_path`
- Outputs: `status`, `document_id`, `filename`, `mime_type`, `report_type`, `filters`, `output_path`, `size_bytes`, `processed_count`, `backfilled_count`, `skipped_existing_phone_count`, `existing_phone_conflict_count`, `unmatched_count`, `ambiguous_count`, `missing_schedule_phone_count`, `blank_accession_count`, `summary`, `error`

Perform Backfill Completed Studies Phone Numbers through ExaPACS.

### [Download Patient Document](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_download_patient_document.md)

- Handler: `exapacs_download_patient_document`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `exa_doc_id`, `patient_id`, `order_id`, `output_path`
- Outputs: `status`, `document_id`, `s3_key`, `filename`, `mime_type`, `byte_count`, `output_path`, `skipped`, `error`

Perform Download Patient Document through ExaPACS.

### [Download Patient Documents](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_download_patient_documents.md)

- Handler: `exapacs_download_patient_documents`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `exa_doc_ids`, `output_path`
- Outputs: `status`, `documents`, `downloaded_count`, `failed_count`, `error`

Perform Download Patient Documents through ExaPACS.

### [Get Approved Report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_get_approved_report.md)

- Handler: `exapacs_get_approved_report`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `study_id`, `patient_id`, `order_id`
- Outputs: `status`, `document_id`, `s3_key`, `filename`, `mime_type`, `byte_count`, `skipped`, `error`

Perform Get Approved Report through ExaPACS.

### [Get Completed Schedule Details Report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_export_completed_schedule_details_report.md)

- Handler: `exapacs_export_completed_schedule_details_report`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `from_date`, `to_date`, `facilities`, `search_date_by`, `include_deleted_studies`, `only_dcm`, `ref_phy_names`, `read_phy_names`, `poll_attempts`, `poll_interval_seconds`, `output_path`
- Outputs: `status`, `document_id`, `filename`, `mime_type`, `report_type`, `filters`, `output_path`, `size_bytes`, `error`

Perform Get Completed Schedule Details Report through ExaPACS.

### [Get Completed Studies Report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_export_completed_studies_report.md)

- Handler: `exapacs_export_completed_studies_report`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `from_date`, `to_date`, `facility_id`, `date_basis`, `output_path`
- Outputs: `status`, `document_id`, `filename`, `mime_type`, `report_type`, `filters`, `output_path`, `size_bytes`, `error`

Perform Get Completed Studies Report through ExaPACS.

### [Get ExaPACS Worklist Item](https://genhealth.ai/docs/workflows/integrations/exa-pacs/get_exapacs_worklist_item.md)

- Handler: `get_exapacs_worklist_item`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `patient_first_name`, `patient_last_name`, `patient_birth_date`, `dos`, `accession_number`
- Outputs: `status`, `item`, `error`

Perform Get ExaPACS Worklist Item through ExaPACS.

### [Get Order Authorizations](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_get_order_authorizations.md)

- Handler: `exapacs_get_order_authorizations`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `order_id`, `cpt_code`
- Outputs: `status`, `authorizations`, `match_count`, `authorization_no`, `authorization_numbers`, `cpt_codes_on_order`, `error`

Perform Get Order Authorizations through ExaPACS.

### [List Eligibility Worklist (Bulk)](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_eligibility_worklist.md)

- Handler: `exapacs_list_eligibility_worklist`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `saved_filter_id`
- Outputs: `items`, `count`, `error`

Perform List Eligibility Worklist (Bulk) through ExaPACS.

### [List Fee-Schedule Plans](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_fee_schedule_plans.md)

- Handler: `exapacs_list_fee_schedule_plans`

- External effect: `read`

- Outputs: `plans`, `error`, `error_message`

Perform List Fee-Schedule Plans through ExaPACS.

### [List Patient Documents](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_patient_documents.md)

- Handler: `exapacs_list_patient_documents`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `order_id`, `patient_id`, `category`, `before_date`, `show_all`, `lookback_days`
- Outputs: `status`, `documents`, `search_after`, `search_before`, `error`

Perform List Patient Documents through ExaPACS.

### [List Patient Insurance Policies](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_patient_insurance_policies.md)

- Handler: `exapacs_list_patient_insurance_policies`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `order_id`, `patient_id`
- Outputs: `status`, `policies`, `error`

Perform List Patient Insurance Policies through ExaPACS.

### [Look Up Contract Rates](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_lookup_contract_rates.md)

- Handler: `exapacs_lookup_contract_rates`

- External effect: `write`
- Inputs: `plan_key`, `studies`
- Outputs: `rates`, `any_ambiguous`, `any_missing`, `resolution_status`, `resolution_message`, `error`, `error_message`

Perform Look Up Contract Rates through ExaPACS.

### [Prepare Verification Sections](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_prepare_verification_sections.md)

- Handler: `exapacs_prepare_verification_sections`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `policy_results`, `match_results`, `service_type`
- Outputs: `form_type`, `cpt_codes`, `sections`, `call_plan`, `call_plan_reason`, `error`

Perform Prepare Verification Sections through ExaPACS.

### [Read Completed Studies Rows](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_read_completed_studies_rows.md)

- Handler: `exapacs_read_completed_studies_rows`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `report_document_id`, `flag_filter`
- Outputs: `rows`, `count`, `filtered_out_count`, `flag_counts`, `document_id`, `error`

Perform Read Completed Studies Rows through ExaPACS.

### [Resolve Eligibility Service Type](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_resolve_service_type.md)

- Handler: `exapacs_resolve_service_type`
- Connection type: `exapacs`
- External effect: `read`
- Inputs: `studies`
- Outputs: `stc`, `uhc_service_type_descriptions`, `error`

Perform Resolve Eligibility Service Type through ExaPACS.

### [Save Verification Sheet](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_save_verification_sheet.md)

- Handler: `exapacs_save_verification_sheet`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `form_type`, `order_id`, `patient_id`, `cpt_codes`, `sections`, `call_plan`, `call_plan_reason`, `contract_rates`
- Outputs: `status`, `verification_sheet_doc_id`, `saved_at`, `form_type`, `success`, `call_plan`, `message`, `error`

Perform Save Verification Sheet through ExaPACS.

### [Transform Completed Studies Report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_transform_completed_studies_report.md)

- Handler: `exapacs_transform_completed_studies_report`
- Connection type: `exapacs`
- External effect: `write`
- Inputs: `report_document_id`, `output_path`
- Outputs: `status`, `cleaned_output_path`, `exceptions_output_path`, `filtered_output_path`, `cleaned_output_document_id`, `exceptions_output_document_id`, `filtered_output_document_id`, `processed_count`, `clean_count`, `filtered_count`, `exception_count`, `summary`, `error`

Perform Transform Completed Studies Report through ExaPACS.

---

# Backfill Completed Studies Phone Numbers

> Perform Backfill Completed Studies Phone Numbers through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_backfill_completed_studies_phone_numbers](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_backfill_completed_studies_phone_numbers)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_backfill_completed_studies_phone_numbers`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_backfill_completed_studies_phone_numbers"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `completed_studies_document_id` — Completed Studies Document Id (expression, required)
  Required literal value or workflow expression.
- `completed_schedule_details_document_id` — Completed Schedule Details Document Id (expression, required)
  Required literal value or workflow expression.
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `status` — Status
- `document_id` — Document Id
- `filename` — Filename
- `mime_type` — Mime Type
- `report_type` — Report Type
- `filters` — Filters
- `output_path` — Output Path
- `size_bytes` — Size Bytes
- `processed_count` — Processed Count
- `backfilled_count` — Backfilled Count
- `skipped_existing_phone_count` — Skipped Existing Phone Count
- `existing_phone_conflict_count` — Existing Phone Conflict Count
- `unmatched_count` — Unmatched Count
- `ambiguous_count` — Ambiguous Count
- `missing_schedule_phone_count` — Missing Schedule Phone Count
- `blank_accession_count` — Blank Accession Count
- `summary` — Summary
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "completed_studies_document_id",
    "completed_schedule_details_document_id"
  ],
  "properties": {
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "completed_studies_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "completed_schedule_details_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "filters": {},
    "summary": {},
    "filename": {},
    "mime_type": {},
    "size_bytes": {},
    "document_id": {},
    "output_path": {},
    "report_type": {},
    "ambiguous_count": {},
    "processed_count": {},
    "unmatched_count": {},
    "backfilled_count": {},
    "blank_accession_count": {},
    "missing_schedule_phone_count": {},
    "skipped_existing_phone_count": {},
    "existing_phone_conflict_count": {}
  },
  "additionalProperties": true
}
```

---

# Download Patient Document

> Perform Download Patient Document through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_download_patient_document](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_download_patient_document)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_download_patient_document`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_download_patient_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `exa_doc_id` — Exa Doc Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `status` — Status
- `document_id` — Document Id
- `s3_key` — S3 Key
- `filename` — Filename
- `mime_type` — Mime Type
- `byte_count` — Byte Count
- `output_path` — Output Path
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "exa_doc_id",
    "patient_id",
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "exa_doc_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "s3_key": {},
    "status": {},
    "skipped": {},
    "filename": {},
    "mime_type": {},
    "byte_count": {},
    "document_id": {},
    "output_path": {}
  },
  "additionalProperties": true
}
```

---

# Download Patient Documents

> Perform Download Patient Documents through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_download_patient_documents](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_download_patient_documents)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_download_patient_documents`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_download_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `exa_doc_ids` — Exa Doc Ids (expression, required)
  Required literal value or workflow expression.
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `status` — Status
- `documents` — Documents
- `downloaded_count` — Downloaded Count
- `failed_count` — Failed Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id",
    "exa_doc_ids"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "exa_doc_ids": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "documents": {},
    "failed_count": {},
    "downloaded_count": {}
  },
  "additionalProperties": true
}
```

---

# Get Approved Report

> Perform Get Approved Report through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_get_approved_report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_get_approved_report)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_get_approved_report`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_get_approved_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `study_id` — Study Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `status` — Status
- `document_id` — Document Id
- `s3_key` — S3 Key
- `filename` — Filename
- `mime_type` — Mime Type
- `byte_count` — Byte Count
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "study_id"
  ],
  "properties": {
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "study_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "s3_key": {},
    "status": {},
    "skipped": {},
    "filename": {},
    "mime_type": {},
    "byte_count": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Completed Schedule Details Report

> Perform Get Completed Schedule Details Report through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_export_completed_schedule_details_report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_export_completed_schedule_details_report)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_export_completed_schedule_details_report`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {
    "only_dcm": false,
    "poll_attempts": 5,
    "search_date_by": "studyDt",
    "poll_interval_seconds": 2,
    "include_deleted_studies": false
  },
  "handler": "exapacs_export_completed_schedule_details_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `from_date` — From Date (date, required)
  Required date in YYYY-MM-DD format.
- `to_date` — To Date (date, required)
  Required date in YYYY-MM-DD format.
- `facilities` — Facilities (text)
  Optional text value.
- `search_date_by` — Search Date By (text)
  Optional text value.
  Default: `"studyDt"`
- `include_deleted_studies` — Include Deleted Studies (boolean)
  Optional true-or-false value.
  Default: `false`
- `only_dcm` — Only Dcm (boolean)
  Optional true-or-false value.
  Default: `false`
- `ref_phy_names` — Ref Phy Names (text)
  Optional text value.
- `read_phy_names` — Read Phy Names (text)
  Optional text value.
- `poll_attempts` — Poll Attempts (number)
  Optional numeric value.
  Default: `5`
- `poll_interval_seconds` — Poll Interval Seconds (number)
  Optional numeric value.
  Default: `2`
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `status` — Status
- `document_id` — Document Id
- `filename` — Filename
- `mime_type` — Mime Type
- `report_type` — Report Type
- `filters` — Filters
- `output_path` — Output Path
- `size_bytes` — Size Bytes
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "from_date",
    "to_date"
  ],
  "properties": {
    "to_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "only_dcm": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "from_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "facilities": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "poll_attempts": {
      "type": "number",
      "default": 5,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "ref_phy_names": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "read_phy_names": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "search_date_by": {
      "type": "string",
      "default": "studyDt",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "poll_interval_seconds": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_deleted_studies": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "filters": {},
    "filename": {},
    "mime_type": {},
    "size_bytes": {},
    "document_id": {},
    "output_path": {},
    "report_type": {}
  },
  "additionalProperties": true
}
```

---

# Get Completed Studies Report

> Perform Get Completed Studies Report through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_export_completed_studies_report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_export_completed_studies_report)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_export_completed_studies_report`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {
    "date_basis": "scheduled"
  },
  "handler": "exapacs_export_completed_studies_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `from_date` — From Date (date, required)
  Required date in YYYY-MM-DD format.
- `to_date` — To Date (date, required)
  Required date in YYYY-MM-DD format.
- `facility_id` — Facility Id (text)
  Optional text value.
- `date_basis` — Date Basis (select)
  Optional selected identifier or value.
  Default: `"scheduled"`
  Options: Scheduled Date ("scheduled"), Approved Date ("approved")
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `status` — Status
- `document_id` — Document Id
- `filename` — Filename
- `mime_type` — Mime Type
- `report_type` — Report Type
- `filters` — Filters
- `output_path` — Output Path
- `size_bytes` — Size Bytes
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "from_date",
    "to_date"
  ],
  "properties": {
    "to_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "from_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_basis": {
      "enum": [
        "scheduled",
        "approved"
      ],
      "type": "string",
      "default": "scheduled",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "facility_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "filters": {},
    "filename": {},
    "mime_type": {},
    "size_bytes": {},
    "document_id": {},
    "output_path": {},
    "report_type": {}
  },
  "additionalProperties": true
}
```

---

# Get ExaPACS Worklist Item

> Perform Get ExaPACS Worklist Item through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/get_exapacs_worklist_item](https://genhealth.ai/docs/workflows/integrations/exa-pacs/get_exapacs_worklist_item)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `get_exapacs_worklist_item`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "get_exapacs_worklist_item"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (expression, required)
  Required literal value or workflow expression.
- `dos` — Dos (text)
  Optional text value.
- `accession_number` — Accession Number (expression)
  Optional literal value or workflow expression.

## Outputs

- `status` — Status
- `item` — Item
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_first_name",
    "patient_last_name",
    "patient_birth_date"
  ],
  "properties": {
    "dos": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "accession_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_birth_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "item": {},
    "error": {},
    "status": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Authorizations

> Perform Get Order Authorizations through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_get_order_authorizations](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_get_order_authorizations)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_get_order_authorizations`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_get_order_authorizations"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `cpt_code` — Cpt Code (expression)
  Optional literal value or workflow expression.

## Outputs

- `status` — Status
- `authorizations` — Authorizations
- `match_count` — Match Count
- `authorization_no` — Authorization No
- `authorization_numbers` — Authorization Numbers
- `cpt_codes_on_order` — Cpt Codes On Order
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "cpt_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "match_count": {},
    "authorizations": {},
    "authorization_no": {},
    "cpt_codes_on_order": {},
    "authorization_numbers": {}
  },
  "additionalProperties": true
}
```

---

# List Eligibility Worklist (Bulk)

> Perform List Eligibility Worklist (Bulk) through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_eligibility_worklist](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_eligibility_worklist)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_list_eligibility_worklist`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {
    "saved_filter_id": 5943
  },
  "handler": "exapacs_list_eligibility_worklist"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `saved_filter_id` — Saved Filter Id (number)
  Optional numeric value.
  Default: `5943`

## Outputs

- `items` — Items
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "saved_filter_id": {
      "type": "number",
      "default": 5943,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "items": {}
  },
  "additionalProperties": true
}
```

---

# List Fee-Schedule Plans

> Perform List Fee-Schedule Plans through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_fee_schedule_plans](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_fee_schedule_plans)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_list_fee_schedule_plans`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_list_fee_schedule_plans"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `plans` — Plans
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "plans": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# List Patient Documents

> Perform List Patient Documents through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_patient_documents](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_patient_documents)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_list_patient_documents`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {
    "show_all": false
  },
  "handler": "exapacs_list_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `category` — Category (text)
  Optional text value.
- `before_date` — Before Date (expression)
  Optional literal value or workflow expression.
- `show_all` — Show All (boolean)
  Optional true-or-false value.
  Default: `false`
- `lookback_days` — Lookback Days (number)
  Optional numeric value.

## Outputs

- `status` — Status
- `documents` — Documents
- `search_after` — Search After
- `search_before` — Search Before
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "patient_id"
  ],
  "properties": {
    "category": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "show_all": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "before_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lookback_days": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "documents": {},
    "search_after": {},
    "search_before": {}
  },
  "additionalProperties": true
}
```

---

# List Patient Insurance Policies

> Perform List Patient Insurance Policies through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_patient_insurance_policies](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_list_patient_insurance_policies)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_list_patient_insurance_policies`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_list_patient_insurance_policies"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `status` — Status
- `policies` — Policies
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "policies": {}
  },
  "additionalProperties": true
}
```

---

# Look Up Contract Rates

> Perform Look Up Contract Rates through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_lookup_contract_rates](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_lookup_contract_rates)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_lookup_contract_rates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_lookup_contract_rates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `plan_key` — Plan Key (expression, required)
  Required literal value or workflow expression.
- `studies` — Studies (expression, required)
  Required literal value or workflow expression.

## Outputs

- `rates` — Rates
- `any_ambiguous` — Any Ambiguous
- `any_missing` — Any Missing
- `resolution_status` — Resolution Status
- `resolution_message` — Resolution Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "plan_key",
    "studies"
  ],
  "properties": {
    "studies": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "plan_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "rates": {},
    "any_missing": {},
    "any_ambiguous": {},
    "error_message": {},
    "resolution_status": {},
    "resolution_message": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Verification Sections

> Perform Prepare Verification Sections through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_prepare_verification_sections](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_prepare_verification_sections)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_prepare_verification_sections`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_prepare_verification_sections"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `policy_results` — Policy Results (expression, required)
  Required literal value or workflow expression.
- `match_results` — Match Results (expression, required)
  Required literal value or workflow expression.
- `service_type` — Service Type (expression)
  Optional literal value or workflow expression.

## Outputs

- `form_type` — Form Type
- `cpt_codes` — Cpt Codes
- `sections` — Sections
- `call_plan` — Call Plan
- `call_plan_reason` — Call Plan Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "policy_results",
    "match_results"
  ],
  "properties": {
    "service_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "match_results": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policy_results": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "sections": {},
    "call_plan": {},
    "cpt_codes": {},
    "form_type": {},
    "call_plan_reason": {}
  },
  "additionalProperties": true
}
```

---

# Read Completed Studies Rows

> Perform Read Completed Studies Rows through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_read_completed_studies_rows](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_read_completed_studies_rows)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_read_completed_studies_rows`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_read_completed_studies_rows"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `report_document_id` — Report Document Id (expression, required)
  Required literal value or workflow expression.
- `flag_filter` — Flag Filter (text)
  Optional text value.

## Outputs

- `rows` — Rows
- `count` — Count
- `filtered_out_count` — Filtered Out Count
- `flag_counts` — Flag Counts
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "report_document_id"
  ],
  "properties": {
    "flag_filter": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "count": {},
    "error": {},
    "document_id": {},
    "flag_counts": {},
    "filtered_out_count": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Eligibility Service Type

> Perform Resolve Eligibility Service Type through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_resolve_service_type](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_resolve_service_type)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_resolve_service_type`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_resolve_service_type"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `studies` — Studies (expression, required)
  Required literal value or workflow expression.

## Outputs

- `stc` — Stc
- `uhc_service_type_descriptions` — Uhc Service Type Descriptions
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "studies"
  ],
  "properties": {
    "studies": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "stc": {},
    "error": {},
    "uhc_service_type_descriptions": {}
  },
  "additionalProperties": true
}
```

---

# Save Verification Sheet

> Perform Save Verification Sheet through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_save_verification_sheet](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_save_verification_sheet)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_save_verification_sheet`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {
    "form_type": "primary"
  },
  "handler": "exapacs_save_verification_sheet"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `form_type` — Form Type (select)
  Optional selected identifier or value.
  Default: `"primary"`
  Options: Primary Verification ("primary"), Secondary Verification ("secondary"), Tertiary Verification ("tertiary")
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `cpt_codes` — Cpt Codes (expression, required)
  Required literal value or workflow expression.
- `sections` — Sections (expression, required)
  Required literal value or workflow expression.
- `call_plan` — Call Plan (expression)
  Optional literal value or workflow expression.
- `call_plan_reason` — Call Plan Reason (expression)
  Optional literal value or workflow expression.
- `contract_rates` — Contract Rates (expression)
  Optional literal value or workflow expression.

## Outputs

- `status` — Status
- `verification_sheet_doc_id` — Verification Sheet Doc Id
- `saved_at` — Saved At
- `form_type` — Form Type
- `success` — Success
- `call_plan` — Call Plan
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "patient_id",
    "cpt_codes",
    "sections"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sections": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "call_plan": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cpt_codes": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "form_type": {
      "enum": [
        "primary",
        "secondary",
        "tertiary"
      ],
      "type": "string",
      "default": "primary",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "contract_rates": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "call_plan_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "message": {},
    "success": {},
    "saved_at": {},
    "call_plan": {},
    "form_type": {},
    "verification_sheet_doc_id": {}
  },
  "additionalProperties": true
}
```

---

# Transform Completed Studies Report

> Perform Transform Completed Studies Report through ExaPACS.

Source: [https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_transform_completed_studies_report](https://genhealth.ai/docs/workflows/integrations/exa-pacs/exapacs_transform_completed_studies_report)

Integration: [ExaPACS](https://genhealth.ai/docs/workflows/integrations/exa-pacs.md)

- Handler: `exapacs_transform_completed_studies_report`

- Connection type: `exapacs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ExaPACS",
  "params": {},
  "handler": "exapacs_transform_completed_studies_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `report_document_id` — Report Document Id (expression)
  Optional literal value or workflow expression.
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `status` — Status
- `cleaned_output_path` — Cleaned Output Path
- `exceptions_output_path` — Exceptions Output Path
- `filtered_output_path` — Filtered Output Path
- `cleaned_output_document_id` — Cleaned Output Document Id
- `exceptions_output_document_id` — Exceptions Output Document Id
- `filtered_output_document_id` — Filtered Output Document Id
- `processed_count` — Processed Count
- `clean_count` — Clean Count
- `filtered_count` — Filtered Count
- `exception_count` — Exception Count
- `summary` — Summary
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "summary": {},
    "clean_count": {},
    "filtered_count": {},
    "exception_count": {},
    "processed_count": {},
    "cleaned_output_path": {},
    "filtered_output_path": {},
    "exceptions_output_path": {},
    "cleaned_output_document_id": {},
    "filtered_output_document_id": {},
    "exceptions_output_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Faxage integration

> Build workflow automations with 4 public Faxage actions.

Source: [https://genhealth.ai/docs/workflows/integrations/faxage](https://genhealth.ai/docs/workflows/integrations/faxage)

## Available actions

4 actions. Connection types: faxage.

### [Confirm Fax Delivery (Faxage)](https://genhealth.ai/docs/workflows/integrations/faxage/confirm_fax_delivery.md)

- Handler: `confirm_fax_delivery`
- Connection type: `faxage`
- External effect: `write`
- Inputs: `job_id`, `timeout_seconds`, `poll_seconds`
- Outputs: `success`, `job_id`, `status`, `status_detail`, `retryable`, `error`

Perform Confirm Fax Delivery (Faxage) through Faxage.

### [Download & Mark Handled (Faxage)](https://genhealth.ai/docs/workflows/integrations/faxage/download_faxage_faxes.md)

- Handler: `download_faxage_faxes`
- Connection type: `faxage`
- External effect: `write`
- Inputs: `limit`
- Outputs: `created`, `skipped`, `count_created`, `count_skipped`, `error`

Perform Download & Mark Handled (Faxage) through Faxage.

### [List Incoming Faxes (Faxage)](https://genhealth.ai/docs/workflows/integrations/faxage/list_incoming_faxes.md)

- Handler: `list_incoming_faxes`
- Connection type: `faxage`
- External effect: `write`

Perform List Incoming Faxes (Faxage) through Faxage.

### [Send Fax (Faxage)](https://genhealth.ai/docs/workflows/integrations/faxage/send_fax.md)

- Handler: `send_fax`
- Connection type: `faxage`
- External effect: `write`
- Inputs: `fax_number`, `document_url`, `document_id`, `confirm_delivery`, `confirm_timeout_seconds`, `confirm_poll_seconds`
- Outputs: `job_id`, `fax_number`, `status`, `status_detail`, `error`

Perform Send Fax (Faxage) through Faxage.

---

# Confirm Fax Delivery (Faxage)

> Perform Confirm Fax Delivery (Faxage) through Faxage.

Source: [https://genhealth.ai/docs/workflows/integrations/faxage/confirm_fax_delivery](https://genhealth.ai/docs/workflows/integrations/faxage/confirm_fax_delivery)

Integration: [Faxage](https://genhealth.ai/docs/workflows/integrations/faxage.md)

- Handler: `confirm_fax_delivery`

- Connection type: `faxage`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Faxage",
  "params": {
    "poll_seconds": 20,
    "timeout_seconds": 180
  },
  "handler": "confirm_fax_delivery"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `job_id` — Job Id (expression, required)
  Required literal value or workflow expression.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`
- `poll_seconds` — Poll Seconds (number)
  Optional numeric value.
  Default: `20`

## Outputs

- `success` — Success
- `job_id` — Job Id
- `status` — Status
- `status_detail` — Status Detail
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "job_id"
  ],
  "properties": {
    "job_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "poll_seconds": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "job_id": {},
    "status": {},
    "success": {},
    "retryable": {},
    "status_detail": {}
  },
  "additionalProperties": true
}
```

---

# Download & Mark Handled (Faxage)

> Perform Download & Mark Handled (Faxage) through Faxage.

Source: [https://genhealth.ai/docs/workflows/integrations/faxage/download_faxage_faxes](https://genhealth.ai/docs/workflows/integrations/faxage/download_faxage_faxes)

Integration: [Faxage](https://genhealth.ai/docs/workflows/integrations/faxage.md)

- Handler: `download_faxage_faxes`

- Connection type: `faxage`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Faxage",
  "params": {},
  "handler": "download_faxage_faxes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `limit` — Limit (number)
  Optional numeric value.

## Outputs

- `created` — Created
- `skipped` — Skipped
- `count_created` — Count Created
- `count_skipped` — Count Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "skipped": {},
    "count_created": {},
    "count_skipped": {}
  },
  "additionalProperties": true
}
```

---

# List Incoming Faxes (Faxage)

> Perform List Incoming Faxes (Faxage) through Faxage.

Source: [https://genhealth.ai/docs/workflows/integrations/faxage/list_incoming_faxes](https://genhealth.ai/docs/workflows/integrations/faxage/list_incoming_faxes)

Integration: [Faxage](https://genhealth.ai/docs/workflows/integrations/faxage.md)

- Handler: `list_incoming_faxes`

- Connection type: `faxage`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Faxage",
  "params": {},
  "handler": "list_incoming_faxes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Send Fax (Faxage)

> Perform Send Fax (Faxage) through Faxage.

Source: [https://genhealth.ai/docs/workflows/integrations/faxage/send_fax](https://genhealth.ai/docs/workflows/integrations/faxage/send_fax)

Integration: [Faxage](https://genhealth.ai/docs/workflows/integrations/faxage.md)

- Handler: `send_fax`

- Connection type: `faxage`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Faxage",
  "params": {
    "confirm_delivery": false,
    "confirm_poll_seconds": 20,
    "confirm_timeout_seconds": 180
  },
  "handler": "send_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_number` — Fax Number (text)
  Optional text value.
- `document_url` — Document Url (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `confirm_delivery` — Confirm Delivery (boolean)
  Optional true-or-false value.
  Default: `false`
- `confirm_timeout_seconds` — Confirm Timeout Seconds (number)
  Optional numeric value.
  Default: `180`
- `confirm_poll_seconds` — Confirm Poll Seconds (number)
  Optional numeric value.
  Default: `20`

## Outputs

- `job_id` — Job Id
- `fax_number` — Fax Number
- `status` — Status
- `status_detail` — Status Detail
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_url": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "confirm_delivery": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "confirm_poll_seconds": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "confirm_timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "job_id": {},
    "status": {},
    "fax_number": {},
    "status_detail": {}
  },
  "additionalProperties": true
}
```

---

# GenHealth integration

> Build workflow automations with 238 public GenHealth actions.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health](https://genhealth.ai/docs/workflows/integrations/gen-health)

## Available actions

238 actions. Connection types: None required.

### [Adjudicate Policy](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_adjudicate_policy.md)

- Handler: `genhealth_adjudicate_policy`

- External effect: `write`
- Inputs: `document_id`, `policy_id`, `init_policies`, `answer_all_questions`, `save_as_document`, `include_cover_sheet`, `include_clinical_documents`
- Outputs: `success`, `document_id`, `case_id`, `case_pdf_id`, `adjudication_id`, `result_document_id`, `policy_id`, `policy_service`, `recommendation`, `rationale`, `decision_tree`, `status`, `passed_count`, `policy_question_count`, `total_questions`, `stub_packet`, `error`

Perform Adjudicate Policy through GenHealth.

### [Aggregate Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_aggregate_documents.md)

- Handler: `genhealth_aggregate_documents`

- External effect: `write`
- Inputs: `document_ids`, `document_id_field`, `add_bookmarks`, `skip_unreadable`, `show_in_inbox`, `title`, `patient_id`, `categories`, `metadata`, `external_id`
- Outputs: `success`, `document_id`, `aggregate_document_id`, `title`, `created`, `source_document_count`, `page_count`, `skipped_document_ids`, `error`

Perform Aggregate Documents through GenHealth.

### [Aggregate Workflow Run Stats](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_aggregate_workflow_run_stats.md)

- Handler: `genhealth_aggregate_workflow_run_stats`

- External effect: `write`
- Inputs: `workflow_run_id`
- Outputs: `success`, `run_id`, `total_nodes`, `success_count`, `failure_count`, `top_error`, `node_summary`, `error`

Perform Aggregate Workflow Run Stats through GenHealth.

### [Apply Intake Workflow Items](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_apply_intake_workflow_items.md)

- Handler: `genhealth_apply_intake_workflow_items`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_item_apply_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Apply Intake Workflow Items through GenHealth.

### [Attach Intake Source Fax](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_attach_intake_source_fax.md)

- Handler: `genhealth_attach_intake_source_fax`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `source_fax_attach_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Attach Intake Source Fax through GenHealth.

### [Cache Filter (Deduplicate Items)](https://genhealth.ai/docs/workflows/integrations/gen-health/cache_filter.md)

- Handler: `cache_filter`

- External effect: `write`
- Inputs: `items`, `item_key_field`, `loop_node_id`, `ttl_hours`
- Outputs: `items`

Perform Cache Filter (Deduplicate Items) through GenHealth.

### [Categorize Document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_categorize_document.md)

- Handler: `genhealth_categorize_document`

- External effect: `write`
- Inputs: `document_id`, `force`, `num_pages`, `prompt_override`

Perform Categorize Document through GenHealth.

### [Categorize Navigator Source Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/categorize_navigator_source_documents.md)

- Handler: `categorize_navigator_source_documents`

- External effect: `write`
- Inputs: `document_id`, `metadata`
- Outputs: `success`, `cached`, `document_groups`, `dynasplint_illegible_order_pages`, `dynasplint_unreadable_pages`, `error`

Perform Categorize Navigator Source Documents through GenHealth.

### [Categorize Pages](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_categorize_pages.md)

- Handler: `genhealth_categorize_pages`

- External effect: `write`
- Inputs: `document_id`, `force`, `taxonomy`
- Outputs: `success`, `cached`, `document_id`, `document_groups`, `classification`, `group_count`, `total_pages`, `error_code`, `error`

Perform Categorize Pages through GenHealth.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_eligibility.md)

- Handler: `genhealth_check_eligibility`

- External effect: `write`
- Inputs: `preferred_portal`, `jurisdiction`, `insurance_policy_id`, `document_id`, `carrier_id`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `patient_state`, `patient_address`, `medicare_id`, `member_id`, `group_id`, `provider_npi`, `provider_last_name`, `provider_type`, `place_of_service`, `as_of_date`, `source_service_date`, `require_source_service_month_current`, `source_service_month_timezone`, `service_types`, `service_type_mode`, `include_availity_coverage_details`, `password_expiration_slack_channel`, `service_type_descriptions`, `coverage_basis`, `fast_http_determination`, `enabled`, `skip_reason`, `generate_pdf`, `persist_generated_pdf`, `show_generated_document_in_inbox`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `input_mode`, `status`, `skipped`, `is_eligible`, `transaction_complete`, `requested_service_types`, `service_type_outcome`, `portal`, `document_id`, `insurance_policy_id`, `carrier_id`, `coverage_id`, `pdf_path`, `coverage_details`, `normalized_coverage_details`, `coverage_start_date`, `coverage_end_date`, `is_medicare_advantage`, `has_msp`, `other_payers`, `coordination_of_benefits`, `settings_url`, `eligibility_response`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`, `error_message`, `error`

Perform Check Eligibility through GenHealth.

### [Check Follow-Up Response](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_response.md)

- Handler: `intake_check_subsequent_response`

- External effect: `write`
- Inputs: `context_payload`, `task_payload`

Perform Check Follow-Up Response through GenHealth.

### [Check Follow-Up Task](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_task.md)

- Handler: `intake_check_subsequent_task`

- External effect: `write`
- Inputs: `context_payload`, `task_name`, `failure_task_name`

Perform Check Follow-Up Task through GenHealth.

### [Check Prior Auth Required](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_prior_auth_required.md)

- Handler: `genhealth_check_prior_auth_required`

- External effect: `write`
- Inputs: `cpt_code`, `payer_name`, `payer_class`
- Outputs: `success`, `determination`, `requires_prior_auth`, `reason`, `payer_name`, `publisher_display`, `plan_name`, `plan_type`, `source_url`, `effective_date`, `error`

Perform Check Prior Auth Required through GenHealth.

### [Check Prior Follow-Up](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_dedup.md)

- Handler: `intake_check_subsequent_dedup`

- External effect: `write`
- Inputs: `context_payload`, `response_payload`

Perform Check Prior Follow-Up through GenHealth.

### [Classify Deferred Retry](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_classify_deferred_retry.md)

- Handler: `intake_classify_deferred_retry`

- External effect: `write`
- Inputs: `retry_context`, `verification_payload`, `send_payload`, `resent_verification_payload`, `resent_send_payload`, `account_key`, `dry_run`

Perform Classify Deferred Retry through GenHealth.

### [Classify Document Pages](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_classify_document_pages.md)

- Handler: `genhealth_classify_document_pages`

- External effect: `write`
- Inputs: `document_id`, `force`, `page_categories`, `prompt_override`
- Outputs: `success`, `cached`, `document_id`, `categorization`, `document_groups`, `page_classifications`, `group_count`, `total_pages`, `error`

Perform Classify Document Pages through GenHealth.

### [Classify Document to Niko Type](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_classify_document_to_niko_type.md)

- Handler: `genhealth_classify_document_to_niko_type`

- External effect: `write`
- Inputs: `document_id`, `niko_org`, `prompt_override`
- Outputs: `success`, `document_id`, `niko_document_type_id`, `document_type_name`, `is_carecentrix`, `niko_org`, `classification_skipped`, `error`

Perform Classify Document to Niko Type through GenHealth.

### [Classify Supplies](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_classify_supplies.md)

- Handler: `intake_classify_supplies`

- External effect: `write`
- Inputs: `context_payload`, `blocker_payload`, `document_payload`, `note_payload`

Perform Classify Supplies through GenHealth.

### [Cleanup Intake Source](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_cleanup_intake_source.md)

- Handler: `genhealth_cleanup_intake_source`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`, `final_summary_context`
- Outputs: `success`, `source_cleanup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Cleanup Intake Source through GenHealth.

### [CMS Order & Referring NPI Lookup](https://genhealth.ai/docs/workflows/integrations/gen-health/cms_order_referring_lookup.md)

- Handler: `cms_order_referring_lookup`

- External effect: `write`
- Inputs: `npi`
- Outputs: `success`, `found`, `npi`, `last_name`, `first_name`, `partb`, `dme`, `hha`, `pmd`, `hospice`, `error`

Perform CMS Order & Referring NPI Lookup through GenHealth.

### [Collect Recent Loop Results (Cross-Run)](https://genhealth.ai/docs/workflows/integrations/gen-health/collect_recent_loop_results.md)

- Handler: `collect_recent_loop_results`

- External effect: `write`
- Inputs: `source_workflow_definition_id`, `loop_node_id`, `collection_mode`, `report_day`, `window_hours`, `timezone`, `auto_rollover_hour`, `replay_mutable_runs`, `result_node_ids`, `result_field_projection`, `compact_result_node_ids`, `item_field_projection`, `max_iterations`, `max_output_bytes`
- Outputs: `success`, `iterations`, `iteration_count`, `iterations_omitted`, `run_count`, `runs_in_window`, `runs_selected`, `runs_truncated`, `runs_by_status`, `collection_mode`, `window_basis`, `run_status_scope`, `storage_source`, `transaction_isolation`, `transaction_read_only`, `audit_scope_complete`, `completed_run_count`, `replay_mutable_runs_applied`, `run_selection_scope`, `result_node_ids`, `result_node_ids_applied`, `selected_result_node_count`, `result_field_projection`, `result_field_projection_applied`, `compact_result_node_ids`, `compact_result_node_ids_applied`, `item_field_projection`, `item_field_projection_applied`, `max_output_bytes`, `report_day`, `report_day_us`, `timezone`, `window_start`, `window_end`, `window_closed`, `window_id`, `window_label`, `truncated`, `error`

Perform Collect Recent Loop Results (Cross-Run) through GenHealth.

### [Complete Intake Eligibility Tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_eligibility_tasks.md)

- Handler: `genhealth_complete_intake_eligibility_tasks`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `eligibility_task_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Eligibility Tasks through GenHealth.

### [Complete Intake Final Summary](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_final_summary.md)

- Handler: `genhealth_complete_intake_final_summary`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `final_summary_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Final Summary through GenHealth.

### [Complete Intake Post Processing](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing.md)

- Handler: `genhealth_complete_intake_post_processing`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Post Processing through GenHealth.

### [Complete Intake Post-Processing Handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing_handoff.md)

- Handler: `genhealth_complete_intake_post_processing_handoff`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Post-Processing Handoff through GenHealth.

### [Complete Intake Post-Processing Setup](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing_setup.md)

- Handler: `genhealth_complete_intake_post_processing_setup`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `trigger_payload`
- Outputs: `success`, `post_processing_setup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Post-Processing Setup through GenHealth.

### [Complete Intake Secure-Send Tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_secure_send_tasks.md)

- Handler: `genhealth_complete_intake_secure_send_tasks`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `secure_document_context`, `trigger_payload`
- Outputs: `success`, `service_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Secure-Send Tasks through GenHealth.

### [Complete Intake Service Confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_service_confirmation.md)

- Handler: `genhealth_complete_intake_service_confirmation`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `service_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Service Confirmation through GenHealth.

### [Complete Intake Workflow Item Tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_workflow_item_tasks.md)

- Handler: `genhealth_complete_intake_workflow_item_tasks`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_item_task_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Complete Intake Workflow Item Tasks through GenHealth.

### [Completed Studies Report](https://genhealth.ai/docs/workflows/integrations/gen-health/elite_completed_studies_report.md)

- Handler: `elite_completed_studies_report`

- External effect: `write`
- Inputs: `summary`, `output_path`, `to_emails`, `subject`, `review_document_id`, `attachment_document_ids`, `attachment_paths`
- Outputs: `status`, `html`, `output_path`, `emailed_to`, `attachment_count`, `review_url`, `total_rows`, `ready_for_import_count`, `filtered_count`, `exception_count`, `error`

Perform Completed Studies Report through GenHealth.

### [Create Document From File](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_document_from_file.md)

- Handler: `genhealth_create_document_from_file`

- External effect: `write`
- Inputs: `file_path`, `title`, `document_type`, `source`, `external_id`, `dedupe_key`, `show_generated_document_in_inbox`, `metadata`
- Outputs: `success`, `status`, `document_id`, `title`, `document_type`, `source`, `external_id`, `sha256`, `size`, `s3_key`, `was_existing`, `error`, `error_message`

Perform Create Document From File through GenHealth.

### [Create Intake Sales Orders](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_intake_sales_orders.md)

- Handler: `genhealth_create_intake_sales_orders`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `sales_order_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Create Intake Sales Orders through GenHealth.

### [Create Referral Intake Case](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_referral_intake_case.md)

- Handler: `genhealth_create_referral_intake_case`

- External effect: `write`
- Inputs: `create_idempotency_key`, `origin`, `external_case_reference`, `service_line`, `source_document_id`, `source_referral_id`, `branch_id`, `patient_snapshot`, `referring_provider_snapshot`, `referring_party_display_name`, `referring_party_fax_number`, `referring_party_npi`, `referring_party_sending_org_id`, `suggest_score`, `auto_link_score`
- Outputs: `success`, `error`, `case_id`, `intake_stage`, `patient_id`, `patient_linked`, `referring_party_id`, `external_case_reference`, `state_version`

Perform Create Referral Intake Case through GenHealth.

### [Create Templated PDF From Text](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_templated_pdf_from_text.md)

- Handler: `genhealth_create_templated_pdf_from_text`

- External effect: `write`
- Inputs: `template`, `arguments`, `title`, `document_type`, `page_size`, `orientation`, `margin_inches`, `font_size_points`, `show_in_inbox`, `inbox_status`, `dedupe_key`
- Outputs: `success`, `status`, `document_id`, `title`, `document_type`, `content_type`, `size`, `sha256`, `was_existing`, `display_path`, `error`, `error_message`

Perform Create Templated PDF From Text through GenHealth.

### [Deposit Posting Report](https://genhealth.ai/docs/workflows/integrations/gen-health/brightree_deposit_posting_report.md)

- Handler: `brightree_deposit_posting_report`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`, `subject`

Perform Deposit Posting Report through GenHealth.

### [Detect Multi-Patient](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_detect_multi_patient.md)

- Handler: `genhealth_detect_multi_patient`

- External effect: `write`
- Inputs: `document_id`, `prompt_override`
- Outputs: `success`, `is_multi_patient`, `reason`, `error`

Perform Detect Multi-Patient through GenHealth.

### [Determine Diagnosis Relevance](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_determine_diagnosis_relevance.md)

- Handler: `genhealth_determine_diagnosis_relevance`

- External effect: `write`
- Inputs: `diagnosis_codes`, `hcpcs_codes`
- Outputs: `success`, `assessments`, `relevant_diagnosis_codes`, `uncertain_diagnosis_codes`, `error`

Perform Determine Diagnosis Relevance through GenHealth.

### [Discover Stored ICD Associations for LCD/NCD Records](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_lcd_ncd_diagnosis_codes.md)

- Handler: `genhealth_check_lcd_ncd_diagnosis_codes`

- External effect: `write`
- Inputs: `cpt_code`, `diagnosis_codes`, `date_of_service`
- Outputs: `success`, `cpt_code`, `date_of_service`, `icd10_reference_release`, `submitted_diagnosis_codes`, `policies_found`, `policies`, `diagnosis_codes_with_stored_policy_association`, `diagnosis_codes_without_stored_policy_association`, `message`, `applicability_scope`, `code_source_scope`, `disclaimer`, `error`

Perform Discover Stored ICD Associations for LCD/NCD Records through GenHealth.

### [Dispatch DME Intake Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_dispatch_dme_intake_documents.md)

- Handler: `genhealth_dispatch_dme_intake_documents`

- External effect: `write`
- Inputs: `source`, `document_ids`, `activity_slack_channel`, `skip_email`, `create_sales_order`, `notification_style`, `aggregate_summary_format`, `aggregate_failure_format`
- Outputs: `success`, `dispatched_count`, `document_ids`, `skipped_document_ids`, `error`

Perform Dispatch DME Intake Documents through GenHealth.

### [Dispatch Workflow Runs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_dispatch_workflow_runs.md)

- Handler: `genhealth_dispatch_workflow_runs`

- External effect: `write`
- Inputs: `items`, `target_route`, `max_dispatches`, `event_batch_size`, `concurrency_key_prefix`, `per_item_concurrency_key_fields`, `lock_source`, `trigger_data_extra`, `user_sub`, `allow_direct_fallback`, `require_unique_target_route`
- Outputs: `success`, `target_route`, `items_received`, `dispatch_count`, `remaining_count`, `dispatch_limited`, `max_dispatches`, `dispatched`, `error`

Perform Dispatch Workflow Runs through GenHealth.

### [Download Public Page](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_download_public_page.md)

- Handler: `genhealth_download_public_page`

- External effect: `write`
- Inputs: `url`, `output_format`, `max_characters`
- Outputs: `success`, `url`, `content_type`, `title`, `text`, `html`, `truncated`, `error`

Perform Download Public Page through GenHealth.

### [Evaluate PAP Qualification](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_evaluate_pap_qualification.md)

- Handler: `genhealth_evaluate_pap_qualification`

- External effect: `read`
- Inputs: `sleep_study_present`, `sleep_study_complete`, `sleep_study_date`, `setup_date`, `ahi`, `rdi`, `symptoms_documented`, `prescription_present`, `prescription_signature_present`, `ordering_provider_npi`, `prescription_pressures_present`, `diagnosis_code_present`, `post_study_notes_present`, `require_post_study_notes`
- Outputs: `success`, `qualifies`, `qualifies_text`, `unverified`, `unverified_text`, `severity_index`, `severity_basis`, `severity_reason`, `study_within_one_year`, `study_age_days`, `study_recency_reason`, `ordering_provider_npi`, `post_study_notes_present`, `error`

Perform Evaluate PAP Qualification through GenHealth.

### [ExaPACS Eligibility Summary](https://genhealth.ai/docs/workflows/integrations/gen-health/exapacs_eligibility_summary_report.md)

- Handler: `exapacs_eligibility_summary_report`

- External effect: `write`
- Inputs: `group_results`, `attachment_document_id_field`, `subject`, `output_path`, `to_emails`
- Outputs: `status`, `html`, `output_path`, `emailed_to`, `group_count`, `processed_count`, `document_issue_count`, `processing_error_count`, `matched_count`, `unmatched_count`, `policy_count`, `verification_sheet_doc_id`, `combined_attachment_count`, `error`

Perform ExaPACS Eligibility Summary through GenHealth.

### [Execute Billing Actions](https://genhealth.ai/docs/workflows/integrations/gen-health/execute_billing_actions.md)

- Handler: `execute_billing_actions`

- External effect: `write`
- Inputs: `document_id`, `resource_type`, `action_type`, `resource_id`, `data`, `prescription_selected_product`, `dry_run`, `idempotency_fingerprint`, `auto_push_action_key`, `manual_review_as_soft_fail`, `record_summary`, `skip_if_no_resource_data`, `verify_count_increase`, `verify_document_types`, `verify_max_attempts`, `duplicate_match_mode`
- Outputs: `success`, `document_id`, `resource_type`, `action_type`, `status`, `message`, `data`, `actions_executed`, `skipped`, `review_required`, `auto_push_allowed`, `reason`, `missing_fields`, `idempotency_fingerprint`, `error`

Perform Execute Billing Actions through GenHealth.

### [Execute Intake Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_execute_intake_eligibility.md)

- Handler: `genhealth_execute_intake_eligibility`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `trigger_payload`
- Outputs: `success`, `eligibility_context`, `tracker_summary`, `blocking_failures`, `error_message`, `manual_review_required`

Perform Execute Intake Eligibility through GenHealth.

### [Extract CMN Fields](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_cmn_fields.md)

- Handler: `genhealth_extract_cmn_fields`

- External effect: `write`
- Inputs: `document_id`, `minimum_signature_date_confidence`, `received_date`, `signature_date_judge_mode`
- Outputs: `success`, `document_id`, `is_cmn`, `physician_signature_present`, `physician_signature_type`, `physician_signature_valid`, `physician_signature_date_candidate`, `physician_signature_date`, `physician_signature_date_confidence`, `physician_signature_date_contextually_plausible`, `physician_signature_date_context_reason`, `physician_signature_date_legible`, `physician_signature_date_legibility_reason`, `physician_signature_date_ocr`, `physician_signature_date_ocr_agreement`, `minimum_signature_date_confidence`, `initial_date`, `recertification_date`, `length_of_need_value`, `length_of_need_unit`, `length_of_need_months`, `expected_expiration_date`, `ready_for_write`, `failure_reasons`, `page_count`, `pages_processed`, `field_source_page`, `signature_source_page`, `patient_signature_date`, `order_start_date`, `order_start_date_source`, `signature_date_mismatch`, `physician_signature_date_source`, `signature_date_judge_mode`, `signature_date_judge_status`, `signature_date_judge_candidates`, `signature_date_judge_selected_candidate_id`, `signature_date_judge_reason`, `error`

Perform Extract CMN Fields through GenHealth.

### [Extract Demographics](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_demographics.md)

- Handler: `genhealth_extract_demographics`

- External effect: `write`
- Inputs: `document_id`, `force`, `fill_missing_only`, `prompt_override`, `extraction_variant`
- Outputs: `success`, `document_id`, `cached`, `patient_name`, `first_name`, `middle_name`, `last_name`, `birth_date`, `address`, `city`, `state`, `zip`, `phone`, `email`, `ssn`, `height`, `weight`, `resident_phone`, `poa_phone`, `emergency_contact`, `emergency_contact.first_name`, `emergency_contact.last_name`, `emergency_contact.relationship_type`, `emergency_contact.phone`, `emergency_contact.mobile`, `emergency_contact.email`, `error`

Perform Extract Demographics through GenHealth.

### [Extract Diagnosis Codes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_diagnosis_codes.md)

- Handler: `genhealth_extract_diagnosis_codes`

- External effect: `write`
- Inputs: `document_id`, `force`, `prompt_override`, `convert_icd9`, `extra_codes`
- Outputs: `success`, `document_id`, `diagnosis_codes`, `diagnosis_count`, `rejected_codes`, `converted_codes`, `converted_text`, `ambiguous_icd9_codes`, `ambiguous_icd9_text`, `icd9_conversion_available`, `message`, `error`

Perform Extract Diagnosis Codes through GenHealth.

### [Extract Document (Organization Extraction)](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_with_strategy.md)

- Handler: `genhealth_extract_with_strategy`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `supported`, `document_id`, `patient_id`, `order_count`, `needs_review`, `review_reasons`, `attributes`, `low_confidence_fields`, `ocr_stored`, `error`

Perform Extract Document (Organization Extraction) through GenHealth.

### [Extract Emergency Contact](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_emergency_contact.md)

- Handler: `genhealth_extract_emergency_contact`

- External effect: `write`
- Inputs: `document_id`, `force`, `prompt_override`
- Outputs: `success`, `document_id`, `patient_id`, `cached`, `contact_name`, `first_name`, `middle_name`, `last_name`, `relationship_type`, `address`, `address_2`, `city`, `state`, `zip`, `country`, `phone`, `mobile`, `email`, `error`

Perform Extract Emergency Contact through GenHealth.

### [Extract Facility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_facility.md)

- Handler: `genhealth_extract_facility`

- External effect: `write`
- Inputs: `document_id`, `prompt_override`
- Outputs: `success`, `document_id`, `facility_id`, `facility_name`, `npi`, `error`

Perform Extract Facility through GenHealth.

### [Extract ICD Codes From Text](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_icd_codes_from_text.md)

- Handler: `genhealth_extract_icd_codes_from_text`

- External effect: `write`
- Inputs: `text`, `date_of_service`, `encounter_setting`
- Outputs: `success`, `icd_codes`, `diagnosis_codes`, `diagnosis_count`, `extraction_runs`, `successful_extraction_runs`, `agreed_on_first_two`, `consensus_reached`, `official_code_validation_performed`, `icd10_reference_release`, `diagnosis_coding_service`, `diagnosis_coding_model`, `human_review_required`, `error`

Perform Extract ICD Codes From Text through GenHealth.

### [Extract Insurance](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_insurance.md)

- Handler: `genhealth_extract_insurance`

- External effect: `write`
- Inputs: `document_id`, `force`, `fill_missing_only`, `extract_claims_address`, `emit_secondary_coverage`, `prompt_override`
- Outputs: `success`, `document_id`, `extracted_data`, `id`, `insurance_policy_id`, `carrier`, `carrier_name`, `card_carrier`, `extracted_carrier`, `carrier_evidence_stage`, `carrier_id`, `member_id`, `group_id`, `plan_type`, `enrollment_date_start`, `enrollment_date_end`, `subscriber_name`, `employer`, `claim_number`, `date_of_injury`, `relationship`, `auth_id`, `auth_number`, `auth_start`, `auth_end`, `is_auth`, `benefit_verified`, `type`, `issuance_date`, `cancellation_date`, `ext_payer_id`, `ext_insured_id`, `citations`, `error`

Perform Extract Insurance through GenHealth.

### [Extract Metadata](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_metadata.md)

- Handler: `genhealth_extract_metadata`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `metadata`, `validation_issues_created`, `error`

Perform Extract Metadata through GenHealth.

### [Extract Order](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_order.md)

- Handler: `genhealth_extract_order`

- External effect: `write`
- Inputs: `document_id`, `force`, `prompt_override`, `checkbox_aware_content`, `order_response_variant`, `drop_empty_order`
- Outputs: `success`, `document_id`, `cached`, `order_count`, `order_items`, `has_order_date`, `error`

Perform Extract Order through GenHealth.

### [Extract Order Tags](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_order_tags.md)

- Handler: `extract_order_tags`

- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `tag_ids`, `tag_summaries`, `notes`, `delivery_zip`, `discharge_status`, `error`

Perform Extract Order Tags through GenHealth.

### [Extract Ordering Provider](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_ordering_provider.md)

- Handler: `genhealth_extract_ordering_provider`

- External effect: `write`
- Inputs: `document_id`, `prompt_override`
- Outputs: `success`, `document_id`, `provider_id`, `provider_name`, `npi`, `verified_npi`, `verified_provider_name`, `npi_verified_this_pass`, `npi_verification_source`, `document_practice`, `provider_lookup_status`, `source_fax_number`, `error`

Perform Extract Ordering Provider through GenHealth.

### [Extract Patient Note](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_patient_note.md)

- Handler: `genhealth_extract_patient_note`

- External effect: `write`
- Inputs: `document_id`, `force`
- Outputs: `success`, `document_id`, `saved`, `skipped`, `reason`, `note_text`, `note_drafts`, `metadata`, `error`

Perform Extract Patient Note through GenHealth.

### [Extract Patient Tags](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_patient_tags.md)

- Handler: `extract_patient_tags`

- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `tag_ids`, `tag_summaries`, `error`

Perform Extract Patient Tags through GenHealth.

### [Extract Service Type](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_service_type.md)

- Handler: `genhealth_extract_service_type`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `service_type`, `error`

Perform Extract Service Type through GenHealth.

### [Extract Wound Patient Demographics](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_demographics.md)

- Handler: `extract_demographics`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `patient_name`, `error`, `message`

Perform Extract Wound Patient Demographics through GenHealth.

### [Fail Workflow Run](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_fail_workflow_run.md)

- Handler: `genhealth_fail_workflow_run`

- External effect: `write`
- Inputs: `document_id`, `message`
- Outputs: `success`, `document_id`, `error`

Perform Fail Workflow Run through GenHealth.

### [Feed Alert Manual Review](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_feed_alert_manual_review.md)

- Handler: `genhealth_feed_alert_manual_review`

- External effect: `irreversible`
- Inputs: `document_id`, `task_title`, `reason`
- Outputs: `success`, `document_id`, `channel`, `display_status`, `slack_ts`, `error`

Perform Feed Alert Manual Review through GenHealth.

### [Fetch Intake EHR Context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_fetch_intake_ehr_context.md)

- Handler: `genhealth_fetch_intake_ehr_context`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `trigger_payload`
- Outputs: `success`, `ehr_payload`, `tracker_summary`, `error_message`, `manual_review_required`

Perform Fetch Intake EHR Context through GenHealth.

### [Finalize (Emit Status)](https://genhealth.ai/docs/workflows/integrations/gen-health/workflow_finalize.md)

- Handler: `workflow_finalize`

- External effect: `write`
- Inputs: `status`, `reason`

Perform Finalize (Emit Status) through GenHealth.

### [Finalize Ingest Job](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_finalize_ingest_job.md)

- Handler: `genhealth_finalize_ingest_job`

- External effect: `write`
- Inputs: `job_id`, `has_error`
- Outputs: `success`, `job_id`, `error`

Perform Finalize Ingest Job through GenHealth.

### [Finalize Intake Workflow](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_finalize_intake_workflow.md)

- Handler: `genhealth_finalize_intake_workflow`

- External effect: `write`
- Inputs: `workflow_key`, `stage_label`, `case_payload`, `ehr_payload`, `execution_payload`, `fallback_execution_payload`, `secondary_fallback_execution_payload`, `error_payload`, `manual_review_on_error`
- Outputs: `success`, `job_id`, `document_id`, `runtime_status`, `summary`, `error_message`

Perform Finalize Intake Workflow through GenHealth.

### [Finalize Precheck](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_finalize_precheck.md)

- Handler: `intake_finalize_precheck`

- External effect: `write`
- Inputs: `context_payload`, `blocker_payload`, `document_payload`, `note_payload`, `classification_payload`, `delivery_payload`

Perform Finalize Precheck through GenHealth.

### [Find Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_documents.md)

- Handler: `genhealth_find_documents`

- External effect: `read`
- Inputs: `filters`
- Outputs: `documents`, `count`, `has_more`, `next_cursor`

Perform Find Documents through GenHealth.

### [Find Patient Documents By Category](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_patient_documents_by_category.md)

- Handler: `genhealth_find_patient_documents_by_category`

- External effect: `read`
- Inputs: `patient_id`, `required_categories`, `lookback_days`
- Outputs: `success`, `documents`, `document_ids`, `matched_categories`, `missing_categories`, `error`

Perform Find Patient Documents By Category through GenHealth.

### [Find Stuck Intake Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_stuck_intake_documents.md)

- Handler: `genhealth_find_stuck_intake_documents`

- External effect: `write`
- Inputs: `source`, `max_age_minutes`, `limit`
- Outputs: `success`, `document_ids`, `count`, `error`

Perform Find Stuck Intake Documents through GenHealth.

### [Generate Eligibility Report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_generate_eligibility_report.md)

- Handler: `genhealth_generate_eligibility_report`

- External effect: `write`
- Inputs: `portal`, `coverage_response`, `output_path`, `persistence_target`, `source_document_id`, `standalone_document_title`, `patient_id`, `related_document_ids`, `service_types`
- Outputs: `success`, `persistence_target`, `insurance_policy_id`, `document_id`, `pdf_path`, `s3_path`, `attachment_paths`, `filename`, `content_type`, `patient_id`, `error`

Perform Generate Eligibility Report through GenHealth.

### [Get Document Status](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_get_document_status.md)

- Handler: `genhealth_get_document_status`

- External effect: `read`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `status`, `display_status`, `has_ocr`, `document_title`, `patient_name`, `unresolved_error_count`, `unresolved_warning_count`, `has_blocking_errors`, `unresolved_error_messages`, `error`

Perform Get Document Status through GenHealth.

### [Intake Precheck](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_precheck.md)

- Handler: `intake_precheck`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `account_key`, `brightree_test`, `test_patient_id`, `test_patient_state`
- Outputs: `order_id`, `patient_id`, `patient_state`, `brightree_test`, `success`, `delivery_address`, `note_facility_name`, `note_facility_updates`, `note_indicates_private_residence`, `dos`, `workflow_number`, `skip_doc_creation`

Perform Intake Precheck through GenHealth.

### [List Eligible Review Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_list_eligible_review_documents.md)

- Handler: `auto_push_list_eligible_review_documents`

- External effect: `write`
- Inputs: `limit`, `document_source`, `scan_limit`, `claim_ttl_minutes`
- Outputs: `success`, `documents`, `count`, `held_count`, `claimed_count`, `scanned_count`, `document_source`, `error`

Perform List Eligible Review Documents through GenHealth.

### [List Review Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_list_review_documents.md)

- Handler: `genhealth_list_review_documents`

- External effect: `read`
- Inputs: `limit`, `document_source`
- Outputs: `success`, `documents`, `count`, `error`

Perform List Review Documents through GenHealth.

### [Load Batch Loop Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_loop_results.md)

- Handler: `genhealth_load_loop_results`

- External effect: `write`
- Inputs: `result_ref`, `count`, `result_node_ids`
- Outputs: `success`, `results`, `count`, `error`

Perform Load Batch Loop Results through GenHealth.

### [Load Intake Settings](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_intake_settings.md)

- Handler: `genhealth_load_intake_settings`

- External effect: `write`
- Inputs: `source`
- Outputs: `success`, `error`, `suggest_score`, `auto_link_score`, `enable_pre_extraction_hook`, `extract_demographics`, `extract_diagnosis_codes`, `extract_page_categories`, `extract_insurance`, `extract_order`, `extract_ordering_provider`, `enable_document_splitting`, `check_patient_existence`, `niko_duplicate_match_mode`, `classify_document_type`, `skip_multi_patient`, `niko_org`, `auto_create_patient`, `auto_push_demographics`, `auto_push_insurance`, `auto_push_order`, `auto_push_document`, `existing_patient_signature_date`, `patient_genhealth_tag_id`, `claimsoft_wip_group_assignment`, `claimsoft_verification_wip_user_assignment`, `claimsoft_inventory_wip_group_assignment`, `claimsoft_patient_alert_target`, `barcode_item_verification_mode`, `consignment_item_size_mode`, `consignment_item_laterality_mode`, `consignment_item_laterality_vision_mode`, `consignment_diagnosis_vision_mode`, `consignment_diagnosis_max_codes`, `consignment_diagnosis_form_source_mode`, `consignment_item_vision_mode`, `consignment_payer_vision_mode`, `consignment_policy_number_vision_mode`, `consignment_source_location_vision_mode`, `consignment_physician_vision_mode`, `consignment_guided_hold_repair_mode`, `consignment_vision_settles_slot_line_hold`, `consignment_responsible_party_allow_missing_dob`, `consignment_source_location_warehouse_name_fallback`, `extraction_validation_mode`, `intake_task_title`, `intake_task_category_id`, `intake_task_assignee_id`, `skip_single_page_caller_ids`, `filter_unassigned_only`, `filter_work_status`, `filter_exclude_nonempty_report_type`, `filter_by_order_classification`, `assign_fax_owner_name`, `assign_fax_owner_key`, `fax_processing_tag_id`, `fax_completed_tag_id`, `userdoc_processing_tag_id`, `userdoc_processed_tag_id`, `max_items_per_run`, `polling_interval_minutes`, `slack_channel`, `notification_email_subject`, `notification_email_recipients`, `billing_system_patient_url_template`

Perform Load Intake Settings through GenHealth.

### [Load Persisted Intake Case](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_persisted_intake_case.md)

- Handler: `genhealth_load_persisted_intake_case`

- External effect: `write`
- Inputs: `workflow_key`, `document_id`, `trigger_payload`, `force_reextract`, `force_reocr`
- Outputs: `success`, `job_id`, `document_id`, `case_payload`, `error_message`, `manual_review_required`

Perform Load Persisted Intake Case through GenHealth.

### [Log Activity](https://genhealth.ai/docs/workflows/integrations/gen-health/log_activity.md)

- Handler: `log_activity`

- External effect: `write`
- Inputs: `document_id`, `resource_type`, `action_type`, `step_label`, `status`, `message`, `external_id`, `url`, `system`, `patient_id`, `job_id`, `meta_json`
- Outputs: `success`, `activity_logged`, `error`

Perform Log Activity through GenHealth.

### [Log Message](https://genhealth.ai/docs/workflows/integrations/gen-health/log_message.md)

- Handler: `log_message`

- External effect: `write`
- Inputs: `level`, `message`

Perform Log Message through GenHealth.

### [Medical Necessity Report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_medical_necessity_report.md)

- Handler: `genhealth_medical_necessity_report`

- External effect: `write`
- Inputs: `review_rows`, `report_date`, `review_document_id`, `pdf_row_threshold`
- Outputs: `success`, `email_html`, `pdf_document_id`, `pdf_generated`, `row_count`, `needs_review_count`, `not_met_count`, `error`

Perform Medical Necessity Report through GenHealth.

### [Merge Intake Document BDM Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_document_bdm_results.md)

- Handler: `genhealth_merge_intake_document_bdm_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `document_bdm_batch_context`, `bdm_push_result`
- Outputs: `success`, `workflow_items_context`, `document_bdm_push_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Document BDM Results through GenHealth.

### [Merge Intake Eligibility Check Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_eligibility_check_results.md)

- Handler: `genhealth_merge_intake_eligibility_check_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `trigger_payload`, `eligibility_check_context`, `primary_cgs_eligibility_result`, `secondary_cgs_eligibility_result`
- Outputs: `success`, `eligibility_context`, `tracker_summary`, `blocking_failures`, `error_message`, `manual_review_required`

Perform Merge Intake Eligibility Check Results through GenHealth.

### [Merge Intake Eligibility Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_eligibility_task_results.md)

- Handler: `genhealth_merge_intake_eligibility_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `eligibility_task_batch_context`, `task_update_result`
- Outputs: `success`, `workflow_items_context`, `eligibility_task_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Eligibility Task Results through GenHealth.

### [Merge Intake Final Summary Note Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_final_summary_note_results.md)

- Handler: `genhealth_merge_intake_final_summary_note_results`

- External effect: `write`
- Inputs: `workflow_key`, `final_summary_note_context`, `note_write_result`
- Outputs: `success`, `final_summary_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Final Summary Note Results through GenHealth.

### [Merge Intake Order Change Write Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_order_change_write_results.md)

- Handler: `genhealth_merge_intake_order_change_write_results`

- External effect: `write`
- Inputs: `order_change_write_context`, `source_fax_result`, `date_update_result`, `workflow_diagnosis_result`, `workflow_diagnosis_guard_result`, `workflow_facility_result`, `sales_order_diagnosis_result`, `sales_order_diagnosis_guard_result`, `cancellation_fax_result`, `note_write_result`, `status_update_result`, `cancel_pod_result`, `void_sales_order_result`, `delete_result`
- Outputs: `success`, `order_change_result_context`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Order Change Write Results through GenHealth.

### [Merge Intake Post-Processing Eligibility Document Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_eligibility_document_results.md)

- Handler: `genhealth_merge_intake_post_processing_eligibility_document_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_context`, `post_processing_eligibility_document_bdm_batch_context`, `post_processing_eligibility_document_batch_context`, `pdf_upload_result`, `post_processing_eligibility_document_bdm_prepare_result`, `bdm_push_result`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Eligibility Document Results through GenHealth.

### [Merge Intake Post-Processing Eligibility Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_eligibility_task_results.md)

- Handler: `genhealth_merge_intake_post_processing_eligibility_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_context`, `post_processing_eligibility_task_batch_context`, `task_update_result`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Eligibility Task Results through GenHealth.

### [Merge Intake Post-Processing ETS Form Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_ets_form_results.md)

- Handler: `genhealth_merge_intake_post_processing_ets_form_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_context`, `post_processing_ets_form_bdm_batch_context`, `post_processing_ets_form_batch_context`, `ets_update_result`, `post_processing_ets_form_bdm_prepare_result`, `bdm_push_result`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing ETS Form Results through GenHealth.

### [Merge Intake Post-Processing Note Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_note_results.md)

- Handler: `genhealth_merge_intake_post_processing_note_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_note_context`, `note_write_result`
- Outputs: `success`, `post_processing_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Note Results through GenHealth.

### [Merge Intake Post-Processing Work Comp Brightree Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_work_comp_brightree_results.md)

- Handler: `genhealth_merge_intake_post_processing_work_comp_brightree_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_setup_context`, `post_processing_work_comp_brightree_batch_context`, `brightree_result`
- Outputs: `success`, `post_processing_setup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Work Comp Brightree Results through GenHealth.

### [Merge Intake Post-Processing Work Comp Refresh Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_work_comp_refresh_results.md)

- Handler: `genhealth_merge_intake_post_processing_work_comp_refresh_results`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_setup_context`, `post_processing_work_comp_refresh_bdm_batch_context`, `post_processing_work_comp_refresh_batch_context`, `refresh_result`, `post_processing_work_comp_refresh_bdm_prepare_result`, `bdm_push_result`
- Outputs: `success`, `post_processing_setup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Post-Processing Work Comp Refresh Results through GenHealth.

### [Merge Intake Sales Order Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_sales_order_results.md)

- Handler: `genhealth_merge_intake_sales_order_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `sales_order_batch_context`, `sales_order_result`
- Outputs: `success`, `workflow_items_context`, `sales_order_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Sales Order Results through GenHealth.

### [Merge Intake Same/Similar Final Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_same_or_similar_final_results.md)

- Handler: `genhealth_merge_intake_same_or_similar_final_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `same_or_similar_context`, `pdf_upload_result`, `branch_update_result`
- Outputs: `success`, `workflow_items_context`, `same_or_similar_final_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Same/Similar Final Results through GenHealth.

### [Merge Intake Same/Similar Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_same_or_similar_results.md)

- Handler: `genhealth_merge_intake_same_or_similar_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `same_or_similar_check_context`, `same_or_similar_result`
- Outputs: `success`, `workflow_items_context`, `same_or_similar_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `pdf_batches`, `branch_batches`

Perform Merge Intake Same/Similar Results through GenHealth.

### [Merge Intake Secure Document Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_secure_document_results.md)

- Handler: `genhealth_merge_intake_secure_document_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `secure_document_request_context`, `secure_document_result`, `trigger_payload`
- Outputs: `success`, `secure_document_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Secure Document Results through GenHealth.

### [Merge Intake Secure-Send Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_secure_send_task_results.md)

- Handler: `genhealth_merge_intake_secure_send_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `secure_document_context`, `secure_send_task_batch_context`, `task_update_result`, `trigger_payload`
- Outputs: `success`, `service_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Secure-Send Task Results through GenHealth.

### [Merge Intake Service Confirmation BDM Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_confirmation_bdm_results.md)

- Handler: `genhealth_merge_intake_service_confirmation_bdm_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `bdm_push_result`, `trigger_payload`
- Outputs: `success`, `service_confirmation_prepare_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Service Confirmation BDM Results through GenHealth.

### [Merge Intake Service Confirmation Update Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_confirmation_update_results.md)

- Handler: `genhealth_merge_intake_service_confirmation_update_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `service_confirmation_update_result`, `trigger_payload`
- Outputs: `success`, `service_confirmation_prepare_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `document_batches`

Perform Merge Intake Service Confirmation Update Results through GenHealth.

### [Merge Intake Service-Area Cancellation Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_area_cancellation_results.md)

- Handler: `genhealth_merge_intake_service_area_cancellation_results`

- External effect: `write`
- Inputs: `workflow_key`, `service_area_cancellation_context`, `cancellation_kinex_fax_result`, `provider_fax_result`, `status_update_result`, `note_write_result`, `cancel_pod_result`, `void_sales_order_result`, `delete_result`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `service_area_cancellation_result_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Service-Area Cancellation Results through GenHealth.

### [Merge Intake Source Cleanup Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_source_cleanup_results.md)

- Handler: `genhealth_merge_intake_source_cleanup_results`

- External effect: `write`
- Inputs: `workflow_key`, `source_cleanup_prepare_context`, `delete_result`
- Outputs: `success`, `source_cleanup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Source Cleanup Results through GenHealth.

### [Merge Intake Source Fax Attachment Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_source_fax_attachment_results.md)

- Handler: `genhealth_merge_intake_source_fax_attachment_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `source_fax_attach_batch_context`, `page_batch_result`
- Outputs: `success`, `workflow_items_context`, `source_fax_attach_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Source Fax Attachment Results through GenHealth.

### [Merge Intake Terminal Handoff Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_terminal_handoff_results.md)

- Handler: `genhealth_merge_intake_terminal_handoff_results`

- External effect: `write`
- Inputs: `workflow_key`, `terminal_handoff_context`, `note_write_result`, `delete_result`
- Outputs: `success`, `stage_label`, `case_payload`, `tracker_summary`, `execution_summary`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Terminal Handoff Results through GenHealth.

### [Merge Intake Vendor Fax Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_vendor_fax_results.md)

- Handler: `genhealth_merge_intake_vendor_fax_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `vendor_fax_batch_context`, `fax_send_result`
- Outputs: `success`, `workflow_items_context`, `vendor_fax_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `task_batches`

Perform Merge Intake Vendor Fax Results through GenHealth.

### [Merge Intake Vendor Fax Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_vendor_fax_task_results.md)

- Handler: `genhealth_merge_intake_vendor_fax_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `vendor_fax_context`, `task_update_result`
- Outputs: `success`, `workflow_items_context`, `vendor_fax_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Vendor Fax Task Results through GenHealth.

### [Merge Intake Work Comp Confirmation Fax Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_work_comp_confirmation_fax_results.md)

- Handler: `genhealth_merge_intake_work_comp_confirmation_fax_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `work_comp_confirmation_batch_context`, `fax_send_result`
- Outputs: `success`, `workflow_items_context`, `work_comp_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `task_batches`

Perform Merge Intake Work Comp Confirmation Fax Results through GenHealth.

### [Merge Intake Work Comp Confirmation Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_work_comp_confirmation_task_results.md)

- Handler: `genhealth_merge_intake_work_comp_confirmation_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `work_comp_confirmation_context`, `task_update_result`
- Outputs: `success`, `workflow_items_context`, `work_comp_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Work Comp Confirmation Task Results through GenHealth.

### [Merge Intake Workflow Clinician Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_clinician_results.md)

- Handler: `genhealth_merge_intake_workflow_clinician_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_clinician_batch_context`, `clinician_selection_result`
- Outputs: `success`, `workflow_items_context`, `workflow_clinician_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Clinician Results through GenHealth.

### [Merge Intake Workflow Create Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_create_results.md)

- Handler: `genhealth_merge_intake_workflow_create_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `workflow_create_context`, `workflow_create_result`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Create Results through GenHealth.

### [Merge Intake Workflow Document Upload Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_document_upload_results.md)

- Handler: `genhealth_merge_intake_workflow_document_upload_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_document_upload_batch_context`, `pdf_upload_result`
- Outputs: `success`, `workflow_items_context`, `workflow_document_upload_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Document Upload Results through GenHealth.

### [Merge Intake Workflow Item Add Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_item_add_results.md)

- Handler: `genhealth_merge_intake_workflow_item_add_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_item_add_batch_context`, `item_add_result`
- Outputs: `success`, `workflow_items_context`, `workflow_item_apply_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Item Add Results through GenHealth.

### [Merge Intake Workflow Item Task Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_item_task_results.md)

- Handler: `genhealth_merge_intake_workflow_item_task_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_item_task_batch_context`, `task_update_result`
- Outputs: `success`, `workflow_items_context`, `workflow_item_task_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Item Task Results through GenHealth.

### [Merge Intake Workflow Patient Insurance Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_patient_insurance_results.md)

- Handler: `genhealth_merge_intake_workflow_patient_insurance_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_patient_insurance_batch_context`, `patient_info_result`, `insurance_policy_result`
- Outputs: `success`, `workflow_items_context`, `workflow_patient_insurance_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Patient Insurance Results through GenHealth.

### [Merge Intake Workflow Setup Field Results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_setup_field_results.md)

- Handler: `genhealth_merge_intake_workflow_setup_field_results`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_setup_field_batch_context`, `diagnosis_result`, `physician_result`, `date_result`, `facility_result`, `marketing_rep_result`
- Outputs: `success`, `workflow_items_context`, `workflow_setup_fields_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Merge Intake Workflow Setup Field Results through GenHealth.

### [Normalize Worksheet](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_normalize_worksheet.md)

- Handler: `genhealth_normalize_worksheet`

- External effect: `write`
- Inputs: `document_id`, `source_format`, `target_fields`, `derived_fields`
- Outputs: `document_id`, `file_name`, `source_format`, `sheet_name`, `columns`, `raw_row_count`, `count`, `rows`, `schema`, `message`, `error`

Perform Normalize Worksheet through GenHealth.

### [NPPES Provider Lookup](https://genhealth.ai/docs/workflows/integrations/gen-health/nppes_lookup.md)

- Handler: `nppes_lookup`

- External effect: `write`
- Inputs: `npi`

Perform NPPES Provider Lookup through GenHealth.

### [Open Ingest Job](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_open_ingest_job.md)

- Handler: `genhealth_open_ingest_job`

- External effect: `write`
- Inputs: `job_type`
- Outputs: `success`, `job_id`, `error`

Perform Open Ingest Job through GenHealth.

### [Optimize & Save Wounds](https://genhealth.ai/docs/workflows/integrations/gen-health/optimize_and_save_wounds.md)

- Handler: `optimize_and_save_wounds`

- External effect: `write`
- Inputs: `document_id`

Perform Optimize & Save Wounds through GenHealth.

### [Precheck Intake Client Insurance Policies](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_precheck_intake_client_insurance_policies.md)

- Handler: `genhealth_precheck_intake_client_insurance_policies`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `policy_read_result`, `client_insurance_remediation_context`, `trigger_payload`
- Outputs: `success`, `client_insurance_precheck_context`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_item_plan_context`

Perform Precheck Intake Client Insurance Policies through GenHealth.

### [Prepare Deferred Intake Retry](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_deferred_retry.md)

- Handler: `intake_prepare_deferred_retry`

- External effect: `write`
- Inputs: `retry_candidate`, `order_id`, `workflow_number`, `patient_id`, `patient_state`, `physician_docs`, `document_titles`, `fax_purpose`, `recipient_optgroup_label`, `use_coversheet`, `fax_attempt`, `doc_created_at`, `document_ids`, `fax_submitted_at`, `fax_verification_pending`, `fax_verification_attempt`, `local_patient_id`, `retry_attempt`, `account_key`, `dry_run`

Perform Prepare Deferred Intake Retry through GenHealth.

### [Prepare Intake Cancellation Fax Jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_cancellation_fax_jobs.md)

- Handler: `genhealth_prepare_intake_cancellation_fax_jobs`

- External effect: `write`
- Inputs: `workflow_key`, `order_change_write_context`, `source_fax_result`, `trigger_payload`
- Outputs: `success`, `ready_for_live_writes`, `order_change_write_context`, `cancellation_fax_jobs`, `error_message`, `manual_review_required`

Perform Prepare Intake Cancellation Fax Jobs through GenHealth.

### [Prepare Intake Cancellation Fax Requirements](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_cancellation_fax_requirements.md)

- Handler: `genhealth_prepare_intake_cancellation_fax_requirements`

- External effect: `write`
- Inputs: `workflow_key`, `order_change_write_context`, `fax_history_result`, `trigger_payload`
- Outputs: `success`, `ready_for_live_writes`, `order_change_write_context`, `cancellation_kinex_fax_required_workflow_ids`, `error_message`, `manual_review_required`

Perform Prepare Intake Cancellation Fax Requirements through GenHealth.

### [Prepare Intake Client Insurance Policy Remediation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_client_insurance_policy_remediation.md)

- Handler: `genhealth_prepare_intake_client_insurance_policy_remediation`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `policy_read_result`, `trigger_payload`
- Outputs: `success`, `client_insurance_remediation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_item_plan_context`, `brightree_policy_edit_batches`, `client_refresh_batches`, `policy_update_batches`

Perform Prepare Intake Client Insurance Policy Remediation through GenHealth.

### [Prepare Intake Document BDM Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_document_bdm_batches.md)

- Handler: `genhealth_prepare_intake_document_bdm_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `document_batches`, `document_bdm_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Document BDM Batches through GenHealth.

### [Prepare Intake Eligibility Checks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_eligibility_checks.md)

- Handler: `genhealth_prepare_intake_eligibility_checks`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `trigger_payload`
- Outputs: `success`, `eligibility_check_context`, `primary_cgs_eligibility_check`, `secondary_cgs_eligibility_check`, `error_message`, `manual_review_required`

Perform Prepare Intake Eligibility Checks through GenHealth.

### [Prepare Intake Eligibility Task Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_eligibility_task_batches.md)

- Handler: `genhealth_prepare_intake_eligibility_task_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `task_batches`, `eligibility_task_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Eligibility Task Batches through GenHealth.

### [Prepare Intake Execution Context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_execution_context.md)

- Handler: `genhealth_prepare_intake_execution_context`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `trigger_payload`
- Outputs: `success`, `execution_context`, `selected_dme_items`, `error_message`, `manual_review_required`

Perform Prepare Intake Execution Context through GenHealth.

### [Prepare Intake Final Summary Notes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_final_summary_notes.md)

- Handler: `genhealth_prepare_intake_final_summary_notes`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `final_summary_note_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `note_jobs`

Perform Prepare Intake Final Summary Notes through GenHealth.

### [Prepare Intake Order Change Match](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_order_change_match.md)

- Handler: `genhealth_prepare_intake_order_change_match`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `recent_window_days`, `routing_context`, `detect_markerless_revision`, `trigger_payload`
- Outputs: `success`, `continue_new_order`, `order_change_required`, `ready_for_cancellation_writes`, `ready_for_dos_revision_upload`, `order_change_match_context`, `tracker_summary`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Prepare Intake Order Change Match through GenHealth.

### [Prepare Intake Order Change Writes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_order_change_writes.md)

- Handler: `genhealth_prepare_intake_order_change_writes`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `order_change_match_context`, `markerless_order_change_match_context`, `brightree_void_reason_code`, `trigger_payload`
- Outputs: `success`, `ready_for_live_writes`, `ready_for_revision_writes`, `ready_for_dos_revision_writes`, `ready_for_cancellation_writes`, `order_change_write_context`, `workflow_items_context`, `patient_context`, `cpm_cancellation_workflow_ids`, `status_batches`, `date_batches`, `facility_batches`, `diagnosis_batches`, `diagnosis_guard_batches`, `brightree_diagnosis_batches`, `brightree_diagnosis_guard_batches`, `note_jobs`, `cancel_pod_requests`, `void_sales_order_request`, `void_sales_order_requests`, `source_fax_page_batches`, `delete_request`, `tracker_summary`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Prepare Intake Order Change Writes through GenHealth.

### [Prepare Intake Post-Processing Eligibility Document Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_document_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_document_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `post_processing_eligibility_document_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `pdf_batches`

Perform Prepare Intake Post-Processing Eligibility Document Batches through GenHealth.

### [Prepare Intake Post-Processing Eligibility Document BDM Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_document_bdm_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_document_bdm_batches`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_eligibility_document_batch_context`, `pdf_upload_result`
- Outputs: `success`, `post_processing_eligibility_document_bdm_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `document_batches`

Perform Prepare Intake Post-Processing Eligibility Document BDM Batches through GenHealth.

### [Prepare Intake Post-Processing Eligibility Task Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_task_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_task_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `post_processing_eligibility_task_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `task_batches`

Perform Prepare Intake Post-Processing Eligibility Task Batches through GenHealth.

### [Prepare Intake Post-Processing ETS Form Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_ets_form_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_ets_form_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `post_processing_ets_form_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `ets_form_batches`

Perform Prepare Intake Post-Processing ETS Form Batches through GenHealth.

### [Prepare Intake Post-Processing ETS Form BDM Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_ets_form_bdm_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_ets_form_bdm_batches`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_ets_form_batch_context`, `ets_update_result`
- Outputs: `success`, `post_processing_ets_form_bdm_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `document_batches`

Perform Prepare Intake Post-Processing ETS Form BDM Batches through GenHealth.

### [Prepare Intake Post-Processing Notes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_notes.md)

- Handler: `genhealth_prepare_intake_post_processing_notes`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `post_processing_context`, `post_processing_note_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `note_jobs`, `note_count`

Perform Prepare Intake Post-Processing Notes through GenHealth.

### [Prepare Intake Post-Processing Work Comp Brightree Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_brightree_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_brightree_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_setup_context`, `trigger_payload`
- Outputs: `success`, `post_processing_setup_context`, `post_processing_work_comp_brightree_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workers_comp_batches`

Perform Prepare Intake Post-Processing Work Comp Brightree Batches through GenHealth.

### [Prepare Intake Post-Processing Work Comp Refresh Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_refresh_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_refresh_batches`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_setup_context`
- Outputs: `success`, `post_processing_setup_context`, `post_processing_work_comp_refresh_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `refresh_batches`

Perform Prepare Intake Post-Processing Work Comp Refresh Batches through GenHealth.

### [Prepare Intake Post-Processing Work Comp Refresh BDM Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_refresh_bdm_batches.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_refresh_bdm_batches`

- External effect: `write`
- Inputs: `workflow_key`, `post_processing_setup_context`, `post_processing_work_comp_refresh_batch_context`, `refresh_result`
- Outputs: `success`, `post_processing_setup_context`, `post_processing_work_comp_refresh_bdm_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `document_batches`

Perform Prepare Intake Post-Processing Work Comp Refresh BDM Batches through GenHealth.

### [Prepare Intake Sales Order Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_sales_order_batches.md)

- Handler: `genhealth_prepare_intake_sales_order_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `sales_order_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `sales_order_batches`

Perform Prepare Intake Sales Order Batches through GenHealth.

### [Prepare Intake Same/Similar Check](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_same_or_similar_check.md)

- Handler: `genhealth_prepare_intake_same_or_similar_check`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `same_or_similar_check_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `same_or_similar_check`, `same_or_similar_enabled`

Perform Prepare Intake Same/Similar Check through GenHealth.

### [Prepare Intake Secure Document Requests](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_secure_document_requests.md)

- Handler: `genhealth_prepare_intake_secure_document_requests`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `trigger_payload`
- Outputs: `success`, `secure_document_requests`, `secure_document_request_context`, `max_attempts`, `retry_interval_seconds`, `timeout_seconds`, `error_message`

Perform Prepare Intake Secure Document Requests through GenHealth.

### [Prepare Intake Secure-Send Task Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_secure_send_task_batches.md)

- Handler: `genhealth_prepare_intake_secure_send_task_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `secure_document_context`, `trigger_payload`
- Outputs: `success`, `task_batches`, `secure_send_task_batch_context`, `error_message`

Perform Prepare Intake Secure-Send Task Batches through GenHealth.

### [Prepare Intake Service Confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_confirmation.md)

- Handler: `genhealth_prepare_intake_service_confirmation`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `service_confirmation_prepare_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `service_confirmation_update_batches`

Perform Prepare Intake Service Confirmation through GenHealth.

### [Prepare Intake Service-Area Cancellation Reads](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_area_cancellation_reads.md)

- Handler: `genhealth_prepare_intake_service_area_cancellation_reads`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `routing_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `service_area_cancellation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_ids`, `ready_for_live_writes`

Perform Prepare Intake Service-Area Cancellation Reads through GenHealth.

### [Prepare Intake Service-Area Cancellation Writes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_area_cancellation_writes.md)

- Handler: `genhealth_prepare_intake_service_area_cancellation_writes`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `service_area_cancellation_context`, `physician_contact_result`, `fax_history_result`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `service_area_cancellation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_ids`, `ready_for_live_writes`, `cancellation_kinex_fax_jobs`, `provider_fax_jobs`, `status_batches`, `note_jobs`, `cancel_pod_requests`, `void_sales_order_requests`, `delete_request`

Perform Prepare Intake Service-Area Cancellation Writes through GenHealth.

### [Prepare Intake Source Cleanup](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_source_cleanup.md)

- Handler: `genhealth_prepare_intake_source_cleanup`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`, `final_summary_context`
- Outputs: `success`, `source_cleanup_prepare_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `delete_request`

Perform Prepare Intake Source Cleanup through GenHealth.

### [Prepare Intake Source Fax Attachment Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_source_fax_attachment_batches.md)

- Handler: `genhealth_prepare_intake_source_fax_attachment_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `source_fax_attach_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `page_batches`

Perform Prepare Intake Source Fax Attachment Batches through GenHealth.

### [Prepare Intake Terminal Handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_terminal_handoff.md)

- Handler: `genhealth_prepare_intake_terminal_handoff`

- External effect: `write`
- Inputs: `workflow_key`, `stage_label`, `note_mode`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `execution_payload`, `fallback_execution_payload`, `secondary_fallback_execution_payload`, `error_payload`, `manual_review_on_error`, `trigger_payload`
- Outputs: `success`, `terminal_handoff_context`, `note_jobs`, `delete_request`, `stage_label`, `error_message`

Perform Prepare Intake Terminal Handoff through GenHealth.

### [Prepare Intake Vendor Fax Jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_vendor_fax_jobs.md)

- Handler: `genhealth_prepare_intake_vendor_fax_jobs`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `fax_jobs`, `vendor_fax_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Vendor Fax Jobs through GenHealth.

### [Prepare Intake Work Comp Confirmation Fax Jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_work_comp_confirmation_fax_jobs.md)

- Handler: `genhealth_prepare_intake_work_comp_confirmation_fax_jobs`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `fax_jobs`, `work_comp_confirmation_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Work Comp Confirmation Fax Jobs through GenHealth.

### [Prepare Intake Workflow Clinician Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_clinician_batches.md)

- Handler: `genhealth_prepare_intake_workflow_clinician_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_clinician_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `clinician_batches`

Perform Prepare Intake Workflow Clinician Batches through GenHealth.

### [Prepare Intake Workflow Create Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_create_batches.md)

- Handler: `genhealth_prepare_intake_workflow_create_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `order_change_match_context`, `trigger_payload`
- Outputs: `success`, `workflow_create_context`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_batches`, `reactivation_required`, `reactivation_date_batches`, `reactivation_status_batches`

Perform Prepare Intake Workflow Create Batches through GenHealth.

### [Prepare Intake Workflow Document Upload Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_document_upload_batches.md)

- Handler: `genhealth_prepare_intake_workflow_document_upload_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_document_upload_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `pdf_batches`

Perform Prepare Intake Workflow Document Upload Batches through GenHealth.

### [Prepare Intake Workflow Item Add Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_add_batches.md)

- Handler: `genhealth_prepare_intake_workflow_item_add_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_item_add_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `item_batches`

Perform Prepare Intake Workflow Item Add Batches through GenHealth.

### [Prepare Intake Workflow Item Plan](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_plan.md)

- Handler: `genhealth_prepare_intake_workflow_item_plan`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `trigger_payload`
- Outputs: `success`, `workflow_item_plan_context`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Prepare Intake Workflow Item Plan through GenHealth.

### [Prepare Intake Workflow Item Task Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_task_batches.md)

- Handler: `genhealth_prepare_intake_workflow_item_task_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `task_batches`, `workflow_item_task_batch_context`, `workflow_items_context`, `error_message`

Perform Prepare Intake Workflow Item Task Batches through GenHealth.

### [Prepare Intake Workflow Patient Insurance Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_patient_insurance_batches.md)

- Handler: `genhealth_prepare_intake_workflow_patient_insurance_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `policy_read_result`, `client_insurance_remediation_context`
- Outputs: `success`, `workflow_items_context`, `workflow_patient_insurance_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `patient_info_batches`, `insurance_policy_batches`

Perform Prepare Intake Workflow Patient Insurance Batches through GenHealth.

### [Prepare Intake Workflow Patient Insurance Policy Reads](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_patient_insurance_policy_reads.md)

- Handler: `genhealth_prepare_intake_workflow_patient_insurance_policy_reads`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`, `workflow_item_plan_context`
- Outputs: `success`, `workflow_items_context`, `workflow_patient_insurance_policy_read_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `workflow_item_plan_context`, `policy_read_batches`

Perform Prepare Intake Workflow Patient Insurance Policy Reads through GenHealth.

### [Prepare Intake Workflow Setup Field Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_setup_field_batches.md)

- Handler: `genhealth_prepare_intake_workflow_setup_field_batches`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_setup_field_batch_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`, `diagnosis_batches`, `physician_batches`, `date_batches`, `facility_batches`, `marketing_rep_batches`

Perform Prepare Intake Workflow Setup Field Batches through GenHealth.

### [Prepare Patient Facility Resolution](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_patient_facility_resolution.md)

- Handler: `intake_prepare_patient_facility_resolution`

- External effect: `write`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `precheck_payload`, `delivery_address`, `patient_facility_payload`, `note_facility_name`, `note_facility_updates`, `note_indicates_private_residence`, `account_key`, `dry_run`

Perform Prepare Patient Facility Resolution through GenHealth.

### [Prepare Precheck Context](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_precheck_context.md)

- Handler: `intake_prepare_precheck_context`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `account_key`, `brightree_test`, `test_patient_id`, `test_patient_state`

Perform Prepare Precheck Context through GenHealth.

### [Prepare Subsequent Fax](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_subsequent_fax.md)

- Handler: `intake_prepare_subsequent_fax`

- External effect: `write`
- Inputs: `candidate`, `selection_payload`, `account_key`, `dry_run`

Perform Prepare Subsequent Fax through GenHealth.

### [Process Intake Workflow Items](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_process_intake_workflow_items.md)

- Handler: `genhealth_process_intake_workflow_items`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_item_plan_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Process Intake Workflow Items through GenHealth.

### [Process Subsequent Fax Batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_process_subsequent_batch.md)

- Handler: `intake_process_subsequent_batch`

- External effect: `write`
- Inputs: `job_id`, `candidates`, `account_key`, `dry_run`

Perform Process Subsequent Fax Batch through GenHealth.

### [Publish Document To Inbox](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_document_to_inbox.md)

- Handler: `genhealth_publish_document_to_inbox`

- External effect: `write`
- Inputs: `document_id`, `target_document_id`, `display_status`, `title`, `summary_json`, `allow_reprocess`, `related_document_ids`, `input_document_ids`, `artifact_labels`
- Outputs: `success`, `document_id`, `primary_document_id`, `display_status`, `title`, `related_document_ids`, `error`

Perform Publish Document To Inbox through GenHealth.

### [Publish Referral Care Milestone](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_referral_care_milestone.md)

- Handler: `genhealth_publish_referral_care_milestone`

- External effect: `write`
- Inputs: `referral_id`, `source_system`, `code`, `label`, `value`, `occurred_at`, `note`, `idempotency_key`
- Outputs: `success`, `status`, `referral_id`, `state_version`, `code`, `value`, `source_system`, `error`

Perform Publish Referral Care Milestone through GenHealth.

### [Publish Referral Document Version](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_referral_document_version.md)

- Handler: `genhealth_publish_referral_document_version`

- External effect: `write`
- Inputs: `referral_id`, `document_id`, `document_version_id`, `category`, `source_system`, `idempotency_key`
- Outputs: `success`, `status`, `referral_id`, `state_version`, `document_id`, `document_version_id`, `category`, `source_system`, `error`

Perform Publish Referral Document Version through GenHealth.

### [Push Intake Documents to BDM](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_push_intake_documents_to_bdm.md)

- Handler: `genhealth_push_intake_documents_to_bdm`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `document_bdm_push_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Push Intake Documents to BDM through GenHealth.

### [Qualification Review Summary Report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_qualification_review_summary_report.md)

- Handler: `genhealth_qualification_review_summary_report`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`, `subject`

Perform Qualification Review Summary Report through GenHealth.

### [Read Workbook Rows](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_read_workbook_rows.md)

- Handler: `genhealth_read_workbook_rows`

- External effect: `read`
- Inputs: `document_id`, `sheet_name`, `header_row`, `columns`, `required_headers`, `max_rows`
- Outputs: `success`, `rows`, `count`, `column_keys`, `columns`, `sheet_name`, `document_id`, `error`

Perform Read Workbook Rows through GenHealth.

### [Reconcile Document Split](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_reconcile_document_split.md)

- Handler: `genhealth_reconcile_document_split`

- External effect: `write`
- Inputs: `document_id`, `expected_patient_count`, `child_count`
- Outputs: `success`, `document_id`, `is_match`, `expected_count`, `actual_count`, `review_required`, `reason`, `error`

Perform Reconcile Document Split through GenHealth.

### [Reconcile DOS Encounter Status](https://genhealth.ai/docs/workflows/integrations/gen-health/reconcile_dos_encounter_status.md)

- Handler: `reconcile_dos_encounter_status`

- External effect: `write`
- Inputs: `visit_date`, `encounters`, `terminal_statuses`
- Outputs: `success`, `visit_date`, `total_count`, `terminal_count`, `gap_count`, `gap_summary`, `error`

Perform Reconcile DOS Encounter Status through GenHealth.

### [Render Written Order Request](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_render_written_order_request.md)

- Handler: `genhealth_render_written_order_request`

- External effect: `write`
- Inputs: `provider_name`, `patient_name`, `patient_dob`, `equipment_summary`, `order_id`, `patient_id`, `correlation_id`, `return_phone`, `return_fax`
- Outputs: `success`, `document_id`, `url`, `filename`, `content_type`, `error`

Perform Render Written Order Request through GenHealth.

### [Resolve Carrier](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_carrier.md)

- Handler: `genhealth_resolve_carrier`

- External effect: `read`
- Inputs: `carrier_text`, `niko_payer_id`, `require_eligibility_route`, `patient_state`
- Outputs: `success`, `matched`, `source_text`, `carrier_id`, `carrier_name`, `carrier_display_name`, `resolver`, `eligibility_status`, `portal`, `settings_url`, `error_message`, `error`

Perform Resolve Carrier through GenHealth.

### [Resolve Intake Patient Context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_intake_patient_context.md)

- Handler: `genhealth_resolve_intake_patient_context`

- External effect: `read`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `order_change_match_context`, `trigger_payload`
- Outputs: `success`, `patient_context`, `tracker_summary`, `error_message`, `manual_review_required`

Perform Resolve Intake Patient Context through GenHealth.

### [Resolve Intake Routing Context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_intake_routing_context.md)

- Handler: `genhealth_resolve_intake_routing_context`

- External effect: `read`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `trigger_payload`
- Outputs: `success`, `routing_context`, `tracker_summary`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Resolve Intake Routing Context through GenHealth.

### [Resolve Intake Tax Zone](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_tax_zone.md)

- Handler: `intake_resolve_tax_zone`

- External effect: `read`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `delivery_info`, `delivery_address_payload`

Perform Resolve Intake Tax Zone through GenHealth.

### [Resolve Niko Insurance Mapping](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_insurance_mapping.md)

- Handler: `genhealth_resolve_insurance_mapping`

- External effect: `write`
- Inputs: `source_payer_name`, `source_payer_id`, `dry_run`, `document_id`, `resolve_from_document_text`, `apply_to_document`
- Outputs: `success`, `status`, `can_proceed`, `should_sync_insurance`, `dry_run`, `source_payer_name`, `source_payer_id`, `matched_by`, `target_system`, `target_payer_key`, `target_payer_name`, `target_carrier_id`, `applied_to_document`, `insurance_policy_id`, `reason`, `error`

Perform Resolve Niko Insurance Mapping through GenHealth.

### [Resolve Order Item Mappings](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_order_item_mappings.md)

- Handler: `genhealth_resolve_order_item_mappings`

- External effect: `read`
- Inputs: `items`, `source_system`, `target_system`, `unmapped_policy`, `missing_hcpcs_fallback`
- Outputs: `success`, `status`, `can_create_order`, `source_system`, `target_system`, `order_items`, `resolved_items`, `excluded_items`, `issues`, `input_count`, `order_item_count`, `excluded_count`, `resolution_fingerprint`, `error`

Perform Resolve Order Item Mappings through GenHealth.

### [Resolve Patient](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient.md)

- Handler: `intake_resolve_patient`

- External effect: `read`
- Inputs: `patient_id`, `patient_state`, `patient_context_payload`, `account_key`, `dry_run`

Perform Resolve Patient through GenHealth.

### [Resolve Patient By External ID](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_patient_by_external_identifier.md)

- Handler: `genhealth_resolve_patient_by_external_identifier`

- External effect: `read`
- Inputs: `external_identifier`
- Outputs: `success`, `patient_id`, `external_identifier`, `patient_name`, `error`

Perform Resolve Patient By External ID through GenHealth.

### [Resolve Patient Dropdowns](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient_dropdowns.md)

- Handler: `intake_resolve_patient_dropdowns`

- External effect: `read`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `facility_payload`, `patient_state_snapshot`, `account_key`, `dry_run`, `is_private_residence`, `personal_state_payload`, `account_group`, `set_dropdowns`

Perform Resolve Patient Dropdowns through GenHealth.

### [Resolve Patient Facility](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient_facility.md)

- Handler: `intake_resolve_patient_facility`

- External effect: `read`
- Inputs: `patient_id`, `patient_state`, `patient_key`, `patient_context`, `precheck_payload`, `delivery_address`, `patient_facility_payload`, `note_facility_name`, `note_facility_updates`, `note_indicates_private_residence`, `account_key`, `dry_run`

Perform Resolve Patient Facility through GenHealth.

### [Resolve Patient-Create Location](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_patient_create_location.md)

- Handler: `genhealth_resolve_patient_create_location`

- External effect: `read`
- Inputs: `document_id`, `force`
- Outputs: `success`, `document_id`, `location_id`, `cached`, `error`

Perform Resolve Patient-Create Location through GenHealth.

### [Resolve Prior Auth Route](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_prior_auth_route.md)

- Handler: `genhealth_resolve_prior_auth_route`

- External effect: `read`
- Inputs: `carrier_id`, `preferred_portal`, `require_ready`
- Outputs: `success`, `ready`, `status`, `error_code`, `error_message`, `error_detail`, `carrier_id`, `carrier_name`, `carrier_display_name`, `portal`, `settings_url`

Perform Resolve Prior Auth Route through GenHealth.

### [Resolve Qualification Review Config](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_qualification_review_config.md)

- Handler: `genhealth_resolve_qualification_review_config`

- External effect: `read`
- Inputs: `selector`, `mappings`
- Outputs: `success`, `selector`, `assignment_status`, `review_type`, `policy_id`, `policy_service`, `required_document_categories`, `required_document_types`, `complete_state`, `error`

Perform Resolve Qualification Review Config through GenHealth.

### [Resolve Strategy Actions](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_resolve_strategy_actions.md)

- Handler: `auto_push_resolve_strategy_actions`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `service_type`, `prescription_required`, `patient_status`, `patient_note_actions`, `patient_note_count`, `skipped_note_texts`, `task_title`, `task_description`, `patient_id`, `data_fingerprint`, `error`

Perform Resolve Strategy Actions through GenHealth.

### [Resupply Report](https://genhealth.ai/docs/workflows/integrations/gen-health/kidmed_resupply_report.md)

- Handler: `kidmed_resupply_report`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`

Perform Resupply Report through GenHealth.

### [Resupply Report V2](https://genhealth.ai/docs/workflows/integrations/gen-health/kidmed_resupply_report_v2.md)

- Handler: `kidmed_resupply_report_v2`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`

Perform Resupply Report V2 through GenHealth.

### [Retry Deferred Intake Step](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_retry_deferred_fax.md)

- Handler: `intake_retry_deferred_fax`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `physician_docs`, `doc_created_at`, `document_ids`, `fax_submitted_at`, `fax_verification_pending`, `fax_verification_attempt`, `local_patient_id`, `retry_attempt`, `account_key`, `dry_run`
- Outputs: `needs_retry`

Perform Retry Deferred Intake Step through GenHealth.

### [Route Returned Intake Document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_route_returned_intake_document.md)

- Handler: `genhealth_route_returned_intake_document`

- External effect: `write`
- Inputs: `document_id`, `idempotency_key`, `claimed_types`
- Outputs: `success`, `error`, `matched`, `outcome`, `case_id`, `request_id`, `intake_stage`, `recorded_types`, `has_unrequested_types`, `unrequested_type_count`, `expired`, `pages_scanned`

Perform Route Returned Intake Document through GenHealth.

### [Run Intake Same/Similar](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_intake_same_or_similar.md)

- Handler: `genhealth_run_intake_same_or_similar`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `same_or_similar_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Run Intake Same/Similar through GenHealth.

### [Run Intake Workflow](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_intake_workflow.md)

- Handler: `genhealth_run_intake_workflow`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_context`, `post_processing_context`, `trigger_payload`
- Outputs: `success`, `tracker_summary`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Run Intake Workflow through GenHealth.

### [Run OCR](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_ocr.md)

- Handler: `genhealth_run_ocr`

- External effect: `write`
- Inputs: `document_id`, `pre_processing`, `route_tables_to_pages`, `correct_orientation`, `checkbox_aware_content`
- Outputs: `success`, `document_id`, `document_text`, `text_length`, `pre_processing_applied`, `route_tables_to_pages`, `correct_orientation`, `error`, `error_code`

Perform Run OCR through GenHealth.

### [Save Spreadsheet Revision](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_save_spreadsheet_revision.md)

- Handler: `genhealth_save_spreadsheet_revision`

- External effect: `write`
- Inputs: `revision`
- Outputs: `document_id`, `primary_document_id`, `generation`, `state`, `progress`, `was_existing`

Perform Save Spreadsheet Revision through GenHealth.

### [Search Google](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_search_google.md)

- Handler: `genhealth_search_google`

- External effect: `read`
- Inputs: `query`, `num_results`, `country`, `language`
- Outputs: `success`, `results`, `cached`, `fetched_at`, `expires_at`, `error`

Perform Search Google through GenHealth.

### [Search Patient Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_search_patient_documents.md)

- Handler: `genhealth_search_patient_documents`

- External effect: `read`
- Inputs: `document_id`, `patient_id`, `categories`, `statuses`, `exclude_display_statuses`, `include_hidden`, `include_deleted`, `exclude_self`, `limit`
- Outputs: `success`, `documents`, `document_ids`, `count`, `patient_id`, `error`

Perform Search Patient Documents through GenHealth.

### [Select Deferred Intake Retries](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_retry_candidates.md)

- Handler: `intake_select_retry_candidates`

- External effect: `write`
- Inputs: `lookback_hours`, `dry_run`, `trigger_payload`
- Outputs: `items`

Perform Select Deferred Intake Retries through GenHealth.

### [Select Intake Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_candidates.md)

- Handler: `intake_select_candidates`

- External effect: `write`
- Inputs: `account_key`, `from_date`, `to_date`, `dry_run`, `brightree_test`, `test_patient_id`, `test_patient_state`
- Outputs: `dry_run`, `items`, `notify_summary`, `account_key`

Perform Select Intake Candidates through GenHealth.

### [Select Intake Terminal Handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_select_intake_terminal_handoff.md)

- Handler: `genhealth_select_intake_terminal_handoff`

- External effect: `write`

- Outputs: `success`, `terminal_handoff_context`, `note_jobs`, `delete_request`, `stage_label`, `error_message`

Perform Select Intake Terminal Handoff through GenHealth.

### [Select Subsequent Fax Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_subsequent_candidates.md)

- Handler: `intake_select_subsequent_candidates`

- External effect: `write`
- Inputs: `account_key`, `lookback_days`, `min_age_hours`, `dry_run`
- Outputs: `should_process`, `job_id`, `dry_run`, `items`, `account_key`

Perform Select Subsequent Fax Candidates through GenHealth.

### [Send Backlog Push Report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_backlog_push_report.md)

- Handler: `send_backlog_push_report`

- External effect: `write`
- Inputs: `window_hours`, `start_date`, `end_date`, `timezone`, `to_emails`, `cc_emails`, `subject`, `report_title`, `client_name`, `source`, `source_workflow_id`, `billing_base_url`, `email_body`, `email_detail_threshold`, `attach_pdf`, `send_when_empty`, `dry_run`, `output_path`
- Outputs: `success`, `report_day`, `window_start`, `window_end`, `window_label`, `subject`, `recipients`, `email_sent`, `skip_reason`, `output_path`, `pdf_attached`, `email_mode`, `total`, `migrated_count`, `needs_review_count`, `not_migrated_count`, `tasks_opened`, `html`, `error`

Perform Send Backlog Push Report through GenHealth.

### [Send Deduplicated Email Attachment Batches](https://genhealth.ai/docs/workflows/integrations/gen-health/send_deduplicated_email_attachment_batches.md)

- Handler: `send_deduplicated_email_attachment_batches`

- External effect: `write`
- Inputs: `write_enabled`, `preconditions_ok`, `delivery_scope`, `items`, `attach_documents`, `group_email`, `to`, `cc`, `subject`, `intro`, `intro_html`, `link_label`, `count_suffix_templates`, `count_notice_templates`, `from_email`, `max_serialized_message_bytes`, `max_attachments_per_email`
- Outputs: `success`, `skipped`, `skip_reason`, `candidate_count`, `suppressed_count`, `claimed_count`, `sent_item_count`, `message_count`, `message_ids`, `indeterminate_count`, `manual_reconciliation_count`, `oversized_count`, `error`

Perform Send Deduplicated Email Attachment Batches through GenHealth.

### [Send Email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_email.md)

- Handler: `send_email`

- External effect: `write`
- Inputs: `to`, `subject`, `body`, `cc`, `html`, `from_email`, `attachment_document_ids`, `attachment_paths`, `reply_to_thread_id`, `reply_to_message_id`, `delivery_document_id`, `delivery_key`
- Outputs: `success`, `message_id`, `recipients`, `error`

Perform Send Email through GenHealth.

### [Send Intake Outcome Reply](https://genhealth.ai/docs/workflows/integrations/gen-health/notifications_send_intake_outcome_reply.md)

- Handler: `notifications_send_intake_outcome_reply`

- External effect: `write`
- Inputs: `document_id`, `outcome`, `patient_created`, `skip_reason`
- Outputs: `success`, `sent`, `message`, `error`

Perform Send Intake Outcome Reply through GenHealth.

### [Send Intake Report Email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_intake_report_email.md)

- Handler: `send_intake_report_email`

- External effect: `write`
- Inputs: `start_date`, `end_date`, `lookback_days`, `metric_profile`, `minutes_per_touchless_document`, `include_review_savings`, `seconds_per_reviewed_document`, `hide_hours_saved`, `hide_passed_without_touch`, `to_emails`, `subject`, `report_title`, `output_path`
- Outputs: `status`, `start_date`, `end_date`, `total_docs`, `passed_without_touch`, `required_review`, `validation_error_docs`, `time_saved_hours`, `report_path`, `emailed_to`, `error`

Perform Send Intake Report Email through GenHealth.

### [Send Intake Secure Document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_secure_document.md)

- Handler: `genhealth_send_intake_secure_document`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `service_confirmation_prepare_context`, `trigger_payload`
- Outputs: `success`, `secure_document_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Send Intake Secure Document through GenHealth.

### [Send Intake Vendor Fax](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_vendor_fax.md)

- Handler: `genhealth_send_intake_vendor_fax`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `vendor_fax_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Send Intake Vendor Fax through GenHealth.

### [Send Intake Work Comp Confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_work_comp_confirmation.md)

- Handler: `genhealth_send_intake_work_comp_confirmation`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `work_comp_confirmation_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Send Intake Work Comp Confirmation through GenHealth.

### [Send Monthly Intake Report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_monthly_intake_report_email.md)

- Handler: `send_monthly_intake_report_email`

- External effect: `write`
- Inputs: `report`, `preconditions_ok`, `write_enabled`, `to`, `cc`, `subject`, `generated_on`, `generated_at`, `from_email`, `gmail_group_email`
- Outputs: `success`, `sent`, `preview`, `skip_reason`, `report_period`, `item_key`, `recipients`, `subject`, `attachment_name`, `attachment_content_type`, `attachment_size_bytes`, `message_id`, `error`

Perform Send Monthly Intake Report through GenHealth.

### [Send Parachute → Niko Daily Activity Report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_parachute_niko_daily_report.md)

- Handler: `send_parachute_niko_daily_report`

- External effect: `write`
- Inputs: `intake_workflow_name`, `eligibility_workflow_name`, `include_same_similar`, `report_day`, `window_hours`, `timezone`, `to_emails`, `cc_emails`, `subject`, `report_title`, `client_name`, `niko_base_url`, `send_when_empty`, `intake_loop_node_id`, `eligibility_loop_node_id`, `from_email`, `gmail_group_email`, `force_resend`, `output_path`
- Outputs: `success`, `report_day`, `window_label`, `subject`, `recipients`, `email_sent`, `message_id`, `skip_reason`, `output_path`, `intake_run_count`, `eligibility_run_count`, `intake_counts`, `eligibility_counts`, `html`, `error`

Perform Send Parachute → Niko Daily Activity Report through GenHealth.

### [Send Report Email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_report_email.md)

- Handler: `send_report_email`

- External effect: `write`
- Inputs: `document_id`, `template`, `report_results`, `to`, `cc`, `subject`, `from_email`
- Outputs: `success`, `message_id`, `recipients`, `patient_name`, `error`

Perform Send Report Email through GenHealth.

### [Send Slack Event](https://genhealth.ai/docs/workflows/integrations/gen-health/send_slack_event.md)

- Handler: `send_slack_event`

- External effect: `write`
- Inputs: `event`, `channel`, `thread_ts`, `dry_run`
- Outputs: `success`, `delivery_status`, `receipt_status`, `notification_error`, `parent_ts`, `reply_ts`, `text`, `reply_text`

Perform Send Slack Event through GenHealth.

### [Send Slack Message](https://genhealth.ai/docs/workflows/integrations/gen-health/send_slack_message.md)

- Handler: `send_slack_message`

- External effect: `write`
- Inputs: `channel`, `message`, `thread_ts`, `append_workflow_context`, `dry_run`
- Outputs: `success`, `channel`, `ts`, `dry_run`, `error`

Perform Send Slack Message through GenHealth.

### [Send Summary Report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_summary_report.md)

- Handler: `send_summary_report`

- External effect: `write`
- Inputs: `report_type`, `report_day`, `to_emails`, `subject`, `source_workflow_id`, `output_path`
- Outputs: `status`, `window`, `counts`, `emailed_to`, `message_id`, `error`

Perform Send Summary Report through GenHealth.

### [Send Workflow Daily Summary](https://genhealth.ai/docs/workflows/integrations/gen-health/send_workflow_daily_summary.md)

- Handler: `send_workflow_daily_summary`

- External effect: `write`
- Inputs: `workflow_name`, `report_day`, `window_hours`, `timezone`, `to_emails`, `subject`, `report_title`, `loop_node_id`, `dedupe_key_fields`, `links`, `attachment_document_id_field`, `max_attachments`, `item_title`, `item_subtitle`, `max_items_per_section`, `inline_max_rows`, `processed_label`, `skipped_label`, `manual_label`, `node_buckets`, `output_path`
- Outputs: `success`, `run_count`, `productive_run_count`, `total`, `completed_count`, `processed_count`, `skipped_count`, `action_required_count`, `unclassified_count`, `failed_count`, `recipients`, `subject`, `report_day`, `html`, `output_path`, `email_mode`, `pdf_attached`, `attachments_attached`, `attachments_dropped`, `error`

Perform Send Workflow Daily Summary through GenHealth.

### [Send Workflow Run Summary](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_workflow_run_summary.md)

- Handler: `genhealth_send_workflow_run_summary`

- External effect: `write`
- Inputs: `loop_node_id`, `loop_node_ids`, `to_emails`, `subject`, `report_title`, `timezone`, `links`, `item_title`, `item_subtitle`, `dedupe_key_fields`, `max_items_per_section`, `processed_label`, `skipped_label`, `manual_label`, `node_buckets`, `skip_if_empty`, `output_path`
- Outputs: `success`, `skipped`, `total`, `completed_count`, `processed_count`, `skipped_count`, `action_required_count`, `unclassified_count`, `failed_count`, `recipients`, `subject`, `html`, `output_path`, `error`

Perform Send Workflow Run Summary through GenHealth.

### [Set Document Status](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_set_document_status.md)

- Handler: `genhealth_set_document_status`

- External effect: `write`
- Inputs: `document_id`, `display_status`, `run_completion_hook`, `status`, `visibility`, `hidden`, `categories`
- Outputs: `success`, `document_id`, `display_status`, `status`, `hidden`, `categories`, `completion_hook_ran`, `error`

Perform Set Document Status through GenHealth.

### [Set Insurance Plan](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_set_insurance_plan.md)

- Handler: `genhealth_set_insurance_plan`

- External effect: `write`
- Inputs: `document_id`, `plan`, `insurance_rank`, `skip_if_empty`, `overwrite_existing`
- Outputs: `success`, `skipped`, `document_id`, `insurance_rank`, `insurance_policy_id`, `plan`, `error`

Perform Set Insurance Plan through GenHealth.

### [Setup Intake Workflows](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_setup_intake_workflows.md)

- Handler: `genhealth_setup_intake_workflows`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_setup_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Setup Intake Workflows through GenHealth.

### [Setup Patient](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_setup_patient.md)

- Handler: `intake_setup_patient`

- External effect: `write`
- Inputs: `order_id`, `patient_id`, `patient_state`, `delivery_address`, `note_facility_name`, `note_facility_updates`, `account_group`, `account_key`, `note_indicates_private_residence`, `set_dropdowns`, `dry_run`, `brightree_test`
- Outputs: `success`, `facility_manual_followup_reason`, `facility_manual_followup_required`, `ordering_doctor`, `local_patient_id`

Perform Setup Patient through GenHealth.

### [SO Confirmation Report](https://genhealth.ai/docs/workflows/integrations/gen-health/piedmont_so_confirmation_report.md)

- Handler: `piedmont_so_confirmation_report`

- External effect: `write`
- Inputs: `results`, `output_path`, `to_emails`

Perform SO Confirmation Report through GenHealth.

### [SO Verification Report](https://genhealth.ai/docs/workflows/integrations/gen-health/sales_order_verification_report.md)

- Handler: `sales_order_verification_report`

- External effect: `write`
- Inputs: `results`, `report_title`, `output_path`, `to_emails`, `subject`

Perform SO Verification Report through GenHealth.

### [Split Document By Categories](https://genhealth.ai/docs/workflows/integrations/gen-health/split_document_by_categories.md)

- Handler: `split_document_by_categories`

- External effect: `write`
- Inputs: `document_id`, `force`, `hide_parent`, `child_display_status`
- Outputs: `success`, `document_id`, `children`, `child_count`, `review_required`, `reason`, `split_failure_reason`, `split_reconciliation`, `skipped`, `error`

Perform Split Document By Categories through GenHealth.

### [Split Document By Page Categories](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_split_document_by_page_categories.md)

- Handler: `genhealth_split_document_by_page_categories`

- External effect: `write`
- Inputs: `document_id`, `force`, `hide_parent`, `group_by_category`, `child_display_status`
- Outputs: `success`, `document_id`, `children`, `child_count`, `skipped`, `review_required`, `reason`, `error`

Perform Split Document By Page Categories through GenHealth.

### [Split Document By Patient](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_split_by_patient.md)

- Handler: `genhealth_split_by_patient`

- External effect: `write`
- Inputs: `document_id`, `boundary_categories`, `drop_categories`, `cover_page_policy`, `group_by`, `split_on_identity_change`, `orphan_page_policy`, `identity_source`, `identity_model`, `identity_prompt_override`, `expected_patient_count`, `review_on_count_mismatch`, `min_pages_per_patient`, `persist`, `hide_parent`, `force`, `split_cache_version`
- Outputs: `success`, `document_id`, `children`, `child_count`, `segments`, `segment_count`, `dropped_pages`, `review_required`, `review_reason`, `review_reasons`, `reason`, `split_failure_reason`, `split_reconciliation`, `skipped`, `manual_split`, `error`

Perform Split Document By Patient through GenHealth.

### [Summarize Follow-Up Fax Batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_subsequent_batch.md)

- Handler: `intake_summarize_subsequent_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`, `notify`

Perform Summarize Follow-Up Fax Batch through GenHealth.

### [Summarize Follow-Up Fax Item](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_subsequent_item.md)

- Handler: `intake_summarize_subsequent_item`

- External effect: `write`
- Inputs: `stage_label`, `context_payload`, `task_payload`, `response_payload`, `dedup_payload`, `fax_payload`, `send_payload`, `verification_payload`

Perform Summarize Follow-Up Fax Item through GenHealth.

### [Summarize Intake Batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_batch.md)

- Handler: `intake_summarize_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`, `dispatch_payload`, `dry_run`, `notify`, `channel`, `output_path`, `to_emails`, `subject`
- Outputs: `status`, `html`, `output_path`, `emailed_to`, `email_subject`, `slack_message`, `found_count`, `skipped_count`, `processed_count`, `ready_count`, `needs_review_count`, `failed_count`, `dispatch_count`, `remaining_count`, `slack_sent`, `slack_skipped`

Perform Summarize Intake Batch through GenHealth.

### [Summarize Intake Status](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_status.md)

- Handler: `intake_summarize_status`

- External effect: `write`
- Inputs: `stage_label`, `account_key`, `dry_run`, `notify`, `channel`, `enqueue_retry`, `retry_route`, `precheck_payload`, `brightree_payload`, `resolve_patient_payload`, `resolve_facility_payload`, `verify_patient_setup_payload`, `myforms_payload`, `retry_payload`

Perform Summarize Intake Status through GenHealth.

### [Template Processing Summary Report](https://genhealth.ai/docs/workflows/integrations/gen-health/brightree_template_processing_summary_report.md)

- Handler: `brightree_template_processing_summary_report`

- External effect: `write`
- Inputs: `period`, `report_date`, `as_of`, `target_workflow_definition_id`, `source_report_base_url`, `output_path`, `to_emails`, `subject`
- Outputs: `status`, `html`, `output_path`, `emailed_to`, `attachment_count`, `period`, `window_mode`, `time_range_label`, `processed_count`, `needs_review_count`, `unexpected_failure_count`, `business_flow_rows`

Perform Template Processing Summary Report through GenHealth.

### [Update Document Metadata](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_update_document_metadata.md)

- Handler: `genhealth_update_document_metadata`

- External effect: `write`
- Inputs: `document_id`, `skip_if_empty`, `metadata`, `summary`
- Outputs: `success`, `skipped`, `document_id`, `metadata`, `summary_saved`, `error`

Perform Update Document Metadata through GenHealth.

### [Upload Intake Workflow Documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_upload_intake_workflow_documents.md)

- Handler: `genhealth_upload_intake_workflow_documents`

- External effect: `write`
- Inputs: `workflow_key`, `case_payload`, `ehr_payload`, `execution_context`, `routing_context`, `eligibility_context`, `patient_context`, `workflow_items_context`, `trigger_payload`
- Outputs: `success`, `workflow_items_context`, `workflow_document_upload_context`, `tracker_summary`, `created_workflows`, `execution_summary`, `side_effect_ledger`, `error_message`, `manual_review_required`, `terminal_skip_required`

Perform Upload Intake Workflow Documents through GenHealth.

### [Validate Auto-Push Readiness](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_validate_readiness.md)

- Handler: `auto_push_validate_readiness`

- External effect: `write`
- Inputs: `document_id`, `required_patient_fields`, `patient_field_fallbacks`
- Outputs: `success`, `document_id`, `auto_push_allowed`, `review_required`, `skipped`, `patient_id`, `display_status`, `reason`, `missing_fields`, `errors`, `data_fingerprint`, `patient_billing_data`, `patient_fallback_fields_used`, `error`

Perform Validate Auto-Push Readiness through GenHealth.

### [Verify Subsequent Fax Backlog](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_verify_subsequent_fax_backlog.md)

- Handler: `intake_verify_subsequent_fax_backlog`

- External effect: `write`
- Inputs: `selection_payload`, `account_key`

Perform Verify Subsequent Fax Backlog through GenHealth.

### [Write Workbook](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_write_workbook.md)

- Handler: `genhealth_write_workbook`

- External effect: `write`
- Inputs: `rows`, `sheet_name`, `extra_sheets`, `columns`, `header_labels`, `filename`
- Outputs: `success`, `document_id`, `filename`, `row_count`, `sheet_names`, `error`

Perform Write Workbook through GenHealth.

---

# Adjudicate Policy

> Perform Adjudicate Policy through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_adjudicate_policy](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_adjudicate_policy)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_adjudicate_policy`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "init_policies": "false",
    "save_as_document": "false",
    "include_cover_sheet": "true",
    "answer_all_questions": "false",
    "include_clinical_documents": "true"
  },
  "handler": "genhealth_adjudicate_policy"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `policy_id` — Policy Id (expression, required)
  Required literal value or workflow expression.
- `init_policies` — Init Policies (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `answer_all_questions` — Answer All Questions (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `save_as_document` — Save As Document (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `include_cover_sheet` — Include Cover Sheet (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `include_clinical_documents` — Include Clinical Documents (boolean)
  Optional true-or-false value.
  Default: `"true"`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `case_id` — Case Id
- `case_pdf_id` — Case Pdf Id
- `adjudication_id` — Adjudication Id
- `result_document_id` — Result Document Id
- `policy_id` — Policy Id
- `policy_service` — Policy Service
- `recommendation` — Recommendation
- `rationale` — Rationale
- `decision_tree` — Decision Tree
- `status` — Status
- `passed_count` — Passed Count
- `policy_question_count` — Policy Question Count
- `total_questions` — Total Questions
- `stub_packet` — Stub Packet
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "policy_id"
  ],
  "properties": {
    "policy_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "init_policies": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "save_as_document": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_cover_sheet": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "answer_all_questions": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_clinical_documents": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "case_id": {},
    "success": {},
    "policy_id": {},
    "rationale": {},
    "case_pdf_id": {},
    "document_id": {},
    "stub_packet": {},
    "passed_count": {},
    "decision_tree": {},
    "policy_service": {},
    "recommendation": {},
    "adjudication_id": {},
    "total_questions": {},
    "result_document_id": {},
    "policy_question_count": {}
  },
  "additionalProperties": true
}
```

---

# Aggregate Documents

> Perform Aggregate Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_aggregate_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_aggregate_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_aggregate_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "add_bookmarks": false,
    "show_in_inbox": true,
    "skip_unreadable": false
  },
  "handler": "genhealth_aggregate_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_ids` — Document Ids (expression, required)
  Required literal value or workflow expression.
- `document_id_field` — Document Id Field (text)
  Optional text value.
- `add_bookmarks` — Add Bookmarks (boolean)
  Optional true-or-false value.
  Default: `false`
- `skip_unreadable` — Skip Unreadable (boolean)
  Optional true-or-false value.
  Default: `false`
- `show_in_inbox` — Show In Inbox (boolean)
  Optional true-or-false value.
  Default: `true`
- `title` — Title (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `categories` — Categories (multi_select)
  Optional list of selected values.
- `metadata` — Metadata (json)
  Optional JSON value.
- `external_id` — External Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `aggregate_document_id` — Aggregate Document Id
- `title` — Title
- `created` — Created
- `source_document_count` — Source Document Count
- `page_count` — Page Count
- `skipped_document_ids` — Skipped Document Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_ids",
    "title"
  ],
  "properties": {
    "title": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "metadata": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "categories": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "external_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_ids": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "add_bookmarks": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "show_in_inbox": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "skip_unreadable": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id_field": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "title": {},
    "created": {},
    "success": {},
    "page_count": {},
    "document_id": {},
    "skipped_document_ids": {},
    "aggregate_document_id": {},
    "source_document_count": {}
  },
  "additionalProperties": true
}
```

---

# Aggregate Workflow Run Stats

> Perform Aggregate Workflow Run Stats through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_aggregate_workflow_run_stats](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_aggregate_workflow_run_stats)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_aggregate_workflow_run_stats`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_aggregate_workflow_run_stats"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_run_id` — Workflow Run Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `run_id` — Run Id
- `total_nodes` — Total Nodes
- `success_count` — Success Count
- `failure_count` — Failure Count
- `top_error` — Top Error
- `node_summary` — Node Summary
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_run_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "run_id": {},
    "success": {},
    "top_error": {},
    "total_nodes": {},
    "node_summary": {},
    "failure_count": {},
    "success_count": {}
  },
  "additionalProperties": true
}
```

---

# Apply Intake Workflow Items

> Perform Apply Intake Workflow Items through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_apply_intake_workflow_items](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_apply_intake_workflow_items)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_apply_intake_workflow_items`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_apply_intake_workflow_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_item_apply_context` — Workflow Item Apply Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_item_apply_context": {}
  },
  "additionalProperties": true
}
```

---

# Attach Intake Source Fax

> Perform Attach Intake Source Fax through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_attach_intake_source_fax](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_attach_intake_source_fax)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_attach_intake_source_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_attach_intake_source_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `source_fax_attach_context` — Source Fax Attach Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "source_fax_attach_context": {}
  },
  "additionalProperties": true
}
```

---

# Cache Filter (Deduplicate Items)

> Perform Cache Filter (Deduplicate Items) through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/cache_filter](https://genhealth.ai/docs/workflows/integrations/gen-health/cache_filter)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `cache_filter`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "cache_filter"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `items` — Items (textarea)
  Optional text value.
- `item_key_field` — Item Key Field (text)
  Optional text value.
- `loop_node_id` — Loop Node Id (text)
  Optional text value.
- `ttl_hours` — Ttl Hours (text)
  Optional text value.

## Outputs

- `items` — Items

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "items": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "ttl_hours": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "loop_node_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "item_key_field": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "items": {}
  },
  "additionalProperties": true
}
```

---

# Categorize Document

> Perform Categorize Document through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_categorize_document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_categorize_document)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_categorize_document`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false",
    "num_pages": "5"
  },
  "handler": "genhealth_categorize_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `num_pages` — Num Pages (number)
  Optional numeric value.
  Default: `"5"`
- `prompt_override` — Prompt Override (textarea)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "num_pages": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Categorize Navigator Source Documents

> Perform Categorize Navigator Source Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/categorize_navigator_source_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/categorize_navigator_source_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `categorize_navigator_source_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "categorize_navigator_source_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `metadata` — Metadata (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `cached` — Cached
- `document_groups` — Document Groups
- `dynasplint_illegible_order_pages` — Dynasplint Illegible Order Pages
- `dynasplint_unreadable_pages` — Dynasplint Unreadable Pages
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "metadata"
  ],
  "properties": {
    "metadata": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "cached": {},
    "success": {},
    "document_groups": {},
    "dynasplint_unreadable_pages": {},
    "dynasplint_illegible_order_pages": {}
  },
  "additionalProperties": true
}
```

---

# Categorize Pages

> Perform Categorize Pages through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_categorize_pages](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_categorize_pages)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_categorize_pages`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false"
  },
  "handler": "genhealth_categorize_pages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `taxonomy` — Taxonomy (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.

## Outputs

- `success` — Success
- `cached` — Cached
- `document_id` — Document Id
- `document_groups` — Document Groups
- `classification` — Classification
- `group_count` — Group Count
- `total_pages` — Total Pages
- `error_code` — Error Code
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "taxonomy": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "cached": {},
    "success": {},
    "error_code": {},
    "document_id": {},
    "group_count": {},
    "total_pages": {},
    "classification": {},
    "document_groups": {}
  },
  "additionalProperties": true
}
```

---

# Check Eligibility

> Perform Check Eligibility through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_eligibility)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_check_eligibility`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "enabled": true,
    "generate_pdf": false,
    "jurisdiction": "C",
    "coverage_basis": "any",
    "preferred_portal": "auto",
    "generated_pdf_source": "eligibility",
    "persist_generated_pdf": false,
    "fast_http_determination": false,
    "show_generated_document_in_inbox": false,
    "include_availity_coverage_details": true,
    "password_expiration_slack_channel": "#feed-alerts",
    "require_source_service_month_current": false
  },
  "handler": "genhealth_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `preferred_portal` — Preferred Portal (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"auto"`
- `jurisdiction` — Jurisdiction (expression)
  Optional literal value or workflow expression.
  Default: `"C"`
- `insurance_policy_id` — Insurance Policy Id (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `carrier_id` — Carrier Id (expression)
  Optional literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression)
  Optional literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression)
  Optional literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (date)
  Optional date in YYYY-MM-DD format.
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.
- `patient_address` — Patient Address (expression)
  Optional literal value or workflow expression.
- `medicare_id` — Medicare Id (expression)
  Optional literal value or workflow expression.
- `member_id` — Member Id (expression)
  Optional literal value or workflow expression.
- `group_id` — Group Id (expression)
  Optional literal value or workflow expression.
- `provider_npi` — Provider Npi (expression)
  Optional literal value or workflow expression.
- `provider_last_name` — Provider Last Name (expression)
  Optional literal value or workflow expression.
- `provider_type` — Provider Type (expression)
  Optional literal value or workflow expression.
- `place_of_service` — Place Of Service (expression)
  Optional literal value or workflow expression.
- `as_of_date` — As Of Date (date)
  Optional date in YYYY-MM-DD format.
- `source_service_date` — Source Service Date (date)
  Optional date in YYYY-MM-DD format.
- `require_source_service_month_current` — Require Source Service Month Current (boolean)
  Optional true-or-false value.
  Default: `false`
- `source_service_month_timezone` — Source Service Month Timezone (text)
  Optional text value.
- `service_types` — Service Types (expression)
  Optional literal value or workflow expression.
- `service_type_mode` — Service Type Mode (select)
  Optional selected identifier or value.
  Options: Use carrier mapping/default (""), Explicit service types ("explicit"), All service types ("all")
- `include_availity_coverage_details` — Include Availity Coverage Details (boolean)
  Optional true-or-false value.
  Default: `true`
- `password_expiration_slack_channel` — Password Expiration Slack Channel (text)
  Optional text value.
  Default: `"#feed-alerts"`
- `service_type_descriptions` — Service Type Descriptions (expression)
  Optional literal value or workflow expression.
- `coverage_basis` — Coverage Basis (select)
  Optional selected identifier or value.
  Default: `"any"`
  Options: Any active coverage (default) ("any"), Medicare Part B only ("part_b")
- `fast_http_determination` — Fast Http Determination (boolean)
  Optional true-or-false value.
  Default: `false`
- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.
- `generate_pdf` — Generate Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `persist_generated_pdf` — Persist Generated Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `show_generated_document_in_inbox` — Show Generated Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`
- `generated_pdf_filename` — Generated Pdf Filename (expression)
  Optional literal value or workflow expression.
- `generated_pdf_source` — Generated Pdf Source (text)
  Optional text value.
  Default: `"eligibility"`
- `generated_pdf_dedupe_key` — Generated Pdf Dedupe Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `input_mode` — Input Mode
- `status` — Status
- `skipped` — Skipped
- `is_eligible` — Is Eligible
- `transaction_complete` — Transaction Complete
- `requested_service_types` — Requested Service Types
- `service_type_outcome` — Service Type Outcome
- `portal` — Portal
- `document_id` — Document Id
- `insurance_policy_id` — Insurance Policy Id
- `carrier_id` — Carrier Id
- `coverage_id` — Coverage Id
- `pdf_path` — Pdf Path
- `coverage_details` — Coverage Details
- `normalized_coverage_details` — Normalized Coverage Details
- `coverage_start_date` — Coverage Start Date
- `coverage_end_date` — Coverage End Date
- `is_medicare_advantage` — Is Medicare Advantage
- `has_msp` — Has Msp
- `other_payers` — Other Payers
- `coordination_of_benefits` — Coordination Of Benefits
- `settings_url` — Settings Url
- `eligibility_response` — Eligibility Response
- `generated_pdf_success` — Generated Pdf Success
- `generated_pdf_status` — Generated Pdf Status
- `generated_pdf_document_id` — Generated Pdf Document Id
- `generated_pdf_title` — Generated Pdf Title
- `generated_pdf_document_type` — Generated Pdf Document Type
- `generated_pdf_s3_key` — Generated Pdf S3 Key
- `generated_pdf_s3_uri` — Generated Pdf S3 Uri
- `generated_pdf_sha256` — Generated Pdf Sha256
- `generated_pdf_size` — Generated Pdf Size
- `generated_pdf_filename` — Generated Pdf Filename
- `generated_pdf_source` — Generated Pdf Source
- `generated_pdf_content_type` — Generated Pdf Content Type
- `generated_pdf_external_id` — Generated Pdf External Id
- `generated_pdf_was_existing` — Generated Pdf Was Existing
- `generated_pdf_error` — Generated Pdf Error
- `generated_pdf_error_message` — Generated Pdf Error Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "group_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "carrier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "medicare_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generate_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "jurisdiction": {
      "default": "C",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_types": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "coverage_basis": {
      "enum": [
        "any",
        "part_b"
      ],
      "type": "string",
      "default": "any",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_address": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "place_of_service": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "preferred_portal": {
      "type": "string",
      "default": "auto",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "patient_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_type_mode": {
      "enum": [
        "",
        "explicit",
        "all"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_birth_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_policy_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_service_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "generated_pdf_source": {
      "type": "string",
      "default": "eligibility",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "persist_generated_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generated_pdf_filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fast_http_determination": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generated_pdf_dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_type_descriptions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_service_month_timezone": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "show_generated_document_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_availity_coverage_details": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "password_expiration_slack_channel": {
      "type": "string",
      "default": "#feed-alerts",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "require_source_service_month_current": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "portal": {},
    "status": {},
    "has_msp": {},
    "skipped": {},
    "success": {},
    "pdf_path": {},
    "carrier_id": {},
    "input_mode": {},
    "coverage_id": {},
    "document_id": {},
    "is_eligible": {},
    "other_payers": {},
    "settings_url": {},
    "error_message": {},
    "coverage_details": {},
    "coverage_end_date": {},
    "generated_pdf_size": {},
    "coverage_start_date": {},
    "generated_pdf_error": {},
    "generated_pdf_title": {},
    "insurance_policy_id": {},
    "eligibility_response": {},
    "generated_pdf_s3_key": {},
    "generated_pdf_s3_uri": {},
    "generated_pdf_sha256": {},
    "generated_pdf_source": {},
    "generated_pdf_status": {},
    "service_type_outcome": {},
    "transaction_complete": {},
    "generated_pdf_success": {},
    "is_medicare_advantage": {},
    "generated_pdf_filename": {},
    "requested_service_types": {},
    "coordination_of_benefits": {},
    "generated_pdf_document_id": {},
    "generated_pdf_external_id": {},
    "generated_pdf_content_type": {},
    "generated_pdf_was_existing": {},
    "generated_pdf_document_type": {},
    "generated_pdf_error_message": {},
    "normalized_coverage_details": {}
  },
  "additionalProperties": true
}
```

---

# Check Follow-Up Response

> Perform Check Follow-Up Response through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_response](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_response)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_check_subsequent_response`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "intake_check_subsequent_response"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `task_payload` — Task Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "task_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Follow-Up Task

> Perform Check Follow-Up Task through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_task](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_task)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_check_subsequent_task`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "intake_check_subsequent_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `task_name` — Task Name (text)
  Optional text value.
- `failure_task_name` — Failure Task Name (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "task_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "failure_task_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Prior Auth Required

> Perform Check Prior Auth Required through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_prior_auth_required](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_prior_auth_required)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_check_prior_auth_required`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_check_prior_auth_required"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cpt_code` — Cpt Code (expression, required)
  Required literal value or workflow expression.
- `payer_name` — Payer Name (expression)
  Optional literal value or workflow expression.
- `payer_class` — Payer Class (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `determination` — Determination
- `requires_prior_auth` — Requires Prior Auth
- `reason` — Reason
- `payer_name` — Payer Name
- `publisher_display` — Publisher Display
- `plan_name` — Plan Name
- `plan_type` — Plan Type
- `source_url` — Source Url
- `effective_date` — Effective Date
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cpt_code",
    "payer_class"
  ],
  "properties": {
    "cpt_code": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_class": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "plan_name": {},
    "plan_type": {},
    "payer_name": {},
    "source_url": {},
    "determination": {},
    "effective_date": {},
    "publisher_display": {},
    "requires_prior_auth": {}
  },
  "additionalProperties": true
}
```

---

# Check Prior Follow-Up

> Perform Check Prior Follow-Up through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_dedup](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_check_subsequent_dedup)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_check_subsequent_dedup`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "intake_check_subsequent_dedup"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `response_payload` — Response Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "response_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Classify Deferred Retry

> Perform Classify Deferred Retry through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_classify_deferred_retry](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_classify_deferred_retry)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_classify_deferred_retry`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false
  },
  "handler": "intake_classify_deferred_retry"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `retry_context` — Retry Context (json)
  Optional JSON value.
- `verification_payload` — Verification Payload (json)
  Optional JSON value.
- `send_payload` — Send Payload (json)
  Optional JSON value.
- `resent_verification_payload` — Resent Verification Payload (json)
  Optional JSON value.
- `resent_send_payload` — Resent Send Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "retry_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "resent_send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "verification_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "resent_verification_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Classify Document Pages

> Perform Classify Document Pages through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_classify_document_pages](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_classify_document_pages)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_classify_document_pages`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": false
  },
  "handler": "genhealth_classify_document_pages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `false`
- `page_categories` — Page Categories (json, required)
  Required JSON value.
- `prompt_override` — Prompt Override (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `cached` — Cached
- `document_id` — Document Id
- `categorization` — Categorization
- `document_groups` — Document Groups
- `page_classifications` — Page Classifications
- `group_count` — Group Count
- `total_pages` — Total Pages
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "page_categories"
  ],
  "properties": {
    "force": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "page_categories": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "cached": {},
    "success": {},
    "document_id": {},
    "group_count": {},
    "total_pages": {},
    "categorization": {},
    "document_groups": {},
    "page_classifications": {}
  },
  "additionalProperties": true
}
```

---

# Classify Document to Niko Type

> Perform Classify Document to Niko Type through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_classify_document_to_niko_type](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_classify_document_to_niko_type)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_classify_document_to_niko_type`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_classify_document_to_niko_type"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `niko_org` — Niko Org (text)
  Optional text value.
- `prompt_override` — Prompt Override (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `niko_document_type_id` — Niko Document Type Id
- `document_type_name` — Document Type Name
- `is_carecentrix` — Is Carecentrix
- `niko_org` — Niko Org
- `classification_skipped` — Classification Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "niko_org": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "niko_org": {},
    "document_id": {},
    "is_carecentrix": {},
    "document_type_name": {},
    "niko_document_type_id": {},
    "classification_skipped": {}
  },
  "additionalProperties": true
}
```

---

# Classify Supplies

> Perform Classify Supplies through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_classify_supplies](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_classify_supplies)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_classify_supplies`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "intake_classify_supplies"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `blocker_payload` — Blocker Payload (json)
  Optional JSON value.
- `document_payload` — Document Payload (json)
  Optional JSON value.
- `note_payload` — Note Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "note_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "blocker_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Cleanup Intake Source

> Perform Cleanup Intake Source through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_cleanup_intake_source](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_cleanup_intake_source)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_cleanup_intake_source`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_cleanup_intake_source"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `final_summary_context` — Final Summary Context (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `source_cleanup_context` — Source Cleanup Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "final_summary_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "source_cleanup_context": {},
    "terminal_skip_required": {}
  },
  "additionalProperties": true
}
```

---

# CMS Order & Referring NPI Lookup

> Perform CMS Order & Referring NPI Lookup through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/cms_order_referring_lookup](https://genhealth.ai/docs/workflows/integrations/gen-health/cms_order_referring_lookup)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `cms_order_referring_lookup`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "cms_order_referring_lookup"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `npi` — Npi (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `found` — Found
- `npi` — Npi
- `last_name` — Last Name
- `first_name` — First Name
- `partb` — Partb
- `dme` — Dme
- `hha` — Hha
- `pmd` — Pmd
- `hospice` — Hospice
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "npi"
  ],
  "properties": {
    "npi": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "dme": {},
    "hha": {},
    "npi": {},
    "pmd": {},
    "error": {},
    "found": {},
    "partb": {},
    "hospice": {},
    "success": {},
    "last_name": {},
    "first_name": {}
  },
  "additionalProperties": true
}
```

---

# Collect Recent Loop Results (Cross-Run)

> Perform Collect Recent Loop Results (Cross-Run) through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/collect_recent_loop_results](https://genhealth.ai/docs/workflows/integrations/gen-health/collect_recent_loop_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `collect_recent_loop_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "timezone": "UTC",
    "report_day": "today",
    "max_iterations": 2000,
    "collection_mode": "finished_runs",
    "max_output_bytes": 3500000,
    "auto_rollover_hour": 2,
    "replay_mutable_runs": false
  },
  "handler": "collect_recent_loop_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source_workflow_definition_id` — Source Workflow Definition Id (workflow_select)
  Optional selected identifier or value.
- `loop_node_id` — Loop Node Id (text)
  Optional text value.
- `collection_mode` — Collection Mode (select)
  Optional selected identifier or value.
  Default: `"finished_runs"`
  Options: Finished runs (legacy) ("finished_runs"), All started runs (normalized audit) ("normalized_all_started_runs")
- `report_day` — Report Day (text)
  Optional text value.
  Default: `"today"`
- `window_hours` — Window Hours (select)
  Optional selected identifier or value.
  Options: Full calendar day (""), Every hour ("1"), Every 2 hours ("2"), Every 3 hours ("3"), Every 4 hours ("4"), Every 6 hours ("6"), Every 8 hours ("8"), Every 12 hours ("12")
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"UTC"`
- `auto_rollover_hour` — Auto Rollover Hour (number)
  Optional numeric value.
  Default: `2`
- `replay_mutable_runs` — Replay Mutable Runs (boolean)
  Optional true-or-false value.
  Default: `false`
- `result_node_ids` — Result Node Ids (text)
  Optional text value.
- `result_field_projection` — Result Field Projection (json)
  Optional JSON value.
- `compact_result_node_ids` — Compact Result Node Ids (text)
  Optional text value.
- `item_field_projection` — Item Field Projection (json)
  Optional JSON value.
- `max_iterations` — Max Iterations (number)
  Optional numeric value.
  Default: `2000`
- `max_output_bytes` — Max Output Bytes (number)
  Optional numeric value.
  Default: `3500000`

## Outputs

- `success` — Success
- `iterations` — Iterations
- `iteration_count` — Iteration Count
- `iterations_omitted` — Iterations Omitted
- `run_count` — Run Count
- `runs_in_window` — Runs In Window
- `runs_selected` — Runs Selected
- `runs_truncated` — Runs Truncated
- `runs_by_status` — Runs By Status
- `collection_mode` — Collection Mode
- `window_basis` — Window Basis
- `run_status_scope` — Run Status Scope
- `storage_source` — Storage Source
- `transaction_isolation` — Transaction Isolation
- `transaction_read_only` — Transaction Read Only
- `audit_scope_complete` — Audit Scope Complete
- `completed_run_count` — Completed Run Count
- `replay_mutable_runs_applied` — Replay Mutable Runs Applied
- `run_selection_scope` — Run Selection Scope
- `result_node_ids` — Result Node Ids
- `result_node_ids_applied` — Result Node Ids Applied
- `selected_result_node_count` — Selected Result Node Count
- `result_field_projection` — Result Field Projection
- `result_field_projection_applied` — Result Field Projection Applied
- `compact_result_node_ids` — Compact Result Node Ids
- `compact_result_node_ids_applied` — Compact Result Node Ids Applied
- `item_field_projection` — Item Field Projection
- `item_field_projection_applied` — Item Field Projection Applied
- `max_output_bytes` — Max Output Bytes
- `report_day` — Report Day
- `report_day_us` — Report Day Us
- `timezone` — Timezone
- `window_start` — Window Start
- `window_end` — Window End
- `window_closed` — Window Closed
- `window_id` — Window Id
- `window_label` — Window Label
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "timezone": {
      "type": "string",
      "default": "UTC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_day": {
      "type": "string",
      "default": "today",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "loop_node_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "window_hours": {
      "enum": [
        "",
        "1",
        "2",
        "3",
        "4",
        "6",
        "8",
        "12"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "max_iterations": {
      "type": "number",
      "default": 2000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "collection_mode": {
      "enum": [
        "finished_runs",
        "normalized_all_started_runs"
      ],
      "type": "string",
      "default": "finished_runs",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "result_node_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_output_bytes": {
      "type": "number",
      "default": 3500000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "auto_rollover_hour": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "replay_mutable_runs": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "item_field_projection": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "compact_result_node_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "result_field_projection": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_workflow_definition_id": {
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "workflow_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "timezone": {},
    "run_count": {},
    "truncated": {},
    "window_id": {},
    "iterations": {},
    "report_day": {},
    "window_end": {},
    "window_basis": {},
    "window_label": {},
    "window_start": {},
    "report_day_us": {},
    "runs_selected": {},
    "window_closed": {},
    "runs_by_status": {},
    "runs_in_window": {},
    "runs_truncated": {},
    "storage_source": {},
    "collection_mode": {},
    "iteration_count": {},
    "result_node_ids": {},
    "max_output_bytes": {},
    "run_status_scope": {},
    "iterations_omitted": {},
    "completed_run_count": {},
    "run_selection_scope": {},
    "audit_scope_complete": {},
    "item_field_projection": {},
    "transaction_isolation": {},
    "transaction_read_only": {},
    "compact_result_node_ids": {},
    "result_field_projection": {},
    "result_node_ids_applied": {},
    "selected_result_node_count": {},
    "replay_mutable_runs_applied": {},
    "item_field_projection_applied": {},
    "compact_result_node_ids_applied": {},
    "result_field_projection_applied": {}
  },
  "additionalProperties": true
}
```

---

# Complete Intake Eligibility Tasks

> Perform Complete Intake Eligibility Tasks through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_eligibility_tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_eligibility_tasks)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_complete_intake_eligibility_tasks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_complete_intake_eligibility_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `eligibility_task_context` — Eligibility Task Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "eligibility_task_context": {}
  },
  "additionalProperties": true
}
```

---

# Complete Intake Final Summary

> Perform Complete Intake Final Summary through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_final_summary](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_final_summary)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_complete_intake_final_summary`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_complete_intake_final_summary"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `final_summary_context` — Final Summary Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "final_summary_context": {},
    "manual_review_required": {},
    "terminal_skip_required": {}
  },
  "additionalProperties": true
}
```

---

# Complete Intake Post Processing

> Perform Complete Intake Post Processing through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_complete_intake_post_processing`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_complete_intake_post_processing"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {}
  },
  "additionalProperties": true
}
```

---

# Complete Intake Post-Processing Handoff

> Perform Complete Intake Post-Processing Handoff through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing_handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing_handoff)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_complete_intake_post_processing_handoff`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_complete_intake_post_processing_handoff"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {}
  },
  "additionalProperties": true
}
```

---

# Complete Intake Post-Processing Setup

> Perform Complete Intake Post-Processing Setup through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing_setup](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_post_processing_setup)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_complete_intake_post_processing_setup`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_complete_intake_post_processing_setup"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_setup_context` — Post Processing Setup Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_setup_context": {}
  },
  "additionalProperties": true
}
```

---

# Complete Intake Secure-Send Tasks

> Perform Complete Intake Secure-Send Tasks through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_secure_send_tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_secure_send_tasks)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_complete_intake_secure_send_tasks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_complete_intake_secure_send_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context (json)
  Optional JSON value.
- `secure_document_context` — Secure Document Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `service_confirmation_context` — Service Confirmation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secure_document_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "service_confirmation_context": {}
  },
  "additionalProperties": true
}
```

---

# Complete Intake Service Confirmation

> Perform Complete Intake Service Confirmation through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_service_confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_service_confirmation)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_complete_intake_service_confirmation`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_complete_intake_service_confirmation"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `service_confirmation_context` — Service Confirmation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "service_confirmation_context": {}
  },
  "additionalProperties": true
}
```

---

# Complete Intake Workflow Item Tasks

> Perform Complete Intake Workflow Item Tasks through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_workflow_item_tasks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_complete_intake_workflow_item_tasks)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_complete_intake_workflow_item_tasks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_complete_intake_workflow_item_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_item_task_context` — Workflow Item Task Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_item_task_context": {}
  },
  "additionalProperties": true
}
```

---

# Completed Studies Report

> Perform Completed Studies Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/elite_completed_studies_report](https://genhealth.ai/docs/workflows/integrations/gen-health/elite_completed_studies_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `elite_completed_studies_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "elite_completed_studies_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `summary` — Summary (expression, required)
  Required literal value or workflow expression.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.
- `subject` — Subject (expression)
  Optional literal value or workflow expression.
- `review_document_id` — Review Document Id (expression)
  Optional literal value or workflow expression.
- `attachment_document_ids` — Attachment Document Ids (expression)
  Optional literal value or workflow expression.
- `attachment_paths` — Attachment Paths (text)
  Optional text value.

## Outputs

- `status` — Status
- `html` — Html
- `output_path` — Output Path
- `emailed_to` — Emailed To
- `attachment_count` — Attachment Count
- `review_url` — Review Url
- `total_rows` — Total Rows
- `ready_for_import_count` — Ready For Import Count
- `filtered_count` — Filtered Count
- `exception_count` — Exception Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "summary"
  ],
  "properties": {
    "subject": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "summary": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "attachment_paths": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "review_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "attachment_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "status": {},
    "emailed_to": {},
    "review_url": {},
    "total_rows": {},
    "output_path": {},
    "filtered_count": {},
    "exception_count": {},
    "attachment_count": {},
    "ready_for_import_count": {}
  },
  "additionalProperties": true
}
```

---

# Create Document From File

> Perform Create Document From File through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_document_from_file](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_document_from_file)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_create_document_from_file`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "source": "workflow_file",
    "document_type": "Other",
    "show_generated_document_in_inbox": false
  },
  "handler": "genhealth_create_document_from_file"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `file_path` — File Path (expression, required)
  Required literal value or workflow expression.
- `title` — Title (expression)
  Optional literal value or workflow expression.
- `document_type` — Document Type (select)
  Optional selected identifier or value.
  Default: `"Other"`
  Options: Prescription ("Prescription"), Demographics ("Demographics"), Insurance ("Insurance"), Qualifying Test ("Qualifying Test"), Physician Notes ("Physician Notes"), Other ("Other")
- `source` — Source (text)
  Optional text value.
  Default: `"workflow_file"`
- `external_id` — External Id (expression)
  Optional literal value or workflow expression.
- `dedupe_key` — Dedupe Key (expression)
  Optional literal value or workflow expression.
- `show_generated_document_in_inbox` — Show Generated Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`
- `metadata` — Metadata (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `status` — Status
- `document_id` — Document Id
- `title` — Title
- `document_type` — Document Type
- `source` — Source
- `external_id` — External Id
- `sha256` — Sha256
- `size` — Size
- `s3_key` — S3 Key
- `was_existing` — Was Existing
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "file_path"
  ],
  "properties": {
    "title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source": {
      "type": "string",
      "default": "workflow_file",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "metadata": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "file_path": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "external_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "enum": [
        "Prescription",
        "Demographics",
        "Insurance",
        "Qualifying Test",
        "Physician Notes",
        "Other"
      ],
      "type": "string",
      "default": "Other",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "show_generated_document_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "title": {},
    "s3_key": {},
    "sha256": {},
    "source": {},
    "status": {},
    "success": {},
    "document_id": {},
    "external_id": {},
    "was_existing": {},
    "document_type": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Intake Sales Orders

> Perform Create Intake Sales Orders through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_intake_sales_orders](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_intake_sales_orders)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_create_intake_sales_orders`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_create_intake_sales_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `sales_order_context` — Sales Order Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "sales_order_context": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {}
  },
  "additionalProperties": true
}
```

---

# Create Referral Intake Case

> Perform Create Referral Intake Case through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_referral_intake_case](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_referral_intake_case)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_create_referral_intake_case`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "service_line": "dme"
  },
  "handler": "genhealth_create_referral_intake_case"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `create_idempotency_key` — Create Idempotency Key (text, required)
  Required text value.
- `origin` — Origin (select, required)
  Required selected identifier or value.
  Options: External Fax ("external_fax"), External Email ("external_email"), Internal Provider Referral ("internal_provider_referral"), Manual Upload ("manual_upload")
- `external_case_reference` — External Case Reference (text, required)
  Required text value.
- `service_line` — Service Line (select)
  Optional selected identifier or value.
  Default: `"dme"`
  Options: DME ("dme")
- `source_document_id` — Source Document Id (text)
  Optional text value.
- `source_referral_id` — Source Referral Id (text)
  Optional text value.
- `branch_id` — Branch Id (text)
  Optional text value.
- `patient_snapshot` — Patient Snapshot (json)
  Optional JSON value.
- `referring_provider_snapshot` — Referring Provider Snapshot (json)
  Optional JSON value.
- `referring_party_display_name` — Referring Party Display Name (text)
  Optional text value.
- `referring_party_fax_number` — Referring Party Fax Number (text)
  Optional text value.
- `referring_party_npi` — Referring Party Npi (text)
  Optional text value.
- `referring_party_sending_org_id` — Referring Party Sending Org Id (text)
  Optional text value.
- `suggest_score` — Suggest Score (number)
  Optional numeric value.
- `auto_link_score` — Auto Link Score (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `error` — Error
- `case_id` — Case Id
- `intake_stage` — Intake Stage
- `patient_id` — Patient Id
- `patient_linked` — Patient Linked
- `referring_party_id` — Referring Party Id
- `external_case_reference` — External Case Reference
- `state_version` — State Version

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "create_idempotency_key",
    "origin",
    "external_case_reference"
  ],
  "properties": {
    "origin": {
      "enum": [
        "external_fax",
        "external_email",
        "internal_provider_referral",
        "manual_upload"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "branch_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "service_line": {
      "enum": [
        "dme"
      ],
      "type": "string",
      "default": "dme",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "suggest_score": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "auto_link_score": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "source_referral_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "referring_party_npi": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "create_idempotency_key": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "external_case_reference": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "referring_party_fax_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "referring_provider_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "referring_party_display_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "referring_party_sending_org_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "case_id": {},
    "success": {},
    "patient_id": {},
    "intake_stage": {},
    "state_version": {},
    "patient_linked": {},
    "referring_party_id": {},
    "external_case_reference": {}
  },
  "additionalProperties": true
}
```

---

# Create Templated PDF From Text

> Perform Create Templated PDF From Text through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_templated_pdf_from_text](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_create_templated_pdf_from_text)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_create_templated_pdf_from_text`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "title": "Templated PDF.pdf",
    "page_size": "Letter",
    "orientation": "portrait",
    "inbox_status": "complete",
    "document_type": "Other",
    "margin_inches": 0.5,
    "show_in_inbox": true,
    "font_size_points": 11
  },
  "handler": "genhealth_create_templated_pdf_from_text"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `template` — Template (textarea, required)
  Required text value.
- `arguments` — Arguments (json, required)
  Required JSON value.
- `title` — Title (expression)
  Optional literal value or workflow expression.
  Default: `"Templated PDF.pdf"`
- `document_type` — Document Type (expression)
  Optional literal value or workflow expression.
  Default: `"Other"`
- `page_size` — Page Size (select)
  Optional selected identifier or value.
  Default: `"Letter"`
  Options: Letter ("Letter"), A4 ("A4"), Legal ("Legal")
- `orientation` — Orientation (select)
  Optional selected identifier or value.
  Default: `"portrait"`
  Options: Portrait ("portrait"), Landscape ("landscape")
- `margin_inches` — Margin Inches (number)
  Optional numeric value.
  Default: `0.5`
- `font_size_points` — Font Size Points (number)
  Optional numeric value.
  Default: `11`
- `show_in_inbox` — Show In Inbox (boolean)
  Optional true-or-false value.
  Default: `true`
- `inbox_status` — Inbox Status (select)
  Optional selected identifier or value.
  Default: `"complete"`
  Options: Needs Action ("review"), Completed ("complete")
- `dedupe_key` — Dedupe Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `document_id` — Document Id
- `title` — Title
- `document_type` — Document Type
- `content_type` — Content Type
- `size` — Size
- `sha256` — Sha256
- `was_existing` — Was Existing
- `display_path` — Display Path
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "template",
    "arguments"
  ],
  "properties": {
    "title": {
      "default": "Templated PDF.pdf",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "template": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "arguments": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "page_size": {
      "enum": [
        "Letter",
        "A4",
        "Legal"
      ],
      "type": "string",
      "default": "Letter",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "orientation": {
      "enum": [
        "portrait",
        "landscape"
      ],
      "type": "string",
      "default": "portrait",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "inbox_status": {
      "enum": [
        "review",
        "complete"
      ],
      "type": "string",
      "default": "complete",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_type": {
      "default": "Other",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "margin_inches": {
      "type": "number",
      "default": 0.5,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "show_in_inbox": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "font_size_points": {
      "type": "number",
      "default": 11,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "title": {},
    "sha256": {},
    "status": {},
    "success": {},
    "document_id": {},
    "content_type": {},
    "display_path": {},
    "was_existing": {},
    "document_type": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Deposit Posting Report

> Perform Deposit Posting Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/brightree_deposit_posting_report](https://genhealth.ai/docs/workflows/integrations/gen-health/brightree_deposit_posting_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `brightree_deposit_posting_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "brightree_deposit_posting_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `results` — Results (textarea)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "results": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Detect Multi-Patient

> Perform Detect Multi-Patient through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_detect_multi_patient](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_detect_multi_patient)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_detect_multi_patient`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_detect_multi_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `prompt_override` — Prompt Override (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `is_multi_patient` — Is Multi Patient
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "is_multi_patient": {}
  },
  "additionalProperties": true
}
```

---

# Determine Diagnosis Relevance

> Perform Determine Diagnosis Relevance through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_determine_diagnosis_relevance](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_determine_diagnosis_relevance)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_determine_diagnosis_relevance`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_determine_diagnosis_relevance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `diagnosis_codes` — Diagnosis Codes (json, required)
  Required JSON value.
- `hcpcs_codes` — Hcpcs Codes (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `assessments` — Assessments
- `relevant_diagnosis_codes` — Relevant Diagnosis Codes
- `uncertain_diagnosis_codes` — Uncertain Diagnosis Codes
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "diagnosis_codes",
    "hcpcs_codes"
  ],
  "properties": {
    "hcpcs_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "diagnosis_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "assessments": {},
    "relevant_diagnosis_codes": {},
    "uncertain_diagnosis_codes": {}
  },
  "additionalProperties": true
}
```

---

# Discover Stored ICD Associations for LCD/NCD Records

> Perform Discover Stored ICD Associations for LCD/NCD Records through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_lcd_ncd_diagnosis_codes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_check_lcd_ncd_diagnosis_codes)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_check_lcd_ncd_diagnosis_codes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_check_lcd_ncd_diagnosis_codes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cpt_code` — Cpt Code (text, required)
  Required text value.
- `diagnosis_codes` — Diagnosis Codes (textarea, required)
  Required text value.
- `date_of_service` — Date Of Service (date, required)
  Required date in YYYY-MM-DD format.

## Outputs

- `success` — Success
- `cpt_code` — Cpt Code
- `date_of_service` — Date Of Service
- `icd10_reference_release` — Icd10 Reference Release
- `submitted_diagnosis_codes` — Submitted Diagnosis Codes
- `policies_found` — Policies Found
- `policies` — Policies
- `diagnosis_codes_with_stored_policy_association` — Diagnosis Codes With Stored Policy Association
- `diagnosis_codes_without_stored_policy_association` — Diagnosis Codes Without Stored Policy Association
- `message` — Message
- `applicability_scope` — Applicability Scope
- `code_source_scope` — Code Source Scope
- `disclaimer` — Disclaimer
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cpt_code",
    "diagnosis_codes",
    "date_of_service"
  ],
  "properties": {
    "cpt_code": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_service": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "diagnosis_codes": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "cpt_code": {},
    "policies": {},
    "disclaimer": {},
    "policies_found": {},
    "date_of_service": {},
    "code_source_scope": {},
    "applicability_scope": {},
    "icd10_reference_release": {},
    "submitted_diagnosis_codes": {},
    "diagnosis_codes_with_stored_policy_association": {},
    "diagnosis_codes_without_stored_policy_association": {}
  },
  "additionalProperties": true
}
```

---

# Dispatch DME Intake Documents

> Perform Dispatch DME Intake Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_dispatch_dme_intake_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_dispatch_dme_intake_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_dispatch_dme_intake_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "skip_email": false,
    "create_sales_order": false
  },
  "handler": "genhealth_dispatch_dme_intake_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source` — Source (text, required)
  Required text value.
- `document_ids` — Document Ids (expression, required)
  Required literal value or workflow expression.
- `activity_slack_channel` — Activity Slack Channel (text)
  Optional text value.
- `skip_email` — Skip Email (boolean)
  Optional true-or-false value.
  Default: `false`
- `create_sales_order` — Create Sales Order (boolean)
  Optional true-or-false value.
  Default: `false`
- `notification_style` — Notification Style (text)
  Optional text value.
- `aggregate_summary_format` — Aggregate Summary Format (text)
  Optional text value.
- `aggregate_failure_format` — Aggregate Failure Format (text)
  Optional text value.

## Outputs

- `success` — Success
- `dispatched_count` — Dispatched Count
- `document_ids` — Document Ids
- `skipped_document_ids` — Skipped Document Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "source",
    "document_ids"
  ],
  "properties": {
    "source": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "skip_email": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_ids": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "create_sales_order": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "notification_style": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "activity_slack_channel": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "aggregate_failure_format": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "aggregate_summary_format": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_ids": {},
    "dispatched_count": {},
    "skipped_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Dispatch Workflow Runs

> Perform Dispatch Workflow Runs through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_dispatch_workflow_runs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_dispatch_workflow_runs)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_dispatch_workflow_runs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "allow_direct_fallback": true,
    "require_unique_target_route": false
  },
  "handler": "genhealth_dispatch_workflow_runs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `items` — Items (json, required)
  Required JSON value.
- `target_route` — Target Route (text, required)
  Required text value.
- `max_dispatches` — Max Dispatches (number)
  Optional numeric value.
- `event_batch_size` — Event Batch Size (number)
  Optional numeric value.
- `concurrency_key_prefix` — Concurrency Key Prefix (text)
  Optional text value.
- `per_item_concurrency_key_fields` — Per Item Concurrency Key Fields (json)
  Optional JSON value.
- `lock_source` — Lock Source (text)
  Optional text value.
- `trigger_data_extra` — Trigger Data Extra (json)
  Optional JSON value.
- `user_sub` — User Sub (text)
  Optional text value.
- `allow_direct_fallback` — Allow Direct Fallback (boolean)
  Optional true-or-false value.
  Default: `true`
- `require_unique_target_route` — Require Unique Target Route (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `target_route` — Target Route
- `items_received` — Items Received
- `dispatch_count` — Dispatch Count
- `remaining_count` — Remaining Count
- `dispatch_limited` — Dispatch Limited
- `max_dispatches` — Max Dispatches
- `dispatched` — Dispatched
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "items",
    "target_route"
  ],
  "properties": {
    "items": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "user_sub": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "lock_source": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "target_route": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "max_dispatches": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "event_batch_size": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "trigger_data_extra": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "allow_direct_fallback": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "concurrency_key_prefix": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "require_unique_target_route": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "per_item_concurrency_key_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "dispatched": {},
    "target_route": {},
    "dispatch_count": {},
    "items_received": {},
    "max_dispatches": {},
    "remaining_count": {},
    "dispatch_limited": {}
  },
  "additionalProperties": true
}
```

---

# Download Public Page

> Perform Download Public Page through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_download_public_page](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_download_public_page)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_download_public_page`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "output_format": "text",
    "max_characters": 20000
  },
  "handler": "genhealth_download_public_page"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `url` — Url (text, required)
  Required text value.
- `output_format` — Output Format (select)
  Optional selected identifier or value.
  Default: `"text"`
  Options: Text ("text"), Html ("html"), Both ("both")
- `max_characters` — Max Characters (number)
  Optional numeric value.
  Default: `20000`

## Outputs

- `success` — Success
- `url` — Url
- `content_type` — Content Type
- `title` — Title
- `text` — Text
- `html` — Html
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "url"
  ],
  "properties": {
    "url": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "output_format": {
      "enum": [
        "text",
        "html",
        "both"
      ],
      "type": "string",
      "default": "text",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "max_characters": {
      "type": "number",
      "default": 20000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "url": {},
    "html": {},
    "text": {},
    "error": {},
    "title": {},
    "success": {},
    "truncated": {},
    "content_type": {}
  },
  "additionalProperties": true
}
```

---

# Evaluate PAP Qualification

> Perform Evaluate PAP Qualification through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_evaluate_pap_qualification](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_evaluate_pap_qualification)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_evaluate_pap_qualification`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_evaluate_pap_qualification"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sleep_study_present` — Sleep Study Present (expression)
  Optional literal value or workflow expression.
- `sleep_study_complete` — Sleep Study Complete (expression)
  Optional literal value or workflow expression.
- `sleep_study_date` — Sleep Study Date (expression)
  Optional literal value or workflow expression.
- `setup_date` — Setup Date (expression)
  Optional literal value or workflow expression.
- `ahi` — Ahi (expression)
  Optional literal value or workflow expression.
- `rdi` — Rdi (expression)
  Optional literal value or workflow expression.
- `symptoms_documented` — Symptoms Documented (expression)
  Optional literal value or workflow expression.
- `prescription_present` — Prescription Present (expression)
  Optional literal value or workflow expression.
- `prescription_signature_present` — Prescription Signature Present (expression)
  Optional literal value or workflow expression.
- `ordering_provider_npi` — Ordering Provider Npi (expression)
  Optional literal value or workflow expression.
- `prescription_pressures_present` — Prescription Pressures Present (expression)
  Optional literal value or workflow expression.
- `diagnosis_code_present` — Diagnosis Code Present (expression)
  Optional literal value or workflow expression.
- `post_study_notes_present` — Post Study Notes Present (expression)
  Optional literal value or workflow expression.
- `require_post_study_notes` — Require Post Study Notes (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `qualifies` — Qualifies
- `qualifies_text` — Qualifies Text
- `unverified` — Unverified
- `unverified_text` — Unverified Text
- `severity_index` — Severity Index
- `severity_basis` — Severity Basis
- `severity_reason` — Severity Reason
- `study_within_one_year` — Study Within One Year
- `study_age_days` — Study Age Days
- `study_recency_reason` — Study Recency Reason
- `ordering_provider_npi` — Ordering Provider Npi
- `post_study_notes_present` — Post Study Notes Present
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ahi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "rdi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "setup_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sleep_study_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sleep_study_present": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "symptoms_documented": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prescription_present": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sleep_study_complete": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_provider_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_code_present": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "post_study_notes_present": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_post_study_notes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prescription_pressures_present": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prescription_signature_present": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "qualifies": {},
    "unverified": {},
    "qualifies_text": {},
    "severity_basis": {},
    "severity_index": {},
    "study_age_days": {},
    "severity_reason": {},
    "unverified_text": {},
    "study_recency_reason": {},
    "ordering_provider_npi": {},
    "study_within_one_year": {},
    "post_study_notes_present": {}
  },
  "additionalProperties": true
}
```

---

# ExaPACS Eligibility Summary

> Perform ExaPACS Eligibility Summary through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/exapacs_eligibility_summary_report](https://genhealth.ai/docs/workflows/integrations/gen-health/exapacs_eligibility_summary_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `exapacs_eligibility_summary_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "exapacs_eligibility_summary_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `group_results` — Group Results (expression, required)
  Required literal value or workflow expression.
- `attachment_document_id_field` — Attachment Document Id Field (text)
  Optional text value.
- `subject` — Subject (expression)
  Optional literal value or workflow expression.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.

## Outputs

- `status` — Status
- `html` — Html
- `output_path` — Output Path
- `emailed_to` — Emailed To
- `group_count` — Group Count
- `processed_count` — Processed Count
- `document_issue_count` — Document Issue Count
- `processing_error_count` — Processing Error Count
- `matched_count` — Matched Count
- `unmatched_count` — Unmatched Count
- `policy_count` — Policy Count
- `verification_sheet_doc_id` — Verification Sheet Doc Id
- `combined_attachment_count` — Combined Attachment Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "group_results"
  ],
  "properties": {
    "subject": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "group_results": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "attachment_document_id_field": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "status": {},
    "emailed_to": {},
    "group_count": {},
    "output_path": {},
    "policy_count": {},
    "matched_count": {},
    "processed_count": {},
    "unmatched_count": {},
    "document_issue_count": {},
    "processing_error_count": {},
    "combined_attachment_count": {},
    "verification_sheet_doc_id": {}
  },
  "additionalProperties": true
}
```

---

# Execute Billing Actions

> Perform Execute Billing Actions through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/execute_billing_actions](https://genhealth.ai/docs/workflows/integrations/gen-health/execute_billing_actions)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `execute_billing_actions`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": "false",
    "record_summary": "false",
    "verify_max_attempts": 10,
    "duplicate_match_mode": "strict",
    "verify_count_increase": "false",
    "skip_if_no_resource_data": "false",
    "manual_review_as_soft_fail": "false"
  },
  "handler": "execute_billing_actions"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `resource_type` — Resource Type (select)
  Optional selected identifier or value.
  Options: Patient ("patient"), Insurance ("insurance"), Order ("order"), Authorization ("authorization"), Document ("document"), Diagnosis Codes ("icd codes"), Prescription ("prescription"), Patient Note ("comment"), Task ("task")
- `action_type` — Action Type (select)
  Optional selected identifier or value.
  Options: Read ("read"), Create ("create"), Update ("update"), Upload ("upload")
- `resource_id` — Resource Id (expression)
  Optional literal value or workflow expression.
- `data` — Data (json)
  Optional JSON value.
- `prescription_selected_product` — Prescription Selected Product (billing_product_select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `idempotency_fingerprint` — Idempotency Fingerprint (expression)
  Optional literal value or workflow expression.
- `auto_push_action_key` — Auto Push Action Key (expression)
  Optional literal value or workflow expression.
- `manual_review_as_soft_fail` — Manual Review As Soft Fail (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `record_summary` — Record Summary (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `skip_if_no_resource_data` — Skip If No Resource Data (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `verify_count_increase` — Verify Count Increase (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `verify_document_types` — Verify Document Types (text)
  Optional text value.
- `verify_max_attempts` — Verify Max Attempts (number)
  Optional numeric value.
  Default: `10`
- `duplicate_match_mode` — Duplicate Match Mode (select)
  Optional selected identifier or value.
  Default: `"strict"`
  Options: Strict ("strict"), Exact First Name, Last Name, and DOB ("exact_identity"), Review Near Matches ("review_near_matches"), Match on Available Identifiers (name-only when no DOB) ("available_identifiers")

## Outputs

- `success` — Success
- `document_id` — Document Id
- `resource_type` — Resource Type
- `action_type` — Action Type
- `status` — Status
- `message` — Message
- `data` — Data
- `actions_executed` — Actions Executed
- `skipped` — Skipped
- `review_required` — Review Required
- `auto_push_allowed` — Auto Push Allowed
- `reason` — Reason
- `missing_fields` — Missing Fields
- `idempotency_fingerprint` — Idempotency Fingerprint
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "data": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "dry_run": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "action_type": {
      "enum": [
        "read",
        "create",
        "update",
        "upload"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "resource_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "resource_type": {
      "enum": [
        "patient",
        "insurance",
        "order",
        "authorization",
        "document",
        "icd codes",
        "prescription",
        "comment",
        "task"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "record_summary": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "verify_max_attempts": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "auto_push_action_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "duplicate_match_mode": {
      "enum": [
        "strict",
        "exact_identity",
        "review_near_matches",
        "available_identifiers"
      ],
      "type": "string",
      "default": "strict",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "verify_count_increase": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "verify_document_types": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "idempotency_fingerprint": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_no_resource_data": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "manual_review_as_soft_fail": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "prescription_selected_product": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "billing_product_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "reason": {},
    "status": {},
    "message": {},
    "skipped": {},
    "success": {},
    "action_type": {},
    "document_id": {},
    "resource_type": {},
    "missing_fields": {},
    "review_required": {},
    "actions_executed": {},
    "auto_push_allowed": {},
    "idempotency_fingerprint": {}
  },
  "additionalProperties": true
}
```

---

# Execute Intake Eligibility

> Perform Execute Intake Eligibility through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_execute_intake_eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_execute_intake_eligibility)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_execute_intake_eligibility`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_execute_intake_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `eligibility_context` — Eligibility Context
- `tracker_summary` — Tracker Summary
- `blocking_failures` — Blocking Failures
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "blocking_failures": {},
    "eligibility_context": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Extract CMN Fields

> Perform Extract CMN Fields through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_cmn_fields](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_cmn_fields)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_cmn_fields`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "signature_date_judge_mode": "off",
    "minimum_signature_date_confidence": 0.85
  },
  "handler": "genhealth_extract_cmn_fields"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `minimum_signature_date_confidence` — Minimum Signature Date Confidence (number, required)
  Required numeric value.
  Default: `0.85`
- `received_date` — Received Date (expression)
  Optional literal value or workflow expression.
- `signature_date_judge_mode` — Signature Date Judge Mode (select)
  Optional selected identifier or value.
  Default: `"off"`
  Options: Off ("off"), Shadow ("shadow"), Enabled ("enabled")

## Outputs

- `success` — Success
- `document_id` — Document Id
- `is_cmn` — Is Cmn
- `physician_signature_present` — Physician Signature Present
- `physician_signature_type` — Physician Signature Type
- `physician_signature_valid` — Physician Signature Valid
- `physician_signature_date_candidate` — Physician Signature Date Candidate
- `physician_signature_date` — Physician Signature Date
- `physician_signature_date_confidence` — Physician Signature Date Confidence
- `physician_signature_date_contextually_plausible` — Physician Signature Date Contextually Plausible
- `physician_signature_date_context_reason` — Physician Signature Date Context Reason
- `physician_signature_date_legible` — Physician Signature Date Legible
- `physician_signature_date_legibility_reason` — Physician Signature Date Legibility Reason
- `physician_signature_date_ocr` — Physician Signature Date Ocr
- `physician_signature_date_ocr_agreement` — Physician Signature Date Ocr Agreement
- `minimum_signature_date_confidence` — Minimum Signature Date Confidence
- `initial_date` — Initial Date
- `recertification_date` — Recertification Date
- `length_of_need_value` — Length Of Need Value
- `length_of_need_unit` — Length Of Need Unit
- `length_of_need_months` — Length Of Need Months
- `expected_expiration_date` — Expected Expiration Date
- `ready_for_write` — Ready For Write
- `failure_reasons` — Failure Reasons
- `page_count` — Page Count
- `pages_processed` — Pages Processed
- `field_source_page` — Field Source Page
- `signature_source_page` — Signature Source Page
- `patient_signature_date` — Patient Signature Date
- `order_start_date` — Order Start Date
- `order_start_date_source` — Order Start Date Source
- `signature_date_mismatch` — Signature Date Mismatch
- `physician_signature_date_source` — Physician Signature Date Source
- `signature_date_judge_mode` — Signature Date Judge Mode
- `signature_date_judge_status` — Signature Date Judge Status
- `signature_date_judge_candidates` — Signature Date Judge Candidates
- `signature_date_judge_selected_candidate_id` — Signature Date Judge Selected Candidate Id
- `signature_date_judge_reason` — Signature Date Judge Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "minimum_signature_date_confidence"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "received_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "signature_date_judge_mode": {
      "enum": [
        "off",
        "shadow",
        "enabled"
      ],
      "type": "string",
      "default": "off",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "minimum_signature_date_confidence": {
      "type": "number",
      "default": 0.85,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "is_cmn": {},
    "success": {},
    "page_count": {},
    "document_id": {},
    "initial_date": {},
    "failure_reasons": {},
    "pages_processed": {},
    "ready_for_write": {},
    "order_start_date": {},
    "field_source_page": {},
    "length_of_need_unit": {},
    "length_of_need_value": {},
    "recertification_date": {},
    "length_of_need_months": {},
    "signature_source_page": {},
    "patient_signature_date": {},
    "order_start_date_source": {},
    "signature_date_mismatch": {},
    "expected_expiration_date": {},
    "physician_signature_date": {},
    "physician_signature_type": {},
    "physician_signature_valid": {},
    "signature_date_judge_mode": {},
    "physician_signature_present": {},
    "signature_date_judge_reason": {},
    "signature_date_judge_status": {},
    "physician_signature_date_ocr": {},
    "physician_signature_date_source": {},
    "signature_date_judge_candidates": {},
    "physician_signature_date_legible": {},
    "minimum_signature_date_confidence": {},
    "physician_signature_date_candidate": {},
    "physician_signature_date_confidence": {},
    "physician_signature_date_ocr_agreement": {},
    "physician_signature_date_context_reason": {},
    "physician_signature_date_legibility_reason": {},
    "signature_date_judge_selected_candidate_id": {},
    "physician_signature_date_contextually_plausible": {}
  },
  "additionalProperties": true
}
```

---

# Extract Demographics

> Perform Extract Demographics through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_demographics](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_demographics)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_demographics`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false",
    "fill_missing_only": "false"
  },
  "handler": "genhealth_extract_demographics"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `fill_missing_only` — Fill Missing Only (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `prompt_override` — Prompt Override (textarea)
  Optional text value.
- `extraction_variant` — Extraction Variant (select)
  Optional selected identifier or value.
  Options: Demographics with Guardian ("demographics_with_guardian")

## Outputs

- `success` — Success
- `document_id` — Document Id
- `cached` — Cached
- `patient_name` — Patient Name
- `first_name` — First Name
- `middle_name` — Middle Name
- `last_name` — Last Name
- `birth_date` — Birth Date
- `address` — Address
- `city` — City
- `state` — State
- `zip` — Zip
- `phone` — Phone
- `email` — Email
- `ssn` — Ssn
- `height` — Height
- `weight` — Weight
- `resident_phone` — Resident Phone
- `poa_phone` — Poa Phone
- `emergency_contact` — Emergency Contact
- `emergency_contact.first_name` — Emergency Contact.First Name
- `emergency_contact.last_name` — Emergency Contact.Last Name
- `emergency_contact.relationship_type` — Emergency Contact.Relationship Type
- `emergency_contact.phone` — Emergency Contact.Phone
- `emergency_contact.mobile` — Emergency Contact.Mobile
- `emergency_contact.email` — Emergency Contact.Email
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "fill_missing_only": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "extraction_variant": {
      "enum": [
        "demographics_with_guardian"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "ssn": {},
    "zip": {},
    "city": {},
    "email": {},
    "error": {},
    "phone": {},
    "state": {},
    "cached": {},
    "height": {},
    "weight": {},
    "address": {},
    "success": {},
    "last_name": {},
    "poa_phone": {},
    "birth_date": {},
    "first_name": {},
    "document_id": {},
    "middle_name": {},
    "patient_name": {},
    "resident_phone": {},
    "emergency_contact": {},
    "emergency_contact.email": {},
    "emergency_contact.phone": {},
    "emergency_contact.mobile": {},
    "emergency_contact.last_name": {},
    "emergency_contact.first_name": {},
    "emergency_contact.relationship_type": {}
  },
  "additionalProperties": true
}
```

---

# Extract Diagnosis Codes

> Perform Extract Diagnosis Codes through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_diagnosis_codes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_diagnosis_codes)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_diagnosis_codes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false",
    "convert_icd9": "false"
  },
  "handler": "genhealth_extract_diagnosis_codes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `prompt_override` — Prompt Override (textarea)
  Optional text value.
- `convert_icd9` — Convert Icd9 (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `extra_codes` — Extra Codes (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `diagnosis_codes` — Diagnosis Codes
- `diagnosis_count` — Diagnosis Count
- `rejected_codes` — Rejected Codes
- `converted_codes` — Converted Codes
- `converted_text` — Converted Text
- `ambiguous_icd9_codes` — Ambiguous Icd9 Codes
- `ambiguous_icd9_text` — Ambiguous Icd9 Text
- `icd9_conversion_available` — Icd9 Conversion Available
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "extra_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "convert_icd9": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "document_id": {},
    "converted_text": {},
    "rejected_codes": {},
    "converted_codes": {},
    "diagnosis_codes": {},
    "diagnosis_count": {},
    "ambiguous_icd9_text": {},
    "ambiguous_icd9_codes": {},
    "icd9_conversion_available": {}
  },
  "additionalProperties": true
}
```

---

# Extract Document (Organization Extraction)

> Perform Extract Document (Organization Extraction) through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_with_strategy](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_with_strategy)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_with_strategy`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_extract_with_strategy"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `supported` — Supported
- `document_id` — Document Id
- `patient_id` — Patient Id
- `order_count` — Order Count
- `needs_review` — Needs Review
- `review_reasons` — Review Reasons
- `attributes` — Attributes
- `low_confidence_fields` — Low Confidence Fields
- `ocr_stored` — Ocr Stored
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "supported": {},
    "attributes": {},
    "ocr_stored": {},
    "patient_id": {},
    "document_id": {},
    "order_count": {},
    "needs_review": {},
    "review_reasons": {},
    "low_confidence_fields": {}
  },
  "additionalProperties": true
}
```

---

# Extract Emergency Contact

> Perform Extract Emergency Contact through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_emergency_contact](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_emergency_contact)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_emergency_contact`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false"
  },
  "handler": "genhealth_extract_emergency_contact"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `prompt_override` — Prompt Override (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_id` — Patient Id
- `cached` — Cached
- `contact_name` — Contact Name
- `first_name` — First Name
- `middle_name` — Middle Name
- `last_name` — Last Name
- `relationship_type` — Relationship Type
- `address` — Address
- `address_2` — Address 2
- `city` — City
- `state` — State
- `zip` — Zip
- `country` — Country
- `phone` — Phone
- `mobile` — Mobile
- `email` — Email
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "zip": {},
    "city": {},
    "email": {},
    "error": {},
    "phone": {},
    "state": {},
    "cached": {},
    "mobile": {},
    "address": {},
    "country": {},
    "success": {},
    "address_2": {},
    "last_name": {},
    "first_name": {},
    "patient_id": {},
    "document_id": {},
    "middle_name": {},
    "contact_name": {},
    "relationship_type": {}
  },
  "additionalProperties": true
}
```

---

# Extract Facility

> Perform Extract Facility through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_facility](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_facility)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_facility`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_extract_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `prompt_override` — Prompt Override (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `facility_id` — Facility Id
- `facility_name` — Facility Name
- `npi` — Npi
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "npi": {},
    "error": {},
    "success": {},
    "document_id": {},
    "facility_id": {},
    "facility_name": {}
  },
  "additionalProperties": true
}
```

---

# Extract ICD Codes From Text

> Perform Extract ICD Codes From Text through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_icd_codes_from_text](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_icd_codes_from_text)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_icd_codes_from_text`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_extract_icd_codes_from_text"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `text` — Text (textarea, required)
  Required text value.
- `date_of_service` — Date Of Service (date, required)
  Required date in YYYY-MM-DD format.
- `encounter_setting` — Encounter Setting (select, required)
  Required selected identifier or value.
  Options: Inpatient Final Discharge ("inpatient_final_discharge"), Outpatient Or Other ("outpatient_or_other")

## Outputs

- `success` — Success
- `icd_codes` — Icd Codes
- `diagnosis_codes` — Diagnosis Codes
- `diagnosis_count` — Diagnosis Count
- `extraction_runs` — Extraction Runs
- `successful_extraction_runs` — Successful Extraction Runs
- `agreed_on_first_two` — Agreed On First Two
- `consensus_reached` — Consensus Reached
- `official_code_validation_performed` — Official Code Validation Performed
- `icd10_reference_release` — Icd10 Reference Release
- `diagnosis_coding_service` — Diagnosis Coding Service
- `diagnosis_coding_model` — Diagnosis Coding Model
- `human_review_required` — Human Review Required
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "text",
    "date_of_service",
    "encounter_setting"
  ],
  "properties": {
    "text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "date_of_service": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "encounter_setting": {
      "enum": [
        "inpatient_final_discharge",
        "outpatient_or_other"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "icd_codes": {},
    "diagnosis_codes": {},
    "diagnosis_count": {},
    "extraction_runs": {},
    "consensus_reached": {},
    "agreed_on_first_two": {},
    "human_review_required": {},
    "diagnosis_coding_model": {},
    "icd10_reference_release": {},
    "diagnosis_coding_service": {},
    "successful_extraction_runs": {},
    "official_code_validation_performed": {}
  },
  "additionalProperties": true
}
```

---

# Extract Insurance

> Perform Extract Insurance through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_insurance](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_insurance)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_insurance`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false",
    "fill_missing_only": "false",
    "extract_claims_address": "false",
    "emit_secondary_coverage": "false"
  },
  "handler": "genhealth_extract_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `fill_missing_only` — Fill Missing Only (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `extract_claims_address` — Extract Claims Address (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `emit_secondary_coverage` — Emit Secondary Coverage (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `prompt_override` — Prompt Override (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `extracted_data` — Extracted Data
- `id` — Id
- `insurance_policy_id` — Insurance Policy Id
- `carrier` — Carrier
- `carrier_name` — Carrier Name
- `card_carrier` — Card Carrier
- `extracted_carrier` — Extracted Carrier
- `carrier_evidence_stage` — Carrier Evidence Stage
- `carrier_id` — Carrier Id
- `member_id` — Member Id
- `group_id` — Group Id
- `plan_type` — Plan Type
- `enrollment_date_start` — Enrollment Date Start
- `enrollment_date_end` — Enrollment Date End
- `subscriber_name` — Subscriber Name
- `employer` — Employer
- `claim_number` — Claim Number
- `date_of_injury` — Date Of Injury
- `relationship` — Relationship
- `auth_id` — Auth Id
- `auth_number` — Auth Number
- `auth_start` — Auth Start
- `auth_end` — Auth End
- `is_auth` — Is Auth
- `benefit_verified` — Benefit Verified
- `type` — Type
- `issuance_date` — Issuance Date
- `cancellation_date` — Cancellation Date
- `ext_payer_id` — Ext Payer Id
- `ext_insured_id` — Ext Insured Id
- `citations` — Citations
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "fill_missing_only": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "extract_claims_address": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "emit_secondary_coverage": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "id": {},
    "type": {},
    "error": {},
    "auth_id": {},
    "carrier": {},
    "is_auth": {},
    "success": {},
    "auth_end": {},
    "employer": {},
    "group_id": {},
    "citations": {},
    "member_id": {},
    "plan_type": {},
    "auth_start": {},
    "carrier_id": {},
    "auth_number": {},
    "document_id": {},
    "card_carrier": {},
    "carrier_name": {},
    "claim_number": {},
    "ext_payer_id": {},
    "relationship": {},
    "issuance_date": {},
    "date_of_injury": {},
    "ext_insured_id": {},
    "extracted_data": {},
    "subscriber_name": {},
    "benefit_verified": {},
    "cancellation_date": {},
    "extracted_carrier": {},
    "enrollment_date_end": {},
    "insurance_policy_id": {},
    "enrollment_date_start": {},
    "carrier_evidence_stage": {}
  },
  "additionalProperties": true
}
```

---

# Extract Metadata

> Perform Extract Metadata through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_metadata](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_metadata)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_metadata`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_extract_metadata"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `metadata` — Metadata
- `validation_issues_created` — Validation Issues Created
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "metadata": {},
    "document_id": {},
    "validation_issues_created": {}
  },
  "additionalProperties": true
}
```

---

# Extract Order

> Perform Extract Order through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_order](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_order)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_order`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false",
    "drop_empty_order": "false",
    "checkbox_aware_content": "false"
  },
  "handler": "genhealth_extract_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `prompt_override` — Prompt Override (textarea)
  Optional text value.
- `checkbox_aware_content` — Checkbox Aware Content (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `order_response_variant` — Order Response Variant (select)
  Optional selected identifier or value.
  Options: Standard order schema (""), Standard plus every labeled SWO start-date candidate ("swo_date_evidence")
- `drop_empty_order` — Drop Empty Order (boolean)
  Optional true-or-false value.
  Default: `"false"`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `cached` — Cached
- `order_count` — Order Count
- `order_items` — Order Items
- `has_order_date` — Has Order Date
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "drop_empty_order": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "checkbox_aware_content": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_response_variant": {
      "enum": [
        "",
        "swo_date_evidence"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "cached": {},
    "success": {},
    "document_id": {},
    "order_count": {},
    "order_items": {},
    "has_order_date": {}
  },
  "additionalProperties": true
}
```

---

# Extract Order Tags

> Perform Extract Order Tags through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/extract_order_tags](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_order_tags)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `extract_order_tags`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "extract_order_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `tag_ids` — Tag Ids
- `tag_summaries` — Tag Summaries
- `notes` — Notes
- `delivery_zip` — Delivery Zip
- `discharge_status` — Discharge Status
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "notes": {},
    "success": {},
    "tag_ids": {},
    "delivery_zip": {},
    "tag_summaries": {},
    "discharge_status": {}
  },
  "additionalProperties": true
}
```

---

# Extract Ordering Provider

> Perform Extract Ordering Provider through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_ordering_provider](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_ordering_provider)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_ordering_provider`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_extract_ordering_provider"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `prompt_override` — Prompt Override (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `provider_id` — Provider Id
- `provider_name` — Provider Name
- `npi` — Npi
- `verified_npi` — Verified Npi
- `verified_provider_name` — Verified Provider Name
- `npi_verified_this_pass` — Npi Verified This Pass
- `npi_verification_source` — Npi Verification Source
- `document_practice` — Document Practice
- `provider_lookup_status` — Provider Lookup Status
- `source_fax_number` — Source Fax Number
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "npi": {},
    "error": {},
    "success": {},
    "document_id": {},
    "provider_id": {},
    "verified_npi": {},
    "provider_name": {},
    "document_practice": {},
    "source_fax_number": {},
    "npi_verified_this_pass": {},
    "provider_lookup_status": {},
    "verified_provider_name": {},
    "npi_verification_source": {}
  },
  "additionalProperties": true
}
```

---

# Extract Patient Note

> Perform Extract Patient Note through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_patient_note](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_patient_note)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_patient_note`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false"
  },
  "handler": "genhealth_extract_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `saved` — Saved
- `skipped` — Skipped
- `reason` — Reason
- `note_text` — Note Text
- `note_drafts` — Note Drafts
- `metadata` — Metadata
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "saved": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "metadata": {},
    "note_text": {},
    "document_id": {},
    "note_drafts": {}
  },
  "additionalProperties": true
}
```

---

# Extract Patient Tags

> Perform Extract Patient Tags through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/extract_patient_tags](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_patient_tags)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `extract_patient_tags`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "extract_patient_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `tag_ids` — Tag Ids
- `tag_summaries` — Tag Summaries
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "tag_ids": {},
    "tag_summaries": {}
  },
  "additionalProperties": true
}
```

---

# Extract Service Type

> Perform Extract Service Type through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_service_type](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_extract_service_type)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_extract_service_type`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_extract_service_type"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `service_type` — Service Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_id": {},
    "service_type": {}
  },
  "additionalProperties": true
}
```

---

# Extract Wound Patient Demographics

> Perform Extract Wound Patient Demographics through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/extract_demographics](https://genhealth.ai/docs/workflows/integrations/gen-health/extract_demographics)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `extract_demographics`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "extract_demographics"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_name` — Patient Name
- `error` — Error
- `message` — Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "patient_name": {}
  },
  "additionalProperties": true
}
```

---

# Fail Workflow Run

> Perform Fail Workflow Run through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_fail_workflow_run](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_fail_workflow_run)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_fail_workflow_run`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_fail_workflow_run"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `message` — Message (textarea, required)
  Required text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message"
  ],
  "properties": {
    "message": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Feed Alert Manual Review

> Perform Feed Alert Manual Review through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_feed_alert_manual_review](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_feed_alert_manual_review)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_feed_alert_manual_review`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_feed_alert_manual_review"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `task_title` — Task Title (text)
  Optional text value.
- `reason` — Reason (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `channel` — Channel
- `display_status` — Display Status
- `slack_ts` — Slack Ts
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "reason": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "task_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "channel": {},
    "success": {},
    "slack_ts": {},
    "document_id": {},
    "display_status": {}
  },
  "additionalProperties": true
}
```

---

# Fetch Intake EHR Context

> Perform Fetch Intake EHR Context through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_fetch_intake_ehr_context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_fetch_intake_ehr_context)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_fetch_intake_ehr_context`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_fetch_intake_ehr_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `ehr_payload` — Ehr Payload
- `tracker_summary` — Tracker Summary
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "ehr_payload": {},
    "error_message": {},
    "tracker_summary": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Finalize (Emit Status)

> Perform Finalize (Emit Status) through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/workflow_finalize](https://genhealth.ai/docs/workflows/integrations/gen-health/workflow_finalize)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `workflow_finalize`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "workflow_finalize"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `status` — Status (text)
  Optional text value.
- `reason` — Reason (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "reason": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Finalize Ingest Job

> Perform Finalize Ingest Job through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_finalize_ingest_job](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_finalize_ingest_job)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_finalize_ingest_job`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "has_error": "false"
  },
  "handler": "genhealth_finalize_ingest_job"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `job_id` — Job Id (expression, required)
  Required literal value or workflow expression.
- `has_error` — Has Error (expression)
  Optional literal value or workflow expression.
  Default: `"false"`

## Outputs

- `success` — Success
- `job_id` — Job Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "job_id"
  ],
  "properties": {
    "job_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "has_error": {
      "default": "false",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "job_id": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Finalize Intake Workflow

> Perform Finalize Intake Workflow through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_finalize_intake_workflow](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_finalize_intake_workflow)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_finalize_intake_workflow`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "manual_review_on_error": false
  },
  "handler": "genhealth_finalize_intake_workflow"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `stage_label` — Stage Label (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_payload` — Execution Payload (json)
  Optional JSON value.
- `fallback_execution_payload` — Fallback Execution Payload (json)
  Optional JSON value.
- `secondary_fallback_execution_payload` — Secondary Fallback Execution Payload (json)
  Optional JSON value.
- `error_payload` — Error Payload (json)
  Optional JSON value.
- `manual_review_on_error` — Manual Review On Error (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `job_id` — Job Id
- `document_id` — Document Id
- `runtime_status` — Runtime Status
- `summary` — Summary
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "stage_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "error_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "manual_review_on_error": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "fallback_execution_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secondary_fallback_execution_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "job_id": {},
    "success": {},
    "summary": {},
    "document_id": {},
    "error_message": {},
    "runtime_status": {}
  },
  "additionalProperties": true
}
```

---

# Finalize Precheck

> Perform Finalize Precheck through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_finalize_precheck](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_finalize_precheck)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_finalize_precheck`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "intake_finalize_precheck"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `blocker_payload` — Blocker Payload (json)
  Optional JSON value.
- `document_payload` — Document Payload (json)
  Optional JSON value.
- `note_payload` — Note Payload (json)
  Optional JSON value.
- `classification_payload` — Classification Payload (json)
  Optional JSON value.
- `delivery_payload` — Delivery Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "note_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "blocker_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "delivery_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "classification_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Find Documents

> Perform Find Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_find_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_find_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `filters` — Filters (json)
  Optional JSON value.

## Outputs

- `documents` — Documents
- `count` — Count
- `has_more` — Has More
- `next_cursor` — Next Cursor

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "filters": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "has_more": {},
    "documents": {},
    "next_cursor": {}
  },
  "additionalProperties": true
}
```

---

# Find Patient Documents By Category

> Perform Find Patient Documents By Category through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_patient_documents_by_category](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_patient_documents_by_category)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_find_patient_documents_by_category`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "lookback_days": 30
  },
  "handler": "genhealth_find_patient_documents_by_category"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `required_categories` — Required Categories (expression, required)
  Required literal value or workflow expression.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `30`

## Outputs

- `success` — Success
- `documents` — Documents
- `document_ids` — Document Ids
- `matched_categories` — Matched Categories
- `missing_categories` — Missing Categories
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "required_categories"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lookback_days": {
      "type": "number",
      "default": 30,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "required_categories": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "documents": {},
    "document_ids": {},
    "matched_categories": {},
    "missing_categories": {}
  },
  "additionalProperties": true
}
```

---

# Find Stuck Intake Documents

> Perform Find Stuck Intake Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_stuck_intake_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_find_stuck_intake_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_find_stuck_intake_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_find_stuck_intake_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source` — Source (text)
  Optional text value.
- `max_age_minutes` — Max Age Minutes (number)
  Optional numeric value.
- `limit` — Limit (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `document_ids` — Document Ids
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "source": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_age_minutes": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Generate Eligibility Report

> Perform Generate Eligibility Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_generate_eligibility_report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_generate_eligibility_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_generate_eligibility_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "persistence_target": "standalone_document"
  },
  "handler": "genhealth_generate_eligibility_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `portal` — Portal (expression)
  Optional literal value or workflow expression.
- `coverage_response` — Coverage Response (json, required)
  Required JSON value.
- `output_path` — Output Path (expression)
  Optional literal value or workflow expression.
- `persistence_target` — Persistence Target (select)
  Optional selected identifier or value.
  Default: `"standalone_document"`
  Options: Standalone Document ("standalone_document")
- `source_document_id` — Source Document Id (expression)
  Optional literal value or workflow expression.
- `standalone_document_title` — Standalone Document Title (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `related_document_ids` — Related Document Ids (expression)
  Optional literal value or workflow expression.
- `service_types` — Service Types (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `persistence_target` — Persistence Target
- `insurance_policy_id` — Insurance Policy Id
- `document_id` — Document Id
- `pdf_path` — Pdf Path
- `s3_path` — S3 Path
- `attachment_paths` — Attachment Paths
- `filename` — Filename
- `content_type` — Content Type
- `patient_id` — Patient Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "coverage_response"
  ],
  "properties": {
    "portal": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "output_path": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_types": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "coverage_response": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "persistence_target": {
      "enum": [
        "standalone_document"
      ],
      "type": "string",
      "default": "standalone_document",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "source_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "related_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "standalone_document_title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "s3_path": {},
    "success": {},
    "filename": {},
    "pdf_path": {},
    "patient_id": {},
    "document_id": {},
    "content_type": {},
    "attachment_paths": {},
    "persistence_target": {},
    "insurance_policy_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Document Status

> Perform Get Document Status through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_get_document_status](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_get_document_status)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_get_document_status`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_get_document_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `status` — Status
- `display_status` — Display Status
- `has_ocr` — Has Ocr
- `document_title` — Document Title
- `patient_name` — Patient Name
- `unresolved_error_count` — Unresolved Error Count
- `unresolved_warning_count` — Unresolved Warning Count
- `has_blocking_errors` — Has Blocking Errors
- `unresolved_error_messages` — Unresolved Error Messages
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "has_ocr": {},
    "success": {},
    "document_id": {},
    "patient_name": {},
    "display_status": {},
    "document_title": {},
    "has_blocking_errors": {},
    "unresolved_error_count": {},
    "unresolved_warning_count": {},
    "unresolved_error_messages": {}
  },
  "additionalProperties": true
}
```

---

# Intake Precheck

> Perform Intake Precheck through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_precheck](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_precheck)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_precheck`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "brightree_test": false
  },
  "handler": "intake_precheck"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `brightree_test` — Brightree Test (boolean)
  Optional true-or-false value.
  Default: `false`
- `test_patient_id` — Test Patient Id (text)
  Optional text value.
- `test_patient_state` — Test Patient State (text)
  Optional text value.

## Outputs

- `order_id` — Order Id
- `patient_id` — Patient Id
- `patient_state` — Patient State
- `brightree_test` — Brightree Test
- `success` — Success
- `delivery_address` — Delivery Address
- `note_facility_name` — Note Facility Name
- `note_facility_updates` — Note Facility Updates
- `note_indicates_private_residence` — Note Indicates Private Residence
- `dos` — Dos
- `workflow_number` — Workflow Number
- `skip_doc_creation` — Skip Doc Creation

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "brightree_test": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "test_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "test_patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "dos": {},
    "success": {},
    "order_id": {},
    "patient_id": {},
    "patient_state": {},
    "brightree_test": {},
    "workflow_number": {},
    "delivery_address": {},
    "skip_doc_creation": {},
    "note_facility_name": {},
    "note_facility_updates": {},
    "note_indicates_private_residence": {}
  },
  "additionalProperties": true
}
```

---

# List Eligible Review Documents

> Perform List Eligible Review Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_list_eligible_review_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_list_eligible_review_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `auto_push_list_eligible_review_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "limit": 25,
    "scan_limit": 100,
    "document_source": "weave_inbox",
    "claim_ttl_minutes": 120
  },
  "handler": "auto_push_list_eligible_review_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `limit` — Limit (number)
  Optional numeric value.
  Default: `25`
- `document_source` — Document Source (text)
  Optional text value.
  Default: `"weave_inbox"`
- `scan_limit` — Scan Limit (number)
  Optional numeric value.
  Default: `100`
- `claim_ttl_minutes` — Claim Ttl Minutes (number)
  Optional numeric value.
  Default: `120`

## Outputs

- `success` — Success
- `documents` — Documents
- `count` — Count
- `held_count` — Held Count
- `claimed_count` — Claimed Count
- `scanned_count` — Scanned Count
- `document_source` — Document Source
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "scan_limit": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_source": {
      "type": "string",
      "default": "weave_inbox",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "claim_ttl_minutes": {
      "type": "number",
      "default": 120,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "documents": {},
    "held_count": {},
    "claimed_count": {},
    "scanned_count": {},
    "document_source": {}
  },
  "additionalProperties": true
}
```

---

# List Review Documents

> Perform List Review Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_list_review_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_list_review_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_list_review_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "limit": 25
  },
  "handler": "genhealth_list_review_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `limit` — Limit (number)
  Optional numeric value.
  Default: `25`
- `document_source` — Document Source (text)
  Optional text value.

## Outputs

- `success` — Success
- `documents` — Documents
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_source": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "documents": {}
  },
  "additionalProperties": true
}
```

---

# Load Batch Loop Results

> Perform Load Batch Loop Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_loop_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_loop_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_load_loop_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_load_loop_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `result_ref` — Result Ref (expression, required)
  Required literal value or workflow expression.
- `count` — Count (expression)
  Optional literal value or workflow expression.
- `result_node_ids` — Result Node Ids (text)
  Optional text value.

## Outputs

- `success` — Success
- `results` — Results
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "result_ref"
  ],
  "properties": {
    "count": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "result_ref": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "result_node_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "results": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Load Intake Settings

> Perform Load Intake Settings through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_intake_settings](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_intake_settings)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_load_intake_settings`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_load_intake_settings"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source` — Source (text, required)
  Required text value.

## Outputs

- `success` — Success
- `error` — Error
- `suggest_score` — Suggest Score
- `auto_link_score` — Auto Link Score
- `enable_pre_extraction_hook` — Enable Pre Extraction Hook
- `extract_demographics` — Extract Demographics
- `extract_diagnosis_codes` — Extract Diagnosis Codes
- `extract_page_categories` — Extract Page Categories
- `extract_insurance` — Extract Insurance
- `extract_order` — Extract Order
- `extract_ordering_provider` — Extract Ordering Provider
- `enable_document_splitting` — Enable Document Splitting
- `check_patient_existence` — Check Patient Existence
- `niko_duplicate_match_mode` — Niko Duplicate Match Mode
- `classify_document_type` — Classify Document Type
- `skip_multi_patient` — Skip Multi Patient
- `niko_org` — Niko Org
- `auto_create_patient` — Auto Create Patient
- `auto_push_demographics` — Auto Push Demographics
- `auto_push_insurance` — Auto Push Insurance
- `auto_push_order` — Auto Push Order
- `auto_push_document` — Auto Push Document
- `existing_patient_signature_date` — Existing Patient Signature Date
- `patient_genhealth_tag_id` — Patient Genhealth Tag Id
- `claimsoft_wip_group_assignment` — Claimsoft Wip Group Assignment
- `claimsoft_verification_wip_user_assignment` — Claimsoft Verification Wip User Assignment
- `claimsoft_inventory_wip_group_assignment` — Claimsoft Inventory Wip Group Assignment
- `claimsoft_patient_alert_target` — Claimsoft Patient Alert Target
- `barcode_item_verification_mode` — Barcode Item Verification Mode
- `consignment_item_size_mode` — Consignment Item Size Mode
- `consignment_item_laterality_mode` — Consignment Item Laterality Mode
- `consignment_item_laterality_vision_mode` — Consignment Item Laterality Vision Mode
- `consignment_diagnosis_vision_mode` — Consignment Diagnosis Vision Mode
- `consignment_diagnosis_max_codes` — Consignment Diagnosis Max Codes
- `consignment_diagnosis_form_source_mode` — Consignment Diagnosis Form Source Mode
- `consignment_item_vision_mode` — Consignment Item Vision Mode
- `consignment_payer_vision_mode` — Consignment Payer Vision Mode
- `consignment_policy_number_vision_mode` — Consignment Policy Number Vision Mode
- `consignment_source_location_vision_mode` — Consignment Source Location Vision Mode
- `consignment_physician_vision_mode` — Consignment Physician Vision Mode
- `consignment_guided_hold_repair_mode` — Consignment Guided Hold Repair Mode
- `consignment_vision_settles_slot_line_hold` — Consignment Vision Settles Slot Line Hold
- `consignment_responsible_party_allow_missing_dob` — Consignment Responsible Party Allow Missing Dob
- `consignment_source_location_warehouse_name_fallback` — Consignment Source Location Warehouse Name Fallback
- `extraction_validation_mode` — Extraction Validation Mode
- `intake_task_title` — Intake Task Title
- `intake_task_category_id` — Intake Task Category Id
- `intake_task_assignee_id` — Intake Task Assignee Id
- `skip_single_page_caller_ids` — Skip Single Page Caller Ids
- `filter_unassigned_only` — Filter Unassigned Only
- `filter_work_status` — Filter Work Status
- `filter_exclude_nonempty_report_type` — Filter Exclude Nonempty Report Type
- `filter_by_order_classification` — Filter By Order Classification
- `assign_fax_owner_name` — Assign Fax Owner Name
- `assign_fax_owner_key` — Assign Fax Owner Key
- `fax_processing_tag_id` — Fax Processing Tag Id
- `fax_completed_tag_id` — Fax Completed Tag Id
- `userdoc_processing_tag_id` — Userdoc Processing Tag Id
- `userdoc_processed_tag_id` — Userdoc Processed Tag Id
- `max_items_per_run` — Max Items Per Run
- `polling_interval_minutes` — Polling Interval Minutes
- `slack_channel` — Slack Channel
- `notification_email_subject` — Notification Email Subject
- `notification_email_recipients` — Notification Email Recipients
- `billing_system_patient_url_template` — Billing System Patient Url Template

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "source"
  ],
  "properties": {
    "source": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "niko_org": {},
    "extract_order": {},
    "slack_channel": {},
    "suggest_score": {},
    "auto_link_score": {},
    "auto_push_order": {},
    "extract_insurance": {},
    "intake_task_title": {},
    "max_items_per_run": {},
    "auto_push_document": {},
    "filter_work_status": {},
    "skip_multi_patient": {},
    "auto_create_patient": {},
    "auto_push_insurance": {},
    "assign_fax_owner_key": {},
    "extract_demographics": {},
    "fax_completed_tag_id": {},
    "assign_fax_owner_name": {},
    "fax_processing_tag_id": {},
    "auto_push_demographics": {},
    "classify_document_type": {},
    "filter_unassigned_only": {},
    "check_patient_existence": {},
    "extract_diagnosis_codes": {},
    "extract_page_categories": {},
    "intake_task_assignee_id": {},
    "intake_task_category_id": {},
    "patient_genhealth_tag_id": {},
    "polling_interval_minutes": {},
    "userdoc_processed_tag_id": {},
    "enable_document_splitting": {},
    "extract_ordering_provider": {},
    "niko_duplicate_match_mode": {},
    "userdoc_processing_tag_id": {},
    "consignment_item_size_mode": {},
    "enable_pre_extraction_hook": {},
    "extraction_validation_mode": {},
    "notification_email_subject": {},
    "skip_single_page_caller_ids": {},
    "consignment_item_vision_mode": {},
    "consignment_payer_vision_mode": {},
    "notification_email_recipients": {},
    "barcode_item_verification_mode": {},
    "claimsoft_patient_alert_target": {},
    "claimsoft_wip_group_assignment": {},
    "filter_by_order_classification": {},
    "consignment_diagnosis_max_codes": {},
    "existing_patient_signature_date": {},
    "consignment_item_laterality_mode": {},
    "consignment_diagnosis_vision_mode": {},
    "consignment_physician_vision_mode": {},
    "billing_system_patient_url_template": {},
    "consignment_guided_hold_repair_mode": {},
    "filter_exclude_nonempty_report_type": {},
    "consignment_policy_number_vision_mode": {},
    "consignment_diagnosis_form_source_mode": {},
    "consignment_item_laterality_vision_mode": {},
    "consignment_source_location_vision_mode": {},
    "claimsoft_inventory_wip_group_assignment": {},
    "consignment_vision_settles_slot_line_hold": {},
    "claimsoft_verification_wip_user_assignment": {},
    "consignment_responsible_party_allow_missing_dob": {},
    "consignment_source_location_warehouse_name_fallback": {}
  },
  "additionalProperties": true
}
```

---

# Load Persisted Intake Case

> Perform Load Persisted Intake Case through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_persisted_intake_case](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_load_persisted_intake_case)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_load_persisted_intake_case`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force_reocr": false,
    "force_reextract": false
  },
  "handler": "genhealth_load_persisted_intake_case"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `force_reextract` — Force Reextract (boolean)
  Optional true-or-false value.
  Default: `false`
- `force_reocr` — Force Reocr (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `job_id` — Job Id
- `document_id` — Document Id
- `case_payload` — Case Payload
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "force_reocr": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "force_reextract": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "job_id": {},
    "success": {},
    "document_id": {},
    "case_payload": {},
    "error_message": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Log Activity

> Perform Log Activity through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/log_activity](https://genhealth.ai/docs/workflows/integrations/gen-health/log_activity)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `log_activity`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "log_activity"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `resource_type` — Resource Type (select, required)
  Required selected identifier or value.
  Options: Patient ("PATIENT"), Insurance ("INSURANCE"), Order ("ORDER"), Document ("DOCUMENT"), Ordering Provider ("ORDERING_PROVIDER"), Facility ("FACILITY"), Prescription ("PRESCRIPTION"), ICD Codes ("ICD CODES"), Eligibility ("ELIGIBILITY"), Pre-Authorization ("PRE_AUTHORIZATION"), Patient Tag ("PATIENT_TAG"), Task ("TASK"), Note ("NOTE"), Comment ("COMMENT")
- `action_type` — Action Type (select, required)
  Required selected identifier or value.
  Options: Create ("CREATE"), Update ("UPDATE"), Delete ("DELETE"), Execute ("EXECUTE"), Extract ("EXTRACT"), Validate ("VALIDATE"), Verify Eligibility ("VERIFY_ELIGIBILITY"), Upload ("UPLOAD"), Skip ("SKIP"), Read ("READ")
- `step_label` — Step Label (text)
  Optional text value.
- `status` — Status (select)
  Optional selected identifier or value.
  Options: Completed ("completed"), Skipped ("skipped"), Needs Review ("review"), Failed ("failed")
- `message` — Message (textarea)
  Optional text value.
- `external_id` — External Id (expression)
  Optional literal value or workflow expression.
- `url` — Url (expression)
  Optional literal value or workflow expression.
- `system` — System (text)
  Optional text value.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `job_id` — Job Id (expression)
  Optional literal value or workflow expression.
- `meta_json` — Meta Json (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `activity_logged` — Activity Logged
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "resource_type",
    "action_type"
  ],
  "properties": {
    "url": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "job_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status": {
      "enum": [
        "completed",
        "skipped",
        "review",
        "failed"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "system": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "message": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "meta_json": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "step_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "action_type": {
      "enum": [
        "CREATE",
        "UPDATE",
        "DELETE",
        "EXECUTE",
        "EXTRACT",
        "VALIDATE",
        "VERIFY_ELIGIBILITY",
        "UPLOAD",
        "SKIP",
        "READ"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "external_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "resource_type": {
      "enum": [
        "PATIENT",
        "INSURANCE",
        "ORDER",
        "DOCUMENT",
        "ORDERING_PROVIDER",
        "FACILITY",
        "PRESCRIPTION",
        "ICD CODES",
        "ELIGIBILITY",
        "PRE_AUTHORIZATION",
        "PATIENT_TAG",
        "TASK",
        "NOTE",
        "COMMENT"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "activity_logged": {}
  },
  "additionalProperties": true
}
```

---

# Log Message

> Perform Log Message through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/log_message](https://genhealth.ai/docs/workflows/integrations/gen-health/log_message)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `log_message`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "log_message"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `level` — Level (select)
  Optional selected identifier or value.
  Options: Info ("info"), Warning ("warning"), Error ("error")
- `message` — Message (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "level": {
      "enum": [
        "info",
        "warning",
        "error"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "message": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Medical Necessity Report

> Perform Medical Necessity Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_medical_necessity_report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_medical_necessity_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_medical_necessity_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_medical_necessity_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `review_rows` — Review Rows (expression, required)
  Required literal value or workflow expression.
- `report_date` — Report Date (expression)
  Optional literal value or workflow expression.
- `review_document_id` — Review Document Id (expression)
  Optional literal value or workflow expression.
- `pdf_row_threshold` — Pdf Row Threshold (text)
  Optional text value.

## Outputs

- `success` — Success
- `email_html` — Email Html
- `pdf_document_id` — Pdf Document Id
- `pdf_generated` — Pdf Generated
- `row_count` — Row Count
- `needs_review_count` — Needs Review Count
- `not_met_count` — Not Met Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "review_rows"
  ],
  "properties": {
    "report_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "review_rows": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pdf_row_threshold": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "review_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "row_count": {},
    "email_html": {},
    "not_met_count": {},
    "pdf_generated": {},
    "pdf_document_id": {},
    "needs_review_count": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Document BDM Results

> Perform Merge Intake Document BDM Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_document_bdm_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_document_bdm_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_document_bdm_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_document_bdm_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `document_bdm_batch_context` — Document Bdm Batch Context (json)
  Optional JSON value.
- `bdm_push_result` — Bdm Push Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `document_bdm_push_context` — Document Bdm Push Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "bdm_push_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_bdm_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "document_bdm_push_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Eligibility Check Results

> Perform Merge Intake Eligibility Check Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_eligibility_check_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_eligibility_check_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_eligibility_check_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_eligibility_check_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `eligibility_check_context` — Eligibility Check Context (json)
  Optional JSON value.
- `primary_cgs_eligibility_result` — Primary Cgs Eligibility Result (json)
  Optional JSON value.
- `secondary_cgs_eligibility_result` — Secondary Cgs Eligibility Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `eligibility_context` — Eligibility Context
- `tracker_summary` — Tracker Summary
- `blocking_failures` — Blocking Failures
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_check_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "primary_cgs_eligibility_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secondary_cgs_eligibility_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "blocking_failures": {},
    "eligibility_context": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Eligibility Task Results

> Perform Merge Intake Eligibility Task Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_eligibility_task_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_eligibility_task_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_eligibility_task_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_eligibility_task_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `eligibility_task_batch_context` — Eligibility Task Batch Context (json)
  Optional JSON value.
- `task_update_result` — Task Update Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `eligibility_task_context` — Eligibility Task Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "task_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_task_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "eligibility_task_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Final Summary Note Results

> Perform Merge Intake Final Summary Note Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_final_summary_note_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_final_summary_note_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_final_summary_note_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_final_summary_note_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `final_summary_note_context` — Final Summary Note Context (json)
  Optional JSON value.
- `note_write_result` — Note Write Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `final_summary_context` — Final Summary Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_write_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "final_summary_note_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "final_summary_context": {},
    "manual_review_required": {},
    "terminal_skip_required": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Order Change Write Results

> Perform Merge Intake Order Change Write Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_order_change_write_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_order_change_write_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_order_change_write_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_order_change_write_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_change_write_context` — Order Change Write Context (json, required)
  Required JSON value.
- `source_fax_result` — Source Fax Result (json)
  Optional JSON value.
- `date_update_result` — Date Update Result (json)
  Optional JSON value.
- `workflow_diagnosis_result` — Workflow Diagnosis Result (json)
  Optional JSON value.
- `workflow_diagnosis_guard_result` — Workflow Diagnosis Guard Result (json)
  Optional JSON value.
- `workflow_facility_result` — Workflow Facility Result (json)
  Optional JSON value.
- `sales_order_diagnosis_result` — Sales Order Diagnosis Result (json)
  Optional JSON value.
- `sales_order_diagnosis_guard_result` — Sales Order Diagnosis Guard Result (json)
  Optional JSON value.
- `cancellation_fax_result` — Cancellation Fax Result (json)
  Optional JSON value.
- `note_write_result` — Note Write Result (json)
  Optional JSON value.
- `status_update_result` — Status Update Result (json)
  Optional JSON value.
- `cancel_pod_result` — Cancel Pod Result (json)
  Optional JSON value.
- `void_sales_order_result` — Void Sales Order Result (json)
  Optional JSON value.
- `delete_result` — Delete Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `order_change_result_context` — Order Change Result Context
- `tracker_summary` — Tracker Summary
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_change_write_context"
  ],
  "properties": {
    "delete_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "cancel_pod_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_write_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_fax_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "date_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "status_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "cancellation_fax_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "void_sales_order_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_facility_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_diagnosis_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_change_write_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "sales_order_diagnosis_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_diagnosis_guard_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "sales_order_diagnosis_guard_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "order_change_result_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Post-Processing Eligibility Document Results

> Perform Merge Intake Post-Processing Eligibility Document Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_eligibility_document_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_eligibility_document_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_post_processing_eligibility_document_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_post_processing_eligibility_document_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `post_processing_eligibility_document_bdm_batch_context` — Post Processing Eligibility Document Bdm Batch Context (json)
  Optional JSON value.
- `post_processing_eligibility_document_batch_context` — Post Processing Eligibility Document Batch Context (json)
  Optional JSON value.
- `pdf_upload_result` — Pdf Upload Result (json)
  Optional JSON value.
- `post_processing_eligibility_document_bdm_prepare_result` — Post Processing Eligibility Document Bdm Prepare Result (json)
  Optional JSON value.
- `bdm_push_result` — Bdm Push Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "bdm_push_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "pdf_upload_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_eligibility_document_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_eligibility_document_bdm_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_eligibility_document_bdm_prepare_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Post-Processing Eligibility Task Results

> Perform Merge Intake Post-Processing Eligibility Task Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_eligibility_task_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_eligibility_task_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_post_processing_eligibility_task_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_post_processing_eligibility_task_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `post_processing_eligibility_task_batch_context` — Post Processing Eligibility Task Batch Context (json)
  Optional JSON value.
- `task_update_result` — Task Update Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "task_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_eligibility_task_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Post-Processing ETS Form Results

> Perform Merge Intake Post-Processing ETS Form Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_ets_form_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_ets_form_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_post_processing_ets_form_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_post_processing_ets_form_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `post_processing_ets_form_bdm_batch_context` — Post Processing Ets Form Bdm Batch Context (json)
  Optional JSON value.
- `post_processing_ets_form_batch_context` — Post Processing Ets Form Batch Context (json)
  Optional JSON value.
- `ets_update_result` — Ets Update Result (json)
  Optional JSON value.
- `post_processing_ets_form_bdm_prepare_result` — Post Processing Ets Form Bdm Prepare Result (json)
  Optional JSON value.
- `bdm_push_result` — Bdm Push Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "bdm_push_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "ets_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_ets_form_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_ets_form_bdm_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_ets_form_bdm_prepare_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Post-Processing Note Results

> Perform Merge Intake Post-Processing Note Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_note_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_note_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_post_processing_note_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_post_processing_note_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_note_context` — Post Processing Note Context (json)
  Optional JSON value.
- `note_write_result` — Note Write Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_write_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_note_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Post-Processing Work Comp Brightree Results

> Perform Merge Intake Post-Processing Work Comp Brightree Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_work_comp_brightree_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_work_comp_brightree_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_post_processing_work_comp_brightree_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_post_processing_work_comp_brightree_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `post_processing_work_comp_brightree_batch_context` — Post Processing Work Comp Brightree Batch Context (json)
  Optional JSON value.
- `brightree_result` — Brightree Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_setup_context` — Post Processing Setup Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "brightree_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_work_comp_brightree_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_setup_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Post-Processing Work Comp Refresh Results

> Perform Merge Intake Post-Processing Work Comp Refresh Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_work_comp_refresh_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_post_processing_work_comp_refresh_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_post_processing_work_comp_refresh_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_post_processing_work_comp_refresh_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `post_processing_work_comp_refresh_bdm_batch_context` — Post Processing Work Comp Refresh Bdm Batch Context (json)
  Optional JSON value.
- `post_processing_work_comp_refresh_batch_context` — Post Processing Work Comp Refresh Batch Context (json)
  Optional JSON value.
- `refresh_result` — Refresh Result (json)
  Optional JSON value.
- `post_processing_work_comp_refresh_bdm_prepare_result` — Post Processing Work Comp Refresh Bdm Prepare Result (json)
  Optional JSON value.
- `bdm_push_result` — Bdm Push Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_setup_context` — Post Processing Setup Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "refresh_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "bdm_push_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_work_comp_refresh_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_work_comp_refresh_bdm_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_work_comp_refresh_bdm_prepare_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_setup_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Sales Order Results

> Perform Merge Intake Sales Order Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_sales_order_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_sales_order_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_sales_order_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_sales_order_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `sales_order_batch_context` — Sales Order Batch Context (json)
  Optional JSON value.
- `sales_order_result` — Sales Order Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `sales_order_context` — Sales Order Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "sales_order_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "sales_order_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "sales_order_context": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Same/Similar Final Results

> Perform Merge Intake Same/Similar Final Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_same_or_similar_final_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_same_or_similar_final_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_same_or_similar_final_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_same_or_similar_final_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `same_or_similar_context` — Same Or Similar Context (json)
  Optional JSON value.
- `pdf_upload_result` — Pdf Upload Result (json)
  Optional JSON value.
- `branch_update_result` — Branch Update Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `same_or_similar_final_context` — Same Or Similar Final Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "pdf_upload_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "branch_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "same_or_similar_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "same_or_similar_final_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Same/Similar Results

> Perform Merge Intake Same/Similar Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_same_or_similar_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_same_or_similar_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_same_or_similar_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_same_or_similar_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `same_or_similar_check_context` — Same Or Similar Check Context (json)
  Optional JSON value.
- `same_or_similar_result` — Same Or Similar Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `same_or_similar_context` — Same Or Similar Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `pdf_batches` — Pdf Batches
- `branch_batches` — Branch Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "same_or_similar_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "same_or_similar_check_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "pdf_batches": {},
    "error_message": {},
    "branch_batches": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "same_or_similar_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Secure Document Results

> Perform Merge Intake Secure Document Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_secure_document_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_secure_document_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_secure_document_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_secure_document_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context (json)
  Optional JSON value.
- `secure_document_request_context` — Secure Document Request Context (json)
  Optional JSON value.
- `secure_document_result` — Secure Document Result (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `secure_document_context` — Secure Document Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secure_document_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secure_document_request_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "secure_document_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Secure-Send Task Results

> Perform Merge Intake Secure-Send Task Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_secure_send_task_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_secure_send_task_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_secure_send_task_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_secure_send_task_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context (json)
  Optional JSON value.
- `secure_document_context` — Secure Document Context (json)
  Optional JSON value.
- `secure_send_task_batch_context` — Secure Send Task Batch Context (json)
  Optional JSON value.
- `task_update_result` — Task Update Result (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `service_confirmation_context` — Service Confirmation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "task_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secure_document_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secure_send_task_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "service_confirmation_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Service Confirmation BDM Results

> Perform Merge Intake Service Confirmation BDM Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_confirmation_bdm_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_confirmation_bdm_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_service_confirmation_bdm_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_service_confirmation_bdm_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context (json)
  Optional JSON value.
- `bdm_push_result` — Bdm Push Result (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "bdm_push_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "service_confirmation_prepare_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Service Confirmation Update Results

> Perform Merge Intake Service Confirmation Update Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_confirmation_update_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_confirmation_update_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_service_confirmation_update_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_service_confirmation_update_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context (json)
  Optional JSON value.
- `service_confirmation_update_result` — Service Confirmation Update Result (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `document_batches` — Document Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "document_batches": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "service_confirmation_prepare_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Service-Area Cancellation Results

> Perform Merge Intake Service-Area Cancellation Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_area_cancellation_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_service_area_cancellation_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_service_area_cancellation_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_service_area_cancellation_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `service_area_cancellation_context` — Service Area Cancellation Context (json)
  Optional JSON value.
- `cancellation_kinex_fax_result` — Cancellation Kinex Fax Result (json)
  Optional JSON value.
- `provider_fax_result` — Provider Fax Result (json)
  Optional JSON value.
- `status_update_result` — Status Update Result (json)
  Optional JSON value.
- `note_write_result` — Note Write Result (json)
  Optional JSON value.
- `cancel_pod_result` — Cancel Pod Result (json)
  Optional JSON value.
- `void_sales_order_result` — Void Sales Order Result (json)
  Optional JSON value.
- `delete_result` — Delete Result (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `service_area_cancellation_result_context` — Service Area Cancellation Result Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "delete_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "cancel_pod_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_write_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "provider_fax_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "status_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "void_sales_order_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "cancellation_kinex_fax_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_area_cancellation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "service_area_cancellation_result_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Source Cleanup Results

> Perform Merge Intake Source Cleanup Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_source_cleanup_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_source_cleanup_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_source_cleanup_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_source_cleanup_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `source_cleanup_prepare_context` — Source Cleanup Prepare Context (json)
  Optional JSON value.
- `delete_result` — Delete Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `source_cleanup_context` — Source Cleanup Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "delete_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_cleanup_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "source_cleanup_context": {},
    "terminal_skip_required": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Source Fax Attachment Results

> Perform Merge Intake Source Fax Attachment Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_source_fax_attachment_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_source_fax_attachment_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_source_fax_attachment_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_source_fax_attachment_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `source_fax_attach_batch_context` — Source Fax Attach Batch Context (json)
  Optional JSON value.
- `page_batch_result` — Page Batch Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `source_fax_attach_context` — Source Fax Attach Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "page_batch_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_fax_attach_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "source_fax_attach_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Terminal Handoff Results

> Perform Merge Intake Terminal Handoff Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_terminal_handoff_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_terminal_handoff_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_terminal_handoff_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_terminal_handoff_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `terminal_handoff_context` — Terminal Handoff Context (json)
  Optional JSON value.
- `note_write_result` — Note Write Result (json)
  Optional JSON value.
- `delete_result` — Delete Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `stage_label` — Stage Label
- `case_payload` — Case Payload
- `tracker_summary` — Tracker Summary
- `execution_summary` — Execution Summary
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "delete_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_write_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "terminal_handoff_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "stage_label": {},
    "case_payload": {},
    "error_message": {},
    "tracker_summary": {},
    "execution_summary": {},
    "manual_review_required": {},
    "terminal_skip_required": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Vendor Fax Results

> Perform Merge Intake Vendor Fax Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_vendor_fax_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_vendor_fax_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_vendor_fax_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_vendor_fax_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `vendor_fax_batch_context` — Vendor Fax Batch Context (json)
  Optional JSON value.
- `fax_send_result` — Fax Send Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `vendor_fax_context` — Vendor Fax Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `task_batches` — Task Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_send_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "vendor_fax_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "task_batches": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "vendor_fax_context": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Vendor Fax Task Results

> Perform Merge Intake Vendor Fax Task Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_vendor_fax_task_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_vendor_fax_task_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_vendor_fax_task_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_vendor_fax_task_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `vendor_fax_context` — Vendor Fax Context (json)
  Optional JSON value.
- `task_update_result` — Task Update Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `vendor_fax_context` — Vendor Fax Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "task_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "vendor_fax_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "vendor_fax_context": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Work Comp Confirmation Fax Results

> Perform Merge Intake Work Comp Confirmation Fax Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_work_comp_confirmation_fax_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_work_comp_confirmation_fax_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_work_comp_confirmation_fax_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_work_comp_confirmation_fax_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `work_comp_confirmation_batch_context` — Work Comp Confirmation Batch Context (json)
  Optional JSON value.
- `fax_send_result` — Fax Send Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `work_comp_confirmation_context` — Work Comp Confirmation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `task_batches` — Task Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_send_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "work_comp_confirmation_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "task_batches": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "work_comp_confirmation_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Work Comp Confirmation Task Results

> Perform Merge Intake Work Comp Confirmation Task Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_work_comp_confirmation_task_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_work_comp_confirmation_task_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_work_comp_confirmation_task_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_work_comp_confirmation_task_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `work_comp_confirmation_context` — Work Comp Confirmation Context (json)
  Optional JSON value.
- `task_update_result` — Task Update Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `work_comp_confirmation_context` — Work Comp Confirmation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "task_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "work_comp_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "work_comp_confirmation_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Workflow Clinician Results

> Perform Merge Intake Workflow Clinician Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_clinician_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_clinician_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_workflow_clinician_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_workflow_clinician_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `workflow_clinician_batch_context` — Workflow Clinician Batch Context (json)
  Optional JSON value.
- `clinician_selection_result` — Clinician Selection Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_clinician_context` — Workflow Clinician Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "clinician_selection_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_clinician_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_clinician_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Workflow Create Results

> Perform Merge Intake Workflow Create Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_create_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_create_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_workflow_create_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_workflow_create_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_item_plan_context` — Workflow Item Plan Context (json)
  Optional JSON value.
- `workflow_create_context` — Workflow Create Context (json)
  Optional JSON value.
- `workflow_create_result` — Workflow Create Result (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_create_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_create_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_item_plan_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Workflow Document Upload Results

> Perform Merge Intake Workflow Document Upload Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_document_upload_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_document_upload_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_workflow_document_upload_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_workflow_document_upload_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `workflow_document_upload_batch_context` — Workflow Document Upload Batch Context (json)
  Optional JSON value.
- `pdf_upload_result` — Pdf Upload Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_document_upload_context` — Workflow Document Upload Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "pdf_upload_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_document_upload_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_document_upload_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Workflow Item Add Results

> Perform Merge Intake Workflow Item Add Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_item_add_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_item_add_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_workflow_item_add_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_workflow_item_add_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `workflow_item_add_batch_context` — Workflow Item Add Batch Context (json)
  Optional JSON value.
- `item_add_result` — Item Add Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_item_apply_context` — Workflow Item Apply Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "item_add_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_item_add_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_item_apply_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Workflow Item Task Results

> Perform Merge Intake Workflow Item Task Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_item_task_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_item_task_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_workflow_item_task_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_workflow_item_task_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `workflow_item_task_batch_context` — Workflow Item Task Batch Context (json)
  Optional JSON value.
- `task_update_result` — Task Update Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_item_task_context` — Workflow Item Task Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "task_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_item_task_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_item_task_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Workflow Patient Insurance Results

> Perform Merge Intake Workflow Patient Insurance Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_patient_insurance_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_patient_insurance_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_workflow_patient_insurance_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_workflow_patient_insurance_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `workflow_patient_insurance_batch_context` — Workflow Patient Insurance Batch Context (json, required)
  Required JSON value.
- `patient_info_result` — Patient Info Result (json)
  Optional JSON value.
- `insurance_policy_result` — Insurance Policy Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_patient_insurance_context` — Workflow Patient Insurance Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_patient_insurance_batch_context"
  ],
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_info_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "insurance_policy_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_patient_insurance_batch_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_patient_insurance_context": {}
  },
  "additionalProperties": true
}
```

---

# Merge Intake Workflow Setup Field Results

> Perform Merge Intake Workflow Setup Field Results through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_setup_field_results](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_merge_intake_workflow_setup_field_results)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_merge_intake_workflow_setup_field_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_merge_intake_workflow_setup_field_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `workflow_setup_field_batch_context` — Workflow Setup Field Batch Context (json, required)
  Required JSON value.
- `diagnosis_result` — Diagnosis Result (json)
  Optional JSON value.
- `physician_result` — Physician Result (json)
  Optional JSON value.
- `date_result` — Date Result (json)
  Optional JSON value.
- `facility_result` — Facility Result (json)
  Optional JSON value.
- `marketing_rep_result` — Marketing Rep Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_setup_fields_context` — Workflow Setup Fields Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_setup_field_batch_context"
  ],
  "properties": {
    "date_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "facility_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "diagnosis_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "physician_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "marketing_rep_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_setup_field_batch_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_setup_fields_context": {}
  },
  "additionalProperties": true
}
```

---

# Normalize Worksheet

> Perform Normalize Worksheet through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_normalize_worksheet](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_normalize_worksheet)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_normalize_worksheet`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "source_format": "auto"
  },
  "handler": "genhealth_normalize_worksheet"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `source_format` — Source Format (select)
  Optional selected identifier or value.
  Default: `"auto"`
  Options: Auto Detect ("auto"), CSV ("csv"), Excel (.xlsx) ("xlsx")
- `target_fields` — Target Fields (repeatable_group, required)
  Required list of structured items.
  - `key` — Key (text, required)
    Required text value.
  - `semantic_type` — Semantic Type (select, required)
    Required selected identifier or value.
    Default: `"text"`
    Options: Text ("text"), Currency ("currency"), Date ("date"), Identifier ("identifier")
  - `description` — Description (textarea, required)
    Required text value.
  - `required` — Required (boolean)
    Optional true-or-false value.
    Default: `"false"`
- `derived_fields` — Derived Fields (repeatable_group)
  Optional list of structured items.
  - `key` — Key (text, required)
    Required text value.
  - `source_field` — Source Field (text, required)
    Required text value.
  - `pattern` — Pattern (text, required)
    Required text value.
  - `match_group` — Match Group (number)
    Optional numeric value.
    Default: `1`

## Outputs

- `document_id` — Document Id
- `file_name` — File Name
- `source_format` — Source Format
- `sheet_name` — Sheet Name
- `columns` — Columns
- `raw_row_count` — Raw Row Count
- `count` — Count
- `rows` — Rows
- `schema` — Schema
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "target_fields"
  ],
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_format": {
      "enum": [
        "auto",
        "csv",
        "xlsx"
      ],
      "type": "string",
      "default": "auto",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "target_fields": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "key",
          "semantic_type",
          "description"
        ],
        "properties": {
          "key": {
            "type": "string",
            "description": "Required text value.",
            "x-workflow-field-type": "text"
          },
          "required": {
            "type": "boolean",
            "description": "Optional true-or-false value.",
            "x-workflow-field-type": "boolean"
          },
          "description": {
            "type": "string",
            "description": "Required text value.",
            "x-workflow-field-type": "textarea"
          },
          "semantic_type": {
            "enum": [
              "text",
              "currency",
              "date",
              "identifier"
            ],
            "type": "string",
            "default": "text",
            "description": "Required selected identifier or value.",
            "x-workflow-field-type": "select"
          }
        },
        "additionalProperties": false
      },
      "description": "Required list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "derived_fields": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "key",
          "source_field",
          "pattern"
        ],
        "properties": {
          "key": {
            "type": "string",
            "description": "Required text value.",
            "x-workflow-field-type": "text"
          },
          "pattern": {
            "type": "string",
            "description": "Required text value.",
            "x-workflow-field-type": "text"
          },
          "match_group": {
            "type": "number",
            "default": 1,
            "description": "Optional numeric value.",
            "x-workflow-field-type": "number"
          },
          "source_field": {
            "type": "string",
            "description": "Required text value.",
            "x-workflow-field-type": "text"
          }
        },
        "additionalProperties": false
      },
      "description": "Optional list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "count": {},
    "error": {},
    "schema": {},
    "columns": {},
    "message": {},
    "file_name": {},
    "sheet_name": {},
    "document_id": {},
    "raw_row_count": {},
    "source_format": {}
  },
  "additionalProperties": true
}
```

---

# NPPES Provider Lookup

> Perform NPPES Provider Lookup through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/nppes_lookup](https://genhealth.ai/docs/workflows/integrations/gen-health/nppes_lookup)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `nppes_lookup`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "nppes_lookup"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `npi` — Npi (expression)
  Optional literal value or workflow expression.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Open Ingest Job

> Perform Open Ingest Job through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_open_ingest_job](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_open_ingest_job)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_open_ingest_job`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_open_ingest_job"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `job_type` — Job Type (text, required)
  Required text value.

## Outputs

- `success` — Success
- `job_id` — Job Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "job_type"
  ],
  "properties": {
    "job_type": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "job_id": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Optimize & Save Wounds

> Perform Optimize & Save Wounds through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/optimize_and_save_wounds](https://genhealth.ai/docs/workflows/integrations/gen-health/optimize_and_save_wounds)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `optimize_and_save_wounds`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "optimize_and_save_wounds"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Precheck Intake Client Insurance Policies

> Perform Precheck Intake Client Insurance Policies through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_precheck_intake_client_insurance_policies](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_precheck_intake_client_insurance_policies)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_precheck_intake_client_insurance_policies`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_precheck_intake_client_insurance_policies"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_item_plan_context` — Workflow Item Plan Context (json)
  Optional JSON value.
- `policy_read_result` — Policy Read Result (json)
  Optional JSON value.
- `client_insurance_remediation_context` — Client Insurance Remediation Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `client_insurance_precheck_context` — Client Insurance Precheck Context
- `tracker_summary` — Tracker Summary
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `workflow_item_plan_context` — Workflow Item Plan Context

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "policy_read_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_item_plan_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "client_insurance_remediation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_item_plan_context": {},
    "client_insurance_precheck_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Deferred Intake Retry

> Perform Prepare Deferred Intake Retry through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_deferred_retry](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_deferred_retry)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_prepare_deferred_retry`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "fax_attempt": 1,
    "retry_attempt": 1,
    "use_coversheet": true,
    "fax_verification_attempt": 1,
    "fax_verification_pending": false
  },
  "handler": "intake_prepare_deferred_retry"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `retry_candidate` — Retry Candidate (json)
  Optional JSON value.
- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `physician_docs` — Physician Docs (json)
  Optional JSON value.
- `document_titles` — Document Titles (json)
  Optional JSON value.
- `fax_purpose` — Fax Purpose (text)
  Optional text value.
- `recipient_optgroup_label` — Recipient Optgroup Label (text)
  Optional text value.
- `use_coversheet` — Use Coversheet (boolean)
  Optional true-or-false value.
  Default: `true`
- `fax_attempt` — Fax Attempt (number)
  Optional numeric value.
  Default: `1`
- `doc_created_at` — Doc Created At (text)
  Optional text value.
- `document_ids` — Document Ids (text)
  Optional text value.
- `fax_submitted_at` — Fax Submitted At (text)
  Optional text value.
- `fax_verification_pending` — Fax Verification Pending (boolean)
  Optional true-or-false value.
  Default: `false`
- `fax_verification_attempt` — Fax Verification Attempt (number)
  Optional numeric value.
  Default: `1`
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `retry_attempt` — Retry Attempt (number)
  Optional numeric value.
  Default: `1`
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_attempt": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "fax_purpose": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "retry_attempt": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "doc_created_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "physician_docs": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "use_coversheet": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_titles": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "retry_candidate": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_submitted_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_verification_attempt": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "fax_verification_pending": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "recipient_optgroup_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Prepare Intake Cancellation Fax Jobs

> Perform Prepare Intake Cancellation Fax Jobs through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_cancellation_fax_jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_cancellation_fax_jobs)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_cancellation_fax_jobs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_cancellation_fax_jobs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text, required)
  Required text value.
- `order_change_write_context` — Order Change Write Context (json, required)
  Required JSON value.
- `source_fax_result` — Source Fax Result (json, required)
  Required JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `ready_for_live_writes` — Ready For Live Writes
- `order_change_write_context` — Order Change Write Context
- `cancellation_fax_jobs` — Cancellation Fax Jobs
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_key",
    "order_change_write_context",
    "source_fax_result"
  ],
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_fax_result": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_change_write_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "cancellation_fax_jobs": {},
    "ready_for_live_writes": {},
    "manual_review_required": {},
    "order_change_write_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Cancellation Fax Requirements

> Perform Prepare Intake Cancellation Fax Requirements through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_cancellation_fax_requirements](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_cancellation_fax_requirements)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_cancellation_fax_requirements`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_cancellation_fax_requirements"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text, required)
  Required text value.
- `order_change_write_context` — Order Change Write Context (json, required)
  Required JSON value.
- `fax_history_result` — Fax History Result (json, required)
  Required JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `ready_for_live_writes` — Ready For Live Writes
- `order_change_write_context` — Order Change Write Context
- `cancellation_kinex_fax_required_workflow_ids` — Cancellation Kinex Fax Required Workflow Ids
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_key",
    "order_change_write_context",
    "fax_history_result"
  ],
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "fax_history_result": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_change_write_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "ready_for_live_writes": {},
    "manual_review_required": {},
    "order_change_write_context": {},
    "cancellation_kinex_fax_required_workflow_ids": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Client Insurance Policy Remediation

> Perform Prepare Intake Client Insurance Policy Remediation through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_client_insurance_policy_remediation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_client_insurance_policy_remediation)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_client_insurance_policy_remediation`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_client_insurance_policy_remediation"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_item_plan_context` — Workflow Item Plan Context (json)
  Optional JSON value.
- `policy_read_result` — Policy Read Result (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `client_insurance_remediation_context` — Client Insurance Remediation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `workflow_item_plan_context` — Workflow Item Plan Context
- `brightree_policy_edit_batches` — Brightree Policy Edit Batches
- `client_refresh_batches` — Client Refresh Batches
- `policy_update_batches` — Policy Update Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "policy_read_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_item_plan_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "policy_update_batches": {},
    "client_refresh_batches": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_item_plan_context": {},
    "brightree_policy_edit_batches": {},
    "client_insurance_remediation_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Document BDM Batches

> Perform Prepare Intake Document BDM Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_document_bdm_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_document_bdm_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_document_bdm_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_document_bdm_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `document_batches` — Document Batches
- `document_bdm_batch_context` — Document Bdm Batch Context
- `workflow_items_context` — Workflow Items Context
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "document_batches": {},
    "workflow_items_context": {},
    "document_bdm_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Eligibility Checks

> Perform Prepare Intake Eligibility Checks through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_eligibility_checks](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_eligibility_checks)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_eligibility_checks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_eligibility_checks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `eligibility_check_context` — Eligibility Check Context
- `primary_cgs_eligibility_check` — Primary Cgs Eligibility Check
- `secondary_cgs_eligibility_check` — Secondary Cgs Eligibility Check
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "manual_review_required": {},
    "eligibility_check_context": {},
    "primary_cgs_eligibility_check": {},
    "secondary_cgs_eligibility_check": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Eligibility Task Batches

> Perform Prepare Intake Eligibility Task Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_eligibility_task_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_eligibility_task_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_eligibility_task_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_eligibility_task_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `task_batches` — Task Batches
- `eligibility_task_batch_context` — Eligibility Task Batch Context
- `workflow_items_context` — Workflow Items Context
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "task_batches": {},
    "error_message": {},
    "workflow_items_context": {},
    "eligibility_task_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Execution Context

> Perform Prepare Intake Execution Context through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_execution_context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_execution_context)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_execution_context`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_execution_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `execution_context` — Execution Context
- `selected_dme_items` — Selected Dme Items
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "execution_context": {},
    "selected_dme_items": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Final Summary Notes

> Perform Prepare Intake Final Summary Notes through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_final_summary_notes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_final_summary_notes)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_final_summary_notes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_final_summary_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `final_summary_note_context` — Final Summary Note Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `note_jobs` — Note Jobs

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "note_jobs": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "final_summary_note_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Order Change Match

> Perform Prepare Intake Order Change Match through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_order_change_match](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_order_change_match)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_order_change_match`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "recent_window_days": 14,
    "detect_markerless_revision": false
  },
  "handler": "genhealth_prepare_intake_order_change_match"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `recent_window_days` — Recent Window Days (number)
  Optional numeric value.
  Default: `14`
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `detect_markerless_revision` — Detect Markerless Revision (boolean)
  Optional true-or-false value.
  Default: `false`
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `continue_new_order` — Continue New Order
- `order_change_required` — Order Change Required
- `ready_for_cancellation_writes` — Ready For Cancellation Writes
- `ready_for_dos_revision_upload` — Ready For Dos Revision Upload
- `order_change_match_context` — Order Change Match Context
- `tracker_summary` — Tracker Summary
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "recent_window_days": {
      "type": "number",
      "default": 14,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "detect_markerless_revision": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "continue_new_order": {},
    "order_change_required": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "order_change_match_context": {},
    "ready_for_cancellation_writes": {},
    "ready_for_dos_revision_upload": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Order Change Writes

> Perform Prepare Intake Order Change Writes through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_order_change_writes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_order_change_writes)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_order_change_writes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_order_change_writes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `order_change_match_context` — Order Change Match Context (json, required)
  Required JSON value.
- `markerless_order_change_match_context` — Markerless Order Change Match Context (json)
  Optional JSON value.
- `brightree_void_reason_code` — Brightree Void Reason Code (number)
  Optional numeric value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `ready_for_live_writes` — Ready For Live Writes
- `ready_for_revision_writes` — Ready For Revision Writes
- `ready_for_dos_revision_writes` — Ready For Dos Revision Writes
- `ready_for_cancellation_writes` — Ready For Cancellation Writes
- `order_change_write_context` — Order Change Write Context
- `workflow_items_context` — Workflow Items Context
- `patient_context` — Patient Context
- `cpm_cancellation_workflow_ids` — Cpm Cancellation Workflow Ids
- `status_batches` — Status Batches
- `date_batches` — Date Batches
- `facility_batches` — Facility Batches
- `diagnosis_batches` — Diagnosis Batches
- `diagnosis_guard_batches` — Diagnosis Guard Batches
- `brightree_diagnosis_batches` — Brightree Diagnosis Batches
- `brightree_diagnosis_guard_batches` — Brightree Diagnosis Guard Batches
- `note_jobs` — Note Jobs
- `cancel_pod_requests` — Cancel Pod Requests
- `void_sales_order_request` — Void Sales Order Request
- `void_sales_order_requests` — Void Sales Order Requests
- `source_fax_page_batches` — Source Fax Page Batches
- `delete_request` — Delete Request
- `tracker_summary` — Tracker Summary
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_change_match_context"
  ],
  "properties": {
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "brightree_void_reason_code": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "order_change_match_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "markerless_order_change_match_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "note_jobs": {},
    "date_batches": {},
    "error_message": {},
    "delete_request": {},
    "status_batches": {},
    "patient_context": {},
    "tracker_summary": {},
    "facility_batches": {},
    "diagnosis_batches": {},
    "cancel_pod_requests": {},
    "ready_for_live_writes": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "diagnosis_guard_batches": {},
    "source_fax_page_batches": {},
    "void_sales_order_request": {},
    "ready_for_revision_writes": {},
    "void_sales_order_requests": {},
    "order_change_write_context": {},
    "brightree_diagnosis_batches": {},
    "cpm_cancellation_workflow_ids": {},
    "ready_for_cancellation_writes": {},
    "ready_for_dos_revision_writes": {},
    "brightree_diagnosis_guard_batches": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing Eligibility Document Batches

> Perform Prepare Intake Post-Processing Eligibility Document Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_document_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_document_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_document_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_eligibility_document_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `post_processing_eligibility_document_batch_context` — Post Processing Eligibility Document Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `pdf_batches` — Pdf Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "pdf_batches": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {},
    "post_processing_eligibility_document_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing Eligibility Document BDM Batches

> Perform Prepare Intake Post-Processing Eligibility Document BDM Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_document_bdm_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_document_bdm_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_document_bdm_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_eligibility_document_bdm_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_eligibility_document_batch_context` — Post Processing Eligibility Document Batch Context (json)
  Optional JSON value.
- `pdf_upload_result` — Pdf Upload Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_eligibility_document_bdm_batch_context` — Post Processing Eligibility Document Bdm Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `document_batches` — Document Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "pdf_upload_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_eligibility_document_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "document_batches": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_eligibility_document_bdm_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing Eligibility Task Batches

> Perform Prepare Intake Post-Processing Eligibility Task Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_task_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_eligibility_task_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_eligibility_task_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_eligibility_task_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `post_processing_eligibility_task_batch_context` — Post Processing Eligibility Task Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `task_batches` — Task Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "task_batches": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {},
    "post_processing_eligibility_task_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing ETS Form Batches

> Perform Prepare Intake Post-Processing ETS Form Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_ets_form_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_ets_form_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_ets_form_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_ets_form_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `post_processing_ets_form_batch_context` — Post Processing Ets Form Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `ets_form_batches` — Ets Form Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "ets_form_batches": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {},
    "post_processing_ets_form_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing ETS Form BDM Batches

> Perform Prepare Intake Post-Processing ETS Form BDM Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_ets_form_bdm_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_ets_form_bdm_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_ets_form_bdm_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_ets_form_bdm_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_ets_form_batch_context` — Post Processing Ets Form Batch Context (json)
  Optional JSON value.
- `ets_update_result` — Ets Update Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_ets_form_bdm_batch_context` — Post Processing Ets Form Bdm Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `document_batches` — Document Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ets_update_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_ets_form_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "document_batches": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_ets_form_bdm_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing Notes

> Perform Prepare Intake Post-Processing Notes through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_notes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_notes)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_notes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_context` — Post Processing Context
- `post_processing_note_context` — Post Processing Note Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `note_jobs` — Note Jobs
- `note_count` — Note Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "note_jobs": {},
    "note_count": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_context": {},
    "post_processing_note_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing Work Comp Brightree Batches

> Perform Prepare Intake Post-Processing Work Comp Brightree Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_brightree_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_brightree_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_brightree_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_work_comp_brightree_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_setup_context` — Post Processing Setup Context
- `post_processing_work_comp_brightree_batch_context` — Post Processing Work Comp Brightree Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `workers_comp_batches` — Workers Comp Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "workers_comp_batches": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_setup_context": {},
    "post_processing_work_comp_brightree_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing Work Comp Refresh Batches

> Perform Prepare Intake Post-Processing Work Comp Refresh Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_refresh_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_refresh_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_refresh_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_work_comp_refresh_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_setup_context` — Post Processing Setup Context
- `post_processing_work_comp_refresh_batch_context` — Post Processing Work Comp Refresh Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `refresh_batches` — Refresh Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "refresh_batches": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_setup_context": {},
    "post_processing_work_comp_refresh_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Post-Processing Work Comp Refresh BDM Batches

> Perform Prepare Intake Post-Processing Work Comp Refresh BDM Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_refresh_bdm_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_post_processing_work_comp_refresh_bdm_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_post_processing_work_comp_refresh_bdm_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_post_processing_work_comp_refresh_bdm_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `post_processing_setup_context` — Post Processing Setup Context (json)
  Optional JSON value.
- `post_processing_work_comp_refresh_batch_context` — Post Processing Work Comp Refresh Batch Context (json)
  Optional JSON value.
- `refresh_result` — Refresh Result (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `post_processing_setup_context` — Post Processing Setup Context
- `post_processing_work_comp_refresh_bdm_batch_context` — Post Processing Work Comp Refresh Bdm Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `document_batches` — Document Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "refresh_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_setup_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_work_comp_refresh_batch_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "document_batches": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "post_processing_setup_context": {},
    "post_processing_work_comp_refresh_bdm_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Sales Order Batches

> Perform Prepare Intake Sales Order Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_sales_order_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_sales_order_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_sales_order_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_sales_order_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `sales_order_batch_context` — Sales Order Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `sales_order_batches` — Sales Order Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "sales_order_batches": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "sales_order_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Same/Similar Check

> Perform Prepare Intake Same/Similar Check through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_same_or_similar_check](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_same_or_similar_check)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_same_or_similar_check`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_same_or_similar_check"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `same_or_similar_check_context` — Same Or Similar Check Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `same_or_similar_check` — Same Or Similar Check
- `same_or_similar_enabled` — Same Or Similar Enabled

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "same_or_similar_check": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "same_or_similar_enabled": {},
    "same_or_similar_check_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Secure Document Requests

> Perform Prepare Intake Secure Document Requests through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_secure_document_requests](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_secure_document_requests)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_secure_document_requests`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_secure_document_requests"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `secure_document_requests` — Secure Document Requests
- `secure_document_request_context` — Secure Document Request Context
- `max_attempts` — Max Attempts
- `retry_interval_seconds` — Retry Interval Seconds
- `timeout_seconds` — Timeout Seconds
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "max_attempts": {},
    "error_message": {},
    "timeout_seconds": {},
    "retry_interval_seconds": {},
    "secure_document_requests": {},
    "secure_document_request_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Secure-Send Task Batches

> Perform Prepare Intake Secure-Send Task Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_secure_send_task_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_secure_send_task_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_secure_send_task_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_secure_send_task_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context (json)
  Optional JSON value.
- `secure_document_context` — Secure Document Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `task_batches` — Task Batches
- `secure_send_task_batch_context` — Secure Send Task Batch Context
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secure_document_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "task_batches": {},
    "error_message": {},
    "secure_send_task_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Service Confirmation

> Perform Prepare Intake Service Confirmation through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_confirmation)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_service_confirmation`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_service_confirmation"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `service_confirmation_update_batches` — Service Confirmation Update Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "service_confirmation_update_batches": {},
    "service_confirmation_prepare_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Service-Area Cancellation Reads

> Perform Prepare Intake Service-Area Cancellation Reads through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_area_cancellation_reads](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_area_cancellation_reads)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_service_area_cancellation_reads`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_service_area_cancellation_reads"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `service_area_cancellation_context` — Service Area Cancellation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `workflow_ids` — Workflow Ids
- `ready_for_live_writes` — Ready For Live Writes

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "workflow_ids": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "ready_for_live_writes": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "service_area_cancellation_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Service-Area Cancellation Writes

> Perform Prepare Intake Service-Area Cancellation Writes through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_area_cancellation_writes](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_service_area_cancellation_writes)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_service_area_cancellation_writes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_service_area_cancellation_writes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `service_area_cancellation_context` — Service Area Cancellation Context (json)
  Optional JSON value.
- `physician_contact_result` — Physician Contact Result (json)
  Optional JSON value.
- `fax_history_result` — Fax History Result (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `service_area_cancellation_context` — Service Area Cancellation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `workflow_ids` — Workflow Ids
- `ready_for_live_writes` — Ready For Live Writes
- `cancellation_kinex_fax_jobs` — Cancellation Kinex Fax Jobs
- `provider_fax_jobs` — Provider Fax Jobs
- `status_batches` — Status Batches
- `note_jobs` — Note Jobs
- `cancel_pod_requests` — Cancel Pod Requests
- `void_sales_order_requests` — Void Sales Order Requests
- `delete_request` — Delete Request

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "fax_history_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "physician_contact_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_area_cancellation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "note_jobs": {},
    "workflow_ids": {},
    "error_message": {},
    "delete_request": {},
    "status_batches": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "provider_fax_jobs": {},
    "side_effect_ledger": {},
    "cancel_pod_requests": {},
    "ready_for_live_writes": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "void_sales_order_requests": {},
    "cancellation_kinex_fax_jobs": {},
    "service_area_cancellation_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Source Cleanup

> Perform Prepare Intake Source Cleanup through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_source_cleanup](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_source_cleanup)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_source_cleanup`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_source_cleanup"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `final_summary_context` — Final Summary Context (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `source_cleanup_prepare_context` — Source Cleanup Prepare Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `delete_request` — Delete Request

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "final_summary_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "delete_request": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "source_cleanup_prepare_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Source Fax Attachment Batches

> Perform Prepare Intake Source Fax Attachment Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_source_fax_attachment_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_source_fax_attachment_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_source_fax_attachment_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_source_fax_attachment_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `source_fax_attach_batch_context` — Source Fax Attach Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `page_batches` — Page Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "page_batches": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "source_fax_attach_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Terminal Handoff

> Perform Prepare Intake Terminal Handoff through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_terminal_handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_terminal_handoff)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_terminal_handoff`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "manual_review_on_error": false
  },
  "handler": "genhealth_prepare_intake_terminal_handoff"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `stage_label` — Stage Label (text)
  Optional text value.
- `note_mode` — Note Mode (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `execution_payload` — Execution Payload (json)
  Optional JSON value.
- `fallback_execution_payload` — Fallback Execution Payload (json)
  Optional JSON value.
- `secondary_fallback_execution_payload` — Secondary Fallback Execution Payload (json)
  Optional JSON value.
- `error_payload` — Error Payload (json)
  Optional JSON value.
- `manual_review_on_error` — Manual Review On Error (boolean)
  Optional true-or-false value.
  Default: `false`
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `terminal_handoff_context` — Terminal Handoff Context
- `note_jobs` — Note Jobs
- `delete_request` — Delete Request
- `stage_label` — Stage Label
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "note_mode": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "stage_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "error_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "manual_review_on_error": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "fallback_execution_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "secondary_fallback_execution_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "note_jobs": {},
    "stage_label": {},
    "error_message": {},
    "delete_request": {},
    "terminal_handoff_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Vendor Fax Jobs

> Perform Prepare Intake Vendor Fax Jobs through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_vendor_fax_jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_vendor_fax_jobs)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_vendor_fax_jobs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_vendor_fax_jobs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `fax_jobs` — Fax Jobs
- `vendor_fax_batch_context` — Vendor Fax Batch Context
- `workflow_items_context` — Workflow Items Context
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "fax_jobs": {},
    "error_message": {},
    "workflow_items_context": {},
    "vendor_fax_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Work Comp Confirmation Fax Jobs

> Perform Prepare Intake Work Comp Confirmation Fax Jobs through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_work_comp_confirmation_fax_jobs](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_work_comp_confirmation_fax_jobs)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_work_comp_confirmation_fax_jobs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_work_comp_confirmation_fax_jobs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `fax_jobs` — Fax Jobs
- `work_comp_confirmation_batch_context` — Work Comp Confirmation Batch Context
- `workflow_items_context` — Workflow Items Context
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "fax_jobs": {},
    "error_message": {},
    "workflow_items_context": {},
    "work_comp_confirmation_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Clinician Batches

> Perform Prepare Intake Workflow Clinician Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_clinician_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_clinician_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_clinician_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_clinician_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_clinician_batch_context` — Workflow Clinician Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `clinician_batches` — Clinician Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "clinician_batches": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_clinician_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Create Batches

> Perform Prepare Intake Workflow Create Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_create_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_create_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_create_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_create_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_item_plan_context` — Workflow Item Plan Context (json)
  Optional JSON value.
- `order_change_match_context` — Order Change Match Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_create_context` — Workflow Create Context
- `tracker_summary` — Tracker Summary
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `workflow_batches` — Workflow Batches
- `reactivation_required` — Reactivation Required
- `reactivation_date_batches` — Reactivation Date Batches
- `reactivation_status_batches` — Reactivation Status Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_change_match_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_item_plan_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "workflow_batches": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "reactivation_required": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_create_context": {},
    "reactivation_date_batches": {},
    "reactivation_status_batches": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Document Upload Batches

> Perform Prepare Intake Workflow Document Upload Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_document_upload_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_document_upload_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_document_upload_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_document_upload_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_document_upload_batch_context` — Workflow Document Upload Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `pdf_batches` — Pdf Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "pdf_batches": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_document_upload_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Item Add Batches

> Perform Prepare Intake Workflow Item Add Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_add_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_add_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_item_add_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_item_add_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_item_add_batch_context` — Workflow Item Add Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `item_batches` — Item Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "item_batches": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_item_add_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Item Plan

> Perform Prepare Intake Workflow Item Plan through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_plan](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_plan)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_item_plan`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_item_plan"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_item_plan_context` — Workflow Item Plan Context
- `tracker_summary` — Tracker Summary
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_item_plan_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Item Task Batches

> Perform Prepare Intake Workflow Item Task Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_task_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_item_task_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_item_task_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_item_task_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `task_batches` — Task Batches
- `workflow_item_task_batch_context` — Workflow Item Task Batch Context
- `workflow_items_context` — Workflow Items Context
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "task_batches": {},
    "error_message": {},
    "workflow_items_context": {},
    "workflow_item_task_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Patient Insurance Batches

> Perform Prepare Intake Workflow Patient Insurance Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_patient_insurance_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_patient_insurance_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_patient_insurance_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_patient_insurance_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `policy_read_result` — Policy Read Result (json)
  Optional JSON value.
- `client_insurance_remediation_context` — Client Insurance Remediation Context (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_patient_insurance_batch_context` — Workflow Patient Insurance Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `patient_info_batches` — Patient Info Batches
- `insurance_policy_batches` — Insurance Policy Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "policy_read_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "client_insurance_remediation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "patient_info_batches": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "insurance_policy_batches": {},
    "workflow_patient_insurance_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Patient Insurance Policy Reads

> Perform Prepare Intake Workflow Patient Insurance Policy Reads through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_patient_insurance_policy_reads](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_patient_insurance_policy_reads)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_patient_insurance_policy_reads`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_patient_insurance_policy_reads"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.
- `workflow_item_plan_context` — Workflow Item Plan Context (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_patient_insurance_policy_read_context` — Workflow Patient Insurance Policy Read Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `workflow_item_plan_context` — Workflow Item Plan Context
- `policy_read_batches` — Policy Read Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_item_plan_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "policy_read_batches": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_item_plan_context": {},
    "workflow_patient_insurance_policy_read_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Intake Workflow Setup Field Batches

> Perform Prepare Intake Workflow Setup Field Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_setup_field_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_prepare_intake_workflow_setup_field_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_prepare_intake_workflow_setup_field_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_prepare_intake_workflow_setup_field_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_setup_field_batch_context` — Workflow Setup Field Batch Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required
- `diagnosis_batches` — Diagnosis Batches
- `physician_batches` — Physician Batches
- `date_batches` — Date Batches
- `facility_batches` — Facility Batches
- `marketing_rep_batches` — Marketing Rep Batches

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "date_batches": {},
    "error_message": {},
    "tracker_summary": {},
    "facility_batches": {},
    "created_workflows": {},
    "diagnosis_batches": {},
    "execution_summary": {},
    "physician_batches": {},
    "side_effect_ledger": {},
    "marketing_rep_batches": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_setup_field_batch_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Patient Facility Resolution

> Perform Prepare Patient Facility Resolution through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_patient_facility_resolution](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_patient_facility_resolution)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_prepare_patient_facility_resolution`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "note_indicates_private_residence": false
  },
  "handler": "intake_prepare_patient_facility_resolution"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `precheck_payload` — Precheck Payload (json)
  Optional JSON value.
- `delivery_address` — Delivery Address (text)
  Optional text value.
- `patient_facility_payload` — Patient Facility Payload (json)
  Optional JSON value.
- `note_facility_name` — Note Facility Name (text)
  Optional text value.
- `note_facility_updates` — Note Facility Updates (text)
  Optional text value.
- `note_indicates_private_residence` — Note Indicates Private Residence (boolean)
  Optional true-or-false value.
  Default: `false`
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "delivery_address": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "precheck_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_facility_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_facility_updates": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_indicates_private_residence": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Prepare Precheck Context

> Perform Prepare Precheck Context through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_precheck_context](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_precheck_context)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_prepare_precheck_context`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "brightree_test": false
  },
  "handler": "intake_prepare_precheck_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `brightree_test` — Brightree Test (boolean)
  Optional true-or-false value.
  Default: `false`
- `test_patient_id` — Test Patient Id (text)
  Optional text value.
- `test_patient_state` — Test Patient State (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "brightree_test": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "test_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "test_patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Prepare Subsequent Fax

> Perform Prepare Subsequent Fax through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_subsequent_fax](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_prepare_subsequent_fax)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_prepare_subsequent_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false
  },
  "handler": "intake_prepare_subsequent_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (json)
  Optional JSON value.
- `selection_payload` — Selection Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "candidate": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "selection_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Process Intake Workflow Items

> Perform Process Intake Workflow Items through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_process_intake_workflow_items](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_process_intake_workflow_items)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_process_intake_workflow_items`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_process_intake_workflow_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_item_plan_context` — Workflow Item Plan Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_item_plan_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {}
  },
  "additionalProperties": true
}
```

---

# Process Subsequent Fax Batch

> Perform Process Subsequent Fax Batch through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_process_subsequent_batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_process_subsequent_batch)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_process_subsequent_batch`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false
  },
  "handler": "intake_process_subsequent_batch"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `job_id` — Job Id (text)
  Optional text value.
- `candidates` — Candidates (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "job_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "candidates": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Publish Document To Inbox

> Perform Publish Document To Inbox through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_document_to_inbox](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_document_to_inbox)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_publish_document_to_inbox`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "allow_reprocess": false
  },
  "handler": "genhealth_publish_document_to_inbox"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `target_document_id` — Target Document Id (expression)
  Optional literal value or workflow expression.
- `display_status` — Display Status (select, required)
  Required selected identifier or value.
  Options: Review ("review"), Complete ("complete"), Processing ("processing")
- `title` — Title (expression)
  Optional literal value or workflow expression.
- `summary_json` — Summary Json (expression)
  Optional literal value or workflow expression.
- `allow_reprocess` — Allow Reprocess (boolean)
  Optional true-or-false value.
  Default: `false`
- `related_document_ids` — Related Document Ids (expression)
  Optional literal value or workflow expression.
- `input_document_ids` — Input Document Ids (expression)
  Optional literal value or workflow expression.
- `artifact_labels` — Artifact Labels (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `primary_document_id` — Primary Document Id
- `display_status` — Display Status
- `title` — Title
- `related_document_ids` — Related Document Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "display_status"
  ],
  "properties": {
    "title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "summary_json": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "display_status": {
      "enum": [
        "review",
        "complete",
        "processing"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "allow_reprocess": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "artifact_labels": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "input_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "target_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "related_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "title": {},
    "success": {},
    "document_id": {},
    "display_status": {},
    "primary_document_id": {},
    "related_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Publish Referral Care Milestone

> Perform Publish Referral Care Milestone through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_referral_care_milestone](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_referral_care_milestone)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_publish_referral_care_milestone`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_publish_referral_care_milestone"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `referral_id` — Referral Id (expression, required)
  Required literal value or workflow expression.
- `source_system` — Source System (text, required)
  Required text value.
- `code` — Code (text, required)
  Required text value.
- `label` — Label (expression, required)
  Required literal value or workflow expression.
- `value` — Value (expression, required)
  Required literal value or workflow expression.
- `occurred_at` — Occurred At (expression)
  Optional literal value or workflow expression.
- `note` — Note (expression)
  Optional literal value or workflow expression.
- `idempotency_key` — Idempotency Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `referral_id` — Referral Id
- `state_version` — State Version
- `code` — Code
- `value` — Value
- `source_system` — Source System
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "referral_id",
    "source_system",
    "code",
    "label",
    "value"
  ],
  "properties": {
    "code": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "note": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "label": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "value": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "occurred_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "referral_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_system": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "idempotency_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "code": {},
    "error": {},
    "value": {},
    "status": {},
    "success": {},
    "referral_id": {},
    "source_system": {},
    "state_version": {}
  },
  "additionalProperties": true
}
```

---

# Publish Referral Document Version

> Perform Publish Referral Document Version through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_referral_document_version](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_publish_referral_document_version)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_publish_referral_document_version`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_publish_referral_document_version"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `referral_id` — Referral Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_version_id` — Document Version Id (expression)
  Optional literal value or workflow expression.
- `category` — Category (select, required)
  Required selected identifier or value.
  Options: Sleep Study ("sleep_study"), Clinical Note ("clinical_note"), Supporting Document ("supporting_document")
- `source_system` — Source System (text, required)
  Required text value.
- `idempotency_key` — Idempotency Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `referral_id` — Referral Id
- `state_version` — State Version
- `document_id` — Document Id
- `document_version_id` — Document Version Id
- `category` — Category
- `source_system` — Source System
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "referral_id",
    "document_id",
    "category",
    "source_system"
  ],
  "properties": {
    "category": {
      "enum": [
        "sleep_study",
        "clinical_note",
        "supporting_document"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "referral_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_system": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "idempotency_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_version_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "category": {},
    "document_id": {},
    "referral_id": {},
    "source_system": {},
    "state_version": {},
    "document_version_id": {}
  },
  "additionalProperties": true
}
```

---

# Push Intake Documents to BDM

> Perform Push Intake Documents to BDM through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_push_intake_documents_to_bdm](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_push_intake_documents_to_bdm)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_push_intake_documents_to_bdm`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_push_intake_documents_to_bdm"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `document_bdm_push_context` — Document Bdm Push Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "document_bdm_push_context": {}
  },
  "additionalProperties": true
}
```

---

# Qualification Review Summary Report

> Perform Qualification Review Summary Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_qualification_review_summary_report](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_qualification_review_summary_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_qualification_review_summary_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_qualification_review_summary_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `results` — Results (textarea)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "results": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Read Workbook Rows

> Perform Read Workbook Rows through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_read_workbook_rows](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_read_workbook_rows)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_read_workbook_rows`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "header_row": 0
  },
  "handler": "genhealth_read_workbook_rows"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `sheet_name` — Sheet Name (text)
  Optional text value.
- `header_row` — Header Row (number)
  Optional numeric value.
  Default: `0`
- `columns` — Columns (expression)
  Optional literal value or workflow expression.
- `required_headers` — Required Headers (expression)
  Optional literal value or workflow expression.
- `max_rows` — Max Rows (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `rows` — Rows
- `count` — Count
- `column_keys` — Column Keys
- `columns` — Columns
- `sheet_name` — Sheet Name
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "columns": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_rows": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "header_row": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sheet_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "required_headers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "count": {},
    "error": {},
    "columns": {},
    "success": {},
    "sheet_name": {},
    "column_keys": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Reconcile Document Split

> Perform Reconcile Document Split through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_reconcile_document_split](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_reconcile_document_split)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_reconcile_document_split`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_reconcile_document_split"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `expected_patient_count` — Expected Patient Count (expression)
  Optional literal value or workflow expression.
- `child_count` — Child Count (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `is_match` — Is Match
- `expected_count` — Expected Count
- `actual_count` — Actual Count
- `review_required` — Review Required
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "child_count"
  ],
  "properties": {
    "child_count": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_patient_count": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "is_match": {},
    "document_id": {},
    "actual_count": {},
    "expected_count": {},
    "review_required": {}
  },
  "additionalProperties": true
}
```

---

# Reconcile DOS Encounter Status

> Perform Reconcile DOS Encounter Status through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/reconcile_dos_encounter_status](https://genhealth.ai/docs/workflows/integrations/gen-health/reconcile_dos_encounter_status)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `reconcile_dos_encounter_status`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "terminal_statuses": "released,_REFERRAL,_E Pending"
  },
  "handler": "reconcile_dos_encounter_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `visit_date` — Visit Date (date, required)
  Required date in YYYY-MM-DD format.
- `encounters` — Encounters (json, required)
  Required JSON value.
- `terminal_statuses` — Terminal Statuses (text)
  Optional text value.
  Default: `"released,_REFERRAL,_E Pending"`

## Outputs

- `success` — Success
- `visit_date` — Visit Date
- `total_count` — Total Count
- `terminal_count` — Terminal Count
- `gap_count` — Gap Count
- `gap_summary` — Gap Summary
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "visit_date",
    "encounters"
  ],
  "properties": {
    "encounters": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "visit_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "terminal_statuses": {
      "type": "string",
      "default": "released,_REFERRAL,_E Pending",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "gap_count": {},
    "visit_date": {},
    "gap_summary": {},
    "total_count": {},
    "terminal_count": {}
  },
  "additionalProperties": true
}
```

---

# Render Written Order Request

> Perform Render Written Order Request through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_render_written_order_request](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_render_written_order_request)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_render_written_order_request`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_render_written_order_request"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `provider_name` — Provider Name (expression)
  Optional literal value or workflow expression.
- `patient_name` — Patient Name (expression)
  Optional literal value or workflow expression.
- `patient_dob` — Patient Dob (expression)
  Optional literal value or workflow expression.
- `equipment_summary` — Equipment Summary (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `correlation_id` — Correlation Id (expression)
  Optional literal value or workflow expression.
- `return_phone` — Return Phone (text)
  Optional text value.
- `return_fax` — Return Fax (text)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `url` — Url
- `filename` — Filename
- `content_type` — Content Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "return_fax": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_dob": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "return_phone": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "provider_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "correlation_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "equipment_summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "url": {},
    "error": {},
    "success": {},
    "filename": {},
    "document_id": {},
    "content_type": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Carrier

> Perform Resolve Carrier through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_carrier](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_carrier)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_carrier`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "require_eligibility_route": false
  },
  "handler": "genhealth_resolve_carrier"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `carrier_text` — Carrier Text (expression)
  Optional literal value or workflow expression.
- `niko_payer_id` — Niko Payer Id (expression)
  Optional literal value or workflow expression.
- `require_eligibility_route` — Require Eligibility Route (boolean)
  Optional true-or-false value.
  Default: `false`
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `matched` — Matched
- `source_text` — Source Text
- `carrier_id` — Carrier Id
- `carrier_name` — Carrier Name
- `carrier_display_name` — Carrier Display Name
- `resolver` — Resolver
- `eligibility_status` — Eligibility Status
- `portal` — Portal
- `settings_url` — Settings Url
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "carrier_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_eligibility_route": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "portal": {},
    "matched": {},
    "success": {},
    "resolver": {},
    "carrier_id": {},
    "source_text": {},
    "carrier_name": {},
    "settings_url": {},
    "error_message": {},
    "eligibility_status": {},
    "carrier_display_name": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Intake Patient Context

> Perform Resolve Intake Patient Context through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_intake_patient_context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_intake_patient_context)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_intake_patient_context`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_resolve_intake_patient_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `order_change_match_context` — Order Change Match Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `patient_context` — Patient Context
- `tracker_summary` — Tracker Summary
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_change_match_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "patient_context": {},
    "tracker_summary": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Intake Routing Context

> Perform Resolve Intake Routing Context through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_intake_routing_context](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_intake_routing_context)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_intake_routing_context`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_resolve_intake_routing_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `routing_context` — Routing Context
- `tracker_summary` — Tracker Summary
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "routing_context": {},
    "tracker_summary": {},
    "manual_review_required": {},
    "terminal_skip_required": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Intake Tax Zone

> Perform Resolve Intake Tax Zone through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_tax_zone](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_tax_zone)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_resolve_tax_zone`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false
  },
  "handler": "intake_resolve_tax_zone"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `facility_payload` — Facility Payload (json)
  Optional JSON value.
- `patient_state_snapshot` — Patient State Snapshot (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `delivery_info` — Delivery Info (json)
  Optional JSON value.
- `delivery_address_payload` — Delivery Address Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "delivery_info": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "delivery_address_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Resolve Niko Insurance Mapping

> Perform Resolve Niko Insurance Mapping through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_insurance_mapping](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_insurance_mapping)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_insurance_mapping`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": true,
    "apply_to_document": false,
    "resolve_from_document_text": false
  },
  "handler": "genhealth_resolve_insurance_mapping"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source_payer_name` — Source Payer Name (expression)
  Optional literal value or workflow expression.
- `source_payer_id` — Source Payer Id (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `resolve_from_document_text` — Resolve From Document Text (boolean)
  Optional true-or-false value.
  Default: `false`
- `apply_to_document` — Apply To Document (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `can_proceed` — Can Proceed
- `should_sync_insurance` — Should Sync Insurance
- `dry_run` — Dry Run
- `source_payer_name` — Source Payer Name
- `source_payer_id` — Source Payer Id
- `matched_by` — Matched By
- `target_system` — Target System
- `target_payer_key` — Target Payer Key
- `target_payer_name` — Target Payer Name
- `target_carrier_id` — Target Carrier Id
- `applied_to_document` — Applied To Document
- `insurance_policy_id` — Insurance Policy Id
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "apply_to_document": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "source_payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "resolve_from_document_text": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "status": {},
    "dry_run": {},
    "success": {},
    "matched_by": {},
    "can_proceed": {},
    "target_system": {},
    "source_payer_id": {},
    "target_payer_key": {},
    "source_payer_name": {},
    "target_carrier_id": {},
    "target_payer_name": {},
    "applied_to_document": {},
    "insurance_policy_id": {},
    "should_sync_insurance": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Order Item Mappings

> Perform Resolve Order Item Mappings through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_order_item_mappings](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_order_item_mappings)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_order_item_mappings`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "source_system": "parachute",
    "target_system": "niko",
    "unmapped_policy": "block"
  },
  "handler": "genhealth_resolve_order_item_mappings"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `items` — Items (expression, required)
  Required literal value or workflow expression.
- `source_system` — Source System (text, required)
  Required text value.
  Default: `"parachute"`
- `target_system` — Target System (text, required)
  Required text value.
  Default: `"niko"`
- `unmapped_policy` — Unmapped Policy (select, required)
  Required selected identifier or value.
  Default: `"block"`
  Options: Block for Review ("block"), Use Source HCPCS as Generic ("generic_hcpcs")
- `missing_hcpcs_fallback` — Missing Hcpcs Fallback (text)
  Optional text value.

## Outputs

- `success` — Success
- `status` — Status
- `can_create_order` — Can Create Order
- `source_system` — Source System
- `target_system` — Target System
- `order_items` — Order Items
- `resolved_items` — Resolved Items
- `excluded_items` — Excluded Items
- `issues` — Issues
- `input_count` — Input Count
- `order_item_count` — Order Item Count
- `excluded_count` — Excluded Count
- `resolution_fingerprint` — Resolution Fingerprint
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "items",
    "source_system",
    "target_system",
    "unmapped_policy"
  ],
  "properties": {
    "items": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_system": {
      "type": "string",
      "default": "parachute",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "target_system": {
      "type": "string",
      "default": "niko",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "unmapped_policy": {
      "enum": [
        "block",
        "generic_hcpcs"
      ],
      "type": "string",
      "default": "block",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "missing_hcpcs_fallback": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "issues": {},
    "status": {},
    "success": {},
    "input_count": {},
    "order_items": {},
    "source_system": {},
    "target_system": {},
    "excluded_count": {},
    "excluded_items": {},
    "resolved_items": {},
    "can_create_order": {},
    "order_item_count": {},
    "resolution_fingerprint": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Patient

> Perform Resolve Patient through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_resolve_patient`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false
  },
  "handler": "intake_resolve_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_context_payload` — Patient Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Resolve Patient By External ID

> Perform Resolve Patient By External ID through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_patient_by_external_identifier](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_patient_by_external_identifier)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_patient_by_external_identifier`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_resolve_patient_by_external_identifier"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `external_identifier` — External Identifier (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `external_identifier` — External Identifier
- `patient_name` — Patient Name
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "external_identifier"
  ],
  "properties": {
    "external_identifier": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "patient_id": {},
    "patient_name": {},
    "external_identifier": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Patient Dropdowns

> Perform Resolve Patient Dropdowns through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient_dropdowns](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient_dropdowns)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_resolve_patient_dropdowns`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "set_dropdowns": true,
    "is_private_residence": false
  },
  "handler": "intake_resolve_patient_dropdowns"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `facility_payload` — Facility Payload (json)
  Optional JSON value.
- `patient_state_snapshot` — Patient State Snapshot (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `is_private_residence` — Is Private Residence (boolean)
  Optional true-or-false value.
  Default: `false`
- `personal_state_payload` — Personal State Payload (json)
  Optional JSON value.
- `account_group` — Account Group (text)
  Optional text value.
- `set_dropdowns` — Set Dropdowns (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_group": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "set_dropdowns": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "is_private_residence": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_state_snapshot": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "personal_state_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Resolve Patient Facility

> Perform Resolve Patient Facility through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient_facility](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_resolve_patient_facility)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_resolve_patient_facility`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "note_indicates_private_residence": false
  },
  "handler": "intake_resolve_patient_facility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `patient_key` — Patient Key (text)
  Optional text value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `precheck_payload` — Precheck Payload (json)
  Optional JSON value.
- `delivery_address` — Delivery Address (text)
  Optional text value.
- `patient_facility_payload` — Patient Facility Payload (json)
  Optional JSON value.
- `note_facility_name` — Note Facility Name (text)
  Optional text value.
- `note_facility_updates` — Note Facility Updates (text)
  Optional text value.
- `note_indicates_private_residence` — Note Indicates Private Residence (boolean)
  Optional true-or-false value.
  Default: `false`
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "delivery_address": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "precheck_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_facility_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_facility_updates": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "note_indicates_private_residence": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Resolve Patient-Create Location

> Perform Resolve Patient-Create Location through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_patient_create_location](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_patient_create_location)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_patient_create_location`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false"
  },
  "handler": "genhealth_resolve_patient_create_location"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `location_id` — Location Id
- `cached` — Cached
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "cached": {},
    "success": {},
    "document_id": {},
    "location_id": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Prior Auth Route

> Perform Resolve Prior Auth Route through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_prior_auth_route](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_prior_auth_route)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_prior_auth_route`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "require_ready": true,
    "preferred_portal": "auto"
  },
  "handler": "genhealth_resolve_prior_auth_route"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `carrier_id` — Carrier Id (expression, required)
  Required literal value or workflow expression.
- `preferred_portal` — Preferred Portal (select)
  Optional selected identifier or value.
  Default: `"auto"`
  Options: Auto ("auto"), Carelon ("carelon"), WellCare ("wellcare")
- `require_ready` — Require Ready (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `ready` — Ready
- `status` — Status
- `error_code` — Error Code
- `error_message` — Error Message
- `error_detail` — Error Detail
- `carrier_id` — Carrier Id
- `carrier_name` — Carrier Name
- `carrier_display_name` — Carrier Display Name
- `portal` — Portal
- `settings_url` — Settings Url

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "carrier_id"
  ],
  "properties": {
    "carrier_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_ready": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "preferred_portal": {
      "enum": [
        "auto",
        "carelon",
        "wellcare"
      ],
      "type": "string",
      "default": "auto",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "ready": {},
    "portal": {},
    "status": {},
    "success": {},
    "carrier_id": {},
    "error_code": {},
    "carrier_name": {},
    "error_detail": {},
    "settings_url": {},
    "error_message": {},
    "carrier_display_name": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Qualification Review Config

> Perform Resolve Qualification Review Config through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_qualification_review_config](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_resolve_qualification_review_config)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_resolve_qualification_review_config`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_resolve_qualification_review_config"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selector` — Selector (expression, required)
  Required literal value or workflow expression.
- `mappings` — Mappings (repeatable_group, required)
  Required list of structured items.
  - `selector` — Selector (text, required)
    Required text value.
  - `review_type` — Review Type (text)
    Optional text value.
  - `assignment_status` — Assignment Status (select)
    Optional selected identifier or value.
    Options: Existing behavior (""), Assigned policy ("assigned"), No assigned policy ("none")
  - `policy_id` — Policy Id (non_clinical_policy_select)
    Optional selected identifier or value.
  - `required_document_categories` — Required Document Categories (multi_select)
    Optional list of selected values.
  - `complete_state` — Complete State (text)
    Optional text value.

## Outputs

- `success` — Success
- `selector` — Selector
- `assignment_status` — Assignment Status
- `review_type` — Review Type
- `policy_id` — Policy Id
- `policy_service` — Policy Service
- `required_document_categories` — Required Document Categories
- `required_document_types` — Required Document Types
- `complete_state` — Complete State
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "selector",
    "mappings"
  ],
  "properties": {
    "mappings": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "selector"
        ],
        "properties": {
          "selector": {
            "type": "string",
            "description": "Required text value.",
            "x-workflow-field-type": "text"
          },
          "policy_id": {
            "type": "string",
            "description": "Optional selected identifier or value.",
            "x-workflow-field-type": "non_clinical_policy_select"
          },
          "review_type": {
            "type": "string",
            "description": "Optional text value.",
            "x-workflow-field-type": "text"
          },
          "complete_state": {
            "type": "string",
            "description": "Optional text value.",
            "x-workflow-field-type": "text"
          },
          "assignment_status": {
            "enum": [
              "",
              "assigned",
              "none"
            ],
            "type": "string",
            "description": "Optional selected identifier or value.",
            "x-workflow-field-type": "select"
          },
          "required_document_categories": {
            "type": "array",
            "items": {
              "type": "string"
            },
            "description": "Optional list of selected values.",
            "x-workflow-field-type": "multi_select"
          }
        },
        "additionalProperties": false
      },
      "description": "Required list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "selector": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "selector": {},
    "policy_id": {},
    "review_type": {},
    "complete_state": {},
    "policy_service": {},
    "assignment_status": {},
    "required_document_types": {},
    "required_document_categories": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Strategy Actions

> Perform Resolve Strategy Actions through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_resolve_strategy_actions](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_resolve_strategy_actions)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `auto_push_resolve_strategy_actions`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "auto_push_resolve_strategy_actions"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `service_type` — Service Type
- `prescription_required` — Prescription Required
- `patient_status` — Patient Status
- `patient_note_actions` — Patient Note Actions
- `patient_note_count` — Patient Note Count
- `skipped_note_texts` — Skipped Note Texts
- `task_title` — Task Title
- `task_description` — Task Description
- `patient_id` — Patient Id
- `data_fingerprint` — Data Fingerprint
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "patient_id": {},
    "task_title": {},
    "document_id": {},
    "service_type": {},
    "patient_status": {},
    "data_fingerprint": {},
    "task_description": {},
    "patient_note_count": {},
    "skipped_note_texts": {},
    "patient_note_actions": {},
    "prescription_required": {}
  },
  "additionalProperties": true
}
```

---

# Resupply Report

> Perform Resupply Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/kidmed_resupply_report](https://genhealth.ai/docs/workflows/integrations/gen-health/kidmed_resupply_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `kidmed_resupply_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "kidmed_resupply_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `results` — Results (textarea)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "results": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Resupply Report V2

> Perform Resupply Report V2 through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/kidmed_resupply_report_v2](https://genhealth.ai/docs/workflows/integrations/gen-health/kidmed_resupply_report_v2)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `kidmed_resupply_report_v2`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "kidmed_resupply_report_v2"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `results` — Results (textarea)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "results": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Retry Deferred Intake Step

> Perform Retry Deferred Intake Step through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_retry_deferred_fax](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_retry_deferred_fax)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_retry_deferred_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "retry_attempt": 1,
    "fax_verification_attempt": 1,
    "fax_verification_pending": false
  },
  "handler": "intake_retry_deferred_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `physician_docs` — Physician Docs (json)
  Optional JSON value.
- `doc_created_at` — Doc Created At (text)
  Optional text value.
- `document_ids` — Document Ids (expression)
  Optional literal value or workflow expression.
- `fax_submitted_at` — Fax Submitted At (text)
  Optional text value.
- `fax_verification_pending` — Fax Verification Pending (boolean)
  Optional true-or-false value.
  Default: `false`
- `fax_verification_attempt` — Fax Verification Attempt (number)
  Optional numeric value.
  Default: `1`
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `retry_attempt` — Retry Attempt (number)
  Optional numeric value.
  Default: `1`
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `needs_retry` — Needs Retry

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "retry_attempt": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "doc_created_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "physician_docs": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_submitted_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_verification_attempt": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "fax_verification_pending": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "needs_retry": {}
  },
  "additionalProperties": true
}
```

---

# Route Returned Intake Document

> Perform Route Returned Intake Document through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_route_returned_intake_document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_route_returned_intake_document)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_route_returned_intake_document`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_route_returned_intake_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (text, required)
  Required text value.
- `idempotency_key` — Idempotency Key (text, required)
  Required text value.
- `claimed_types` — Claimed Types (text)
  Optional text value.

## Outputs

- `success` — Success
- `error` — Error
- `matched` — Matched
- `outcome` — Outcome
- `case_id` — Case Id
- `request_id` — Request Id
- `intake_stage` — Intake Stage
- `recorded_types` — Recorded Types
- `has_unrequested_types` — Has Unrequested Types
- `unrequested_type_count` — Unrequested Type Count
- `expired` — Expired
- `pages_scanned` — Pages Scanned

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "idempotency_key"
  ],
  "properties": {
    "document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "claimed_types": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "case_id": {},
    "expired": {},
    "matched": {},
    "outcome": {},
    "success": {},
    "request_id": {},
    "intake_stage": {},
    "pages_scanned": {},
    "recorded_types": {},
    "has_unrequested_types": {},
    "unrequested_type_count": {}
  },
  "additionalProperties": true
}
```

---

# Run Intake Same/Similar

> Perform Run Intake Same/Similar through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_intake_same_or_similar](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_intake_same_or_similar)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_run_intake_same_or_similar`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_run_intake_same_or_similar"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `same_or_similar_context` — Same Or Similar Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "same_or_similar_context": {}
  },
  "additionalProperties": true
}
```

---

# Run Intake Workflow

> Perform Run Intake Workflow through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_intake_workflow](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_intake_workflow)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_run_intake_workflow`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_run_intake_workflow"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_context` — Service Confirmation Context (json)
  Optional JSON value.
- `post_processing_context` — Post Processing Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `tracker_summary` — Tracker Summary
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_processing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {}
  },
  "additionalProperties": true
}
```

---

# Run OCR

> Perform Run OCR through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_ocr](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_run_ocr)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_run_ocr`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "pre_processing": "none",
    "correct_orientation": "false",
    "route_tables_to_pages": "false",
    "checkbox_aware_content": "false"
  },
  "handler": "genhealth_run_ocr"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `pre_processing` — Pre Processing (select)
  Optional selected identifier or value.
  Default: `"none"`
  Options: None ("none"), Radiology — Checkbox Annotations ("radiology_checkbox_annotations")
- `route_tables_to_pages` — Route Tables To Pages (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `correct_orientation` — Correct Orientation (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `checkbox_aware_content` — Checkbox Aware Content (boolean)
  Optional true-or-false value.
  Default: `"false"`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `document_text` — Document Text
- `text_length` — Text Length
- `pre_processing_applied` — Pre Processing Applied
- `route_tables_to_pages` — Route Tables To Pages
- `correct_orientation` — Correct Orientation
- `error` — Error
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pre_processing": {
      "enum": [
        "none",
        "radiology_checkbox_annotations"
      ],
      "type": "string",
      "default": "none",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "correct_orientation": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "route_tables_to_pages": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "checkbox_aware_content": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "error_code": {},
    "document_id": {},
    "text_length": {},
    "document_text": {},
    "correct_orientation": {},
    "route_tables_to_pages": {},
    "pre_processing_applied": {}
  },
  "additionalProperties": true
}
```

---

# Save Spreadsheet Revision

> Perform Save Spreadsheet Revision through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_save_spreadsheet_revision](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_save_spreadsheet_revision)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_save_spreadsheet_revision`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_save_spreadsheet_revision"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `revision` — Revision (json, required)
  Required JSON value.

## Outputs

- `document_id` — Document Id
- `primary_document_id` — Primary Document Id
- `generation` — Generation
- `state` — State
- `progress` — Progress
- `was_existing` — Was Existing

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "revision"
  ],
  "properties": {
    "revision": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "state": {},
    "progress": {},
    "generation": {},
    "document_id": {},
    "was_existing": {},
    "primary_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Search Google

> Perform Search Google through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_search_google](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_search_google)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_search_google`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "country": "us",
    "language": "en",
    "num_results": 10
  },
  "handler": "genhealth_search_google"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `query` — Query (text, required)
  Required text value.
- `num_results` — Num Results (number)
  Optional numeric value.
  Default: `10`
- `country` — Country (text)
  Optional text value.
  Default: `"us"`
- `language` — Language (text)
  Optional text value.
  Default: `"en"`

## Outputs

- `success` — Success
- `results` — Results
- `cached` — Cached
- `fetched_at` — Fetched At
- `expires_at` — Expires At
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "country": {
      "type": "string",
      "default": "us",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "language": {
      "type": "string",
      "default": "en",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "num_results": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "cached": {},
    "results": {},
    "success": {},
    "expires_at": {},
    "fetched_at": {}
  },
  "additionalProperties": true
}
```

---

# Search Patient Documents

> Perform Search Patient Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_search_patient_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_search_patient_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_search_patient_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "limit": 50,
    "exclude_self": "true",
    "include_hidden": "false",
    "include_deleted": "false"
  },
  "handler": "genhealth_search_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `categories` — Categories (expression)
  Optional literal value or workflow expression.
- `statuses` — Statuses (expression)
  Optional literal value or workflow expression.
- `exclude_display_statuses` — Exclude Display Statuses (expression)
  Optional literal value or workflow expression.
- `include_hidden` — Include Hidden (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `include_deleted` — Include Deleted (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `exclude_self` — Exclude Self (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `limit` — Limit (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `success` — Success
- `documents` — Documents
- `document_ids` — Document Ids
- `count` — Count
- `patient_id` — Patient Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "statuses": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "categories": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "exclude_self": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_hidden": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_deleted": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "exclude_display_statuses": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "documents": {},
    "patient_id": {},
    "document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Select Deferred Intake Retries

> Perform Select Deferred Intake Retries through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_retry_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_retry_candidates)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_select_retry_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "lookback_hours": 48
  },
  "handler": "intake_select_retry_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
  Default: `48`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `items` — Items

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "lookback_hours": {
      "type": "number",
      "default": 48,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "items": {}
  },
  "additionalProperties": true
}
```

---

# Select Intake Candidates

> Perform Select Intake Candidates through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_candidates)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_select_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "brightree_test": false
  },
  "handler": "intake_select_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_key` — Account Key (text)
  Optional text value.
- `from_date` — From Date (date)
  Optional date in YYYY-MM-DD format.
- `to_date` — To Date (date)
  Optional date in YYYY-MM-DD format.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `brightree_test` — Brightree Test (boolean)
  Optional true-or-false value.
  Default: `false`
- `test_patient_id` — Test Patient Id (text)
  Optional text value.
- `test_patient_state` — Test Patient State (text)
  Optional text value.

## Outputs

- `dry_run` — Dry Run
- `items` — Items
- `notify_summary` — Notify Summary
- `account_key` — Account Key

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "to_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "from_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "brightree_test": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "test_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "test_patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "items": {},
    "dry_run": {},
    "account_key": {},
    "notify_summary": {}
  },
  "additionalProperties": true
}
```

---

# Select Intake Terminal Handoff

> Perform Select Intake Terminal Handoff through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_select_intake_terminal_handoff](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_select_intake_terminal_handoff)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_select_intake_terminal_handoff`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_select_intake_terminal_handoff"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `terminal_handoff_context` — Terminal Handoff Context
- `note_jobs` — Note Jobs
- `delete_request` — Delete Request
- `stage_label` — Stage Label
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "note_jobs": {},
    "stage_label": {},
    "error_message": {},
    "delete_request": {},
    "terminal_handoff_context": {}
  },
  "additionalProperties": true
}
```

---

# Select Subsequent Fax Candidates

> Perform Select Subsequent Fax Candidates through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_subsequent_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_select_subsequent_candidates)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_select_subsequent_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "lookback_days": 7,
    "min_age_hours": 42
  },
  "handler": "intake_select_subsequent_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_key` — Account Key (text)
  Optional text value.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `7`
- `min_age_hours` — Min Age Hours (number)
  Optional numeric value.
  Default: `42`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `should_process` — Should Process
- `job_id` — Job Id
- `dry_run` — Dry Run
- `items` — Items
- `account_key` — Account Key

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "lookback_days": {
      "type": "number",
      "default": 7,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "min_age_hours": {
      "type": "number",
      "default": 42,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "items": {},
    "job_id": {},
    "dry_run": {},
    "account_key": {},
    "should_process": {}
  },
  "additionalProperties": true
}
```

---

# Send Backlog Push Report

> Perform Send Backlog Push Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_backlog_push_report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_backlog_push_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_backlog_push_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "source": "backlog",
    "dry_run": "false",
    "subject": "{report_title} — {report_day}",
    "timezone": "America/New_York",
    "attach_pdf": "true",
    "email_body": "auto",
    "report_title": "Backlog migration — daily push report",
    "window_hours": "24",
    "send_when_empty": "false",
    "email_detail_threshold": "25"
  },
  "handler": "send_backlog_push_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `window_hours` — Window Hours (number)
  Optional numeric value.
  Default: `"24"`
- `start_date` — Start Date (text)
  Optional text value.
- `end_date` — End Date (text)
  Optional text value.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/New_York"`
- `to_emails` — To Emails (text)
  Optional text value.
- `cc_emails` — Cc Emails (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.
  Default: `"{report_title} — {report_day}"`
- `report_title` — Report Title (text)
  Optional text value.
  Default: `"Backlog migration — daily push report"`
- `client_name` — Client Name (text)
  Optional text value.
- `source` — Source (select)
  Optional selected identifier or value.
  Default: `"backlog"`
  Options: Backlog migration ledger ("backlog"), Live intake workflow run history ("intake")
- `source_workflow_id` — Source Workflow Id (text)
  Optional text value.
- `billing_base_url` — Billing Base Url (text)
  Optional text value.
- `email_body` — Email Body (select)
  Optional selected identifier or value.
  Default: `"auto"`
  Options: Auto (detailed up to the threshold, then brief) ("auto"), Detailed (every document as a card) ("detailed"), Brief (counts + needs-a-person list; line items in the PDF) ("brief")
- `email_detail_threshold` — Email Detail Threshold (number)
  Optional numeric value.
  Default: `"25"`
- `attach_pdf` — Attach Pdf (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `send_when_empty` — Send When Empty (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `success` — Success
- `report_day` — Report Day
- `window_start` — Window Start
- `window_end` — Window End
- `window_label` — Window Label
- `subject` — Subject
- `recipients` — Recipients
- `email_sent` — Email Sent
- `skip_reason` — Skip Reason
- `output_path` — Output Path
- `pdf_attached` — Pdf Attached
- `email_mode` — Email Mode
- `total` — Total
- `migrated_count` — Migrated Count
- `needs_review_count` — Needs Review Count
- `not_migrated_count` — Not Migrated Count
- `tasks_opened` — Tasks Opened
- `html` — Html
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "source": {
      "enum": [
        "backlog",
        "intake"
      ],
      "type": "string",
      "default": "backlog",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "dry_run": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "type": "string",
      "default": "{report_title} — {report_day}",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "end_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timezone": {
      "type": "string",
      "default": "America/New_York",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cc_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "attach_pdf": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "email_body": {
      "enum": [
        "auto",
        "detailed",
        "brief"
      ],
      "type": "string",
      "default": "auto",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "start_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "client_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_title": {
      "type": "string",
      "default": "Backlog migration — daily push report",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "window_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "send_when_empty": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "billing_base_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "source_workflow_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "email_detail_threshold": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "total": {},
    "subject": {},
    "success": {},
    "email_mode": {},
    "email_sent": {},
    "recipients": {},
    "report_day": {},
    "window_end": {},
    "output_path": {},
    "skip_reason": {},
    "pdf_attached": {},
    "tasks_opened": {},
    "window_label": {},
    "window_start": {},
    "migrated_count": {},
    "needs_review_count": {},
    "not_migrated_count": {}
  },
  "additionalProperties": true
}
```

---

# Send Deduplicated Email Attachment Batches

> Perform Send Deduplicated Email Attachment Batches through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_deduplicated_email_attachment_batches](https://genhealth.ai/docs/workflows/integrations/gen-health/send_deduplicated_email_attachment_batches)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_deduplicated_email_attachment_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "link_label": "open item",
    "write_enabled": false,
    "attach_documents": true,
    "max_attachments_per_email": 20,
    "max_serialized_message_bytes": 20971520
  },
  "handler": "send_deduplicated_email_attachment_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`
- `preconditions_ok` — Preconditions Ok (expression)
  Optional literal value or workflow expression.
- `delivery_scope` — Delivery Scope (text)
  Optional text value.
- `items` — Items (expression)
  Optional literal value or workflow expression.
- `attach_documents` — Attach Documents (boolean)
  Optional true-or-false value.
  Default: `true`
- `group_email` — Group Email (text)
  Optional text value.
- `to` — To (text)
  Optional text value.
- `cc` — Cc (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.
- `intro` — Intro (textarea)
  Optional text value.
- `intro_html` — Intro Html (textarea)
  Optional text value.
- `link_label` — Link Label (text)
  Optional text value.
  Default: `"open item"`
- `count_suffix_templates` — Count Suffix Templates (textarea)
  Optional text value.
- `count_notice_templates` — Count Notice Templates (textarea)
  Optional text value.
- `from_email` — From Email (text)
  Optional text value.
- `max_serialized_message_bytes` — Max Serialized Message Bytes (number)
  Optional numeric value.
  Default: `20971520`
- `max_attachments_per_email` — Max Attachments Per Email (number)
  Optional numeric value.
  Default: `20`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `candidate_count` — Candidate Count
- `suppressed_count` — Suppressed Count
- `claimed_count` — Claimed Count
- `sent_item_count` — Sent Item Count
- `message_count` — Message Count
- `message_ids` — Message Ids
- `indeterminate_count` — Indeterminate Count
- `manual_reconciliation_count` — Manual Reconciliation Count
- `oversized_count` — Oversized Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "cc": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "intro": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "items": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "from_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "intro_html": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "link_label": {
      "type": "string",
      "default": "open item",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "group_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "delivery_scope": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "attach_documents": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "preconditions_ok": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "count_notice_templates": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "count_suffix_templates": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "max_attachments_per_email": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_serialized_message_bytes": {
      "type": "number",
      "default": 20971520,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "message_ids": {},
    "skip_reason": {},
    "claimed_count": {},
    "message_count": {},
    "candidate_count": {},
    "oversized_count": {},
    "sent_item_count": {},
    "suppressed_count": {},
    "indeterminate_count": {},
    "manual_reconciliation_count": {}
  },
  "additionalProperties": true
}
```

---

# Send Email

> Perform Send Email through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_email)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_email`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "html": "false"
  },
  "handler": "send_email"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `to` — To (text, required)
  Required text value.
- `subject` — Subject (text)
  Optional text value.
- `body` — Body (textarea)
  Optional text value.
- `cc` — Cc (text)
  Optional text value.
- `html` — Html (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `from_email` — From Email (text)
  Optional text value.
- `attachment_document_ids` — Attachment Document Ids (expression)
  Optional literal value or workflow expression.
- `attachment_paths` — Attachment Paths (text)
  Optional text value.
- `reply_to_thread_id` — Reply To Thread Id (expression)
  Optional literal value or workflow expression.
- `reply_to_message_id` — Reply To Message Id (expression)
  Optional literal value or workflow expression.
- `delivery_document_id` — Delivery Document Id (expression)
  Optional literal value or workflow expression.
- `delivery_key` — Delivery Key (text)
  Optional text value.

## Outputs

- `success` — Success
- `message_id` — Message Id
- `recipients` — Recipients
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "to"
  ],
  "properties": {
    "cc": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "body": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "html": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "from_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "delivery_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "attachment_paths": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "reply_to_thread_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "reply_to_message_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "attachment_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "message_id": {},
    "recipients": {}
  },
  "additionalProperties": true
}
```

---

# Send Intake Outcome Reply

> Perform Send Intake Outcome Reply through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/notifications_send_intake_outcome_reply](https://genhealth.ai/docs/workflows/integrations/gen-health/notifications_send_intake_outcome_reply)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `notifications_send_intake_outcome_reply`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "patient_created": "false"
  },
  "handler": "notifications_send_intake_outcome_reply"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `outcome` — Outcome (select, required)
  Required selected identifier or value.
  Options: Uploaded ("uploaded"), Needs Review ("review"), Failed ("failed"), Duplicate ("duplicate"), Skipped ("skipped")
- `patient_created` — Patient Created (expression)
  Optional literal value or workflow expression.
  Default: `"false"`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `sent` — Sent
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "outcome"
  ],
  "properties": {
    "outcome": {
      "enum": [
        "uploaded",
        "review",
        "failed",
        "duplicate",
        "skipped"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_created": {
      "default": "false",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "sent": {},
    "error": {},
    "message": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Send Intake Report Email

> Perform Send Intake Report Email through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_intake_report_email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_intake_report_email)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_intake_report_email`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "lookback_days": 7,
    "metric_profile": "standard_status",
    "hide_hours_saved": false,
    "include_review_savings": false,
    "hide_passed_without_touch": false,
    "seconds_per_reviewed_document": 30,
    "minutes_per_touchless_document": 4
  },
  "handler": "send_intake_report_email"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `start_date` — Start Date (date)
  Optional date in YYYY-MM-DD format.
- `end_date` — End Date (date)
  Optional date in YYYY-MM-DD format.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `7`
- `metric_profile` — Metric Profile (select, required)
  Required selected identifier or value.
  Default: `"standard_status"`
  Options: Status complete + no validation error ("standard_status"), No validation error + no failed activity ("review_status_success")
- `minutes_per_touchless_document` — Minutes Per Touchless Document (number)
  Optional numeric value.
  Default: `4`
- `include_review_savings` — Include Review Savings (boolean)
  Optional true-or-false value.
  Default: `false`
- `seconds_per_reviewed_document` — Seconds Per Reviewed Document (number)
  Optional numeric value.
  Default: `30`
- `hide_hours_saved` — Hide Hours Saved (boolean)
  Optional true-or-false value.
  Default: `false`
- `hide_passed_without_touch` — Hide Passed Without Touch (boolean)
  Optional true-or-false value.
  Default: `false`
- `to_emails` — To Emails (text, required)
  Required text value.
- `subject` — Subject (text)
  Optional text value.
- `report_title` — Report Title (text)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `status` — Status
- `start_date` — Start Date
- `end_date` — End Date
- `total_docs` — Total Docs
- `passed_without_touch` — Passed Without Touch
- `required_review` — Required Review
- `validation_error_docs` — Validation Error Docs
- `time_saved_hours` — Time Saved Hours
- `report_path` — Report Path
- `emailed_to` — Emailed To
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "metric_profile",
    "to_emails"
  ],
  "properties": {
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "end_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "to_emails": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "start_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "lookback_days": {
      "type": "number",
      "default": 7,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "metric_profile": {
      "enum": [
        "standard_status",
        "review_status_success"
      ],
      "type": "string",
      "default": "standard_status",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "hide_hours_saved": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_review_savings": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "hide_passed_without_touch": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "seconds_per_reviewed_document": {
      "type": "number",
      "default": 30,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "minutes_per_touchless_document": {
      "type": "number",
      "default": 4,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "end_date": {},
    "emailed_to": {},
    "start_date": {},
    "total_docs": {},
    "report_path": {},
    "required_review": {},
    "time_saved_hours": {},
    "passed_without_touch": {},
    "validation_error_docs": {}
  },
  "additionalProperties": true
}
```

---

# Send Intake Secure Document

> Perform Send Intake Secure Document through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_secure_document](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_secure_document)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_send_intake_secure_document`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_send_intake_secure_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `service_confirmation_prepare_context` — Service Confirmation Prepare Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `secure_document_context` — Secure Document Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "service_confirmation_prepare_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "secure_document_context": {}
  },
  "additionalProperties": true
}
```

---

# Send Intake Vendor Fax

> Perform Send Intake Vendor Fax through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_vendor_fax](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_vendor_fax)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_send_intake_vendor_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_send_intake_vendor_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `vendor_fax_context` — Vendor Fax Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "vendor_fax_context": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {}
  },
  "additionalProperties": true
}
```

---

# Send Intake Work Comp Confirmation

> Perform Send Intake Work Comp Confirmation through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_work_comp_confirmation](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_intake_work_comp_confirmation)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_send_intake_work_comp_confirmation`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_send_intake_work_comp_confirmation"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `work_comp_confirmation_context` — Work Comp Confirmation Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "work_comp_confirmation_context": {}
  },
  "additionalProperties": true
}
```

---

# Send Monthly Intake Report

> Perform Send Monthly Intake Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_monthly_intake_report_email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_monthly_intake_report_email)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_monthly_intake_report_email`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "to": "daniella@genhealth.ai",
    "subject": "SoundView Monthly Intake Report — {report_period}",
    "write_enabled": false
  },
  "handler": "send_monthly_intake_report_email"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `report` — Report (json, required)
  Required JSON value.
- `preconditions_ok` — Preconditions Ok (expression, required)
  Required literal value or workflow expression.
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`
- `to` — To (text)
  Optional text value.
  Default: `"daniella@genhealth.ai"`
- `cc` — Cc (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.
  Default: `"SoundView Monthly Intake Report — {report_period}"`
- `generated_on` — Generated On (text)
  Optional text value.
- `generated_at` — Generated At (text)
  Optional text value.
- `from_email` — From Email (text)
  Optional text value.
- `gmail_group_email` — Gmail Group Email (text)
  Optional text value.

## Outputs

- `success` — Success
- `sent` — Sent
- `preview` — Preview
- `skip_reason` — Skip Reason
- `report_period` — Report Period
- `item_key` — Item Key
- `recipients` — Recipients
- `subject` — Subject
- `attachment_name` — Attachment Name
- `attachment_content_type` — Attachment Content Type
- `attachment_size_bytes` — Attachment Size Bytes
- `message_id` — Message Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "report",
    "preconditions_ok"
  ],
  "properties": {
    "cc": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to": {
      "type": "string",
      "default": "daniella@genhealth.ai",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "subject": {
      "type": "string",
      "default": "SoundView Monthly Intake Report — {report_period}",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "from_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "generated_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "generated_on": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "preconditions_ok": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "gmail_group_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "sent": {},
    "error": {},
    "preview": {},
    "subject": {},
    "success": {},
    "item_key": {},
    "message_id": {},
    "recipients": {},
    "skip_reason": {},
    "report_period": {},
    "attachment_name": {},
    "attachment_size_bytes": {},
    "attachment_content_type": {}
  },
  "additionalProperties": true
}
```

---

# Send Parachute → Niko Daily Activity Report

> Perform Send Parachute → Niko Daily Activity Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_parachute_niko_daily_report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_parachute_niko_daily_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_parachute_niko_daily_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "subject": "{report_title} — {report_day}",
    "timezone": "America/New_York",
    "report_day": "yesterday",
    "force_resend": "false",
    "report_title": "Parachute → Niko daily activity",
    "send_when_empty": "false",
    "intake_loop_node_id": "loop_orders",
    "include_same_similar": true,
    "eligibility_loop_node_id": "process_orders_loop"
  },
  "handler": "send_parachute_niko_daily_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `intake_workflow_name` — Intake Workflow Name (text)
  Optional text value.
- `eligibility_workflow_name` — Eligibility Workflow Name (text)
  Optional text value.
- `include_same_similar` — Include Same Similar (boolean)
  Optional true-or-false value.
  Default: `true`
- `report_day` — Report Day (text)
  Optional text value.
  Default: `"yesterday"`
- `window_hours` — Window Hours (number)
  Optional numeric value.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/New_York"`
- `to_emails` — To Emails (text, required)
  Required text value.
- `cc_emails` — Cc Emails (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.
  Default: `"{report_title} — {report_day}"`
- `report_title` — Report Title (text)
  Optional text value.
  Default: `"Parachute → Niko daily activity"`
- `client_name` — Client Name (text)
  Optional text value.
- `niko_base_url` — Niko Base Url (text)
  Optional text value.
- `send_when_empty` — Send When Empty (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `intake_loop_node_id` — Intake Loop Node Id (text)
  Optional text value.
  Default: `"loop_orders"`
- `eligibility_loop_node_id` — Eligibility Loop Node Id (text)
  Optional text value.
  Default: `"process_orders_loop"`
- `from_email` — From Email (text)
  Optional text value.
- `gmail_group_email` — Gmail Group Email (text)
  Optional text value.
- `force_resend` — Force Resend (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `success` — Success
- `report_day` — Report Day
- `window_label` — Window Label
- `subject` — Subject
- `recipients` — Recipients
- `email_sent` — Email Sent
- `message_id` — Message Id
- `skip_reason` — Skip Reason
- `output_path` — Output Path
- `intake_run_count` — Intake Run Count
- `eligibility_run_count` — Eligibility Run Count
- `intake_counts` — Intake Counts
- `eligibility_counts` — Eligibility Counts
- `html` — Html
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "to_emails"
  ],
  "properties": {
    "subject": {
      "type": "string",
      "default": "{report_title} — {report_day}",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timezone": {
      "type": "string",
      "default": "America/New_York",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cc_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "from_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_day": {
      "type": "string",
      "default": "yesterday",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "client_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "force_resend": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "report_title": {
      "type": "string",
      "default": "Parachute → Niko daily activity",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "window_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "niko_base_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "send_when_empty": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "gmail_group_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "intake_loop_node_id": {
      "type": "string",
      "default": "loop_orders",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "include_same_similar": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "intake_workflow_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "eligibility_loop_node_id": {
      "type": "string",
      "default": "process_orders_loop",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "eligibility_workflow_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "subject": {},
    "success": {},
    "email_sent": {},
    "message_id": {},
    "recipients": {},
    "report_day": {},
    "output_path": {},
    "skip_reason": {},
    "window_label": {},
    "intake_counts": {},
    "intake_run_count": {},
    "eligibility_counts": {},
    "eligibility_run_count": {}
  },
  "additionalProperties": true
}
```

---

# Send Report Email

> Perform Send Report Email through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_report_email](https://genhealth.ai/docs/workflows/integrations/gen-health/send_report_email)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_report_email`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "send_report_email"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `template` — Template (select)
  Optional selected identifier or value.
  Options: Intake Summary ("intake_summary"), External System Push Summary ("external_system_push_summary"), MedExpress Confirmation ("medexpress_confirmation")
- `report_results` — Report Results (expression)
  Optional literal value or workflow expression.
- `to` — To (text, required)
  Required text value.
- `cc` — Cc (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.
- `from_email` — From Email (text)
  Optional text value.

## Outputs

- `success` — Success
- `message_id` — Message Id
- `recipients` — Recipients
- `patient_name` — Patient Name
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "to"
  ],
  "properties": {
    "cc": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "template": {
      "enum": [
        "intake_summary",
        "external_system_push_summary",
        "medexpress_confirmation"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "from_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "report_results": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "message_id": {},
    "recipients": {},
    "patient_name": {}
  },
  "additionalProperties": true
}
```

---

# Send Slack Event

> Perform Send Slack Event through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_slack_event](https://genhealth.ai/docs/workflows/integrations/gen-health/send_slack_event)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_slack_event`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false
  },
  "handler": "send_slack_event"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `event` — Event (json, required)
  Required JSON value.
- `channel` — Channel (text, required)
  Required text value.
- `thread_ts` — Thread Ts (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `delivery_status` — Delivery Status
- `receipt_status` — Receipt Status
- `notification_error` — Notification Error
- `parent_ts` — Parent Ts
- `reply_ts` — Reply Ts
- `text` — Text
- `reply_text` — Reply Text

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "event",
    "channel"
  ],
  "properties": {
    "event": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "channel": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "thread_ts": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "text": {},
    "success": {},
    "reply_ts": {},
    "parent_ts": {},
    "reply_text": {},
    "receipt_status": {},
    "delivery_status": {},
    "notification_error": {}
  },
  "additionalProperties": true
}
```

---

# Send Slack Message

> Perform Send Slack Message through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_slack_message](https://genhealth.ai/docs/workflows/integrations/gen-health/send_slack_message)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_slack_message`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "append_workflow_context": false
  },
  "handler": "send_slack_message"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `channel` — Channel (text, required)
  Required text value.
- `message` — Message (textarea, required)
  Required text value.
- `thread_ts` — Thread Ts (expression)
  Optional literal value or workflow expression.
- `append_workflow_context` — Append Workflow Context (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `channel` — Channel
- `ts` — Ts
- `dry_run` — Dry Run
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "channel",
    "message"
  ],
  "properties": {
    "channel": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "message": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "thread_ts": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "append_workflow_context": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "ts": {},
    "error": {},
    "channel": {},
    "dry_run": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Send Summary Report

> Perform Send Summary Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_summary_report](https://genhealth.ai/docs/workflows/integrations/gen-health/send_summary_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_summary_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "report_type": "document_intake_summary"
  },
  "handler": "send_summary_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `report_type` — Report Type (select, required)
  Required selected identifier or value.
  Default: `"document_intake_summary"`
  Options: Document Intake Summary ("document_intake_summary")
- `report_day` — Report Day (date, required)
  Required date in YYYY-MM-DD format.
- `to_emails` — To Emails (text, required)
  Required text value.
- `subject` — Subject (text)
  Optional text value.
- `source_workflow_id` — Source Workflow Id (workflow_select)
  Optional selected identifier or value.
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `status` — Status
- `window` — Window
- `counts` — Counts
- `emailed_to` — Emailed To
- `message_id` — Message Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "report_type",
    "report_day",
    "to_emails"
  ],
  "properties": {
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "report_day": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_type": {
      "enum": [
        "document_intake_summary"
      ],
      "type": "string",
      "default": "document_intake_summary",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "source_workflow_id": {
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "workflow_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "counts": {},
    "status": {},
    "window": {},
    "emailed_to": {},
    "message_id": {}
  },
  "additionalProperties": true
}
```

---

# Send Workflow Daily Summary

> Perform Send Workflow Daily Summary through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/send_workflow_daily_summary](https://genhealth.ai/docs/workflows/integrations/gen-health/send_workflow_daily_summary)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `send_workflow_daily_summary`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "send_workflow_daily_summary"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_name` — Workflow Name (text, required)
  Required text value.
- `report_day` — Report Day (text)
  Optional text value.
- `window_hours` — Window Hours (number)
  Optional numeric value.
- `timezone` — Timezone (text)
  Optional text value.
- `to_emails` — To Emails (text, required)
  Required text value.
- `subject` — Subject (text)
  Optional text value.
- `report_title` — Report Title (text)
  Optional text value.
- `loop_node_id` — Loop Node Id (text)
  Optional text value.
- `dedupe_key_fields` — Dedupe Key Fields (text)
  Optional text value.
- `links` — Links (json)
  Optional JSON value.
- `attachment_document_id_field` — Attachment Document Id Field (text)
  Optional text value.
- `max_attachments` — Max Attachments (number)
  Optional numeric value.
- `item_title` — Item Title (text)
  Optional text value.
- `item_subtitle` — Item Subtitle (text)
  Optional text value.
- `max_items_per_section` — Max Items Per Section (number)
  Optional numeric value.
- `inline_max_rows` — Inline Max Rows (number)
  Optional numeric value.
- `processed_label` — Processed Label (text)
  Optional text value.
- `skipped_label` — Skipped Label (text)
  Optional text value.
- `manual_label` — Manual Label (text)
  Optional text value.
- `node_buckets` — Node Buckets (json)
  Optional JSON value.
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `success` — Success
- `run_count` — Run Count
- `productive_run_count` — Productive Run Count
- `total` — Total
- `completed_count` — Completed Count
- `processed_count` — Processed Count
- `skipped_count` — Skipped Count
- `action_required_count` — Action Required Count
- `unclassified_count` — Unclassified Count
- `failed_count` — Failed Count
- `recipients` — Recipients
- `subject` — Subject
- `report_day` — Report Day
- `html` — Html
- `output_path` — Output Path
- `email_mode` — Email Mode
- `pdf_attached` — Pdf Attached
- `attachments_attached` — Attachments Attached
- `attachments_dropped` — Attachments Dropped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_name",
    "to_emails"
  ],
  "properties": {
    "links": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timezone": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "item_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_day": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "loop_node_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "manual_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "node_buckets": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "report_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "window_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "item_subtitle": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skipped_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "inline_max_rows": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_attachments": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "processed_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dedupe_key_fields": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_items_per_section": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "attachment_document_id_field": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "total": {},
    "subject": {},
    "success": {},
    "run_count": {},
    "email_mode": {},
    "recipients": {},
    "report_day": {},
    "output_path": {},
    "failed_count": {},
    "pdf_attached": {},
    "skipped_count": {},
    "completed_count": {},
    "processed_count": {},
    "unclassified_count": {},
    "attachments_dropped": {},
    "attachments_attached": {},
    "productive_run_count": {},
    "action_required_count": {}
  },
  "additionalProperties": true
}
```

---

# Send Workflow Run Summary

> Perform Send Workflow Run Summary through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_workflow_run_summary](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_send_workflow_run_summary)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_send_workflow_run_summary`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "timezone": "America/New_York",
    "skip_if_empty": false
  },
  "handler": "genhealth_send_workflow_run_summary"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `loop_node_id` — Loop Node Id (text)
  Optional text value.
- `loop_node_ids` — Loop Node Ids (json)
  Optional JSON value.
- `to_emails` — To Emails (text, required)
  Required text value.
- `subject` — Subject (text)
  Optional text value.
- `report_title` — Report Title (text)
  Optional text value.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/New_York"`
- `links` — Links (json)
  Optional JSON value.
- `item_title` — Item Title (text)
  Optional text value.
- `item_subtitle` — Item Subtitle (text)
  Optional text value.
- `dedupe_key_fields` — Dedupe Key Fields (json)
  Optional JSON value.
- `max_items_per_section` — Max Items Per Section (number)
  Optional numeric value.
- `processed_label` — Processed Label (text)
  Optional text value.
- `skipped_label` — Skipped Label (text)
  Optional text value.
- `manual_label` — Manual Label (text)
  Optional text value.
- `node_buckets` — Node Buckets (json)
  Optional JSON value.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`
- `output_path` — Output Path (text)
  Optional text value.

## Outputs

- `success` — Success
- `skipped` — Skipped
- `total` — Total
- `completed_count` — Completed Count
- `processed_count` — Processed Count
- `skipped_count` — Skipped Count
- `action_required_count` — Action Required Count
- `unclassified_count` — Unclassified Count
- `failed_count` — Failed Count
- `recipients` — Recipients
- `subject` — Subject
- `html` — Html
- `output_path` — Output Path
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "to_emails"
  ],
  "properties": {
    "links": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timezone": {
      "type": "string",
      "default": "America/New_York",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "item_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "loop_node_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "manual_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "node_buckets": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "report_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "item_subtitle": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "loop_node_ids": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "skipped_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "processed_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dedupe_key_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "max_items_per_section": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "total": {},
    "skipped": {},
    "subject": {},
    "success": {},
    "recipients": {},
    "output_path": {},
    "failed_count": {},
    "skipped_count": {},
    "completed_count": {},
    "processed_count": {},
    "unclassified_count": {},
    "action_required_count": {}
  },
  "additionalProperties": true
}
```

---

# Set Document Status

> Perform Set Document Status through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_set_document_status](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_set_document_status)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_set_document_status`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "visibility": "unchanged",
    "display_status": "review",
    "run_completion_hook": "false"
  },
  "handler": "genhealth_set_document_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `display_status` — Display Status (select)
  Optional selected identifier or value.
  Default: `"review"`
  Options: Review ("review"), Complete ("complete"), Processing ("processing")
- `run_completion_hook` — Run Completion Hook (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `status` — Status (text)
  Optional text value.
- `visibility` — Visibility (select)
  Optional selected identifier or value.
  Default: `"unchanged"`
  Options: Unchanged ("unchanged"), Visible ("visible"), Hidden ("hidden")
- `hidden` — Hidden (expression)
  Optional literal value or workflow expression.
- `categories` — Categories (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `display_status` — Display Status
- `status` — Status
- `hidden` — Hidden
- `categories` — Categories
- `completion_hook_ran` — Completion Hook Ran
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "hidden": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "categories": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "visibility": {
      "enum": [
        "unchanged",
        "visible",
        "hidden"
      ],
      "type": "string",
      "default": "unchanged",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "display_status": {
      "enum": [
        "review",
        "complete",
        "processing"
      ],
      "type": "string",
      "default": "review",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "run_completion_hook": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "hidden": {},
    "status": {},
    "success": {},
    "categories": {},
    "document_id": {},
    "display_status": {},
    "completion_hook_ran": {}
  },
  "additionalProperties": true
}
```

---

# Set Insurance Plan

> Perform Set Insurance Plan through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_set_insurance_plan](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_set_insurance_plan)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_set_insurance_plan`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "skip_if_empty": "true",
    "insurance_rank": "primary",
    "overwrite_existing": "false"
  },
  "handler": "genhealth_set_insurance_plan"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `plan` — Plan (expression, required)
  Required literal value or workflow expression.
- `insurance_rank` — Insurance Rank (select)
  Optional selected identifier or value.
  Default: `"primary"`
  Options: Primary ("primary"), Secondary ("secondary"), Tertiary ("tertiary")
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `overwrite_existing` — Overwrite Existing (boolean)
  Optional true-or-false value.
  Default: `"false"`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `document_id` — Document Id
- `insurance_rank` — Insurance Rank
- `insurance_policy_id` — Insurance Policy Id
- `plan` — Plan
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "plan"
  ],
  "properties": {
    "plan": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "insurance_rank": {
      "enum": [
        "primary",
        "secondary",
        "tertiary"
      ],
      "type": "string",
      "default": "primary",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "overwrite_existing": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "plan": {},
    "error": {},
    "skipped": {},
    "success": {},
    "document_id": {},
    "insurance_rank": {},
    "insurance_policy_id": {}
  },
  "additionalProperties": true
}
```

---

# Setup Intake Workflows

> Perform Setup Intake Workflows through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_setup_intake_workflows](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_setup_intake_workflows)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_setup_intake_workflows`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_setup_intake_workflows"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_setup_context` — Workflow Setup Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_setup_context": {}
  },
  "additionalProperties": true
}
```

---

# Setup Patient

> Perform Setup Patient through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_setup_patient](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_setup_patient)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_setup_patient`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "dry_run": false,
    "set_dropdowns": true,
    "brightree_test": false,
    "note_indicates_private_residence": false
  },
  "handler": "intake_setup_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `delivery_address` — Delivery Address (text)
  Optional text value.
- `note_facility_name` — Note Facility Name (text)
  Optional text value.
- `note_facility_updates` — Note Facility Updates (text)
  Optional text value.
- `account_group` — Account Group (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `note_indicates_private_residence` — Note Indicates Private Residence (boolean)
  Optional true-or-false value.
  Default: `false`
- `set_dropdowns` — Set Dropdowns (boolean)
  Optional true-or-false value.
  Default: `true`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `brightree_test` — Brightree Test (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `facility_manual_followup_reason` — Facility Manual Followup Reason
- `facility_manual_followup_required` — Facility Manual Followup Required
- `ordering_doctor` — Ordering Doctor
- `local_patient_id` — Local Patient Id

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_group": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "set_dropdowns": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "brightree_test": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "delivery_address": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_facility_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_facility_updates": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_indicates_private_residence": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "ordering_doctor": {},
    "local_patient_id": {},
    "facility_manual_followup_reason": {},
    "facility_manual_followup_required": {}
  },
  "additionalProperties": true
}
```

---

# SO Confirmation Report

> Perform SO Confirmation Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/piedmont_so_confirmation_report](https://genhealth.ai/docs/workflows/integrations/gen-health/piedmont_so_confirmation_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `piedmont_so_confirmation_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "piedmont_so_confirmation_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `results` — Results (textarea)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "results": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# SO Verification Report

> Perform SO Verification Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/sales_order_verification_report](https://genhealth.ai/docs/workflows/integrations/gen-health/sales_order_verification_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `sales_order_verification_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "sales_order_verification_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `results` — Results (textarea)
  Optional text value.
- `report_title` — Report Title (text)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "results": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Split Document By Categories

> Perform Split Document By Categories through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/split_document_by_categories](https://genhealth.ai/docs/workflows/integrations/gen-health/split_document_by_categories)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `split_document_by_categories`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false",
    "hide_parent": "false",
    "child_display_status": "processing"
  },
  "handler": "split_document_by_categories"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `hide_parent` — Hide Parent (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `child_display_status` — Child Display Status (select)
  Optional selected identifier or value.
  Default: `"processing"`
  Options: Processing ("processing"), Review ("review"), Complete ("complete")

## Outputs

- `success` — Success
- `document_id` — Document Id
- `children` — Children
- `child_count` — Child Count
- `review_required` — Review Required
- `reason` — Reason
- `split_failure_reason` — Split Failure Reason
- `split_reconciliation` — Split Reconciliation
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hide_parent": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "child_display_status": {
      "enum": [
        "processing",
        "review",
        "complete"
      ],
      "type": "string",
      "default": "processing",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "children": {},
    "child_count": {},
    "document_id": {},
    "review_required": {},
    "split_failure_reason": {},
    "split_reconciliation": {}
  },
  "additionalProperties": true
}
```

---

# Split Document By Page Categories

> Perform Split Document By Page Categories through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_split_document_by_page_categories](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_split_document_by_page_categories)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_split_document_by_page_categories`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": false,
    "hide_parent": false,
    "group_by_category": false,
    "child_display_status": "review"
  },
  "handler": "genhealth_split_document_by_page_categories"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `false`
- `hide_parent` — Hide Parent (boolean)
  Optional true-or-false value.
  Default: `false`
- `group_by_category` — Group By Category (boolean)
  Optional true-or-false value.
  Default: `false`
- `child_display_status` — Child Display Status (select)
  Optional selected identifier or value.
  Default: `"review"`
  Options: Review ("review"), Processing ("processing"), Complete ("complete")

## Outputs

- `success` — Success
- `document_id` — Document Id
- `children` — Children
- `child_count` — Child Count
- `skipped` — Skipped
- `review_required` — Review Required
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "force": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hide_parent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "group_by_category": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "child_display_status": {
      "enum": [
        "review",
        "processing",
        "complete"
      ],
      "type": "string",
      "default": "review",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "children": {},
    "child_count": {},
    "document_id": {},
    "review_required": {}
  },
  "additionalProperties": true
}
```

---

# Split Document By Patient

> Perform Split Document By Patient through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_split_by_patient](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_split_by_patient)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_split_by_patient`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "force": "false",
    "persist": "true",
    "group_by": "name,dob",
    "hide_parent": "false",
    "identity_source": "llm",
    "cover_page_policy": "drop",
    "orphan_page_policy": "previous",
    "split_cache_version": 0,
    "min_pages_per_patient": 1,
    "review_on_count_mismatch": "true",
    "split_on_identity_change": "true"
  },
  "handler": "genhealth_split_by_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `boundary_categories` — Boundary Categories (text)
  Optional text value.
- `drop_categories` — Drop Categories (text)
  Optional text value.
- `cover_page_policy` — Cover Page Policy (select)
  Optional selected identifier or value.
  Default: `"drop"`
  Options: Drop ("drop"), Previous ("previous"), Next ("next")
- `group_by` — Group By (text)
  Optional text value.
  Default: `"name,dob"`
- `split_on_identity_change` — Split On Identity Change (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `orphan_page_policy` — Orphan Page Policy (select)
  Optional selected identifier or value.
  Default: `"previous"`
  Options: Previous ("previous"), Next ("next"), Review ("review")
- `identity_source` — Identity Source (select)
  Optional selected identifier or value.
  Default: `"llm"`
  Options: LLM (read each page) ("llm"), None (boundary categories only) ("none")
- `identity_model` — Identity Model (text)
  Optional text value.
- `identity_prompt_override` — Identity Prompt Override (textarea)
  Optional text value.
- `expected_patient_count` — Expected Patient Count (expression)
  Optional literal value or workflow expression.
- `review_on_count_mismatch` — Review On Count Mismatch (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `min_pages_per_patient` — Min Pages Per Patient (number)
  Optional numeric value.
  Default: `1`
- `persist` — Persist (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `hide_parent` — Hide Parent (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `force` — Force (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `split_cache_version` — Split Cache Version (number)
  Optional numeric value.
  Default: `0`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `children` — Children
- `child_count` — Child Count
- `segments` — Segments
- `segment_count` — Segment Count
- `dropped_pages` — Dropped Pages
- `review_required` — Review Required
- `review_reason` — Review Reason
- `review_reasons` — Review Reasons
- `reason` — Reason
- `split_failure_reason` — Split Failure Reason
- `split_reconciliation` — Split Reconciliation
- `skipped` — Skipped
- `manual_split` — Manual Split
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "force": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "persist": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "group_by": {
      "type": "string",
      "default": "name,dob",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hide_parent": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "identity_model": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "drop_categories": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "identity_source": {
      "enum": [
        "llm",
        "none"
      ],
      "type": "string",
      "default": "llm",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "cover_page_policy": {
      "enum": [
        "drop",
        "previous",
        "next"
      ],
      "type": "string",
      "default": "drop",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "orphan_page_policy": {
      "enum": [
        "previous",
        "next",
        "review"
      ],
      "type": "string",
      "default": "previous",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "boundary_categories": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "split_cache_version": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "min_pages_per_patient": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "expected_patient_count": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "identity_prompt_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "review_on_count_mismatch": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "split_on_identity_change": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "children": {},
    "segments": {},
    "child_count": {},
    "document_id": {},
    "manual_split": {},
    "dropped_pages": {},
    "review_reason": {},
    "segment_count": {},
    "review_reasons": {},
    "review_required": {},
    "split_failure_reason": {},
    "split_reconciliation": {}
  },
  "additionalProperties": true
}
```

---

# Summarize Follow-Up Fax Batch

> Perform Summarize Follow-Up Fax Batch through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_subsequent_batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_subsequent_batch)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_summarize_subsequent_batch`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "notify": true
  },
  "handler": "intake_summarize_subsequent_batch"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selection_payload` — Selection Payload (json)
  Optional JSON value.
- `loop_results` — Loop Results (json)
  Optional JSON value.
- `notify` — Notify (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "notify": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "loop_results": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "selection_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Summarize Follow-Up Fax Item

> Perform Summarize Follow-Up Fax Item through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_subsequent_item](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_subsequent_item)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_summarize_subsequent_item`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "intake_summarize_subsequent_item"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `stage_label` — Stage Label (text)
  Optional text value.
- `context_payload` — Context Payload (json)
  Optional JSON value.
- `task_payload` — Task Payload (json)
  Optional JSON value.
- `response_payload` — Response Payload (json)
  Optional JSON value.
- `dedup_payload` — Dedup Payload (json)
  Optional JSON value.
- `fax_payload` — Fax Payload (json)
  Optional JSON value.
- `send_payload` — Send Payload (json)
  Optional JSON value.
- `verification_payload` — Verification Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "stage_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "task_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "dedup_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "response_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "verification_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Summarize Intake Batch

> Perform Summarize Intake Batch through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_batch](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_batch)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_summarize_batch`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "notify": true,
    "dry_run": false
  },
  "handler": "intake_summarize_batch"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selection_payload` — Selection Payload (json)
  Optional JSON value.
- `loop_results` — Loop Results (json)
  Optional JSON value.
- `dispatch_payload` — Dispatch Payload (json)
  Optional JSON value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `notify` — Notify (boolean)
  Optional true-or-false value.
  Default: `true`
- `channel` — Channel (text)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.

## Outputs

- `status` — Status
- `html` — Html
- `output_path` — Output Path
- `emailed_to` — Emailed To
- `email_subject` — Email Subject
- `slack_message` — Slack Message
- `found_count` — Found Count
- `skipped_count` — Skipped Count
- `processed_count` — Processed Count
- `ready_count` — Ready Count
- `needs_review_count` — Needs Review Count
- `failed_count` — Failed Count
- `dispatch_count` — Dispatch Count
- `remaining_count` — Remaining Count
- `slack_sent` — Slack Sent
- `slack_skipped` — Slack Skipped

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "notify": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "channel": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "loop_results": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "dispatch_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "selection_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "status": {},
    "emailed_to": {},
    "slack_sent": {},
    "found_count": {},
    "output_path": {},
    "ready_count": {},
    "failed_count": {},
    "email_subject": {},
    "skipped_count": {},
    "slack_message": {},
    "slack_skipped": {},
    "dispatch_count": {},
    "processed_count": {},
    "remaining_count": {},
    "needs_review_count": {}
  },
  "additionalProperties": true
}
```

---

# Summarize Intake Status

> Perform Summarize Intake Status through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_status](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_summarize_status)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_summarize_status`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "notify": false,
    "dry_run": false,
    "enqueue_retry": false
  },
  "handler": "intake_summarize_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `stage_label` — Stage Label (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `notify` — Notify (boolean)
  Optional true-or-false value.
  Default: `false`
- `channel` — Channel (text)
  Optional text value.
- `enqueue_retry` — Enqueue Retry (boolean)
  Optional true-or-false value.
  Default: `false`
- `retry_route` — Retry Route (text)
  Optional text value.
- `precheck_payload` — Precheck Payload (json)
  Optional JSON value.
- `brightree_payload` — Brightree Payload (json)
  Optional JSON value.
- `resolve_patient_payload` — Resolve Patient Payload (json)
  Optional JSON value.
- `resolve_facility_payload` — Resolve Facility Payload (json)
  Optional JSON value.
- `verify_patient_setup_payload` — Verify Patient Setup Payload (json)
  Optional JSON value.
- `myforms_payload` — Myforms Payload (json)
  Optional JSON value.
- `retry_payload` — Retry Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "notify": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "channel": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "retry_route": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "stage_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "enqueue_retry": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "retry_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "myforms_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "precheck_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "brightree_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolve_patient_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolve_facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "verify_patient_setup_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Template Processing Summary Report

> Perform Template Processing Summary Report through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/brightree_template_processing_summary_report](https://genhealth.ai/docs/workflows/integrations/gen-health/brightree_template_processing_summary_report)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `brightree_template_processing_summary_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "to_emails": "barberdme@genhealth.ai"
  },
  "handler": "brightree_template_processing_summary_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `period` — Period (select, required)
  Required selected identifier or value.
  Options: Daily ("daily"), Weekly ("weekly")
- `report_date` — Report Date (text)
  Optional text value.
- `as_of` — As Of (text)
  Optional text value.
- `target_workflow_definition_id` — Target Workflow Definition Id (text)
  Optional text value.
- `source_report_base_url` — Source Report Base Url (text)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.
  Default: `"barberdme@genhealth.ai"`
- `subject` — Subject (text)
  Optional text value.

## Outputs

- `status` — Status
- `html` — Html
- `output_path` — Output Path
- `emailed_to` — Emailed To
- `attachment_count` — Attachment Count
- `period` — Period
- `window_mode` — Window Mode
- `time_range_label` — Time Range Label
- `processed_count` — Processed Count
- `needs_review_count` — Needs Review Count
- `unexpected_failure_count` — Unexpected Failure Count
- `business_flow_rows` — Business Flow Rows

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "period"
  ],
  "properties": {
    "as_of": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "period": {
      "enum": [
        "daily",
        "weekly"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "default": "barberdme@genhealth.ai",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "source_report_base_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "target_workflow_definition_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "period": {},
    "status": {},
    "emailed_to": {},
    "output_path": {},
    "window_mode": {},
    "processed_count": {},
    "attachment_count": {},
    "time_range_label": {},
    "business_flow_rows": {},
    "needs_review_count": {},
    "unexpected_failure_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Document Metadata

> Perform Update Document Metadata through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_update_document_metadata](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_update_document_metadata)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_update_document_metadata`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "genhealth_update_document_metadata"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`
- `metadata` — Metadata (expression)
  Optional literal value or workflow expression.
- `summary` — Summary (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `skipped` — Skipped
- `document_id` — Document Id
- `metadata` — Metadata
- `summary_saved` — Summary Saved
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "metadata": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "metadata": {},
    "document_id": {},
    "summary_saved": {}
  },
  "additionalProperties": true
}
```

---

# Upload Intake Workflow Documents

> Perform Upload Intake Workflow Documents through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_upload_intake_workflow_documents](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_upload_intake_workflow_documents)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_upload_intake_workflow_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "genhealth_upload_intake_workflow_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (text)
  Optional text value.
- `case_payload` — Case Payload (json)
  Optional JSON value.
- `ehr_payload` — Ehr Payload (json)
  Optional JSON value.
- `execution_context` — Execution Context (json)
  Optional JSON value.
- `routing_context` — Routing Context (json)
  Optional JSON value.
- `eligibility_context` — Eligibility Context (json)
  Optional JSON value.
- `patient_context` — Patient Context (json)
  Optional JSON value.
- `workflow_items_context` — Workflow Items Context (json)
  Optional JSON value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `workflow_items_context` — Workflow Items Context
- `workflow_document_upload_context` — Workflow Document Upload Context
- `tracker_summary` — Tracker Summary
- `created_workflows` — Created Workflows
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `error_message` — Error Message
- `manual_review_required` — Manual Review Required
- `terminal_skip_required` — Terminal Skip Required

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "ehr_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "routing_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "execution_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_items_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "tracker_summary": {},
    "created_workflows": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "terminal_skip_required": {},
    "workflow_items_context": {},
    "workflow_document_upload_context": {}
  },
  "additionalProperties": true
}
```

---

# Validate Auto-Push Readiness

> Perform Validate Auto-Push Readiness through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_validate_readiness](https://genhealth.ai/docs/workflows/integrations/gen-health/auto_push_validate_readiness)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `auto_push_validate_readiness`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "required_patient_fields": [
      "first_name",
      "last_name",
      "birth_date"
    ]
  },
  "handler": "auto_push_validate_readiness"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `required_patient_fields` — Required Patient Fields (json)
  Optional JSON value.
  Default: `["first_name","last_name","birth_date"]`
- `patient_field_fallbacks` — Patient Field Fallbacks (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `auto_push_allowed` — Auto Push Allowed
- `review_required` — Review Required
- `skipped` — Skipped
- `patient_id` — Patient Id
- `display_status` — Display Status
- `reason` — Reason
- `missing_fields` — Missing Fields
- `errors` — Errors
- `data_fingerprint` — Data Fingerprint
- `patient_billing_data` — Patient Billing Data
- `patient_fallback_fields_used` — Patient Fallback Fields Used
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_field_fallbacks": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "required_patient_fields": {
      "default": [
        "first_name",
        "last_name",
        "birth_date"
      ],
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "errors": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "patient_id": {},
    "document_id": {},
    "display_status": {},
    "missing_fields": {},
    "review_required": {},
    "data_fingerprint": {},
    "auto_push_allowed": {},
    "patient_billing_data": {},
    "patient_fallback_fields_used": {}
  },
  "additionalProperties": true
}
```

---

# Verify Subsequent Fax Backlog

> Perform Verify Subsequent Fax Backlog through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/intake_verify_subsequent_fax_backlog](https://genhealth.ai/docs/workflows/integrations/gen-health/intake_verify_subsequent_fax_backlog)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `intake_verify_subsequent_fax_backlog`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {},
  "handler": "intake_verify_subsequent_fax_backlog"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selection_payload` — Selection Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "selection_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Write Workbook

> Perform Write Workbook through GenHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_write_workbook](https://genhealth.ai/docs/workflows/integrations/gen-health/genhealth_write_workbook)

Integration: [GenHealth](https://genhealth.ai/docs/workflows/integrations/gen-health.md)

- Handler: `genhealth_write_workbook`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth",
  "params": {
    "filename": "workbook.xlsx",
    "sheet_name": "Sheet1"
  },
  "handler": "genhealth_write_workbook"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `rows` — Rows (expression, required)
  Required literal value or workflow expression.
- `sheet_name` — Sheet Name (text)
  Optional text value.
  Default: `"Sheet1"`
- `extra_sheets` — Extra Sheets (expression)
  Optional literal value or workflow expression.
- `columns` — Columns (expression)
  Optional literal value or workflow expression.
- `header_labels` — Header Labels (expression)
  Optional literal value or workflow expression.
- `filename` — Filename (text)
  Optional text value.
  Default: `"workbook.xlsx"`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `filename` — Filename
- `row_count` — Row Count
- `sheet_names` — Sheet Names
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "rows"
  ],
  "properties": {
    "rows": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "columns": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "filename": {
      "type": "string",
      "default": "workbook.xlsx",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sheet_name": {
      "type": "string",
      "default": "Sheet1",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "extra_sheets": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "header_labels": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "filename": {},
    "row_count": {},
    "document_id": {},
    "sheet_names": {}
  },
  "additionalProperties": true
}
```

---

# GenHealth - Checks integration

> Build workflow automations with 6 public GenHealth - Checks actions.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-checks](https://genhealth.ai/docs/workflows/integrations/gen-health-checks)

## Available actions

6 actions. Connection types: None required.

### [Check Documents Contain Type](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_documents_contain_type.md)

- Handler: `check_documents_contain_type`

- External effect: `write`
- Inputs: `documents`, `required_types`, `flag_type`

Perform Check Documents Contain Type through GenHealth - Checks.

### [Check Encounter Visit Type](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_encounter_visit_type.md)

- Handler: `check_encounter_visit_type`

- External effect: `write`
- Inputs: `encounter`, `match_types`
- Outputs: `is_match`, `matched`, `visit_type`

Perform Check Encounter Visit Type through GenHealth - Checks.

### [Check Field Value](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_field_value.md)

- Handler: `check_field_value`

- External effect: `write`
- Inputs: `data`, `key_candidates`, `expected_value`, `case_insensitive`

Perform Check Field Value through GenHealth - Checks.

### [Check Grid for Substring](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_grid_for_substring.md)

- Handler: `check_grid_for_substring`

- External effect: `write`
- Inputs: `grids`, `grid_keys`, `search_term`, `empty_field`

Perform Check Grid for Substring through GenHealth - Checks.

### [Check List Field Values](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_list_field_values.md)

- Handler: `check_list_field_values`

- External effect: `read`
- Inputs: `items`, `required_field`, `required_value`, `match_mode`, `skip_null`, `unique_field`

Perform Check List Field Values through GenHealth - Checks.

### [Verify Batch Action Result](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/genhealth_verify_batch_action_result.md)

- Handler: `genhealth_verify_batch_action_result`

- External effect: `write`
- Inputs: `expected_items`, `result_payload`, `identity_fields`, `required_truthy_fields`
- Outputs: `success`, `verified`, `expected_count`, `actual_count`, `failed_count`, `missing_count`, `unexpected_count`, `reason_codes`, `error_message`

Perform Verify Batch Action Result through GenHealth - Checks.

---

# Check Documents Contain Type

> Perform Check Documents Contain Type through GenHealth - Checks.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_documents_contain_type](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_documents_contain_type)

Integration: [GenHealth - Checks](https://genhealth.ai/docs/workflows/integrations/gen-health-checks.md)

- Handler: `check_documents_contain_type`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Checks",
  "params": {},
  "handler": "check_documents_contain_type"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `documents` — Documents (expression)
  Optional literal value or workflow expression.
- `required_types` — Required Types (json)
  Optional JSON value.
- `flag_type` — Flag Type (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "documents": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "flag_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "required_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Encounter Visit Type

> Perform Check Encounter Visit Type through GenHealth - Checks.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_encounter_visit_type](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_encounter_visit_type)

Integration: [GenHealth - Checks](https://genhealth.ai/docs/workflows/integrations/gen-health-checks.md)

- Handler: `check_encounter_visit_type`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Checks",
  "params": {
    "match_types": [
      "NP Consult"
    ]
  },
  "handler": "check_encounter_visit_type"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `encounter` — Encounter (expression)
  Optional literal value or workflow expression.
- `match_types` — Match Types (json)
  Optional JSON value.
  Default: `["NP Consult"]`

## Outputs

- `is_match` — Is Match
- `matched` — Matched
- `visit_type` — Visit Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "encounter": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "match_types": {
      "default": [
        "NP Consult"
      ],
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "matched": {},
    "is_match": {},
    "visit_type": {}
  },
  "additionalProperties": true
}
```

---

# Check Field Value

> Perform Check Field Value through GenHealth - Checks.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_field_value](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_field_value)

Integration: [GenHealth - Checks](https://genhealth.ai/docs/workflows/integrations/gen-health-checks.md)

- Handler: `check_field_value`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Checks",
  "params": {
    "case_insensitive": true
  },
  "handler": "check_field_value"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `data` — Data (expression)
  Optional literal value or workflow expression.
- `key_candidates` — Key Candidates (json)
  Optional JSON value.
- `expected_value` — Expected Value (text)
  Optional text value.
- `case_insensitive` — Case Insensitive (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "data": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_value": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "key_candidates": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "case_insensitive": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Grid for Substring

> Perform Check Grid for Substring through GenHealth - Checks.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_grid_for_substring](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_grid_for_substring)

Integration: [GenHealth - Checks](https://genhealth.ai/docs/workflows/integrations/gen-health-checks.md)

- Handler: `check_grid_for_substring`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Checks",
  "params": {},
  "handler": "check_grid_for_substring"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `grids` — Grids (expression)
  Optional literal value or workflow expression.
- `grid_keys` — Grid Keys (json)
  Optional JSON value.
- `search_term` — Search Term (text)
  Optional text value.
- `empty_field` — Empty Field (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "grids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "grid_keys": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "empty_field": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "search_term": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check List Field Values

> Perform Check List Field Values through GenHealth - Checks.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_list_field_values](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/check_list_field_values)

Integration: [GenHealth - Checks](https://genhealth.ai/docs/workflows/integrations/gen-health-checks.md)

- Handler: `check_list_field_values`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Checks",
  "params": {
    "skip_null": true,
    "match_mode": "exact"
  },
  "handler": "check_list_field_values"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `items` — Items (expression)
  Optional literal value or workflow expression.
- `required_field` — Required Field (text)
  Optional text value.
- `required_value` — Required Value (text)
  Optional text value.
- `match_mode` — Match Mode (text)
  Optional text value.
  Default: `"exact"`
- `skip_null` — Skip Null (boolean)
  Optional true-or-false value.
  Default: `true`
- `unique_field` — Unique Field (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "items": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_null": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "match_mode": {
      "type": "string",
      "default": "exact",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "unique_field": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "required_field": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "required_value": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Verify Batch Action Result

> Perform Verify Batch Action Result through GenHealth - Checks.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-checks/genhealth_verify_batch_action_result](https://genhealth.ai/docs/workflows/integrations/gen-health-checks/genhealth_verify_batch_action_result)

Integration: [GenHealth - Checks](https://genhealth.ai/docs/workflows/integrations/gen-health-checks.md)

- Handler: `genhealth_verify_batch_action_result`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Checks",
  "params": {},
  "handler": "genhealth_verify_batch_action_result"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `expected_items` — Expected Items (json, required)
  Required JSON value.
- `result_payload` — Result Payload (json, required)
  Required JSON value.
- `identity_fields` — Identity Fields (json, required)
  Required JSON value.
- `required_truthy_fields` — Required Truthy Fields (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `verified` — Verified
- `expected_count` — Expected Count
- `actual_count` — Actual Count
- `failed_count` — Failed Count
- `missing_count` — Missing Count
- `unexpected_count` — Unexpected Count
- `reason_codes` — Reason Codes
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "expected_items",
    "result_payload",
    "identity_fields"
  ],
  "properties": {
    "expected_items": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "result_payload": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "identity_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "required_truthy_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "verified": {},
    "actual_count": {},
    "failed_count": {},
    "reason_codes": {},
    "error_message": {},
    "missing_count": {},
    "expected_count": {},
    "unexpected_count": {}
  },
  "additionalProperties": true
}
```

---

# GenHealth - Eligibility integration

> Build workflow automations with 31 public GenHealth - Eligibility actions.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility)

## Available actions

31 actions. Connection types: None required.

### [Admit VOB Retry Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_admit_vob_retry_candidates.md)

- Handler: `eligibility_admit_vob_retry_candidates`

- External effect: `write`
- Inputs: `candidates`, `enforce_backoff`, `max_retry_attempts`, `backoff_minutes`, `uhc_max_retry_attempts`, `uhc_backoff_minutes`
- Outputs: `success`, `status`, `candidates`, `processing_candidate_count`, `retry_deferred_count`, `retry_exhausted_count`, `terminal_unchanged_count`, `sheet_handoff_resume_count`, `retry_history`, `deferred_items`, `exhausted_items`, `exhausted_handoff`, `terminal_unchanged_items`, `error`

Perform Admit VOB Retry Candidates through GenHealth - Eligibility.

### [Aggregate VOB Benefits](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_aggregate_vob_benefits.md)

- Handler: `eligibility_aggregate_vob_benefits`

- External effect: `write`
- Inputs: `primary_summary`, `dme_purchase_submission`, `dme_purchase_summary`, `dme_purchase_service_type`, `dme_rental_submission`, `dme_rental_summary`, `dme_rental_service_type`, `office_visit_submission`, `office_visit_summary`, `office_visit_service_type`, `sleep_study_submission`, `sleep_study_summary`, `sleep_study_service_type`
- Outputs: `success`, `coverage_summary`, `vob_fields`, `vob_field_sources`, `vob_field_provenance`, `service_probe_summaries`, `probe_reference_numbers`, `manual_review_required`, `manual_review_reason`, `field_conflicts`, `error`

Perform Aggregate VOB Benefits through GenHealth - Eligibility.

### [Evaluate DME Eligibility Policy](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_dme_policy.md)

- Handler: `eligibility_evaluate_dme_policy`

- External effect: `write`
- Inputs: `phase`, `niko_patient_id`, `niko_order_id`, `niko_order_display_id`, `source_types`, `service_type`, `patient_insurance`, `order_insurance`, `insurance_id`, `niko_insurance_status`, `patient`, `patient_insurances`, `payer_key`, `benefit_summary`, `niko_eligibility`, `patient_notes`, `current_order`, `current_order_items`, `patient_orders`, `dry_run`
- Outputs: `success`, `phase`, `status`, `reason`, `case_key`, `service_type`, `payer_key`, `patient_insurance`, `order_insurance`, `insurance_id`, `requires_eligibility_check`, `dry_run`, `side_effects_enabled`, `side_effects_ready`, `niko_eligibility_request`, `benefit_summary_ready`, `benefit_summary`, `upfront_fee`, `installment_details`, `final_summary_text`, `self_pay_note_text`, `network_status`, `network_status_detail`, `patient_note_request`, `task_request`, `patient_tag_request`, `order_tag_request`, `required_side_effects`, `missing_side_effect_settings`, `diagnostics`, `error`, `error_message`

Perform Evaluate DME Eligibility Policy through GenHealth - Eligibility.

### [Evaluate Sleep VOB Evidence](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_sleep_vob_evidence.md)

- Handler: `eligibility_evaluate_sleep_vob_evidence`

- External effect: `write`
- Inputs: `general_check`, `pre_test_check`, `general_summary`, `pre_test_summary`, `sleep_check`, `sleep_summary`, `post_test_check`, `post_test_summary`
- Outputs: `success`, `error`, `failure_category`, `write_evidence`, `reason`, `coverage_status`, `manual_review_required`, `manual_review_reasons`, `field_values`, `allowed_field_link_names`, `withheld_field_link_names`, `service_group_evidence`, `report_title`

Perform Evaluate Sleep VOB Evidence through GenHealth - Eligibility.

### [Evaluate VOB Outcome](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_vob_outcome.md)

- Handler: `eligibility_evaluate_vob_outcome`

- External effect: `write`
- Inputs: `primary_outcome`, `fallback_outcome`, `portal_outcome`, `fallback_guard`, `portal_context`, `candidate`, `patient_resolution_failed`
- Outputs: `success`, `status`, `category`, `resolution`, `public_conclusion`, `terminal`, `retry`, `documentable`, `submitted`, `report_available`, `reason`, `source`, `insurance_source`, `attempt_history`, `fallback_attempted`, `payer_conflict`, `member_id_conflict`, `insurance_discrepancy`, `discrepancy_message`, `operator_status`, `report_document_id`, `report_s3_path`, `report_pdf_path`, `error`, `error_message`

Perform Evaluate VOB Outcome through GenHealth - Eligibility.

### [Guard athenahealth VOB Reconciliation](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_athena_vob_reconciliation.md)

- Handler: `eligibility_guard_athena_vob_reconciliation`

- External effect: `write`
- Inputs: `candidate`, `read_enabled`
- Outputs: `success`, `should_read`, `status`, `reasons`, `candidate_athena_id`, `patient_id`, `chart_id`, `source`, `error`

Perform Guard athenahealth VOB Reconciliation through GenHealth - Eligibility.

### [Guard athenahealth VOB Writeback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_athena_vob_writeback.md)

- Handler: `eligibility_guard_athena_vob_writeback`

- External effect: `write`
- Inputs: `candidate`, `outcome`, `note`, `athena_reconciliation`, `external_writes_enabled`, `writeback_enabled`, `signature`
- Outputs: `success`, `should_write`, `should_upload_documents`, `write_kind`, `append_signature`, `status`, `reasons`, `patient_id`, `chart_id`, `note_text`, `subject`, `audit_note_text`, `audit_subject`, `source`, `error`

Perform Guard athenahealth VOB Writeback through GenHealth - Eligibility.

### [Guard Availity VOB Submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_availity_vob_submission.md)

- Handler: `eligibility_guard_availity_vob_submission`

- External effect: `write`
- Inputs: `candidate`, `athena_payer_reconciliation`, `loop_index`, `submit_enabled`, `max_live_transactions`, `max_live_submissions`, `primary_transactions_per_candidate`, `max_transactions_per_candidate`, `allowed_row_numbers`, `require_row_allowlist`, `require_athena_payer_match`
- Outputs: `success`, `should_submit`, `status`, `reasons`, `source`, `transaction_budget_required`, `availity_params`, `attempt`, `error`

Perform Guard Availity VOB Submission through GenHealth - Eligibility.

### [Guard Fallback VOB Submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_fallback_submission.md)

- Handler: `eligibility_guard_vob_fallback_submission`

- External effect: `write`
- Inputs: `candidate`, `athena_payer_reconciliation`, `primary_guard`, `primary_outcome`, `loop_index`, `submit_enabled`, `max_live_transactions`, `max_live_submissions`, `max_transactions_per_candidate`, `allowed_row_numbers`, `require_row_allowlist`
- Outputs: `success`, `should_submit`, `status`, `reasons`, `source`, `transaction_budget_required`, `availity_params`, `probe_plan`, `attempt`, `payer_conflict`, `member_id_conflict`, `error`

Perform Guard Fallback VOB Submission through GenHealth - Eligibility.

### [Guard Primary VOB Submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_primary_submission.md)

- Handler: `eligibility_guard_vob_primary_submission`

- External effect: `write`
- Inputs: `candidate`, `athena_payer_reconciliation`, `loop_index`, `submit_enabled`, `max_live_transactions`, `max_live_submissions`, `primary_transactions_per_candidate`, `max_transactions_per_candidate`, `allowed_row_numbers`, `require_row_allowlist`, `uhc_submit_enabled`
- Outputs: `success`, `should_submit`, `status`, `reasons`, `source`, `transaction_budget_required`, `portal`, `availity_params`, `uhc_params`, `probe_plan`, `attempt`, `error`

Perform Guard Primary VOB Submission through GenHealth - Eligibility.

### [Guard VOB Sheet Fallback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_sheet_fallback.md)

- Handler: `eligibility_guard_vob_sheet_fallback`

- External effect: `write`
- Inputs: `candidate`, `primary_guard`, `primary_outcome`, `loop_index`, `submit_enabled`, `max_live_transactions`, `max_live_submissions`, `max_transactions_per_candidate`, `allowed_row_numbers`, `require_row_allowlist`
- Outputs: `success`, `should_submit`, `status`, `reasons`, `source`, `transaction_budget_required`, `availity_params`, `attempt`, `payer_conflict`, `member_id_conflict`, `error`

Perform Guard VOB Sheet Fallback through GenHealth - Eligibility.

### [Normalize DME Benefit Summary](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_normalize_dme_benefits.md)

- Handler: `eligibility_normalize_dme_benefits`

- External effect: `write`
- Inputs: `eligibility_result`, `service_type`, `target_fields`, `use_prompt`
- Outputs: `success`, `benefit_summary_ready`, `benefit_summary`, `missing_fields`, `diagnostics`, `error`, `error_message`

Perform Normalize DME Benefit Summary through GenHealth - Eligibility.

### [Normalize VOB Attempt](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_normalize_vob_attempt.md)

- Handler: `eligibility_normalize_vob_attempt`

- External effect: `write`
- Inputs: `candidate`, `not_submitted`, `submission_failure`, `submission`, `eligibility_summary`, `report`, `report_failure`, `service_probe_failures`, `attempt`
- Outputs: `success`, `status`, `category`, `submitted`, `terminal`, `retry`, `vob_fields`, `report_document_id`, `error`

Perform Normalize VOB Attempt through GenHealth - Eligibility.

### [Prepare Eligibility Delivery Digest](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/prepare_eligibility_delivery_digest.md)

- Handler: `prepare_eligibility_delivery_digest`

- External effect: `write`
- Inputs: `source_workflow_definition_id`, `report_day`, `timezone`, `auto_rollover_hour`, `require_terminal_source_population`
- Outputs: `success`, `error`, `failure_category`, `preconditions_ok`, `delivery_cutover_proven`, `delivery_start_day`, `source_workflow_definition_id`, `collector_scope_proven`, `calculation_integrity_ok`, `source_population_terminal_required`, `source_population_terminal`, `source_window_closed`, `report_day`, `report_day_us`, `processed_count`, `successful_report_count`, `active_count`, `inactive_count`, `no_definitive_answer_count`, `candidate_count`, `status_19_candidate_count`, `status_19_subscriber_insured_not_found_count`, `status_19_invalid_missing_subscriber_insured_name_count`, `status_19_invalid_missing_subscriber_insured_id_count`, `definitive_missing_pdf_count`, `identity_conflict_count`, `active_inactive_conflict_count`, `document_identity_conflict_count`, `manual_evidence_error_count`, `manual_review_missing_order_number_count`, `status_19_missing_order_number_count`, `status_19_multi_category_count`, `status_19_qualifier_evidence_error_count`, `failure_reasons`, `review_reasons`, `review_excluded_count`, `report_day_candidate_count`, `report_day_status_19_candidate_count`, `already_delivered_count`, `status_19_already_delivered_count`, `delivery_unresolved_count`, `email_items`, `status_19_email_items`

Perform Prepare Eligibility Delivery Digest through GenHealth - Eligibility.

### [Prepare Reviewed VOB Benefits](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_reviewed_vob_benefits.md)

- Handler: `eligibility_prepare_reviewed_vob_benefits`

- External effect: `write`
- Inputs: `record_id`, `record_link_id`, `payer_id`, `payer_name`, `member_id`, `patient_first_name`, `patient_middle_name`, `patient_last_name`, `patient_birth_date`, `subscriber_relationship`, `identity_basis`, `registered_subscriber_member_id`, `registered_subscriber_first_name`, `registered_subscriber_last_name`, `registered_subscriber_birth_date`, `card_identity_artifact_ref`, `expected_field_values`, `card_extraction_prompt`, `card_extraction_model`, `card_extraction_timeout_seconds`, `general_coverage_id`, `pre_test_coverage_id`, `sleep_coverage_id`, `post_test_coverage_id`, `as_of_date`, `rates`, `reviewed_document_rules`, `reviewed_cost_share_rules`, `card`, `automatic_write_enabled`
- Outputs: `success`, `error`, `failure_category`, `status`, `write_evidence`, `reason`, `field_values`, `allowed_field_link_names`, `withheld_field_link_names`, `fallback_services`, `model_calls`, `source_hashes`, `request_sha256`, `preparation_sha256`, `estimate_sha256`, `note_sha256`, `report_title`

Perform Prepare Reviewed VOB Benefits through GenHealth - Eligibility.

### [Prepare VOB Card Identity](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_card_identity.md)

- Handler: `eligibility_prepare_vob_card_identity`

- External effect: `write`
- Inputs: `record_id`, `values`, `extraction_prompt`, `model`, `timeout_seconds`
- Outputs: `success`, `error`, `failure_category`, `status`, `reason`, `identity_artifact_ref`

Perform Prepare VOB Card Identity through GenHealth - Eligibility.

### [Prepare VOB Note](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_note.md)

- Handler: `eligibility_prepare_vob_note`

- External effect: `write`
- Inputs: `candidate`, `outcome`, `athena_policy`, `subject`, `payer_note_rules`
- Outputs: `success`, `status`, `reason`, `note_kind`, `subject`, `note_text`, `audit_subject`, `audit_note_text`, `source`, `athena`, `error`, `error_message`

Perform Prepare VOB Note through GenHealth - Eligibility.

### [Prepare VOB Review Payload](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_review_payload.md)

- Handler: `eligibility_prepare_vob_review_payload`

- External effect: `write`
- Inputs: `candidate`
- Outputs: `success`, `status`, `reason`, `source`, `routing`, `payer_resolution`, `redacted_availity_params`, `error`, `error_message`

Perform Prepare VOB Review Payload through GenHealth - Eligibility.

### [Prepare VOB Sheet Writeback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_sheet_writeback.md)

- Handler: `eligibility_prepare_vob_sheet_writeback`

- External effect: `write`
- Inputs: `candidate`, `outcome`, `athena_policy`, `patient_resolution_failure`, `athena_case`, `athena_attachment`, `external_writes_enabled`, `writeback_enabled`, `completed_team_assignment`
- Outputs: `success`, `should_write`, `status`, `primary_reason`, `reasons`, `source`, `spreadsheet_id`, `status_note`, `expected_data`, `data`, `error`, `error_message`

Perform Prepare VOB Sheet Writeback through GenHealth - Eligibility.

### [Prepare Zoho VOB Claim](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_claim.md)

- Handler: `eligibility_prepare_zoho_vob_claim`

- External effect: `write`
- Inputs: `expected_field_values`, `attempt`
- Outputs: `success`, `error`, `failure_category`, `marker`, `attempt`, `field_values`, `allowed_field_link_names`, `expected_field_values`, `claimed_field_values`

Perform Prepare Zoho VOB Claim through GenHealth - Eligibility.

### [Prepare Zoho VOB Review Disposition](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_review_disposition.md)

- Handler: `eligibility_prepare_zoho_vob_review_disposition`

- External effect: `write`
- Inputs: `expected_field_values`, `reason`
- Outputs: `success`, `error`, `failure_category`, `marker`, `reason`, `attempt`, `field_values`, `allowed_field_link_names`, `expected_field_values`

Perform Prepare Zoho VOB Review Disposition through GenHealth - Eligibility.

### [Prepare Zoho VOB Scalar Guard](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_scalar_guard.md)

- Handler: `eligibility_prepare_zoho_vob_scalar_guard`

- External effect: `write`
- Inputs: `expected_field_values`, `uploaded_field_link_name`, `uploaded_file_name`
- Outputs: `success`, `error`, `failure_category`, `expected_field_values`

Perform Prepare Zoho VOB Scalar Guard through GenHealth - Eligibility.

### [Prepare Zoho VOB Subject](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_subject.md)

- Handler: `eligibility_prepare_zoho_vob_subject`

- External effect: `write`
- Inputs: `record_id`, `record_link_id`, `values`, `expected_coverage_notes`, `card_identity`
- Outputs: `success`, `error`, `failure_category`, `can_submit`, `review_disposition_safe`, `reason`, `record_id`, `record_link_id`, `payer_label`, `member_id`, `patient_first_name`, `patient_middle_name`, `patient_last_name`, `patient_birth_date`, `subscriber_relationship`, `identity_basis`, `registered_subscriber_member_id`, `registered_subscriber_first_name`, `registered_subscriber_last_name`, `registered_subscriber_birth_date`, `registration_policyholder_differs`, `expected_field_values`

Perform Prepare Zoho VOB Subject through GenHealth - Eligibility.

### [Reconcile athenahealth VOB Payer](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_reconcile_athena_vob_payer.md)

- Handler: `eligibility_reconcile_athena_vob_payer`

- External effect: `write`
- Inputs: `candidate`, `athena_reconciliation`, `selected_policy`, `athena_payer_resolution`, `require_match`, `manual_review_payer_terms`
- Outputs: `success`, `status`, `should_allow_availity`, `payer_match`, `reasons`, `selected_policy`, `resolved_availity_payer`, `source`, `error`

Perform Reconcile athenahealth VOB Payer through GenHealth - Eligibility.

### [Resolve Portal Payer](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_resolve_portal_payer.md)

- Handler: `eligibility_resolve_portal_payer`

- External effect: `read`
- Inputs: `portal`, `source_payer_label`, `source_payer_id`
- Outputs: `success`, `status`, `can_submit`, `portal`, `source_label`, `normalized_label`, `source_payer_id`, `payer_id`, `payer_name`, `payer_aliases`, `supported_service_types`, `reason`, `error`, `error_message`

Perform Resolve Portal Payer through GenHealth - Eligibility.

### [Resolve VOB Run Controls](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_resolve_vob_run_controls.md)

- Handler: `eligibility_resolve_vob_run_controls`

- External effect: `read`
- Inputs: `trigger`, `automatic_processing_enabled`, `default_spreadsheet_id`, `default_max_candidates`, `default_vob_assignment_value`, `default_team_assignment_values`, `default_max_retry_attempts`, `default_retry_backoff_minutes`, `default_uhc_max_retry_attempts`, `default_uhc_retry_backoff_minutes`, `default_uhc_automatic_processing_enabled`
- Outputs: `success`, `status`, `run_mode`, `automatic_processing_enabled`, `automatic_run`, `spreadsheet_id`, `max_candidates`, `candidate_row_numbers`, `vob_assignment_value`, `team_assignment_values`, `allow_unassigned_vob_rows_for_allowlist`, `athena_reconciliation_enabled`, `availity_submit_enabled`, `uhc_submit_enabled`, `enabled_eligibility_portals`, `max_live_availity_submissions`, `candidate_processing_enabled`, `max_live_availity_candidates`, `max_live_availity_transactions`, `availity_primary_transactions_per_candidate`, `availity_max_transactions_per_candidate`, `allowed_availity_row_numbers`, `require_availity_row_allowlist`, `require_athena_payer_match`, `athena_writeback_enabled`, `google_sheets_writeback_enabled`, `external_writes_enabled`, `writes_locked`, `max_retry_attempts`, `retry_backoff_minutes`, `uhc_max_retry_attempts`, `uhc_retry_backoff_minutes`, `retry_backoff_enforced`, `retry_backoff_overridden`, `error`

Perform Resolve VOB Run Controls through GenHealth - Eligibility.

### [Select athenahealth VOB Policy](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_athena_vob_policy.md)

- Handler: `eligibility_select_athena_vob_policy`

- External effect: `write`
- Inputs: `candidate`, `athena_insurance`
- Outputs: `success`, `selected_policy`, `has_resolvable_payer`, `selection_reason`, `top_priority_policy_count`, `sheet_disambiguated`, `patient_id`, `chart_id`, `athena`, `error`

Perform Select athenahealth VOB Policy through GenHealth - Eligibility.

### [Select DME VOB Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_dme_vob_candidates.md)

- Handler: `eligibility_select_dme_vob_candidates`

- External effect: `write`
- Inputs: `value_ranges`, `spreadsheet_id`, `as_of_date`, `vob_assignment_value`, `team_assignment_values`, `max_candidates`, `candidate_row_numbers`, `allow_unassigned_vob_rows_for_allowlist`, `additional_assignment_scopes`, `enabled_eligibility_portals`
- Outputs: `success`, `candidates`, `candidate_count`, `manual_review_rows`, `manual_review_count`, `manual_review_handoff`, `portal_held_rows`, `portal_held_count`, `skipped_rows`, `skipped_count`, `diagnostics`, `error`, `error_message`

Perform Select DME VOB Candidates through GenHealth - Eligibility.

### [Select VOB Processing Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_vob_processing_candidates.md)

- Handler: `eligibility_select_vob_processing_candidates`

- External effect: `write`
- Inputs: `candidates`, `processing_enabled`, `availity_submit_enabled`, `max_live_availity_candidates`, `enabled_eligibility_portals`
- Outputs: `success`, `status`, `processing_candidate_count`, `portal_held_candidate_count`, `budget_limited_candidate_count`, `candidates`, `error`

Perform Select VOB Processing Candidates through GenHealth - Eligibility.

### [Select Zoho VOB Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_zoho_vob_candidates.md)

- Handler: `eligibility_select_zoho_vob_candidates`

- External effect: `write`
- Inputs: `records`, `max_candidates`, `record_link_ids`, `automatic_selection_enabled`, `retry_review_record_link_ids`, `claim_timeout_minutes`, `max_claim_attempts`
- Outputs: `success`, `error`, `failure_category`, `candidates`, `decisions`, `candidate_count`, `review_count`, `skipped_count`, `truncated_count`

Perform Select Zoho VOB Candidates through GenHealth - Eligibility.

### [Summarize VOB Batch](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_summarize_vob_batch.md)

- Handler: `eligibility_summarize_vob_batch`

- External effect: `write`
- Inputs: `loop_results`, `candidate_count`, `processing_status`, `processing_candidate_count`, `manual_review_count`, `skipped_count`, `portal_held_count`, `selector_diagnostics`, `availity_transaction_budget`, `retry_deferred_count`, `retry_exhausted_count`, `terminal_unchanged_count`, `retry_history`, `max_retry_attempts`, `uhc_max_retry_attempts`
- Outputs: `success`, `status`, `candidate_count`, `processing_candidate_count`, `manual_review_count`, `selector_manual_review_count`, `outcome_manual_review_count`, `portal_held_count`, `reportable_activity_count`, `should_report_activity`, `failed_review_payload_count`, `recovered_branch_failure_count`, `recovered_fallback_outcome_count`, `availity_submission_count`, `availity_submission_failed_count`, `availity_recovered_submission_count`, `availity_transaction_attempt_count`, `eligibility_transaction_attempt_count`, `uhc_transaction_attempt_count`, `uhc_submission_count`, `uhc_submission_failed_count`, `uhc_report_count`, `availity_transaction_budget_remaining`, `retry_deferred_count`, `retry_exhausted_count`, `terminal_unchanged_count`, `retry_newly_exhausted_count`, `retry_newly_exhausted_items`, `retry_newly_exhausted_handoff`, `error_message`, `verified_availity_outcome_count`, `retry_availity_outcome_count`, `terminal_failure_availity_outcome_count`, `athena_writeback_count`, `google_sheets_writeback_count`

Perform Summarize VOB Batch through GenHealth - Eligibility.

---

# Admit VOB Retry Candidates

> Perform Admit VOB Retry Candidates through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_admit_vob_retry_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_admit_vob_retry_candidates)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_admit_vob_retry_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "enforce_backoff": true
  },
  "handler": "eligibility_admit_vob_retry_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidates` — Candidates (expression, required)
  Required literal value or workflow expression.
- `enforce_backoff` — Enforce Backoff (boolean)
  Optional true-or-false value.
  Default: `true`
- `max_retry_attempts` — Max Retry Attempts (number, required)
  Required numeric value.
- `backoff_minutes` — Backoff Minutes (expression, required)
  Required literal value or workflow expression.
- `uhc_max_retry_attempts` — Uhc Max Retry Attempts (number)
  Optional numeric value.
- `uhc_backoff_minutes` — Uhc Backoff Minutes (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `candidates` — Candidates
- `processing_candidate_count` — Processing Candidate Count
- `retry_deferred_count` — Retry Deferred Count
- `retry_exhausted_count` — Retry Exhausted Count
- `terminal_unchanged_count` — Terminal Unchanged Count
- `sheet_handoff_resume_count` — Sheet Handoff Resume Count
- `retry_history` — Retry History
- `deferred_items` — Deferred Items
- `exhausted_items` — Exhausted Items
- `exhausted_handoff` — Exhausted Handoff
- `terminal_unchanged_items` — Terminal Unchanged Items
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "candidates",
    "max_retry_attempts",
    "backoff_minutes"
  ],
  "properties": {
    "candidates": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "backoff_minutes": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enforce_backoff": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_retry_attempts": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "uhc_backoff_minutes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "uhc_max_retry_attempts": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "candidates": {},
    "retry_history": {},
    "deferred_items": {},
    "exhausted_items": {},
    "exhausted_handoff": {},
    "retry_deferred_count": {},
    "retry_exhausted_count": {},
    "terminal_unchanged_count": {},
    "terminal_unchanged_items": {},
    "processing_candidate_count": {},
    "sheet_handoff_resume_count": {}
  },
  "additionalProperties": true
}
```

---

# Aggregate VOB Benefits

> Perform Aggregate VOB Benefits through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_aggregate_vob_benefits](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_aggregate_vob_benefits)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_aggregate_vob_benefits`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_aggregate_vob_benefits"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `primary_summary` — Primary Summary (expression, required)
  Required literal value or workflow expression.
- `dme_purchase_submission` — Dme Purchase Submission (expression)
  Optional literal value or workflow expression.
- `dme_purchase_summary` — Dme Purchase Summary (expression)
  Optional literal value or workflow expression.
- `dme_purchase_service_type` — Dme Purchase Service Type (expression)
  Optional literal value or workflow expression.
- `dme_rental_submission` — Dme Rental Submission (expression)
  Optional literal value or workflow expression.
- `dme_rental_summary` — Dme Rental Summary (expression)
  Optional literal value or workflow expression.
- `dme_rental_service_type` — Dme Rental Service Type (expression)
  Optional literal value or workflow expression.
- `office_visit_submission` — Office Visit Submission (expression)
  Optional literal value or workflow expression.
- `office_visit_summary` — Office Visit Summary (expression)
  Optional literal value or workflow expression.
- `office_visit_service_type` — Office Visit Service Type (expression)
  Optional literal value or workflow expression.
- `sleep_study_submission` — Sleep Study Submission (expression)
  Optional literal value or workflow expression.
- `sleep_study_summary` — Sleep Study Summary (expression)
  Optional literal value or workflow expression.
- `sleep_study_service_type` — Sleep Study Service Type (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `coverage_summary` — Coverage Summary
- `vob_fields` — Vob Fields
- `vob_field_sources` — Vob Field Sources
- `vob_field_provenance` — Vob Field Provenance
- `service_probe_summaries` — Service Probe Summaries
- `probe_reference_numbers` — Probe Reference Numbers
- `manual_review_required` — Manual Review Required
- `manual_review_reason` — Manual Review Reason
- `field_conflicts` — Field Conflicts
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "primary_summary"
  ],
  "properties": {
    "primary_summary": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dme_rental_summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sleep_study_summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dme_purchase_summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "office_visit_summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dme_rental_submission": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sleep_study_submission": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dme_purchase_submission": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dme_rental_service_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "office_visit_submission": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sleep_study_service_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dme_purchase_service_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "office_visit_service_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "vob_fields": {},
    "field_conflicts": {},
    "coverage_summary": {},
    "vob_field_sources": {},
    "manual_review_reason": {},
    "vob_field_provenance": {},
    "manual_review_required": {},
    "probe_reference_numbers": {},
    "service_probe_summaries": {}
  },
  "additionalProperties": true
}
```

---

# Evaluate DME Eligibility Policy

> Perform Evaluate DME Eligibility Policy through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_dme_policy](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_dme_policy)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_evaluate_dme_policy`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "phase": "post_eligibility"
  },
  "handler": "eligibility_evaluate_dme_policy"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `phase` — Phase (select, required)
  Required selected identifier or value.
  Default: `"post_eligibility"`
  Options: Before Eligibility Check ("pre_eligibility"), After Eligibility Check ("post_eligibility")
- `niko_patient_id` — Niko Patient Id (expression, required)
  Required literal value or workflow expression.
- `niko_order_id` — Niko Order Id (expression)
  Optional literal value or workflow expression.
- `niko_order_display_id` — Niko Order Display Id (expression)
  Optional literal value or workflow expression.
- `source_types` — Source Types (expression)
  Optional literal value or workflow expression.
- `service_type` — Service Type (expression)
  Optional literal value or workflow expression.
- `patient_insurance` — Patient Insurance (expression)
  Optional literal value or workflow expression.
- `order_insurance` — Order Insurance (expression)
  Optional literal value or workflow expression.
- `insurance_id` — Insurance Id (expression)
  Optional literal value or workflow expression.
- `niko_insurance_status` — Niko Insurance Status (expression)
  Optional literal value or workflow expression.
- `patient` — Patient (expression)
  Optional literal value or workflow expression.
- `patient_insurances` — Patient Insurances (expression)
  Optional literal value or workflow expression.
- `payer_key` — Payer Key (expression)
  Optional literal value or workflow expression.
- `benefit_summary` — Benefit Summary (expression)
  Optional literal value or workflow expression.
- `niko_eligibility` — Niko Eligibility (expression)
  Optional literal value or workflow expression.
- `patient_notes` — Patient Notes (expression)
  Optional literal value or workflow expression.
- `current_order` — Current Order (expression)
  Optional literal value or workflow expression.
- `current_order_items` — Current Order Items (expression)
  Optional literal value or workflow expression.
- `patient_orders` — Patient Orders (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.

## Outputs

- `success` — Success
- `phase` — Phase
- `status` — Status
- `reason` — Reason
- `case_key` — Case Key
- `service_type` — Service Type
- `payer_key` — Payer Key
- `patient_insurance` — Patient Insurance
- `order_insurance` — Order Insurance
- `insurance_id` — Insurance Id
- `requires_eligibility_check` — Requires Eligibility Check
- `dry_run` — Dry Run
- `side_effects_enabled` — Side Effects Enabled
- `side_effects_ready` — Side Effects Ready
- `niko_eligibility_request` — Niko Eligibility Request
- `benefit_summary_ready` — Benefit Summary Ready
- `benefit_summary` — Benefit Summary
- `upfront_fee` — Upfront Fee
- `installment_details` — Installment Details
- `final_summary_text` — Final Summary Text
- `self_pay_note_text` — Self Pay Note Text
- `network_status` — Network Status
- `network_status_detail` — Network Status Detail
- `patient_note_request` — Patient Note Request
- `task_request` — Task Request
- `patient_tag_request` — Patient Tag Request
- `order_tag_request` — Order Tag Request
- `required_side_effects` — Required Side Effects
- `missing_side_effect_settings` — Missing Side Effect Settings
- `diagnostics` — Diagnostics
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "phase",
    "niko_patient_id"
  ],
  "properties": {
    "phase": {
      "enum": [
        "pre_eligibility",
        "post_eligibility"
      ],
      "type": "string",
      "default": "post_eligibility",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "dry_run": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_types": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "current_order": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_notes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_orders": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "benefit_summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_insurance": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_eligibility": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_insurance": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_insurances": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "current_order_items": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_insurance_status": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_order_display_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "phase": {},
    "reason": {},
    "status": {},
    "dry_run": {},
    "success": {},
    "case_key": {},
    "payer_key": {},
    "diagnostics": {},
    "upfront_fee": {},
    "insurance_id": {},
    "service_type": {},
    "task_request": {},
    "error_message": {},
    "network_status": {},
    "benefit_summary": {},
    "order_insurance": {},
    "order_tag_request": {},
    "patient_insurance": {},
    "final_summary_text": {},
    "self_pay_note_text": {},
    "side_effects_ready": {},
    "installment_details": {},
    "patient_tag_request": {},
    "patient_note_request": {},
    "side_effects_enabled": {},
    "benefit_summary_ready": {},
    "network_status_detail": {},
    "required_side_effects": {},
    "niko_eligibility_request": {},
    "requires_eligibility_check": {},
    "missing_side_effect_settings": {}
  },
  "additionalProperties": true
}
```

---

# Evaluate Sleep VOB Evidence

> Perform Evaluate Sleep VOB Evidence through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_sleep_vob_evidence](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_sleep_vob_evidence)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_evaluate_sleep_vob_evidence`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_evaluate_sleep_vob_evidence"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `general_check` — General Check (json, required)
  Required JSON value.
- `pre_test_check` — Pre Test Check (json, required)
  Required JSON value.
- `general_summary` — General Summary (json, required)
  Required JSON value.
- `pre_test_summary` — Pre Test Summary (json, required)
  Required JSON value.
- `sleep_check` — Sleep Check (json, required)
  Required JSON value.
- `sleep_summary` — Sleep Summary (json, required)
  Required JSON value.
- `post_test_check` — Post Test Check (json, required)
  Required JSON value.
- `post_test_summary` — Post Test Summary (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `write_evidence` — Write Evidence
- `reason` — Reason
- `coverage_status` — Coverage Status
- `manual_review_required` — Manual Review Required
- `manual_review_reasons` — Manual Review Reasons
- `field_values` — Field Values
- `allowed_field_link_names` — Allowed Field Link Names
- `withheld_field_link_names` — Withheld Field Link Names
- `service_group_evidence` — Service Group Evidence
- `report_title` — Report Title

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "general_check",
    "pre_test_check",
    "general_summary",
    "pre_test_summary",
    "sleep_check",
    "sleep_summary",
    "post_test_check",
    "post_test_summary"
  ],
  "properties": {
    "sleep_check": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "general_check": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "sleep_summary": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "pre_test_check": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "general_summary": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_test_check": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "pre_test_summary": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_test_summary": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "field_values": {},
    "report_title": {},
    "write_evidence": {},
    "coverage_status": {},
    "failure_category": {},
    "manual_review_reasons": {},
    "manual_review_required": {},
    "service_group_evidence": {},
    "allowed_field_link_names": {},
    "withheld_field_link_names": {}
  },
  "additionalProperties": true
}
```

---

# Evaluate VOB Outcome

> Perform Evaluate VOB Outcome through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_vob_outcome](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_evaluate_vob_outcome)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_evaluate_vob_outcome`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "patient_resolution_failed": false
  },
  "handler": "eligibility_evaluate_vob_outcome"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `primary_outcome` — Primary Outcome (expression)
  Optional literal value or workflow expression.
- `fallback_outcome` — Fallback Outcome (expression)
  Optional literal value or workflow expression.
- `portal_outcome` — Portal Outcome (expression)
  Optional literal value or workflow expression.
- `fallback_guard` — Fallback Guard (expression)
  Optional literal value or workflow expression.
- `portal_context` — Portal Context (expression)
  Optional literal value or workflow expression.
- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `patient_resolution_failed` — Patient Resolution Failed (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `category` — Category
- `resolution` — Resolution
- `public_conclusion` — Public Conclusion
- `terminal` — Terminal
- `retry` — Retry
- `documentable` — Documentable
- `submitted` — Submitted
- `report_available` — Report Available
- `reason` — Reason
- `source` — Source
- `insurance_source` — Insurance Source
- `attempt_history` — Attempt History
- `fallback_attempted` — Fallback Attempted
- `payer_conflict` — Payer Conflict
- `member_id_conflict` — Member Id Conflict
- `insurance_discrepancy` — Insurance Discrepancy
- `discrepancy_message` — Discrepancy Message
- `operator_status` — Operator Status
- `report_document_id` — Report Document Id
- `report_s3_path` — Report S3 Path
- `report_pdf_path` — Report Pdf Path
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fallback_guard": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "portal_context": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "portal_outcome": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "primary_outcome": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fallback_outcome": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_resolution_failed": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "retry": {},
    "reason": {},
    "source": {},
    "status": {},
    "success": {},
    "category": {},
    "terminal": {},
    "submitted": {},
    "resolution": {},
    "documentable": {},
    "error_message": {},
    "payer_conflict": {},
    "report_s3_path": {},
    "attempt_history": {},
    "operator_status": {},
    "report_pdf_path": {},
    "insurance_source": {},
    "report_available": {},
    "public_conclusion": {},
    "fallback_attempted": {},
    "member_id_conflict": {},
    "report_document_id": {},
    "discrepancy_message": {},
    "insurance_discrepancy": {}
  },
  "additionalProperties": true
}
```

---

# Guard athenahealth VOB Reconciliation

> Perform Guard athenahealth VOB Reconciliation through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_athena_vob_reconciliation](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_athena_vob_reconciliation)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_guard_athena_vob_reconciliation`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_guard_athena_vob_reconciliation"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `read_enabled` — Read Enabled (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `should_read` — Should Read
- `status` — Status
- `reasons` — Reasons
- `candidate_athena_id` — Candidate Athena Id
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `source` — Source
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "read_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "source": {},
    "status": {},
    "reasons": {},
    "success": {},
    "chart_id": {},
    "patient_id": {},
    "should_read": {},
    "candidate_athena_id": {}
  },
  "additionalProperties": true
}
```

---

# Guard athenahealth VOB Writeback

> Perform Guard athenahealth VOB Writeback through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_athena_vob_writeback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_athena_vob_writeback)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_guard_athena_vob_writeback`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_guard_athena_vob_writeback"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `outcome` — Outcome (expression)
  Optional literal value or workflow expression.
- `note` — Note (expression)
  Optional literal value or workflow expression.
- `athena_reconciliation` — Athena Reconciliation (expression)
  Optional literal value or workflow expression.
- `external_writes_enabled` — External Writes Enabled (expression)
  Optional literal value or workflow expression.
- `writeback_enabled` — Writeback Enabled (expression)
  Optional literal value or workflow expression.
- `signature` — Signature (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `should_write` — Should Write
- `should_upload_documents` — Should Upload Documents
- `write_kind` — Write Kind
- `append_signature` — Append Signature
- `status` — Status
- `reasons` — Reasons
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `note_text` — Note Text
- `subject` — Subject
- `audit_note_text` — Audit Note Text
- `audit_subject` — Audit Subject
- `source` — Source
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "note": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "outcome": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "signature": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "writeback_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_reconciliation": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "external_writes_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "source": {},
    "status": {},
    "reasons": {},
    "subject": {},
    "success": {},
    "chart_id": {},
    "note_text": {},
    "patient_id": {},
    "write_kind": {},
    "should_write": {},
    "audit_subject": {},
    "audit_note_text": {},
    "append_signature": {},
    "should_upload_documents": {}
  },
  "additionalProperties": true
}
```

---

# Guard Availity VOB Submission

> Perform Guard Availity VOB Submission through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_availity_vob_submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_availity_vob_submission)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_guard_availity_vob_submission`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_guard_availity_vob_submission"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `athena_payer_reconciliation` — Athena Payer Reconciliation (expression)
  Optional literal value or workflow expression.
- `loop_index` — Loop Index (expression)
  Optional literal value or workflow expression.
- `submit_enabled` — Submit Enabled (expression)
  Optional literal value or workflow expression.
- `max_live_transactions` — Max Live Transactions (expression)
  Optional literal value or workflow expression.
- `max_live_submissions` — Max Live Submissions (expression)
  Optional literal value or workflow expression.
- `primary_transactions_per_candidate` — Primary Transactions Per Candidate (expression)
  Optional literal value or workflow expression.
- `max_transactions_per_candidate` — Max Transactions Per Candidate (expression)
  Optional literal value or workflow expression.
- `allowed_row_numbers` — Allowed Row Numbers (expression)
  Optional literal value or workflow expression.
- `require_row_allowlist` — Require Row Allowlist (expression)
  Optional literal value or workflow expression.
- `require_athena_payer_match` — Require Athena Payer Match (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `should_submit` — Should Submit
- `status` — Status
- `reasons` — Reasons
- `source` — Source
- `transaction_budget_required` — Transaction Budget Required
- `availity_params` — Availity Params
- `attempt` — Attempt
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "loop_index": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "submit_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allowed_row_numbers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_submissions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_transactions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_row_allowlist": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_athena_payer_match": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_payer_reconciliation": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_transactions_per_candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "primary_transactions_per_candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "source": {},
    "status": {},
    "attempt": {},
    "reasons": {},
    "success": {},
    "should_submit": {},
    "availity_params": {},
    "transaction_budget_required": {}
  },
  "additionalProperties": true
}
```

---

# Guard Fallback VOB Submission

> Perform Guard Fallback VOB Submission through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_fallback_submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_fallback_submission)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_guard_vob_fallback_submission`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_guard_vob_fallback_submission"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `athena_payer_reconciliation` — Athena Payer Reconciliation (expression)
  Optional literal value or workflow expression.
- `primary_guard` — Primary Guard (expression)
  Optional literal value or workflow expression.
- `primary_outcome` — Primary Outcome (expression)
  Optional literal value or workflow expression.
- `loop_index` — Loop Index (expression)
  Optional literal value or workflow expression.
- `submit_enabled` — Submit Enabled (expression)
  Optional literal value or workflow expression.
- `max_live_transactions` — Max Live Transactions (expression)
  Optional literal value or workflow expression.
- `max_live_submissions` — Max Live Submissions (expression)
  Optional literal value or workflow expression.
- `max_transactions_per_candidate` — Max Transactions Per Candidate (expression)
  Optional literal value or workflow expression.
- `allowed_row_numbers` — Allowed Row Numbers (expression)
  Optional literal value or workflow expression.
- `require_row_allowlist` — Require Row Allowlist (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `should_submit` — Should Submit
- `status` — Status
- `reasons` — Reasons
- `source` — Source
- `transaction_budget_required` — Transaction Budget Required
- `availity_params` — Availity Params
- `probe_plan` — Probe Plan
- `attempt` — Attempt
- `payer_conflict` — Payer Conflict
- `member_id_conflict` — Member Id Conflict
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "loop_index": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "primary_guard": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "submit_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "primary_outcome": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allowed_row_numbers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_submissions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_transactions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_row_allowlist": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_payer_reconciliation": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_transactions_per_candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "source": {},
    "status": {},
    "attempt": {},
    "reasons": {},
    "success": {},
    "probe_plan": {},
    "should_submit": {},
    "payer_conflict": {},
    "availity_params": {},
    "member_id_conflict": {},
    "transaction_budget_required": {}
  },
  "additionalProperties": true
}
```

---

# Guard Primary VOB Submission

> Perform Guard Primary VOB Submission through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_primary_submission](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_primary_submission)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_guard_vob_primary_submission`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_guard_vob_primary_submission"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `athena_payer_reconciliation` — Athena Payer Reconciliation (expression)
  Optional literal value or workflow expression.
- `loop_index` — Loop Index (expression)
  Optional literal value or workflow expression.
- `submit_enabled` — Submit Enabled (expression)
  Optional literal value or workflow expression.
- `max_live_transactions` — Max Live Transactions (expression)
  Optional literal value or workflow expression.
- `max_live_submissions` — Max Live Submissions (expression)
  Optional literal value or workflow expression.
- `primary_transactions_per_candidate` — Primary Transactions Per Candidate (expression)
  Optional literal value or workflow expression.
- `max_transactions_per_candidate` — Max Transactions Per Candidate (expression)
  Optional literal value or workflow expression.
- `allowed_row_numbers` — Allowed Row Numbers (expression)
  Optional literal value or workflow expression.
- `require_row_allowlist` — Require Row Allowlist (expression)
  Optional literal value or workflow expression.
- `uhc_submit_enabled` — Uhc Submit Enabled (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `should_submit` — Should Submit
- `status` — Status
- `reasons` — Reasons
- `source` — Source
- `transaction_budget_required` — Transaction Budget Required
- `portal` — Portal
- `availity_params` — Availity Params
- `uhc_params` — Uhc Params
- `probe_plan` — Probe Plan
- `attempt` — Attempt
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "loop_index": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "submit_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "uhc_submit_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allowed_row_numbers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_submissions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_transactions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_row_allowlist": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_payer_reconciliation": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_transactions_per_candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "primary_transactions_per_candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "portal": {},
    "source": {},
    "status": {},
    "attempt": {},
    "reasons": {},
    "success": {},
    "probe_plan": {},
    "uhc_params": {},
    "should_submit": {},
    "availity_params": {},
    "transaction_budget_required": {}
  },
  "additionalProperties": true
}
```

---

# Guard VOB Sheet Fallback

> Perform Guard VOB Sheet Fallback through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_sheet_fallback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_guard_vob_sheet_fallback)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_guard_vob_sheet_fallback`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_guard_vob_sheet_fallback"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `primary_guard` — Primary Guard (expression)
  Optional literal value or workflow expression.
- `primary_outcome` — Primary Outcome (expression)
  Optional literal value or workflow expression.
- `loop_index` — Loop Index (expression)
  Optional literal value or workflow expression.
- `submit_enabled` — Submit Enabled (expression)
  Optional literal value or workflow expression.
- `max_live_transactions` — Max Live Transactions (expression)
  Optional literal value or workflow expression.
- `max_live_submissions` — Max Live Submissions (expression)
  Optional literal value or workflow expression.
- `max_transactions_per_candidate` — Max Transactions Per Candidate (expression)
  Optional literal value or workflow expression.
- `allowed_row_numbers` — Allowed Row Numbers (expression)
  Optional literal value or workflow expression.
- `require_row_allowlist` — Require Row Allowlist (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `should_submit` — Should Submit
- `status` — Status
- `reasons` — Reasons
- `source` — Source
- `transaction_budget_required` — Transaction Budget Required
- `availity_params` — Availity Params
- `attempt` — Attempt
- `payer_conflict` — Payer Conflict
- `member_id_conflict` — Member Id Conflict
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "loop_index": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "primary_guard": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "submit_enabled": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "primary_outcome": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allowed_row_numbers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_submissions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_transactions": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_row_allowlist": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_transactions_per_candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "source": {},
    "status": {},
    "attempt": {},
    "reasons": {},
    "success": {},
    "should_submit": {},
    "payer_conflict": {},
    "availity_params": {},
    "member_id_conflict": {},
    "transaction_budget_required": {}
  },
  "additionalProperties": true
}
```

---

# Normalize DME Benefit Summary

> Perform Normalize DME Benefit Summary through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_normalize_dme_benefits](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_normalize_dme_benefits)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_normalize_dme_benefits`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "use_prompt": true
  },
  "handler": "eligibility_normalize_dme_benefits"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `eligibility_result` — Eligibility Result (expression, required)
  Required literal value or workflow expression.
- `service_type` — Service Type (expression)
  Optional literal value or workflow expression.
- `target_fields` — Target Fields (expression)
  Optional literal value or workflow expression.
- `use_prompt` — Use Prompt (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `benefit_summary_ready` — Benefit Summary Ready
- `benefit_summary` — Benefit Summary
- `missing_fields` — Missing Fields
- `diagnostics` — Diagnostics
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "eligibility_result"
  ],
  "properties": {
    "use_prompt": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "service_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "target_fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "diagnostics": {},
    "error_message": {},
    "missing_fields": {},
    "benefit_summary": {},
    "benefit_summary_ready": {}
  },
  "additionalProperties": true
}
```

---

# Normalize VOB Attempt

> Perform Normalize VOB Attempt through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_normalize_vob_attempt](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_normalize_vob_attempt)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_normalize_vob_attempt`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_normalize_vob_attempt"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression, required)
  Required literal value or workflow expression.
- `not_submitted` — Not Submitted (expression)
  Optional literal value or workflow expression.
- `submission_failure` — Submission Failure (expression)
  Optional literal value or workflow expression.
- `submission` — Submission (expression)
  Optional literal value or workflow expression.
- `eligibility_summary` — Eligibility Summary (expression)
  Optional literal value or workflow expression.
- `report` — Report (expression)
  Optional literal value or workflow expression.
- `report_failure` — Report Failure (expression)
  Optional literal value or workflow expression.
- `service_probe_failures` — Service Probe Failures (expression)
  Optional literal value or workflow expression.
- `attempt` — Attempt (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `category` — Category
- `submitted` — Submitted
- `terminal` — Terminal
- `retry` — Retry
- `vob_fields` — Vob Fields
- `report_document_id` — Report Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "candidate"
  ],
  "properties": {
    "report": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "attempt": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "candidate": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "submission": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "not_submitted": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "report_failure": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "submission_failure": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility_summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_probe_failures": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "retry": {},
    "status": {},
    "success": {},
    "category": {},
    "terminal": {},
    "submitted": {},
    "vob_fields": {},
    "report_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Eligibility Delivery Digest

> Perform Prepare Eligibility Delivery Digest through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/prepare_eligibility_delivery_digest](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/prepare_eligibility_delivery_digest)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `prepare_eligibility_delivery_digest`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "timezone": "America/Chicago",
    "report_day": "auto",
    "auto_rollover_hour": 4,
    "source_workflow_definition_id": "24b0dcd4-c0b2-4a75-90fa-c1d5d2ab3e95",
    "require_terminal_source_population": false
  },
  "handler": "prepare_eligibility_delivery_digest"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source_workflow_definition_id` — Source Workflow Definition Id (workflow_select)
  Optional selected identifier or value.
  Default: `"24b0dcd4-c0b2-4a75-90fa-c1d5d2ab3e95"`
- `report_day` — Report Day (text)
  Optional text value.
  Default: `"auto"`
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/Chicago"`
- `auto_rollover_hour` — Auto Rollover Hour (number)
  Optional numeric value.
  Default: `4`
- `require_terminal_source_population` — Require Terminal Source Population (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `preconditions_ok` — Preconditions Ok
- `delivery_cutover_proven` — Delivery Cutover Proven
- `delivery_start_day` — Delivery Start Day
- `source_workflow_definition_id` — Source Workflow Definition Id
- `collector_scope_proven` — Collector Scope Proven
- `calculation_integrity_ok` — Calculation Integrity Ok
- `source_population_terminal_required` — Source Population Terminal Required
- `source_population_terminal` — Source Population Terminal
- `source_window_closed` — Source Window Closed
- `report_day` — Report Day
- `report_day_us` — Report Day Us
- `processed_count` — Processed Count
- `successful_report_count` — Successful Report Count
- `active_count` — Active Count
- `inactive_count` — Inactive Count
- `no_definitive_answer_count` — No Definitive Answer Count
- `candidate_count` — Candidate Count
- `status_19_candidate_count` — Status 19 Candidate Count
- `status_19_subscriber_insured_not_found_count` — Status 19 Subscriber Insured Not Found Count
- `status_19_invalid_missing_subscriber_insured_name_count` — Status 19 Invalid Missing Subscriber Insured Name Count
- `status_19_invalid_missing_subscriber_insured_id_count` — Status 19 Invalid Missing Subscriber Insured Id Count
- `definitive_missing_pdf_count` — Definitive Missing Pdf Count
- `identity_conflict_count` — Identity Conflict Count
- `active_inactive_conflict_count` — Active Inactive Conflict Count
- `document_identity_conflict_count` — Document Identity Conflict Count
- `manual_evidence_error_count` — Manual Evidence Error Count
- `manual_review_missing_order_number_count` — Manual Review Missing Order Number Count
- `status_19_missing_order_number_count` — Status 19 Missing Order Number Count
- `status_19_multi_category_count` — Status 19 Multi Category Count
- `status_19_qualifier_evidence_error_count` — Status 19 Qualifier Evidence Error Count
- `failure_reasons` — Failure Reasons
- `review_reasons` — Review Reasons
- `review_excluded_count` — Review Excluded Count
- `report_day_candidate_count` — Report Day Candidate Count
- `report_day_status_19_candidate_count` — Report Day Status 19 Candidate Count
- `already_delivered_count` — Already Delivered Count
- `status_19_already_delivered_count` — Status 19 Already Delivered Count
- `delivery_unresolved_count` — Delivery Unresolved Count
- `email_items` — Email Items
- `status_19_email_items` — Status 19 Email Items

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "timezone": {
      "type": "string",
      "default": "America/Chicago",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_day": {
      "type": "string",
      "default": "auto",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "auto_rollover_hour": {
      "type": "number",
      "default": 4,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "source_workflow_definition_id": {
      "type": "string",
      "default": "24b0dcd4-c0b2-4a75-90fa-c1d5d2ab3e95",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "workflow_select"
    },
    "require_terminal_source_population": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "report_day": {},
    "email_items": {},
    "active_count": {},
    "report_day_us": {},
    "inactive_count": {},
    "review_reasons": {},
    "candidate_count": {},
    "failure_reasons": {},
    "processed_count": {},
    "failure_category": {},
    "preconditions_ok": {},
    "delivery_start_day": {},
    "source_window_closed": {},
    "review_excluded_count": {},
    "status_19_email_items": {},
    "collector_scope_proven": {},
    "already_delivered_count": {},
    "delivery_cutover_proven": {},
    "identity_conflict_count": {},
    "successful_report_count": {},
    "calculation_integrity_ok": {},
    "delivery_unresolved_count": {},
    "status_19_candidate_count": {},
    "no_definitive_answer_count": {},
    "report_day_candidate_count": {},
    "source_population_terminal": {},
    "manual_evidence_error_count": {},
    "definitive_missing_pdf_count": {},
    "source_workflow_definition_id": {},
    "active_inactive_conflict_count": {},
    "status_19_multi_category_count": {},
    "document_identity_conflict_count": {},
    "status_19_already_delivered_count": {},
    "source_population_terminal_required": {},
    "report_day_status_19_candidate_count": {},
    "status_19_missing_order_number_count": {},
    "manual_review_missing_order_number_count": {},
    "status_19_qualifier_evidence_error_count": {},
    "status_19_subscriber_insured_not_found_count": {},
    "status_19_invalid_missing_subscriber_insured_id_count": {},
    "status_19_invalid_missing_subscriber_insured_name_count": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Reviewed VOB Benefits

> Perform Prepare Reviewed VOB Benefits through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_reviewed_vob_benefits](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_reviewed_vob_benefits)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_reviewed_vob_benefits`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "identity_basis": "self",
    "card_extraction_prompt": "Extract only the printed cardholder name and exact member ID from these card pages. Do not infer whether the cardholder is the patient or subscriber. Do not add, remove, or normalize member ID characters. If the card explicitly labels Prefix, Identification #, and Suffix as separate components, return each exact component and its exact source quote. Otherwise return the complete printed ID and its exact quote. Return unresolved when a field is missing, ambiguous, or not supported by a direct quote.",
    "automatic_write_enabled": false,
    "card_extraction_timeout_seconds": 45
  },
  "handler": "eligibility_prepare_reviewed_vob_benefits"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `record_id` — Record Id (expression)
  Optional literal value or workflow expression.
- `record_link_id` — Record Link Id (expression)
  Optional literal value or workflow expression.
- `payer_id` — Payer Id (expression)
  Optional literal value or workflow expression.
- `payer_name` — Payer Name (expression)
  Optional literal value or workflow expression.
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_middle_name` — Patient Middle Name (expression)
  Optional literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (expression, required)
  Required literal value or workflow expression.
- `subscriber_relationship` — Subscriber Relationship (expression)
  Optional literal value or workflow expression.
- `identity_basis` — Identity Basis (text)
  Optional text value.
  Default: `"self"`
- `registered_subscriber_member_id` — Registered Subscriber Member Id (expression)
  Optional literal value or workflow expression.
- `registered_subscriber_first_name` — Registered Subscriber First Name (expression)
  Optional literal value or workflow expression.
- `registered_subscriber_last_name` — Registered Subscriber Last Name (expression)
  Optional literal value or workflow expression.
- `registered_subscriber_birth_date` — Registered Subscriber Birth Date (expression)
  Optional literal value or workflow expression.
- `card_identity_artifact_ref` — Card Identity Artifact Ref (json)
  Optional JSON value.
- `expected_field_values` — Expected Field Values (json)
  Optional JSON value.
- `card_extraction_prompt` — Card Extraction Prompt (textarea)
  Optional text value.
  Default: `"Extract only the printed cardholder name and exact member ID from these card pages. Do not infer whether the cardholder is the patient or subscriber. Do not add, remove, or normalize member ID characters. If the card explicitly labels Prefix, Identification #, and Suffix as separate components, return each exact component and its exact source quote. Otherwise return the complete printed ID and its exact quote. Return unresolved when a field is missing, ambiguous, or not supported by a direct quote."`
- `card_extraction_model` — Card Extraction Model (text)
  Optional text value.
- `card_extraction_timeout_seconds` — Card Extraction Timeout Seconds (number)
  Optional numeric value.
  Default: `45`
- `general_coverage_id` — General Coverage Id (expression, required)
  Required literal value or workflow expression.
- `pre_test_coverage_id` — Pre Test Coverage Id (expression)
  Optional literal value or workflow expression.
- `sleep_coverage_id` — Sleep Coverage Id (expression)
  Optional literal value or workflow expression.
- `post_test_coverage_id` — Post Test Coverage Id (expression)
  Optional literal value or workflow expression.
- `as_of_date` — As Of Date (date)
  Optional date in YYYY-MM-DD format.
- `rates` — Rates (json)
  Optional JSON value.
- `reviewed_document_rules` — Reviewed Document Rules (json)
  Optional JSON value.
- `reviewed_cost_share_rules` — Reviewed Cost Share Rules (json)
  Optional JSON value.
- `card` — Card (json)
  Optional JSON value.
- `automatic_write_enabled` — Automatic Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `status` — Status
- `write_evidence` — Write Evidence
- `reason` — Reason
- `field_values` — Field Values
- `allowed_field_link_names` — Allowed Field Link Names
- `withheld_field_link_names` — Withheld Field Link Names
- `fallback_services` — Fallback Services
- `model_calls` — Model Calls
- `source_hashes` — Source Hashes
- `request_sha256` — Request Sha256
- `preparation_sha256` — Preparation Sha256
- `estimate_sha256` — Estimate Sha256
- `note_sha256` — Note Sha256
- `report_title` — Report Title

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "patient_first_name",
    "patient_last_name",
    "patient_birth_date",
    "general_coverage_id"
  ],
  "properties": {
    "card": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "rates": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "identity_basis": {
      "type": "string",
      "default": "self",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "record_link_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sleep_coverage_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_birth_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "general_coverage_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_middle_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pre_test_coverage_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "card_extraction_model": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "expected_field_values": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "post_test_coverage_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "card_extraction_prompt": {
      "type": "string",
      "default": "Extract only the printed cardholder name and exact member ID from these card pages. Do not infer whether the cardholder is the patient or subscriber. Do not add, remove, or normalize member ID characters. If the card explicitly labels Prefix, Identification #, and Suffix as separate components, return each exact component and its exact source quote. Otherwise return the complete printed ID and its exact quote. Return unresolved when a field is missing, ambiguous, or not supported by a direct quote.",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "automatic_write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "reviewed_document_rules": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "subscriber_relationship": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "reviewed_cost_share_rules": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "card_identity_artifact_ref": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "card_extraction_timeout_seconds": {
      "type": "number",
      "default": 45,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "registered_subscriber_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "registered_subscriber_member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "registered_subscriber_birth_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "registered_subscriber_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "status": {},
    "success": {},
    "model_calls": {},
    "note_sha256": {},
    "field_values": {},
    "report_title": {},
    "source_hashes": {},
    "request_sha256": {},
    "write_evidence": {},
    "estimate_sha256": {},
    "failure_category": {},
    "fallback_services": {},
    "preparation_sha256": {},
    "allowed_field_link_names": {},
    "withheld_field_link_names": {}
  },
  "additionalProperties": true
}
```

---

# Prepare VOB Card Identity

> Perform Prepare VOB Card Identity through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_card_identity](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_card_identity)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_vob_card_identity`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "timeout_seconds": 45,
    "extraction_prompt": "Extract only the printed cardholder name and exact member ID from these card pages. Do not infer whether the cardholder is the patient or subscriber. Do not add, remove, or normalize member ID characters. If the card explicitly labels Prefix, Identification #, and Suffix as separate components, return each exact component and its exact source quote. Otherwise return the complete printed ID and its exact quote. Return unresolved when a field is missing, ambiguous, or not supported by a direct quote."
  },
  "handler": "eligibility_prepare_vob_card_identity"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `values` — Values (json, required)
  Required JSON value.
- `extraction_prompt` — Extraction Prompt (textarea)
  Optional text value.
  Default: `"Extract only the printed cardholder name and exact member ID from these card pages. Do not infer whether the cardholder is the patient or subscriber. Do not add, remove, or normalize member ID characters. If the card explicitly labels Prefix, Identification #, and Suffix as separate components, return each exact component and its exact source quote. Otherwise return the complete printed ID and its exact quote. Return unresolved when a field is missing, ambiguous, or not supported by a direct quote."`
- `model` — Model (text)
  Optional text value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `45`

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `status` — Status
- `reason` — Reason
- `identity_artifact_ref` — Identity Artifact Ref

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "record_id",
    "values"
  ],
  "properties": {
    "model": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 45,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "extraction_prompt": {
      "type": "string",
      "default": "Extract only the printed cardholder name and exact member ID from these card pages. Do not infer whether the cardholder is the patient or subscriber. Do not add, remove, or normalize member ID characters. If the card explicitly labels Prefix, Identification #, and Suffix as separate components, return each exact component and its exact source quote. Otherwise return the complete printed ID and its exact quote. Return unresolved when a field is missing, ambiguous, or not supported by a direct quote.",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "status": {},
    "success": {},
    "failure_category": {},
    "identity_artifact_ref": {}
  },
  "additionalProperties": true
}
```

---

# Prepare VOB Note

> Perform Prepare VOB Note through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_note](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_note)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_vob_note`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_prepare_vob_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression, required)
  Required literal value or workflow expression.
- `outcome` — Outcome (expression, required)
  Required literal value or workflow expression.
- `athena_policy` — Athena Policy (expression)
  Optional literal value or workflow expression.
- `subject` — Subject (expression)
  Optional literal value or workflow expression.
- `payer_note_rules` — Payer Note Rules (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `status` — Status
- `reason` — Reason
- `note_kind` — Note Kind
- `subject` — Subject
- `note_text` — Note Text
- `audit_subject` — Audit Subject
- `audit_note_text` — Audit Note Text
- `source` — Source
- `athena` — Athena
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "candidate",
    "outcome"
  ],
  "properties": {
    "outcome": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "subject": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "candidate": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_policy": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_note_rules": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "athena": {},
    "reason": {},
    "source": {},
    "status": {},
    "subject": {},
    "success": {},
    "note_kind": {},
    "note_text": {},
    "audit_subject": {},
    "error_message": {},
    "audit_note_text": {}
  },
  "additionalProperties": true
}
```

---

# Prepare VOB Review Payload

> Perform Prepare VOB Review Payload through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_review_payload](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_review_payload)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_vob_review_payload`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_prepare_vob_review_payload"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `reason` — Reason
- `source` — Source
- `routing` — Routing
- `payer_resolution` — Payer Resolution
- `redacted_availity_params` — Redacted Availity Params
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "candidate"
  ],
  "properties": {
    "candidate": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "source": {},
    "status": {},
    "routing": {},
    "success": {},
    "error_message": {},
    "payer_resolution": {},
    "redacted_availity_params": {}
  },
  "additionalProperties": true
}
```

---

# Prepare VOB Sheet Writeback

> Perform Prepare VOB Sheet Writeback through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_sheet_writeback](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_vob_sheet_writeback)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_vob_sheet_writeback`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_prepare_vob_sheet_writeback"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression, required)
  Required literal value or workflow expression.
- `outcome` — Outcome (expression)
  Optional literal value or workflow expression.
- `athena_policy` — Athena Policy (expression)
  Optional literal value or workflow expression.
- `patient_resolution_failure` — Patient Resolution Failure (expression)
  Optional literal value or workflow expression.
- `athena_case` — Athena Case (expression)
  Optional literal value or workflow expression.
- `athena_attachment` — Athena Attachment (expression)
  Optional literal value or workflow expression.
- `external_writes_enabled` — External Writes Enabled (boolean)
  Optional true-or-false value.
- `writeback_enabled` — Writeback Enabled (boolean)
  Optional true-or-false value.
- `completed_team_assignment` — Completed Team Assignment (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `should_write` — Should Write
- `status` — Status
- `primary_reason` — Primary Reason
- `reasons` — Reasons
- `source` — Source
- `spreadsheet_id` — Spreadsheet Id
- `status_note` — Status Note
- `expected_data` — Expected Data
- `data` — Data
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "candidate"
  ],
  "properties": {
    "outcome": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "candidate": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_case": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_policy": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_attachment": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "writeback_enabled": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "external_writes_enabled": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "completed_team_assignment": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_resolution_failure": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "source": {},
    "status": {},
    "reasons": {},
    "success": {},
    "status_note": {},
    "should_write": {},
    "error_message": {},
    "expected_data": {},
    "primary_reason": {},
    "spreadsheet_id": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Zoho VOB Claim

> Perform Prepare Zoho VOB Claim through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_claim](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_claim)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_zoho_vob_claim`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_prepare_zoho_vob_claim"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `expected_field_values` — Expected Field Values (json, required)
  Required JSON value.
- `attempt` — Attempt (number, required)
  Required numeric value.

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `marker` — Marker
- `attempt` — Attempt
- `field_values` — Field Values
- `allowed_field_link_names` — Allowed Field Link Names
- `expected_field_values` — Expected Field Values
- `claimed_field_values` — Claimed Field Values

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "expected_field_values",
    "attempt"
  ],
  "properties": {
    "attempt": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "expected_field_values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "marker": {},
    "attempt": {},
    "success": {},
    "field_values": {},
    "failure_category": {},
    "claimed_field_values": {},
    "expected_field_values": {},
    "allowed_field_link_names": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Zoho VOB Review Disposition

> Perform Prepare Zoho VOB Review Disposition through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_review_disposition](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_review_disposition)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_zoho_vob_review_disposition`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_prepare_zoho_vob_review_disposition"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `expected_field_values` — Expected Field Values (json, required)
  Required JSON value.
- `reason` — Reason (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `marker` — Marker
- `reason` — Reason
- `attempt` — Attempt
- `field_values` — Field Values
- `allowed_field_link_names` — Allowed Field Link Names
- `expected_field_values` — Expected Field Values

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "expected_field_values",
    "reason"
  ],
  "properties": {
    "reason": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_field_values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "marker": {},
    "reason": {},
    "attempt": {},
    "success": {},
    "field_values": {},
    "failure_category": {},
    "expected_field_values": {},
    "allowed_field_link_names": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Zoho VOB Scalar Guard

> Perform Prepare Zoho VOB Scalar Guard through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_scalar_guard](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_scalar_guard)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_zoho_vob_scalar_guard`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_prepare_zoho_vob_scalar_guard"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `expected_field_values` — Expected Field Values (json, required)
  Required JSON value.
- `uploaded_field_link_name` — Uploaded Field Link Name (expression, required)
  Required literal value or workflow expression.
- `uploaded_file_name` — Uploaded File Name (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `expected_field_values` — Expected Field Values

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "expected_field_values",
    "uploaded_field_link_name",
    "uploaded_file_name"
  ],
  "properties": {
    "uploaded_file_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_field_values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "uploaded_field_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "failure_category": {},
    "expected_field_values": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Zoho VOB Subject

> Perform Prepare Zoho VOB Subject through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_subject](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_prepare_zoho_vob_subject)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_prepare_zoho_vob_subject`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_prepare_zoho_vob_subject"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `record_link_id` — Record Link Id (expression, required)
  Required literal value or workflow expression.
- `values` — Values (json, required)
  Required JSON value.
- `expected_coverage_notes` — Expected Coverage Notes (expression)
  Optional literal value or workflow expression.
- `card_identity` — Card Identity (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `can_submit` — Can Submit
- `review_disposition_safe` — Review Disposition Safe
- `reason` — Reason
- `record_id` — Record Id
- `record_link_id` — Record Link Id
- `payer_label` — Payer Label
- `member_id` — Member Id
- `patient_first_name` — Patient First Name
- `patient_middle_name` — Patient Middle Name
- `patient_last_name` — Patient Last Name
- `patient_birth_date` — Patient Birth Date
- `subscriber_relationship` — Subscriber Relationship
- `identity_basis` — Identity Basis
- `registered_subscriber_member_id` — Registered Subscriber Member Id
- `registered_subscriber_first_name` — Registered Subscriber First Name
- `registered_subscriber_last_name` — Registered Subscriber Last Name
- `registered_subscriber_birth_date` — Registered Subscriber Birth Date
- `registration_policyholder_differs` — Registration Policyholder Differs
- `expected_field_values` — Expected Field Values

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "record_id",
    "record_link_id",
    "values"
  ],
  "properties": {
    "values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "card_identity": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "record_link_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_coverage_notes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "member_id": {},
    "record_id": {},
    "can_submit": {},
    "payer_label": {},
    "identity_basis": {},
    "record_link_id": {},
    "failure_category": {},
    "patient_last_name": {},
    "patient_birth_date": {},
    "patient_first_name": {},
    "patient_middle_name": {},
    "expected_field_values": {},
    "review_disposition_safe": {},
    "subscriber_relationship": {},
    "registered_subscriber_last_name": {},
    "registered_subscriber_member_id": {},
    "registered_subscriber_birth_date": {},
    "registered_subscriber_first_name": {},
    "registration_policyholder_differs": {}
  },
  "additionalProperties": true
}
```

---

# Reconcile athenahealth VOB Payer

> Perform Reconcile athenahealth VOB Payer through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_reconcile_athena_vob_payer](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_reconcile_athena_vob_payer)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_reconcile_athena_vob_payer`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_reconcile_athena_vob_payer"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `athena_reconciliation` — Athena Reconciliation (expression)
  Optional literal value or workflow expression.
- `selected_policy` — Selected Policy (expression)
  Optional literal value or workflow expression.
- `athena_payer_resolution` — Athena Payer Resolution (expression)
  Optional literal value or workflow expression.
- `require_match` — Require Match (expression)
  Optional literal value or workflow expression.
- `manual_review_payer_terms` — Manual Review Payer Terms (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `should_allow_availity` — Should Allow Availity
- `payer_match` — Payer Match
- `reasons` — Reasons
- `selected_policy` — Selected Policy
- `resolved_availity_payer` — Resolved Availity Payer
- `source` — Source
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_match": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "selected_policy": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_reconciliation": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_payer_resolution": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "manual_review_payer_terms": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "source": {},
    "status": {},
    "reasons": {},
    "success": {},
    "payer_match": {},
    "selected_policy": {},
    "should_allow_availity": {},
    "resolved_availity_payer": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Portal Payer

> Perform Resolve Portal Payer through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_resolve_portal_payer](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_resolve_portal_payer)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_resolve_portal_payer`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_resolve_portal_payer"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `portal` — Portal (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `source_payer_label` — Source Payer Label (expression, required)
  Required literal value or workflow expression.
- `source_payer_id` — Source Payer Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `can_submit` — Can Submit
- `portal` — Portal
- `source_label` — Source Label
- `normalized_label` — Normalized Label
- `source_payer_id` — Source Payer Id
- `payer_id` — Payer Id
- `payer_name` — Payer Name
- `payer_aliases` — Payer Aliases
- `supported_service_types` — Supported Service Types
- `reason` — Reason
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "portal",
    "source_payer_label"
  ],
  "properties": {
    "portal": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "source_payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_payer_label": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "portal": {},
    "reason": {},
    "status": {},
    "success": {},
    "payer_id": {},
    "can_submit": {},
    "payer_name": {},
    "source_label": {},
    "error_message": {},
    "payer_aliases": {},
    "source_payer_id": {},
    "normalized_label": {},
    "supported_service_types": {}
  },
  "additionalProperties": true
}
```

---

# Resolve VOB Run Controls

> Perform Resolve VOB Run Controls through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_resolve_vob_run_controls](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_resolve_vob_run_controls)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_resolve_vob_run_controls`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_resolve_vob_run_controls"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `trigger` — Trigger (expression)
  Optional literal value or workflow expression.
- `automatic_processing_enabled` — Automatic Processing Enabled (boolean)
  Optional true-or-false value.
- `default_spreadsheet_id` — Default Spreadsheet Id (expression)
  Optional literal value or workflow expression.
- `default_max_candidates` — Default Max Candidates (number)
  Optional numeric value.
- `default_vob_assignment_value` — Default Vob Assignment Value (expression)
  Optional literal value or workflow expression.
- `default_team_assignment_values` — Default Team Assignment Values (expression)
  Optional literal value or workflow expression.
- `default_max_retry_attempts` — Default Max Retry Attempts (number)
  Optional numeric value.
- `default_retry_backoff_minutes` — Default Retry Backoff Minutes (expression)
  Optional literal value or workflow expression.
- `default_uhc_max_retry_attempts` — Default Uhc Max Retry Attempts (number)
  Optional numeric value.
- `default_uhc_retry_backoff_minutes` — Default Uhc Retry Backoff Minutes (expression)
  Optional literal value or workflow expression.
- `default_uhc_automatic_processing_enabled` — Default Uhc Automatic Processing Enabled (boolean)
  Optional true-or-false value.

## Outputs

- `success` — Success
- `status` — Status
- `run_mode` — Run Mode
- `automatic_processing_enabled` — Automatic Processing Enabled
- `automatic_run` — Automatic Run
- `spreadsheet_id` — Spreadsheet Id
- `max_candidates` — Max Candidates
- `candidate_row_numbers` — Candidate Row Numbers
- `vob_assignment_value` — Vob Assignment Value
- `team_assignment_values` — Team Assignment Values
- `allow_unassigned_vob_rows_for_allowlist` — Allow Unassigned Vob Rows For Allowlist
- `athena_reconciliation_enabled` — Athena Reconciliation Enabled
- `availity_submit_enabled` — Availity Submit Enabled
- `uhc_submit_enabled` — Uhc Submit Enabled
- `enabled_eligibility_portals` — Enabled Eligibility Portals
- `max_live_availity_submissions` — Max Live Availity Submissions
- `candidate_processing_enabled` — Candidate Processing Enabled
- `max_live_availity_candidates` — Max Live Availity Candidates
- `max_live_availity_transactions` — Max Live Availity Transactions
- `availity_primary_transactions_per_candidate` — Availity Primary Transactions Per Candidate
- `availity_max_transactions_per_candidate` — Availity Max Transactions Per Candidate
- `allowed_availity_row_numbers` — Allowed Availity Row Numbers
- `require_availity_row_allowlist` — Require Availity Row Allowlist
- `require_athena_payer_match` — Require Athena Payer Match
- `athena_writeback_enabled` — Athena Writeback Enabled
- `google_sheets_writeback_enabled` — Google Sheets Writeback Enabled
- `external_writes_enabled` — External Writes Enabled
- `writes_locked` — Writes Locked
- `max_retry_attempts` — Max Retry Attempts
- `retry_backoff_minutes` — Retry Backoff Minutes
- `uhc_max_retry_attempts` — Uhc Max Retry Attempts
- `uhc_retry_backoff_minutes` — Uhc Retry Backoff Minutes
- `retry_backoff_enforced` — Retry Backoff Enforced
- `retry_backoff_overridden` — Retry Backoff Overridden
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "trigger": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "default_max_candidates": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "default_spreadsheet_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "default_max_retry_attempts": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "automatic_processing_enabled": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "default_vob_assignment_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "default_retry_backoff_minutes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "default_team_assignment_values": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "default_uhc_max_retry_attempts": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "default_uhc_retry_backoff_minutes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "default_uhc_automatic_processing_enabled": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "run_mode": {},
    "automatic_run": {},
    "writes_locked": {},
    "max_candidates": {},
    "spreadsheet_id": {},
    "max_retry_attempts": {},
    "uhc_submit_enabled": {},
    "vob_assignment_value": {},
    "candidate_row_numbers": {},
    "retry_backoff_minutes": {},
    "retry_backoff_enforced": {},
    "team_assignment_values": {},
    "uhc_max_retry_attempts": {},
    "availity_submit_enabled": {},
    "external_writes_enabled": {},
    "athena_writeback_enabled": {},
    "retry_backoff_overridden": {},
    "uhc_retry_backoff_minutes": {},
    "require_athena_payer_match": {},
    "enabled_eligibility_portals": {},
    "allowed_availity_row_numbers": {},
    "automatic_processing_enabled": {},
    "candidate_processing_enabled": {},
    "max_live_availity_candidates": {},
    "athena_reconciliation_enabled": {},
    "max_live_availity_submissions": {},
    "max_live_availity_transactions": {},
    "require_availity_row_allowlist": {},
    "google_sheets_writeback_enabled": {},
    "allow_unassigned_vob_rows_for_allowlist": {},
    "availity_max_transactions_per_candidate": {},
    "availity_primary_transactions_per_candidate": {}
  },
  "additionalProperties": true
}
```

---

# Select athenahealth VOB Policy

> Perform Select athenahealth VOB Policy through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_athena_vob_policy](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_athena_vob_policy)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_select_athena_vob_policy`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_select_athena_vob_policy"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (expression)
  Optional literal value or workflow expression.
- `athena_insurance` — Athena Insurance (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `selected_policy` — Selected Policy
- `has_resolvable_payer` — Has Resolvable Payer
- `selection_reason` — Selection Reason
- `top_priority_policy_count` — Top Priority Policy Count
- `sheet_disambiguated` — Sheet Disambiguated
- `patient_id` — Patient Id
- `chart_id` — Chart Id
- `athena` — Athena
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "candidate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "athena_insurance": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "athena": {},
    "success": {},
    "chart_id": {},
    "patient_id": {},
    "selected_policy": {},
    "selection_reason": {},
    "sheet_disambiguated": {},
    "has_resolvable_payer": {},
    "top_priority_policy_count": {}
  },
  "additionalProperties": true
}
```

---

# Select DME VOB Candidates

> Perform Select DME VOB Candidates through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_dme_vob_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_dme_vob_candidates)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_select_dme_vob_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "max_candidates": 25,
    "allow_unassigned_vob_rows_for_allowlist": false
  },
  "handler": "eligibility_select_dme_vob_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `value_ranges` — Value Ranges (expression, required)
  Required literal value or workflow expression.
- `spreadsheet_id` — Spreadsheet Id (expression)
  Optional literal value or workflow expression.
- `as_of_date` — As Of Date (date, required)
  Required date in YYYY-MM-DD format.
- `vob_assignment_value` — Vob Assignment Value (expression, required)
  Required literal value or workflow expression.
- `team_assignment_values` — Team Assignment Values (expression, required)
  Required literal value or workflow expression.
- `max_candidates` — Max Candidates (number)
  Optional numeric value.
  Default: `25`
- `candidate_row_numbers` — Candidate Row Numbers (expression)
  Optional literal value or workflow expression.
- `allow_unassigned_vob_rows_for_allowlist` — Allow Unassigned Vob Rows For Allowlist (boolean)
  Optional true-or-false value.
  Default: `false`
- `additional_assignment_scopes` — Additional Assignment Scopes (json)
  Optional JSON value.
- `enabled_eligibility_portals` — Enabled Eligibility Portals (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `candidates` — Candidates
- `candidate_count` — Candidate Count
- `manual_review_rows` — Manual Review Rows
- `manual_review_count` — Manual Review Count
- `manual_review_handoff` — Manual Review Handoff
- `portal_held_rows` — Portal Held Rows
- `portal_held_count` — Portal Held Count
- `skipped_rows` — Skipped Rows
- `skipped_count` — Skipped Count
- `diagnostics` — Diagnostics
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "value_ranges",
    "as_of_date",
    "vob_assignment_value",
    "team_assignment_values"
  ],
  "properties": {
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "value_ranges": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_candidates": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "spreadsheet_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "vob_assignment_value": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "candidate_row_numbers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "team_assignment_values": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enabled_eligibility_portals": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "additional_assignment_scopes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "allow_unassigned_vob_rows_for_allowlist": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "candidates": {},
    "diagnostics": {},
    "skipped_rows": {},
    "error_message": {},
    "skipped_count": {},
    "candidate_count": {},
    "portal_held_rows": {},
    "portal_held_count": {},
    "manual_review_rows": {},
    "manual_review_count": {},
    "manual_review_handoff": {}
  },
  "additionalProperties": true
}
```

---

# Select VOB Processing Candidates

> Perform Select VOB Processing Candidates through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_vob_processing_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_vob_processing_candidates)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_select_vob_processing_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_select_vob_processing_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidates` — Candidates (expression, required)
  Required literal value or workflow expression.
- `processing_enabled` — Processing Enabled (boolean)
  Optional true-or-false value.
- `availity_submit_enabled` — Availity Submit Enabled (boolean)
  Optional true-or-false value.
- `max_live_availity_candidates` — Max Live Availity Candidates (number)
  Optional numeric value.
- `enabled_eligibility_portals` — Enabled Eligibility Portals (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `processing_candidate_count` — Processing Candidate Count
- `portal_held_candidate_count` — Portal Held Candidate Count
- `budget_limited_candidate_count` — Budget Limited Candidate Count
- `candidates` — Candidates
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "candidates"
  ],
  "properties": {
    "candidates": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "processing_enabled": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "availity_submit_enabled": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "enabled_eligibility_portals": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_live_availity_candidates": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "candidates": {},
    "processing_candidate_count": {},
    "portal_held_candidate_count": {},
    "budget_limited_candidate_count": {}
  },
  "additionalProperties": true
}
```

---

# Select Zoho VOB Candidates

> Perform Select Zoho VOB Candidates through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_zoho_vob_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_select_zoho_vob_candidates)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_select_zoho_vob_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {
    "max_candidates": 5,
    "max_claim_attempts": 2,
    "claim_timeout_minutes": 60,
    "automatic_selection_enabled": false
  },
  "handler": "eligibility_select_zoho_vob_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `records` — Records (json, required)
  Required JSON value.
- `max_candidates` — Max Candidates (number)
  Optional numeric value.
  Default: `5`
- `record_link_ids` — Record Link Ids (expression)
  Optional literal value or workflow expression.
- `automatic_selection_enabled` — Automatic Selection Enabled (boolean)
  Optional true-or-false value.
  Default: `false`
- `retry_review_record_link_ids` — Retry Review Record Link Ids (expression)
  Optional literal value or workflow expression.
- `claim_timeout_minutes` — Claim Timeout Minutes (number)
  Optional numeric value.
  Default: `60`
- `max_claim_attempts` — Max Claim Attempts (number)
  Optional numeric value.
  Default: `2`

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `candidates` — Candidates
- `decisions` — Decisions
- `candidate_count` — Candidate Count
- `review_count` — Review Count
- `skipped_count` — Skipped Count
- `truncated_count` — Truncated Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "records"
  ],
  "properties": {
    "records": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "max_candidates": {
      "type": "number",
      "default": 5,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "record_link_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_claim_attempts": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "claim_timeout_minutes": {
      "type": "number",
      "default": 60,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "automatic_selection_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "retry_review_record_link_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "decisions": {},
    "candidates": {},
    "review_count": {},
    "skipped_count": {},
    "candidate_count": {},
    "truncated_count": {},
    "failure_category": {}
  },
  "additionalProperties": true
}
```

---

# Summarize VOB Batch

> Perform Summarize VOB Batch through GenHealth - Eligibility.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_summarize_vob_batch](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility/eligibility_summarize_vob_batch)

Integration: [GenHealth - Eligibility](https://genhealth.ai/docs/workflows/integrations/gen-health-eligibility.md)

- Handler: `eligibility_summarize_vob_batch`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Eligibility",
  "params": {},
  "handler": "eligibility_summarize_vob_batch"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `loop_results` — Loop Results (expression, required)
  Required literal value or workflow expression.
- `candidate_count` — Candidate Count (number)
  Optional numeric value.
- `processing_status` — Processing Status (expression)
  Optional literal value or workflow expression.
- `processing_candidate_count` — Processing Candidate Count (number)
  Optional numeric value.
- `manual_review_count` — Manual Review Count (number)
  Optional numeric value.
- `skipped_count` — Skipped Count (number)
  Optional numeric value.
- `portal_held_count` — Portal Held Count (number)
  Optional numeric value.
- `selector_diagnostics` — Selector Diagnostics (expression)
  Optional literal value or workflow expression.
- `availity_transaction_budget` — Availity Transaction Budget (number)
  Optional numeric value.
- `retry_deferred_count` — Retry Deferred Count (number)
  Optional numeric value.
- `retry_exhausted_count` — Retry Exhausted Count (number)
  Optional numeric value.
- `terminal_unchanged_count` — Terminal Unchanged Count (number)
  Optional numeric value.
- `retry_history` — Retry History (expression)
  Optional literal value or workflow expression.
- `max_retry_attempts` — Max Retry Attempts (number)
  Optional numeric value.
- `uhc_max_retry_attempts` — Uhc Max Retry Attempts (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `status` — Status
- `candidate_count` — Candidate Count
- `processing_candidate_count` — Processing Candidate Count
- `manual_review_count` — Manual Review Count
- `selector_manual_review_count` — Selector Manual Review Count
- `outcome_manual_review_count` — Outcome Manual Review Count
- `portal_held_count` — Portal Held Count
- `reportable_activity_count` — Reportable Activity Count
- `should_report_activity` — Should Report Activity
- `failed_review_payload_count` — Failed Review Payload Count
- `recovered_branch_failure_count` — Recovered Branch Failure Count
- `recovered_fallback_outcome_count` — Recovered Fallback Outcome Count
- `availity_submission_count` — Availity Submission Count
- `availity_submission_failed_count` — Availity Submission Failed Count
- `availity_recovered_submission_count` — Availity Recovered Submission Count
- `availity_transaction_attempt_count` — Availity Transaction Attempt Count
- `eligibility_transaction_attempt_count` — Eligibility Transaction Attempt Count
- `uhc_transaction_attempt_count` — Uhc Transaction Attempt Count
- `uhc_submission_count` — Uhc Submission Count
- `uhc_submission_failed_count` — Uhc Submission Failed Count
- `uhc_report_count` — Uhc Report Count
- `availity_transaction_budget_remaining` — Availity Transaction Budget Remaining
- `retry_deferred_count` — Retry Deferred Count
- `retry_exhausted_count` — Retry Exhausted Count
- `terminal_unchanged_count` — Terminal Unchanged Count
- `retry_newly_exhausted_count` — Retry Newly Exhausted Count
- `retry_newly_exhausted_items` — Retry Newly Exhausted Items
- `retry_newly_exhausted_handoff` — Retry Newly Exhausted Handoff
- `error_message` — Error Message
- `verified_availity_outcome_count` — Verified Availity Outcome Count
- `retry_availity_outcome_count` — Retry Availity Outcome Count
- `terminal_failure_availity_outcome_count` — Terminal Failure Availity Outcome Count
- `athena_writeback_count` — Athena Writeback Count
- `google_sheets_writeback_count` — Google Sheets Writeback Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "loop_results"
  ],
  "properties": {
    "loop_results": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "retry_history": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skipped_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "candidate_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "portal_held_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "processing_status": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_retry_attempts": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "manual_review_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "retry_deferred_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "selector_diagnostics": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "retry_exhausted_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "uhc_max_retry_attempts": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "terminal_unchanged_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "processing_candidate_count": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "availity_transaction_budget": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "status": {},
    "success": {},
    "error_message": {},
    "candidate_count": {},
    "uhc_report_count": {},
    "portal_held_count": {},
    "manual_review_count": {},
    "retry_deferred_count": {},
    "uhc_submission_count": {},
    "retry_exhausted_count": {},
    "athena_writeback_count": {},
    "should_report_activity": {},
    "terminal_unchanged_count": {},
    "availity_submission_count": {},
    "reportable_activity_count": {},
    "processing_candidate_count": {},
    "failed_review_payload_count": {},
    "outcome_manual_review_count": {},
    "retry_newly_exhausted_count": {},
    "retry_newly_exhausted_items": {},
    "uhc_submission_failed_count": {},
    "retry_availity_outcome_count": {},
    "selector_manual_review_count": {},
    "google_sheets_writeback_count": {},
    "retry_newly_exhausted_handoff": {},
    "uhc_transaction_attempt_count": {},
    "recovered_branch_failure_count": {},
    "verified_availity_outcome_count": {},
    "availity_submission_failed_count": {},
    "recovered_fallback_outcome_count": {},
    "availity_transaction_attempt_count": {},
    "availity_recovered_submission_count": {},
    "availity_transaction_budget_remaining": {},
    "eligibility_transaction_attempt_count": {},
    "terminal_failure_availity_outcome_count": {}
  },
  "additionalProperties": true
}
```

---

# GenHealth - Intake integration

> Build workflow automations with 1 public GenHealth - Intake action.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-intake](https://genhealth.ai/docs/workflows/integrations/gen-health-intake)

## Available actions

1 action. Connection types: None required.

### [Build Manual Handoff Status](https://genhealth.ai/docs/workflows/integrations/gen-health-intake/intake_build_manual_handoff_status.md)

- Handler: `intake_build_manual_handoff_status`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_key`, `local_patient_id`, `status`, `reason`, `task_name`, `target_channel`, `details`
- Outputs: `success`, `status`, `failure_category`, `manual_handoff_required`, `order_id`, `workflow_number`, `patient_id`, `patient_key`, `local_patient_id`, `reason`, `task_name`, `target_channel`, `details`, `message`, `error`, `error_message`

Perform Build Manual Handoff Status through GenHealth - Intake.

---

# Build Manual Handoff Status

> Perform Build Manual Handoff Status through GenHealth - Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-intake/intake_build_manual_handoff_status](https://genhealth.ai/docs/workflows/integrations/gen-health-intake/intake_build_manual_handoff_status)

Integration: [GenHealth - Intake](https://genhealth.ai/docs/workflows/integrations/gen-health-intake.md)

- Handler: `intake_build_manual_handoff_status`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Intake",
  "params": {
    "status": "manual_handoff_required"
  },
  "handler": "intake_build_manual_handoff_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `workflow_number` — Workflow Number (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `local_patient_id` — Local Patient Id (expression)
  Optional literal value or workflow expression.
- `status` — Status (text)
  Optional text value.
  Default: `"manual_handoff_required"`
- `reason` — Reason (expression, required)
  Required literal value or workflow expression.
- `task_name` — Task Name (text)
  Optional text value.
- `target_channel` — Target Channel (text)
  Optional text value.
- `details` — Details (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `status` — Status
- `failure_category` — Failure Category
- `manual_handoff_required` — Manual Handoff Required
- `order_id` — Order Id
- `workflow_number` — Workflow Number
- `patient_id` — Patient Id
- `patient_key` — Patient Key
- `local_patient_id` — Local Patient Id
- `reason` — Reason
- `task_name` — Task Name
- `target_channel` — Target Channel
- `details` — Details
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "reason"
  ],
  "properties": {
    "reason": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status": {
      "type": "string",
      "default": "manual_handoff_required",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "details": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "target_channel": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "local_patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "status": {},
    "details": {},
    "message": {},
    "success": {},
    "order_id": {},
    "task_name": {},
    "patient_id": {},
    "patient_key": {},
    "error_message": {},
    "target_channel": {},
    "workflow_number": {},
    "failure_category": {},
    "local_patient_id": {},
    "manual_handoff_required": {}
  },
  "additionalProperties": true
}
```

---

# GenHealth - Notifications integration

> Build workflow automations with 1 public GenHealth - Notifications action.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-notifications](https://genhealth.ai/docs/workflows/integrations/gen-health-notifications)

## Available actions

1 action. Connection types: None required.

### [Send Intake Summary Email](https://genhealth.ai/docs/workflows/integrations/gen-health-notifications/notifications_send_intake_summary_email.md)

- Handler: `notifications_send_intake_summary_email`

- External effect: `write`
- Inputs: `job_id`, `intake_source_id`
- Outputs: `success`, `error`

Perform Send Intake Summary Email through GenHealth - Notifications.

---

# Send Intake Summary Email

> Perform Send Intake Summary Email through GenHealth - Notifications.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-notifications/notifications_send_intake_summary_email](https://genhealth.ai/docs/workflows/integrations/gen-health-notifications/notifications_send_intake_summary_email)

Integration: [GenHealth - Notifications](https://genhealth.ai/docs/workflows/integrations/gen-health-notifications.md)

- Handler: `notifications_send_intake_summary_email`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Notifications",
  "params": {},
  "handler": "notifications_send_intake_summary_email"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `job_id` — Job Id (expression, required)
  Required literal value or workflow expression.
- `intake_source_id` — Intake Source Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "job_id",
    "intake_source_id"
  ],
  "properties": {
    "job_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "intake_source_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# GenHealth - Renewals integration

> Build workflow automations with 11 public GenHealth - Renewals actions.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals)

## Available actions

11 actions. Connection types: None required.

### [Create Initial Renewal Assignment Plan](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_prepare_initial_assignment_plan.md)

- Handler: `renewal_prepare_initial_assignment_plan`

- External effect: `write`
- Inputs: `start_date`, `end_date`, `scheduled_date`, `target_months_ahead`, `account_key`, `use_local_agent`, `assignment_distribution_window_days`, `send_email`, `to_emails`, `cc_emails`, `subject`, `greeting_name`, `trigger_payload`

Perform Create Initial Renewal Assignment Plan through GenHealth - Renewals.

### [Dispatch Initial Renewal Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_dispatch_initial_items.md)

- Handler: `renewal_dispatch_initial_items`

- External effect: `write`
- Inputs: `selection_payload`

Perform Dispatch Initial Renewal Candidates through GenHealth - Renewals.

### [Prepare Initial Renewal Send Schedule](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_prepare_initial_send_schedule.md)

- Handler: `renewal_prepare_initial_send_schedule`

- External effect: `write`
- Inputs: `scheduled_date`, `account_key`, `lead_days`, `dry_run`, `use_local_agent`, `assignment_distribution_window_days`, `trigger_payload`
- Outputs: `should_process`, `dry_run`, `end_date`, `start_date`, `account_key`, `use_local_agent`, `assignment_plan_job_id`, `assignment_distribution_window_days`

Perform Prepare Initial Renewal Send Schedule through GenHealth - Renewals.

### [Process Renewal Follow-Up Candidate](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_process_subsequent_item.md)

- Handler: `renewal_process_subsequent_item`

- External effect: `write`
- Inputs: `job_id`, `request`, `item`

Perform Process Renewal Follow-Up Candidate through GenHealth - Renewals.

### [Reconcile Renewal Verification Follow-Up](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_reconcile_followup_item.md)

- Handler: `renewal_reconcile_followup_item`

- External effect: `write`
- Inputs: `job_id`, `request`, `item`

Perform Reconcile Renewal Verification Follow-Up through GenHealth - Renewals.

### [Select Initial Renewal Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_initial_candidates.md)

- Handler: `renewal_select_initial_candidates`

- External effect: `write`
- Inputs: `start_date`, `end_date`, `account_key`, `dry_run`, `use_local_agent`, `exclude_patients`, `assignment_plan_job_id`, `assignment_distribution_window_days`, `trigger_payload`

Perform Select Initial Renewal Candidates through GenHealth - Renewals.

### [Select Renewal Follow-Up Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_subsequent_candidates.md)

- Handler: `renewal_select_subsequent_candidates`

- External effect: `write`
- Inputs: `attempt_type`, `due_within_days`, `min_days_between_attempts`, `max_orders`, `states`, `account_key`, `user_id`, `dry_run`, `trigger_payload`
- Outputs: `should_process`, `items`, `job_id`, `request`

Perform Select Renewal Follow-Up Candidates through GenHealth - Renewals.

### [Select Renewal Verification Follow-Up Candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_followup_candidates.md)

- Handler: `renewal_select_followup_candidates`

- External effect: `write`
- Inputs: `lookback_hours`, `max_orders`, `account_key`, `dry_run`, `trigger_payload`
- Outputs: `should_process`, `items`, `job_id`, `request`

Perform Select Renewal Verification Follow-Up Candidates through GenHealth - Renewals.

### [Summarize Renewal Follow-Up Batch](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_summarize_subsequent_batch.md)

- Handler: `renewal_summarize_subsequent_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`, `notify`

Perform Summarize Renewal Follow-Up Batch through GenHealth - Renewals.

### [Summarize Renewal Verification Follow-Up](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_summarize_followup_batch.md)

- Handler: `renewal_summarize_followup_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`, `notify`

Perform Summarize Renewal Verification Follow-Up through GenHealth - Renewals.

### [Validate Returned CMN Signature Date](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/brightree_validate_cmn_signature_date.md)

- Handler: `brightree_validate_cmn_signature_date`

- External effect: `write`
- Inputs: `cmn_key`, `cmn_form_key`, `signature_date`, `received_date`, `fax_timezone`
- Outputs: `success`, `ready_for_write`, `dispatch_linked`, `reason`, `error`

Perform Validate Returned CMN Signature Date through GenHealth - Renewals.

---

# Create Initial Renewal Assignment Plan

> Perform Create Initial Renewal Assignment Plan through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_prepare_initial_assignment_plan](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_prepare_initial_assignment_plan)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_prepare_initial_assignment_plan`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {
    "send_email": false,
    "use_local_agent": false,
    "assignment_distribution_window_days": 7
  },
  "handler": "renewal_prepare_initial_assignment_plan"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `start_date` — Start Date (date)
  Optional date in YYYY-MM-DD format.
- `end_date` — End Date (date)
  Optional date in YYYY-MM-DD format.
- `scheduled_date` — Scheduled Date (date)
  Optional date in YYYY-MM-DD format.
- `target_months_ahead` — Target Months Ahead (number)
  Optional numeric value.
- `account_key` — Account Key (text)
  Optional text value.
- `use_local_agent` — Use Local Agent (boolean)
  Optional true-or-false value.
  Default: `false`
- `assignment_distribution_window_days` — Assignment Distribution Window Days (number)
  Optional numeric value.
  Default: `7`
- `send_email` — Send Email (boolean)
  Optional true-or-false value.
  Default: `false`
- `to_emails` — To Emails (json)
  Optional JSON value.
- `cc_emails` — Cc Emails (json)
  Optional JSON value.
- `subject` — Subject (text)
  Optional text value.
- `greeting_name` — Greeting Name (text)
  Optional text value.
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "end_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "cc_emails": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "to_emails": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "send_email": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "start_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "greeting_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "scheduled_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "use_local_agent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "target_months_ahead": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "assignment_distribution_window_days": {
      "type": "number",
      "default": 7,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Dispatch Initial Renewal Candidates

> Perform Dispatch Initial Renewal Candidates through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_dispatch_initial_items](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_dispatch_initial_items)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_dispatch_initial_items`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {},
  "handler": "renewal_dispatch_initial_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selection_payload` — Selection Payload (json, required)
  Required JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "selection_payload"
  ],
  "properties": {
    "selection_payload": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Prepare Initial Renewal Send Schedule

> Perform Prepare Initial Renewal Send Schedule through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_prepare_initial_send_schedule](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_prepare_initial_send_schedule)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_prepare_initial_send_schedule`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {
    "dry_run": false,
    "lead_days": 62,
    "use_local_agent": false,
    "assignment_distribution_window_days": 7
  },
  "handler": "renewal_prepare_initial_send_schedule"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `scheduled_date` — Scheduled Date (date, required)
  Required date in YYYY-MM-DD format.
- `account_key` — Account Key (text)
  Optional text value.
- `lead_days` — Lead Days (number)
  Optional numeric value.
  Default: `62`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `use_local_agent` — Use Local Agent (boolean)
  Optional true-or-false value.
  Default: `false`
- `assignment_distribution_window_days` — Assignment Distribution Window Days (number)
  Optional numeric value.
  Default: `7`
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `should_process` — Should Process
- `dry_run` — Dry Run
- `end_date` — End Date
- `start_date` — Start Date
- `account_key` — Account Key
- `use_local_agent` — Use Local Agent
- `assignment_plan_job_id` — Assignment Plan Job Id
- `assignment_distribution_window_days` — Assignment Distribution Window Days

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "scheduled_date"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "lead_days": {
      "type": "number",
      "default": 62,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "scheduled_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "use_local_agent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "assignment_distribution_window_days": {
      "type": "number",
      "default": 7,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {},
    "end_date": {},
    "start_date": {},
    "account_key": {},
    "should_process": {},
    "use_local_agent": {},
    "assignment_plan_job_id": {},
    "assignment_distribution_window_days": {}
  },
  "additionalProperties": true
}
```

---

# Process Renewal Follow-Up Candidate

> Perform Process Renewal Follow-Up Candidate through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_process_subsequent_item](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_process_subsequent_item)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_process_subsequent_item`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {},
  "handler": "renewal_process_subsequent_item"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `job_id` — Job Id (text, required)
  Required text value.
- `request` — Request (json, required)
  Required JSON value.
- `item` — Item (json, required)
  Required JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "job_id",
    "request",
    "item"
  ],
  "properties": {
    "item": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "job_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "request": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Reconcile Renewal Verification Follow-Up

> Perform Reconcile Renewal Verification Follow-Up through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_reconcile_followup_item](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_reconcile_followup_item)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_reconcile_followup_item`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {},
  "handler": "renewal_reconcile_followup_item"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `job_id` — Job Id (text, required)
  Required text value.
- `request` — Request (json, required)
  Required JSON value.
- `item` — Item (json, required)
  Required JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "job_id",
    "request",
    "item"
  ],
  "properties": {
    "item": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "job_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "request": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Select Initial Renewal Candidates

> Perform Select Initial Renewal Candidates through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_initial_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_initial_candidates)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_select_initial_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {
    "dry_run": true,
    "use_local_agent": false,
    "assignment_distribution_window_days": 7
  },
  "handler": "renewal_select_initial_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `start_date` — Start Date (date, required)
  Required date in YYYY-MM-DD format.
- `end_date` — End Date (date, required)
  Required date in YYYY-MM-DD format.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`
- `use_local_agent` — Use Local Agent (boolean)
  Optional true-or-false value.
  Default: `false`
- `exclude_patients` — Exclude Patients (json)
  Optional JSON value.
- `assignment_plan_job_id` — Assignment Plan Job Id (text)
  Optional text value.
- `assignment_distribution_window_days` — Assignment Distribution Window Days (number)
  Optional numeric value.
  Default: `7`
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "start_date",
    "end_date"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "end_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "start_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "use_local_agent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "exclude_patients": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "assignment_plan_job_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "assignment_distribution_window_days": {
      "type": "number",
      "default": 7,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Select Renewal Follow-Up Candidates

> Perform Select Renewal Follow-Up Candidates through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_subsequent_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_subsequent_candidates)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_select_subsequent_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {
    "dry_run": false,
    "attempt_type": "both"
  },
  "handler": "renewal_select_subsequent_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `attempt_type` — Attempt Type (select)
  Optional selected identifier or value.
  Default: `"both"`
  Options: Second Attempt ("2"), Third Attempt ("3"), Both ("both")
- `due_within_days` — Due Within Days (number)
  Optional numeric value.
- `min_days_between_attempts` — Min Days Between Attempts (number)
  Optional numeric value.
- `max_orders` — Max Orders (number)
  Optional numeric value.
- `states` — States (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `user_id` — User Id (number)
  Optional numeric value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `should_process` — Should Process
- `items` — Items
- `job_id` — Job Id
- `request` — Request

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "states": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "user_id": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_orders": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "attempt_type": {
      "enum": [
        "2",
        "3",
        "both"
      ],
      "type": "string",
      "default": "both",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "due_within_days": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "min_days_between_attempts": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "items": {},
    "job_id": {},
    "request": {},
    "should_process": {}
  },
  "additionalProperties": true
}
```

---

# Select Renewal Verification Follow-Up Candidates

> Perform Select Renewal Verification Follow-Up Candidates through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_followup_candidates](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_select_followup_candidates)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_select_followup_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {
    "dry_run": false
  },
  "handler": "renewal_select_followup_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
- `max_orders` — Max Orders (number)
  Optional numeric value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `should_process` — Should Process
- `items` — Items
- `job_id` — Job Id
- `request` — Request

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_orders": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "lookback_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "items": {},
    "job_id": {},
    "request": {},
    "should_process": {}
  },
  "additionalProperties": true
}
```

---

# Summarize Renewal Follow-Up Batch

> Perform Summarize Renewal Follow-Up Batch through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_summarize_subsequent_batch](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_summarize_subsequent_batch)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_summarize_subsequent_batch`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {
    "notify": true
  },
  "handler": "renewal_summarize_subsequent_batch"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selection_payload` — Selection Payload (json)
  Optional JSON value.
- `loop_results` — Loop Results (json)
  Optional JSON value.
- `notify` — Notify (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "notify": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "loop_results": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "selection_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Summarize Renewal Verification Follow-Up

> Perform Summarize Renewal Verification Follow-Up through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_summarize_followup_batch](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/renewal_summarize_followup_batch)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `renewal_summarize_followup_batch`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {
    "notify": true
  },
  "handler": "renewal_summarize_followup_batch"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selection_payload` — Selection Payload (json)
  Optional JSON value.
- `loop_results` — Loop Results (json)
  Optional JSON value.
- `notify` — Notify (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "notify": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "loop_results": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "selection_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Validate Returned CMN Signature Date

> Perform Validate Returned CMN Signature Date through GenHealth - Renewals.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/brightree_validate_cmn_signature_date](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals/brightree_validate_cmn_signature_date)

Integration: [GenHealth - Renewals](https://genhealth.ai/docs/workflows/integrations/gen-health-renewals.md)

- Handler: `brightree_validate_cmn_signature_date`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - Renewals",
  "params": {},
  "handler": "brightree_validate_cmn_signature_date"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `cmn_key` — Cmn Key (expression, required)
  Required literal value or workflow expression.
- `cmn_form_key` — Cmn Form Key (expression, required)
  Required literal value or workflow expression.
- `signature_date` — Signature Date (date, required)
  Required date in YYYY-MM-DD format.
- `received_date` — Received Date (expression)
  Optional literal value or workflow expression.
- `fax_timezone` — Fax Timezone (text, required)
  Required text value.

## Outputs

- `success` — Success
- `ready_for_write` — Ready For Write
- `dispatch_linked` — Dispatch Linked
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "cmn_key",
    "cmn_form_key",
    "signature_date",
    "fax_timezone"
  ],
  "properties": {
    "cmn_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cmn_form_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fax_timezone": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "received_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "signature_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "dispatch_linked": {},
    "ready_for_write": {}
  },
  "additionalProperties": true
}
```

---

# GenHealth - SWO Outreach integration

> Build workflow automations with 3 public GenHealth - SWO Outreach actions.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach)

## Available actions

3 actions. Connection types: clearpathmd.

### [Get Ordering Provider Details](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_get_ordering_provider_details.md)

- Handler: `swo_get_ordering_provider_details`
- Connection type: `clearpathmd`
- External effect: `read`
- Inputs: `patient_id`, `patient_provider_id`
- Outputs: `success`, `data`, `matched_in_csv`, `error`

Perform Get Ordering Provider Details through GenHealth - SWO Outreach.

### [Render SWO Follow-up PDF](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_followup_render_pdf.md)

- Handler: `swo_followup_render_pdf`

- External effect: `write`
- Inputs: `transcript`, `recording_url`, `order_id`, `patient_id`, `correlation_id`, `patient_name`, `patient_dob`, `order_date`, `provider_name`, `provider_phone`, `outcome`
- Outputs: `success`, `document_id`, `error`

Perform Render SWO Follow-up PDF through GenHealth - SWO Outreach.

### [Sync Ordering Provider Directory](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_sync_ordering_provider_directory.md)

- Handler: `swo_sync_ordering_provider_directory`

- External effect: `write`

- Outputs: `success`, `synced`, `failure_category`, `rows_written`, `rows_rejected`, `providers_without_fax`, `held_contact_changes`, `error`

Perform Sync Ordering Provider Directory through GenHealth - SWO Outreach.

---

# Get Ordering Provider Details

> Perform Get Ordering Provider Details through GenHealth - SWO Outreach.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_get_ordering_provider_details](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_get_ordering_provider_details)

Integration: [GenHealth - SWO Outreach](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach.md)

- Handler: `swo_get_ordering_provider_details`

- Connection type: `clearpathmd`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - SWO Outreach",
  "params": {},
  "handler": "swo_get_ordering_provider_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `patient_provider_id` — Patient Provider Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `data` — Data
- `matched_in_csv` — Matched In Csv
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_provider_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {},
    "error": {},
    "success": {},
    "matched_in_csv": {}
  },
  "additionalProperties": true
}
```

---

# Render SWO Follow-up PDF

> Perform Render SWO Follow-up PDF through GenHealth - SWO Outreach.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_followup_render_pdf](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_followup_render_pdf)

Integration: [GenHealth - SWO Outreach](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach.md)

- Handler: `swo_followup_render_pdf`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - SWO Outreach",
  "params": {},
  "handler": "swo_followup_render_pdf"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `transcript` — Transcript (expression, required)
  Required literal value or workflow expression.
- `recording_url` — Recording Url (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `correlation_id` — Correlation Id (expression)
  Optional literal value or workflow expression.
- `patient_name` — Patient Name (expression)
  Optional literal value or workflow expression.
- `patient_dob` — Patient Dob (expression)
  Optional literal value or workflow expression.
- `order_date` — Order Date (expression)
  Optional literal value or workflow expression.
- `provider_name` — Provider Name (expression)
  Optional literal value or workflow expression.
- `provider_phone` — Provider Phone (expression)
  Optional literal value or workflow expression.
- `outcome` — Outcome (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "transcript"
  ],
  "properties": {
    "outcome": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "transcript": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_dob": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "recording_url": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "correlation_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Sync Ordering Provider Directory

> Perform Sync Ordering Provider Directory through GenHealth - SWO Outreach.

Source: [https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_sync_ordering_provider_directory](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach/swo_sync_ordering_provider_directory)

Integration: [GenHealth - SWO Outreach](https://genhealth.ai/docs/workflows/integrations/gen-health-swo-outreach.md)

- Handler: `swo_sync_ordering_provider_directory`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GenHealth - SWO Outreach",
  "params": {},
  "handler": "swo_sync_ordering_provider_directory"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `synced` — Synced
- `failure_category` — Failure Category
- `rows_written` — Rows Written
- `rows_rejected` — Rows Rejected
- `providers_without_fax` — Providers Without Fax
- `held_contact_changes` — Held Contact Changes
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "synced": {},
    "success": {},
    "rows_written": {},
    "rows_rejected": {},
    "failure_category": {},
    "held_contact_changes": {},
    "providers_without_fax": {}
  },
  "additionalProperties": true
}
```

---

# GMail integration

> Build workflow automations with 8 public GMail actions.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail](https://genhealth.ai/docs/workflows/integrations/gmail)

## Available actions

8 actions. Connection types: None required.

### [Check Message Labels](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_check_message_labels.md)

- Handler: `gmail_check_message_labels`

- External effect: `write`
- Inputs: `message_id`, `labels`, `match_mode`
- Outputs: `success`, `message_id`, `has_labels`, `matched_labels`, `missing_labels`, `message_labels`, `error`, `error_message`, `error_code`

Perform Check Message Labels through GMail.

### [Count Inbox Backlog](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_count_inbox_backlog.md)

- Handler: `gmail_count_inbox_backlog`

- External effect: `write`
- Inputs: `without_labels`, `count_only_untagged`, `since`, `since_days`, `threshold`, `to_emails`, `cc_emails`, `subject`, `timezone`, `dry_run`
- Outputs: `success`, `fresh_count`, `eligible_count`, `handled_count`, `total_count`, `compared_count`, `threshold`, `count_capped`, `alert_sent`, `skip_reason`, `oldest_waiting_at`, `oldest_waiting_label`, `since`, `window_label`, `subject`, `recipients`, `unknown_labels`, `html`, `error`, `error_message`, `error_code`

Perform Count Inbox Backlog through GMail.

### [Fetch Email Document Attachments](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_fetch_pdf_attachments.md)

- Handler: `gmail_fetch_pdf_attachments`

- External effect: `write`
- Inputs: `message_id`, `document_type`, `source`, `show_documents_in_inbox`, `deduplicate_by_content`, `content_hash_mode`, `preserve_existing_stored_pdf`, `document_status`, `workflow_id_override`, `reuse_existing_document`, `include_attached_images`, `body_field_label`, `body_field_labels`, `max_pdf_attachments`, `max_pdf_attachment_bytes`, `enforce_attachment_limits`, `include_drive_links`, `max_drive_pdf_bytes`
- Outputs: `success`, `message_id`, `document_ids`, `new_document_ids`, `existing_document_ids`, `duplicate_count`, `all_attachments_existing`, `attachments`, `attachment_results`, `attachment_count`, `failed_count`, `max_pdf_attachments`, `max_pdf_attachment_bytes`, `email_body_field`, `email_body_fields`, `email_body_field_statuses`, `count`, `skipped`, `skip_reason`, `error`, `error_message`, `error_code`

Perform Fetch Email Document Attachments through GMail.

### [Get Gmail Message Body](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_get_message_body.md)

- Handler: `gmail_get_message_body`

- External effect: `read`
- Inputs: `message_id`
- Outputs: `success`, `message_id`, `email_body`, `error`, `error_message`, `error_code`

Perform Get Gmail Message Body through GMail.

### [List Inbox Messages](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_list_inbox_messages.md)

- Handler: `gmail_list_inbox_messages`

- External effect: `read`
- Inputs: `search_phrase`, `since_days`, `max_results`, `with_labels`, `without_labels`, `priority_labels`, `oldest_first`, `untagged_only`, `unread_only`
- Outputs: `success`, `messages`, `message_ids`, `priority_message_ids`, `count`, `scanned`, `scan_limit_hit`, `unknown_labels`, `error`, `error_message`, `error_code`

Perform List Inbox Messages through GMail.

### [Modify Message Labels](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_modify_message_labels.md)

- Handler: `gmail_modify_message_labels`

- External effect: `write`
- Inputs: `message_id`, `add_labels`, `remove_labels`, `create_missing_labels`, `dry_run`
- Outputs: `success`, `message_id`, `added_labels`, `removed_labels`, `created_labels`, `skipped_labels`, `dry_run`, `error`, `error_message`, `error_code`

Perform Modify Message Labels through GMail.

### [Reply To Gmail Message](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_reply_to_message.md)

- Handler: `gmail_reply_to_message`

- External effect: `write`
- Inputs: `message_id`, `subject`, `body`, `html`, `trust_reply_to`, `reject_automated_sender`, `preserve_thread`
- Outputs: `success`, `message_id`, `recipients`, `error`

Perform Reply To Gmail Message through GMail.

### [Verify Authenticated Gmail Ingress](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_verify_authenticated_ingress.md)

- Handler: `gmail_verify_authenticated_ingress`

- External effect: `write`
- Inputs: `message_id`, `allowed_senders`, `allowed_sender_domains`, `allowed_forwarders`, `allow_direct`, `test_auto_forward_route`
- Outputs: `success`, `accepted`, `ingress_type`, `reason_code`, `provenance`, `trusted_route_id`, `has_attachment`, `accepted_count`, `rejected_unverified_count`, `chatter_count`, `accepted_with_attachment_count`, `retryable`, `error`, `error_message`, `error_code`

Perform Verify Authenticated Gmail Ingress through GMail.

---

# Check Message Labels

> Perform Check Message Labels through GMail.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail/gmail_check_message_labels](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_check_message_labels)

Integration: [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

- Handler: `gmail_check_message_labels`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GMail",
  "params": {
    "match_mode": "all"
  },
  "handler": "gmail_check_message_labels"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.
- `labels` — Labels (text, required)
  Required text value.
- `match_mode` — Match Mode (select)
  Optional selected identifier or value.
  Default: `"all"`
  Options: Has ALL labels ("all"), Has ANY label ("any")

## Outputs

- `success` — Success
- `message_id` — Message Id
- `has_labels` — Has Labels
- `matched_labels` — Matched Labels
- `missing_labels` — Missing Labels
- `message_labels` — Message Labels
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id",
    "labels"
  ],
  "properties": {
    "labels": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "match_mode": {
      "enum": [
        "all",
        "any"
      ],
      "type": "string",
      "default": "all",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "error_code": {},
    "has_labels": {},
    "message_id": {},
    "error_message": {},
    "matched_labels": {},
    "message_labels": {},
    "missing_labels": {}
  },
  "additionalProperties": true
}
```

---

# Count Inbox Backlog

> Perform Count Inbox Backlog through GMail.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail/gmail_count_inbox_backlog](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_count_inbox_backlog)

Integration: [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

- Handler: `gmail_count_inbox_backlog`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GMail",
  "params": {
    "dry_run": false,
    "subject": "Inbox backlog: {count} waiting — {report_day}",
    "timezone": "America/New_York",
    "threshold": 50,
    "count_only_untagged": false
  },
  "handler": "gmail_count_inbox_backlog"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `without_labels` — Without Labels (text)
  Optional text value.
- `count_only_untagged` — Count Only Untagged (boolean)
  Optional true-or-false value.
  Default: `false`
- `since` — Since (text)
  Optional text value.
- `since_days` — Since Days (number)
  Optional numeric value.
- `threshold` — Threshold (number)
  Optional numeric value.
  Default: `50`
- `to_emails` — To Emails (text)
  Optional text value.
- `cc_emails` — Cc Emails (text)
  Optional text value.
- `subject` — Subject (text)
  Optional text value.
  Default: `"Inbox backlog: {count} waiting — {report_day}"`
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/New_York"`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `fresh_count` — Fresh Count
- `eligible_count` — Eligible Count
- `handled_count` — Handled Count
- `total_count` — Total Count
- `compared_count` — Compared Count
- `threshold` — Threshold
- `count_capped` — Count Capped
- `alert_sent` — Alert Sent
- `skip_reason` — Skip Reason
- `oldest_waiting_at` — Oldest Waiting At
- `oldest_waiting_label` — Oldest Waiting Label
- `since` — Since
- `window_label` — Window Label
- `subject` — Subject
- `recipients` — Recipients
- `unknown_labels` — Unknown Labels
- `html` — Html
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "since": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "type": "string",
      "default": "Inbox backlog: {count} waiting — {report_day}",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timezone": {
      "type": "string",
      "default": "America/New_York",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cc_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "threshold": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "to_emails": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "since_days": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "without_labels": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "count_only_untagged": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "since": {},
    "subject": {},
    "success": {},
    "threshold": {},
    "alert_sent": {},
    "error_code": {},
    "recipients": {},
    "fresh_count": {},
    "skip_reason": {},
    "total_count": {},
    "count_capped": {},
    "window_label": {},
    "error_message": {},
    "handled_count": {},
    "compared_count": {},
    "eligible_count": {},
    "unknown_labels": {},
    "oldest_waiting_at": {},
    "oldest_waiting_label": {}
  },
  "additionalProperties": true
}
```

---

# Fetch Email Document Attachments

> Perform Fetch Email Document Attachments through GMail.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail/gmail_fetch_pdf_attachments](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_fetch_pdf_attachments)

Integration: [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

- Handler: `gmail_fetch_pdf_attachments`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GMail",
  "params": {
    "source": "gmail_inbox",
    "document_type": "Other",
    "document_status": "complete",
    "content_hash_mode": "raw_bytes",
    "include_drive_links": false,
    "max_drive_pdf_bytes": 104857600,
    "max_pdf_attachments": 10,
    "deduplicate_by_content": false,
    "include_attached_images": false,
    "reuse_existing_document": false,
    "show_documents_in_inbox": false,
    "max_pdf_attachment_bytes": 26214400,
    "enforce_attachment_limits": true,
    "preserve_existing_stored_pdf": false
  },
  "handler": "gmail_fetch_pdf_attachments"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.
- `document_type` — Document Type (select)
  Optional selected identifier or value.
  Default: `"Other"`
  Options: Prescription ("Prescription"), Demographics ("Demographics"), Insurance ("Insurance"), Qualifying Test ("Qualifying Test"), Physician Notes ("Physician Notes"), Other ("Other")
- `source` — Source (text)
  Optional text value.
  Default: `"gmail_inbox"`
- `show_documents_in_inbox` — Show Documents In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`
- `deduplicate_by_content` — Deduplicate By Content (boolean)
  Optional true-or-false value.
  Default: `false`
- `content_hash_mode` — Content Hash Mode (select)
  Optional selected identifier or value.
  Default: `"raw_bytes"`
  Options: Raw Bytes (SHA-256) ("raw_bytes"), Content (re-encoding robust) ("content")
- `preserve_existing_stored_pdf` — Preserve Existing Stored Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `document_status` — Document Status (select)
  Optional selected identifier or value.
  Default: `"complete"`
  Options: Complete ("complete"), Processing ("processing"), Review ("review")
- `workflow_id_override` — Workflow Id Override (text)
  Optional text value.
- `reuse_existing_document` — Reuse Existing Document (boolean)
  Optional true-or-false value.
  Default: `false`
- `include_attached_images` — Include Attached Images (boolean)
  Optional true-or-false value.
  Default: `false`
- `body_field_label` — Body Field Label (text)
  Optional text value.
- `body_field_labels` — Body Field Labels (json)
  Optional JSON value.
- `max_pdf_attachments` — Max Pdf Attachments (number)
  Optional numeric value.
  Default: `10`
- `max_pdf_attachment_bytes` — Max Pdf Attachment Bytes (number)
  Optional numeric value.
  Default: `26214400`
- `enforce_attachment_limits` — Enforce Attachment Limits (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_drive_links` — Include Drive Links (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_drive_pdf_bytes` — Max Drive Pdf Bytes (number)
  Optional numeric value.
  Default: `104857600`

## Outputs

- `success` — Success
- `message_id` — Message Id
- `document_ids` — Document Ids
- `new_document_ids` — New Document Ids
- `existing_document_ids` — Existing Document Ids
- `duplicate_count` — Duplicate Count
- `all_attachments_existing` — All Attachments Existing
- `attachments` — Attachments
- `attachment_results` — Attachment Results
- `attachment_count` — Attachment Count
- `failed_count` — Failed Count
- `max_pdf_attachments` — Max Pdf Attachments
- `max_pdf_attachment_bytes` — Max Pdf Attachment Bytes
- `email_body_field` — Email Body Field
- `email_body_fields` — Email Body Fields
- `email_body_field_statuses` — Email Body Field Statuses
- `count` — Count
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id"
  ],
  "properties": {
    "source": {
      "type": "string",
      "default": "gmail_inbox",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "enum": [
        "Prescription",
        "Demographics",
        "Insurance",
        "Qualifying Test",
        "Physician Notes",
        "Other"
      ],
      "type": "string",
      "default": "Other",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_status": {
      "enum": [
        "complete",
        "processing",
        "review"
      ],
      "type": "string",
      "default": "complete",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "body_field_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "body_field_labels": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "content_hash_mode": {
      "enum": [
        "raw_bytes",
        "content"
      ],
      "type": "string",
      "default": "raw_bytes",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "include_drive_links": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_drive_pdf_bytes": {
      "type": "number",
      "default": 104857600,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_pdf_attachments": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "workflow_id_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "deduplicate_by_content": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_attached_images": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "reuse_existing_document": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "show_documents_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_pdf_attachment_bytes": {
      "type": "number",
      "default": 26214400,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "enforce_attachment_limits": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "preserve_existing_stored_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "skipped": {},
    "success": {},
    "error_code": {},
    "message_id": {},
    "attachments": {},
    "skip_reason": {},
    "document_ids": {},
    "failed_count": {},
    "error_message": {},
    "duplicate_count": {},
    "attachment_count": {},
    "email_body_field": {},
    "new_document_ids": {},
    "email_body_fields": {},
    "attachment_results": {},
    "max_pdf_attachments": {},
    "existing_document_ids": {},
    "all_attachments_existing": {},
    "max_pdf_attachment_bytes": {},
    "email_body_field_statuses": {}
  },
  "additionalProperties": true
}
```

---

# Get Gmail Message Body

> Perform Get Gmail Message Body through GMail.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail/gmail_get_message_body](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_get_message_body)

Integration: [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

- Handler: `gmail_get_message_body`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GMail",
  "params": {},
  "handler": "gmail_get_message_body"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `message_id` — Message Id
- `email_body` — Email Body
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id"
  ],
  "properties": {
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "email_body": {},
    "error_code": {},
    "message_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# List Inbox Messages

> Perform List Inbox Messages through GMail.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail/gmail_list_inbox_messages](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_list_inbox_messages)

Integration: [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

- Handler: `gmail_list_inbox_messages`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GMail",
  "params": {
    "max_results": 25,
    "unread_only": false,
    "oldest_first": false,
    "untagged_only": false
  },
  "handler": "gmail_list_inbox_messages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `search_phrase` — Search Phrase (text)
  Optional text value.
- `since_days` — Since Days (number)
  Optional numeric value.
- `max_results` — Max Results (number)
  Optional numeric value.
  Default: `25`
- `with_labels` — With Labels (text)
  Optional text value.
- `without_labels` — Without Labels (text)
  Optional text value.
- `priority_labels` — Priority Labels (text)
  Optional text value.
- `oldest_first` — Oldest First (boolean)
  Optional true-or-false value.
  Default: `false`
- `untagged_only` — Untagged Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `unread_only` — Unread Only (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `messages` — Messages
- `message_ids` — Message Ids
- `priority_message_ids` — Priority Message Ids
- `count` — Count
- `scanned` — Scanned
- `scan_limit_hit` — Scan Limit Hit
- `unknown_labels` — Unknown Labels
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "since_days": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_results": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "unread_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "with_labels": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "oldest_first": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "search_phrase": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "untagged_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "without_labels": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "priority_labels": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "scanned": {},
    "success": {},
    "messages": {},
    "error_code": {},
    "message_ids": {},
    "error_message": {},
    "scan_limit_hit": {},
    "unknown_labels": {},
    "priority_message_ids": {}
  },
  "additionalProperties": true
}
```

---

# Modify Message Labels

> Perform Modify Message Labels through GMail.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail/gmail_modify_message_labels](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_modify_message_labels)

Integration: [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

- Handler: `gmail_modify_message_labels`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GMail",
  "params": {
    "dry_run": false,
    "create_missing_labels": false
  },
  "handler": "gmail_modify_message_labels"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.
- `add_labels` — Add Labels (text)
  Optional text value.
- `remove_labels` — Remove Labels (text)
  Optional text value.
- `create_missing_labels` — Create Missing Labels (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message_id` — Message Id
- `added_labels` — Added Labels
- `removed_labels` — Removed Labels
- `created_labels` — Created Labels
- `skipped_labels` — Skipped Labels
- `dry_run` — Dry Run
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "add_labels": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "remove_labels": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "create_missing_labels": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "success": {},
    "error_code": {},
    "message_id": {},
    "added_labels": {},
    "error_message": {},
    "created_labels": {},
    "removed_labels": {},
    "skipped_labels": {}
  },
  "additionalProperties": true
}
```

---

# Reply To Gmail Message

> Perform Reply To Gmail Message through GMail.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail/gmail_reply_to_message](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_reply_to_message)

Integration: [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

- Handler: `gmail_reply_to_message`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GMail",
  "params": {
    "html": "false",
    "trust_reply_to": true,
    "preserve_thread": false,
    "reject_automated_sender": false
  },
  "handler": "gmail_reply_to_message"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.
- `subject` — Subject (text)
  Optional text value.
- `body` — Body (textarea)
  Optional text value.
- `html` — Html (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `trust_reply_to` — Trust Reply To (boolean)
  Optional true-or-false value.
  Default: `true`
- `reject_automated_sender` — Reject Automated Sender (boolean)
  Optional true-or-false value.
  Default: `false`
- `preserve_thread` — Preserve Thread (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message_id` — Message Id
- `recipients` — Recipients
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id"
  ],
  "properties": {
    "body": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "html": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "trust_reply_to": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "preserve_thread": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "reject_automated_sender": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "message_id": {},
    "recipients": {}
  },
  "additionalProperties": true
}
```

---

# Verify Authenticated Gmail Ingress

> Perform Verify Authenticated Gmail Ingress through GMail.

Source: [https://genhealth.ai/docs/workflows/integrations/gmail/gmail_verify_authenticated_ingress](https://genhealth.ai/docs/workflows/integrations/gmail/gmail_verify_authenticated_ingress)

Integration: [GMail](https://genhealth.ai/docs/workflows/integrations/gmail.md)

- Handler: `gmail_verify_authenticated_ingress`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "GMail",
  "params": {
    "allow_direct": false
  },
  "handler": "gmail_verify_authenticated_ingress"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.
- `allowed_senders` — Allowed Senders (json)
  Optional JSON value.
- `allowed_sender_domains` — Allowed Sender Domains (json)
  Optional JSON value.
- `allowed_forwarders` — Allowed Forwarders (json)
  Optional JSON value.
- `allow_direct` — Allow Direct (boolean)
  Optional true-or-false value.
  Default: `false`
- `test_auto_forward_route` — Test Auto Forward Route (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `accepted` — Accepted
- `ingress_type` — Ingress Type
- `reason_code` — Reason Code
- `provenance` — Provenance
- `trusted_route_id` — Trusted Route Id
- `has_attachment` — Has Attachment
- `accepted_count` — Accepted Count
- `rejected_unverified_count` — Rejected Unverified Count
- `chatter_count` — Chatter Count
- `accepted_with_attachment_count` — Accepted With Attachment Count
- `retryable` — Retryable
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id"
  ],
  "properties": {
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allow_direct": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "allowed_senders": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "allowed_forwarders": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "allowed_sender_domains": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "test_auto_forward_route": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "accepted": {},
    "retryable": {},
    "error_code": {},
    "provenance": {},
    "reason_code": {},
    "ingress_type": {},
    "chatter_count": {},
    "error_message": {},
    "accepted_count": {},
    "has_attachment": {},
    "trusted_route_id": {},
    "rejected_unverified_count": {},
    "accepted_with_attachment_count": {}
  },
  "additionalProperties": true
}
```

---

# Google Sheets integration

> Build workflow automations with 10 public Google Sheets actions.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets)

## Available actions

10 actions. Connection types: google_sheets.

### [Append Row](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_append_row.md)

- Handler: `google_sheets_append_row`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `sheet_title`, `header_row`, `headers`, `values`, `value_input_option`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `spreadsheet_id`, `updated_range`, `updated_cells`, `error`, `error_message`

Perform Append Row through Google Sheets.

### [Batch Get Values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_get_values.md)

- Handler: `google_sheets_batch_get_values`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `ranges`, `major_dimension`
- Outputs: `success`, `spreadsheet_id`, `value_ranges`, `range_count`, `error`, `error_message`

Perform Batch Get Values through Google Sheets.

### [Batch Update Cells](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_update_cells.md)

- Handler: `google_sheets_batch_update_cells`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `sheet_title`, `header_row`, `headers`, `row_updates`, `value_input_option`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `spreadsheet_id`, `row_update_count`, `updated_cells`, `updated_rows`, `error`, `error_message`

Perform Batch Update Cells through Google Sheets.

### [Batch Update Values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_update_values.md)

- Handler: `google_sheets_batch_update_values`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `data`, `value_input_option`, `expected_data`, `require_expected_match`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `conflict`, `conflicting_ranges`, `spreadsheet_id`, `updated_range_count`, `updated_rows`, `updated_columns`, `updated_cells`, `error`, `error_message`

Perform Batch Update Values through Google Sheets.

### [Create Sheet From Upload](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_create_from_upload.md)

- Handler: `google_sheets_create_from_upload`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `document_id`, `title`, `sheet_title`, `source_format`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `spreadsheet_id`, `spreadsheet_url`, `sheet_title`, `row_count`, `column_count`, `drive_folder_id`, `error`, `error_message`

Perform Create Sheet From Upload through Google Sheets.

### [Get Rows](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_rows.md)

- Handler: `google_sheets_get_rows`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `sheet_title`, `header_row`, `max_rows`, `filter_column`, `filter_value`, `skip_empty_rows`
- Outputs: `success`, `spreadsheet_id`, `sheet_title`, `headers`, `rows`, `row_count`, `truncated`, `error`, `error_message`

Perform Get Rows through Google Sheets.

### [Get Spreadsheet Metadata](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_spreadsheet_metadata.md)

- Handler: `google_sheets_get_spreadsheet_metadata`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `include_grid_data`
- Outputs: `success`, `spreadsheet_id`, `title`, `tabs`, `tab_count`, `error`, `error_message`

Perform Get Spreadsheet Metadata through Google Sheets.

### [Get Values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_values.md)

- Handler: `google_sheets_get_values`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `range_name`, `major_dimension`
- Outputs: `success`, `spreadsheet_id`, `range`, `values`, `row_count`, `column_count`, `error`, `error_message`

Perform Get Values through Google Sheets.

### [List Tabs](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_list_tabs.md)

- Handler: `google_sheets_list_tabs`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`
- Outputs: `success`, `spreadsheet_id`, `tabs`, `tab_count`, `visible_tabs`, `visible_tab_count`, `error`, `error_message`

Perform List Tabs through Google Sheets.

### [Update Cells](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_update_cells.md)

- Handler: `google_sheets_update_cells`
- Connection type: `google_sheets`
- External effect: `write`
- Inputs: `google_sheets_account_id`, `spreadsheet_id`, `sheet_title`, `header_row`, `headers`, `row_number`, `updates`, `value_input_option`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `spreadsheet_id`, `row_number`, `updated_cells`, `updated_rows`, `error`, `error_message`

Perform Update Cells through Google Sheets.

---

# Append Row

> Perform Append Row through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_append_row](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_append_row)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_append_row`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "header_row": 1,
    "write_enabled": false,
    "value_input_option": "RAW"
  },
  "handler": "google_sheets_append_row"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.
- `sheet_title` — Sheet Title (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `header_row` — Header Row (number)
  Optional numeric value.
  Default: `1`
- `headers` — Headers (expression)
  Optional literal value or workflow expression.
- `values` — Values (json, required)
  Required JSON value.
- `value_input_option` — Value Input Option (select)
  Optional selected identifier or value.
  Default: `"RAW"`
  Options: Raw ("RAW"), User Entered ("USER_ENTERED")
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `spreadsheet_id` — Spreadsheet Id
- `updated_range` — Updated Range
- `updated_cells` — Updated Cells
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id",
    "sheet_title",
    "values"
  ],
  "properties": {
    "values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "headers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "header_row": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sheet_title": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "value_input_option": {
      "enum": [
        "RAW",
        "USER_ENTERED"
      ],
      "type": "string",
      "default": "RAW",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "submitted": {},
    "skip_reason": {},
    "error_message": {},
    "updated_cells": {},
    "updated_range": {},
    "write_skipped": {},
    "spreadsheet_id": {}
  },
  "additionalProperties": true
}
```

---

# Batch Get Values

> Perform Batch Get Values through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_get_values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_get_values)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_batch_get_values`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "major_dimension": "ROWS"
  },
  "handler": "google_sheets_batch_get_values"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.
- `ranges` — Ranges (json, required)
  Required JSON value.
- `major_dimension` — Major Dimension (select)
  Optional selected identifier or value.
  Default: `"ROWS"`
  Options: Rows ("ROWS"), Columns ("COLUMNS")

## Outputs

- `success` — Success
- `spreadsheet_id` — Spreadsheet Id
- `value_ranges` — Value Ranges
- `range_count` — Range Count
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id",
    "ranges"
  ],
  "properties": {
    "ranges": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "major_dimension": {
      "enum": [
        "ROWS",
        "COLUMNS"
      ],
      "type": "string",
      "default": "ROWS",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "range_count": {},
    "value_ranges": {},
    "error_message": {},
    "spreadsheet_id": {}
  },
  "additionalProperties": true
}
```

---

# Batch Update Cells

> Perform Batch Update Cells through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_update_cells](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_update_cells)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_batch_update_cells`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "header_row": 1,
    "write_enabled": false,
    "value_input_option": "RAW"
  },
  "handler": "google_sheets_batch_update_cells"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.
- `sheet_title` — Sheet Title (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `header_row` — Header Row (number)
  Optional numeric value.
  Default: `1`
- `headers` — Headers (expression)
  Optional literal value or workflow expression.
- `row_updates` — Row Updates (json, required)
  Required JSON value.
- `value_input_option` — Value Input Option (select)
  Optional selected identifier or value.
  Default: `"RAW"`
  Options: Raw ("RAW"), User Entered ("USER_ENTERED")
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `spreadsheet_id` — Spreadsheet Id
- `row_update_count` — Row Update Count
- `updated_cells` — Updated Cells
- `updated_rows` — Updated Rows
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id",
    "sheet_title",
    "row_updates"
  ],
  "properties": {
    "headers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "header_row": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "row_updates": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "sheet_title": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "value_input_option": {
      "enum": [
        "RAW",
        "USER_ENTERED"
      ],
      "type": "string",
      "default": "RAW",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "submitted": {},
    "skip_reason": {},
    "updated_rows": {},
    "error_message": {},
    "updated_cells": {},
    "write_skipped": {},
    "spreadsheet_id": {},
    "row_update_count": {}
  },
  "additionalProperties": true
}
```

---

# Batch Update Values

> Perform Batch Update Values through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_update_values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_batch_update_values)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_batch_update_values`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "write_enabled": false,
    "value_input_option": "RAW",
    "require_expected_match": false
  },
  "handler": "google_sheets_batch_update_values"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.
- `data` — Data (json, required)
  Required JSON value.
- `value_input_option` — Value Input Option (select)
  Optional selected identifier or value.
  Default: `"RAW"`
  Options: Raw ("RAW"), User Entered ("USER_ENTERED")
- `expected_data` — Expected Data (json)
  Optional JSON value.
- `require_expected_match` — Require Expected Match (boolean)
  Optional true-or-false value.
  Default: `false`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `conflict` — Conflict
- `conflicting_ranges` — Conflicting Ranges
- `spreadsheet_id` — Spreadsheet Id
- `updated_range_count` — Updated Range Count
- `updated_rows` — Updated Rows
- `updated_columns` — Updated Columns
- `updated_cells` — Updated Cells
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id",
    "data"
  ],
  "properties": {
    "data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "expected_data": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "value_input_option": {
      "enum": [
        "RAW",
        "USER_ENTERED"
      ],
      "type": "string",
      "default": "RAW",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "require_expected_match": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "conflict": {},
    "submitted": {},
    "skip_reason": {},
    "updated_rows": {},
    "error_message": {},
    "updated_cells": {},
    "write_skipped": {},
    "spreadsheet_id": {},
    "updated_columns": {},
    "conflicting_ranges": {},
    "updated_range_count": {}
  },
  "additionalProperties": true
}
```

---

# Create Sheet From Upload

> Perform Create Sheet From Upload through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_create_from_upload](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_create_from_upload)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_create_from_upload`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "sheet_title": "Sheet1",
    "source_format": "auto",
    "write_enabled": false
  },
  "handler": "google_sheets_create_from_upload"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `title` — Title (expression)
  Optional literal value or workflow expression.
- `sheet_title` — Sheet Title (expression)
  Optional literal value or workflow expression.
  Default: `"Sheet1"`
- `source_format` — Source Format (select)
  Optional selected identifier or value.
  Default: `"auto"`
  Options: Auto Detect ("auto"), CSV ("csv"), Excel (.xlsx) ("xlsx")
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `spreadsheet_id` — Spreadsheet Id
- `spreadsheet_url` — Spreadsheet Url
- `sheet_title` — Sheet Title
- `row_count` — Row Count
- `column_count` — Column Count
- `drive_folder_id` — Drive Folder Id
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sheet_title": {
      "default": "Sheet1",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_format": {
      "enum": [
        "auto",
        "csv",
        "xlsx"
      ],
      "type": "string",
      "default": "auto",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "row_count": {},
    "submitted": {},
    "sheet_title": {},
    "skip_reason": {},
    "column_count": {},
    "error_message": {},
    "write_skipped": {},
    "spreadsheet_id": {},
    "drive_folder_id": {},
    "spreadsheet_url": {}
  },
  "additionalProperties": true
}
```

---

# Get Rows

> Perform Get Rows through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_rows](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_rows)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_get_rows`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "max_rows": 1000,
    "header_row": 1,
    "skip_empty_rows": true
  },
  "handler": "google_sheets_get_rows"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.
- `sheet_title` — Sheet Title (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `header_row` — Header Row (number)
  Optional numeric value.
  Default: `1`
- `max_rows` — Max Rows (number)
  Optional numeric value.
  Default: `1000`
- `filter_column` — Filter Column (expression)
  Optional literal value or workflow expression.
- `filter_value` — Filter Value (expression)
  Optional literal value or workflow expression.
- `skip_empty_rows` — Skip Empty Rows (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `spreadsheet_id` — Spreadsheet Id
- `sheet_title` — Sheet Title
- `headers` — Headers
- `rows` — Rows
- `row_count` — Row Count
- `truncated` — Truncated
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id",
    "sheet_title"
  ],
  "properties": {
    "max_rows": {
      "type": "number",
      "default": 1000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "header_row": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sheet_title": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "filter_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "filter_column": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_empty_rows": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "error": {},
    "headers": {},
    "success": {},
    "row_count": {},
    "truncated": {},
    "sheet_title": {},
    "error_message": {},
    "spreadsheet_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Spreadsheet Metadata

> Perform Get Spreadsheet Metadata through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_spreadsheet_metadata](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_spreadsheet_metadata)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_get_spreadsheet_metadata`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "include_grid_data": false
  },
  "handler": "google_sheets_get_spreadsheet_metadata"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.
- `include_grid_data` — Include Grid Data (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `spreadsheet_id` — Spreadsheet Id
- `title` — Title
- `tabs` — Tabs
- `tab_count` — Tab Count
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id"
  ],
  "properties": {
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_grid_data": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tabs": {},
    "error": {},
    "title": {},
    "success": {},
    "tab_count": {},
    "error_message": {},
    "spreadsheet_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Values

> Perform Get Values through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_values](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_get_values)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_get_values`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "major_dimension": "ROWS"
  },
  "handler": "google_sheets_get_values"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.
- `range_name` — Range Name (expression, required)
  Required literal value or workflow expression.
- `major_dimension` — Major Dimension (select)
  Optional selected identifier or value.
  Default: `"ROWS"`
  Options: Rows ("ROWS"), Columns ("COLUMNS")

## Outputs

- `success` — Success
- `spreadsheet_id` — Spreadsheet Id
- `range` — Range
- `values` — Values
- `row_count` — Row Count
- `column_count` — Column Count
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id",
    "range_name"
  ],
  "properties": {
    "range_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "major_dimension": {
      "enum": [
        "ROWS",
        "COLUMNS"
      ],
      "type": "string",
      "default": "ROWS",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "range": {},
    "values": {},
    "success": {},
    "row_count": {},
    "column_count": {},
    "error_message": {},
    "spreadsheet_id": {}
  },
  "additionalProperties": true
}
```

---

# List Tabs

> Perform List Tabs through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_list_tabs](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_list_tabs)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_list_tabs`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {},
  "handler": "google_sheets_list_tabs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `spreadsheet_id` — Spreadsheet Id
- `tabs` — Tabs
- `tab_count` — Tab Count
- `visible_tabs` — Visible Tabs
- `visible_tab_count` — Visible Tab Count
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id"
  ],
  "properties": {
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tabs": {},
    "error": {},
    "success": {},
    "tab_count": {},
    "visible_tabs": {},
    "error_message": {},
    "spreadsheet_id": {},
    "visible_tab_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Cells

> Perform Update Cells through Google Sheets.

Source: [https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_update_cells](https://genhealth.ai/docs/workflows/integrations/google-sheets/google_sheets_update_cells)

Integration: [Google Sheets](https://genhealth.ai/docs/workflows/integrations/google-sheets.md)

- Handler: `google_sheets_update_cells`

- Connection type: `google_sheets`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Google Sheets",
  "params": {
    "header_row": 1,
    "write_enabled": false,
    "value_input_option": "RAW"
  },
  "handler": "google_sheets_update_cells"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `google_sheets_account_id` — Google Sheets Account Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `spreadsheet_id` — Spreadsheet Id (expression, required)
  Required literal value or workflow expression.
- `sheet_title` — Sheet Title (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `header_row` — Header Row (number)
  Optional numeric value.
  Default: `1`
- `headers` — Headers (expression)
  Optional literal value or workflow expression.
- `row_number` — Row Number (expression, required)
  Required literal value or workflow expression.
- `updates` — Updates (repeatable_group, required)
  Required list of structured items.
  - `column` — Column (expression, required)
    Required literal value or workflow expression.
  - `value` — Value (expression)
    Optional literal value or workflow expression.
- `value_input_option` — Value Input Option (select)
  Optional selected identifier or value.
  Default: `"RAW"`
  Options: Raw ("RAW"), User Entered ("USER_ENTERED")
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `spreadsheet_id` — Spreadsheet Id
- `row_number` — Row Number
- `updated_cells` — Updated Cells
- `updated_rows` — Updated Rows
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "spreadsheet_id",
    "sheet_title",
    "row_number",
    "updates"
  ],
  "properties": {
    "headers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "updates": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "column"
        ],
        "properties": {
          "value": {
            "description": "Optional literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "column": {
            "description": "Required literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          }
        },
        "additionalProperties": false
      },
      "description": "Required list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "header_row": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "row_number": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sheet_title": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "spreadsheet_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "value_input_option": {
      "enum": [
        "RAW",
        "USER_ENTERED"
      ],
      "type": "string",
      "default": "RAW",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "google_sheets_account_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "submitted": {},
    "row_number": {},
    "skip_reason": {},
    "updated_rows": {},
    "error_message": {},
    "updated_cells": {},
    "write_skipped": {},
    "spreadsheet_id": {}
  },
  "additionalProperties": true
}
```

---

# Humana Military integration

> Build workflow automations with 1 public Humana Military action.

Source: [https://genhealth.ai/docs/workflows/integrations/humana-military](https://genhealth.ai/docs/workflows/integrations/humana-military)

## Available actions

1 action. Connection types: humana_military.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/humana-military/humana_military_check_eligibility.md)

- Handler: `humana_military_check_eligibility`
- Connection type: `humana_military`
- External effect: `write`
- Inputs: `enabled`, `tricare_id`, `patient_birth_date`, `date_of_service`, `generate_pdf`, `show_generated_document_in_inbox`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`, `skip_reason`
- Outputs: `success`, `status`, `is_eligible`, `region`, `is_tricare_east`, `status_raw`, `coverage_class`, `plan_name`, `coverage_start`, `coverage_end`, `coverage_details`, `is_coverage_data_issue`, `portal`, `settings_url`, `error`, `error_reason`, `lookup_error`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`, `skipped`, `skip_reason`

Perform Check Eligibility through Humana Military.

---

# Check Eligibility

> Perform Check Eligibility through Humana Military.

Source: [https://genhealth.ai/docs/workflows/integrations/humana-military/humana_military_check_eligibility](https://genhealth.ai/docs/workflows/integrations/humana-military/humana_military_check_eligibility)

Integration: [Humana Military](https://genhealth.ai/docs/workflows/integrations/humana-military.md)

- Handler: `humana_military_check_eligibility`

- Connection type: `humana_military`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Humana Military",
  "params": {
    "enabled": true,
    "generate_pdf": false,
    "generated_pdf_source": "humana_military_eligibility",
    "show_generated_document_in_inbox": false
  },
  "handler": "humana_military_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `tricare_id` — Tricare Id (expression, required)
  Required literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (expression, required)
  Required literal value or workflow expression.
- `date_of_service` — Date Of Service (expression)
  Optional literal value or workflow expression.
- `generate_pdf` — Generate Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `show_generated_document_in_inbox` — Show Generated Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`
- `generated_pdf_filename` — Generated Pdf Filename (expression)
  Optional literal value or workflow expression.
- `generated_pdf_source` — Generated Pdf Source (text)
  Optional text value.
  Default: `"humana_military_eligibility"`
- `generated_pdf_dedupe_key` — Generated Pdf Dedupe Key (expression)
  Optional literal value or workflow expression.
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `is_eligible` — Is Eligible
- `region` — Region
- `is_tricare_east` — Is Tricare East
- `status_raw` — Status Raw
- `coverage_class` — Coverage Class
- `plan_name` — Plan Name
- `coverage_start` — Coverage Start
- `coverage_end` — Coverage End
- `coverage_details` — Coverage Details
- `is_coverage_data_issue` — Is Coverage Data Issue
- `portal` — Portal
- `settings_url` — Settings Url
- `error` — Error
- `error_reason` — Error Reason
- `lookup_error` — Lookup Error
- `generated_pdf_success` — Generated Pdf Success
- `generated_pdf_status` — Generated Pdf Status
- `generated_pdf_document_id` — Generated Pdf Document Id
- `generated_pdf_title` — Generated Pdf Title
- `generated_pdf_document_type` — Generated Pdf Document Type
- `generated_pdf_s3_key` — Generated Pdf S3 Key
- `generated_pdf_s3_uri` — Generated Pdf S3 Uri
- `generated_pdf_sha256` — Generated Pdf Sha256
- `generated_pdf_size` — Generated Pdf Size
- `generated_pdf_filename` — Generated Pdf Filename
- `generated_pdf_source` — Generated Pdf Source
- `generated_pdf_content_type` — Generated Pdf Content Type
- `generated_pdf_external_id` — Generated Pdf External Id
- `generated_pdf_was_existing` — Generated Pdf Was Existing
- `generated_pdf_error` — Generated Pdf Error
- `generated_pdf_error_message` — Generated Pdf Error Message
- `skipped` — Skipped
- `skip_reason` — Skip Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "tricare_id",
    "patient_birth_date"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "tricare_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generate_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "date_of_service": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_birth_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generated_pdf_source": {
      "type": "string",
      "default": "humana_military_eligibility",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "generated_pdf_filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generated_pdf_dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "show_generated_document_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "portal": {},
    "region": {},
    "status": {},
    "skipped": {},
    "success": {},
    "plan_name": {},
    "status_raw": {},
    "is_eligible": {},
    "skip_reason": {},
    "coverage_end": {},
    "error_reason": {},
    "lookup_error": {},
    "settings_url": {},
    "coverage_class": {},
    "coverage_start": {},
    "is_tricare_east": {},
    "coverage_details": {},
    "generated_pdf_size": {},
    "generated_pdf_error": {},
    "generated_pdf_title": {},
    "generated_pdf_s3_key": {},
    "generated_pdf_s3_uri": {},
    "generated_pdf_sha256": {},
    "generated_pdf_source": {},
    "generated_pdf_status": {},
    "generated_pdf_success": {},
    "generated_pdf_filename": {},
    "is_coverage_data_issue": {},
    "generated_pdf_document_id": {},
    "generated_pdf_external_id": {},
    "generated_pdf_content_type": {},
    "generated_pdf_was_existing": {},
    "generated_pdf_document_type": {},
    "generated_pdf_error_message": {}
  },
  "additionalProperties": true
}
```

---

# Inbound Fax Intake integration

> Build workflow automations with 1 public Inbound Fax Intake action.

Source: [https://genhealth.ai/docs/workflows/integrations/inbound-fax-intake](https://genhealth.ai/docs/workflows/integrations/inbound-fax-intake)

## Available actions

1 action. Connection types: brightree.

### [Sync Single Fax Phone to Mobile](https://genhealth.ai/docs/workflows/integrations/inbound-fax-intake/brightree_sync_single_phone_to_mobile.md)

- Handler: `brightree_sync_single_phone_to_mobile`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `patient_key`, `primary_phone`, `secondary_phone`
- Outputs: `success`, `skipped`, `patient_key`, `error_message`, `error`

Perform Sync Single Fax Phone to Mobile through Inbound Fax Intake.

---

# Sync Single Fax Phone to Mobile

> Perform Sync Single Fax Phone to Mobile through Inbound Fax Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/inbound-fax-intake/brightree_sync_single_phone_to_mobile](https://genhealth.ai/docs/workflows/integrations/inbound-fax-intake/brightree_sync_single_phone_to_mobile)

Integration: [Inbound Fax Intake](https://genhealth.ai/docs/workflows/integrations/inbound-fax-intake.md)

- Handler: `brightree_sync_single_phone_to_mobile`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Inbound Fax Intake",
  "params": {},
  "handler": "brightree_sync_single_phone_to_mobile"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `primary_phone` — Primary Phone (expression)
  Optional literal value or workflow expression.
- `secondary_phone` — Secondary Phone (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `skipped` — Skipped
- `patient_key` — Patient Key
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_key"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "primary_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "secondary_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "patient_key": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Intake integration

> Build workflow automations with 2 public Intake actions.

Source: [https://genhealth.ai/docs/workflows/integrations/intake](https://genhealth.ai/docs/workflows/integrations/intake)

## Available actions

2 actions. Connection types: None required.

### [Deliver Daily Navigator Intake Summary](https://genhealth.ai/docs/workflows/integrations/intake/deliver_navigator_intake_reconciliation_report.md)

- Handler: `deliver_navigator_intake_reconciliation_report`

- External effect: `write`
- Inputs: `source_workflow_id`, `recipients`, `cutoff_time`, `timezone_name`, `window_hours`, `umpa_base_url`, `scheduled_run_at`, `fallback_run_at`
- Outputs: `success`, `delivery`, `delivery_reason`, `recipient_count`, `counts`, `window_start`, `window_end`, `error`

Perform Deliver Daily Navigator Intake Summary through Intake.

### [Hydrate Intake Reprocess Context](https://genhealth.ai/docs/workflows/integrations/intake/hydrate_canonical_intake_reprocess_context.md)

- Handler: `hydrate_canonical_intake_reprocess_context`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_item`, `error`

Perform Hydrate Intake Reprocess Context through Intake.

---

# Deliver Daily Navigator Intake Summary

> Perform Deliver Daily Navigator Intake Summary through Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/intake/deliver_navigator_intake_reconciliation_report](https://genhealth.ai/docs/workflows/integrations/intake/deliver_navigator_intake_reconciliation_report)

Integration: [Intake](https://genhealth.ai/docs/workflows/integrations/intake.md)

- Handler: `deliver_navigator_intake_reconciliation_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Intake",
  "params": {
    "cutoff_time": "18:00",
    "window_hours": 24,
    "timezone_name": "America/New_York",
    "umpa_base_url": "https://umpa.genhealth.ai"
  },
  "handler": "deliver_navigator_intake_reconciliation_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source_workflow_id` — Source Workflow Id (text, required)
  Required text value.
- `recipients` — Recipients (text)
  Optional text value.
- `cutoff_time` — Cutoff Time (text)
  Optional text value.
  Default: `"18:00"`
- `timezone_name` — Timezone Name (text)
  Optional text value.
  Default: `"America/New_York"`
- `window_hours` — Window Hours (number)
  Optional numeric value.
  Default: `24`
- `umpa_base_url` — Umpa Base Url (text)
  Optional text value.
  Default: `"https://umpa.genhealth.ai"`
- `scheduled_run_at` — Scheduled Run At (expression)
  Optional literal value or workflow expression.
- `fallback_run_at` — Fallback Run At (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `delivery` — Delivery
- `delivery_reason` — Delivery Reason
- `recipient_count` — Recipient Count
- `counts` — Counts
- `window_start` — Window Start
- `window_end` — Window End
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "source_workflow_id"
  ],
  "properties": {
    "recipients": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cutoff_time": {
      "type": "string",
      "default": "18:00",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "window_hours": {
      "type": "number",
      "default": 24,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "timezone_name": {
      "type": "string",
      "default": "America/New_York",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "umpa_base_url": {
      "type": "string",
      "default": "https://umpa.genhealth.ai",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fallback_run_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "scheduled_run_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "counts": {},
    "success": {},
    "delivery": {},
    "window_end": {},
    "window_start": {},
    "delivery_reason": {},
    "recipient_count": {}
  },
  "additionalProperties": true
}
```

---

# Hydrate Intake Reprocess Context

> Perform Hydrate Intake Reprocess Context through Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/intake/hydrate_canonical_intake_reprocess_context](https://genhealth.ai/docs/workflows/integrations/intake/hydrate_canonical_intake_reprocess_context)

Integration: [Intake](https://genhealth.ai/docs/workflows/integrations/intake.md)

- Handler: `hydrate_canonical_intake_reprocess_context`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Intake",
  "params": {},
  "handler": "hydrate_canonical_intake_reprocess_context"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_item` — Document Item
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_item": {}
  },
  "additionalProperties": true
}
```

---

# Medsender integration

> Build workflow automations with 4 public Medsender actions.

Source: [https://genhealth.ai/docs/workflows/integrations/medsender](https://genhealth.ai/docs/workflows/integrations/medsender)

## Available actions

4 actions. Connection types: medsender.

### [Download Document](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_download_document.md)

- Handler: `medsender_download_document`
- Connection type: `medsender`
- External effect: `write`
- Inputs: `file_token`, `max_retries`, `relogin_on_failure`, `max_retries_after_relogin`, `retries_before_failing`, `retry_delay_seconds`
- Outputs: `success`, `document_id`, `org_id`, `file_token`, `was_existing`, `skipped`, `documents`, `skipped_file_tokens`, `failure_category`, `error`

Perform Download Document through Medsender.

### [List Documents](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_list_documents.md)

- Handler: `medsender_list_documents`
- Connection type: `medsender`
- External effect: `read`
- Inputs: `fetch_all_pages`, `page`, `max_pages`, `page_size`, `sort_dir`
- Outputs: `success`, `documents`, `count`, `page`, `per_page`, `has_more`, `pages_fetched`, `scanned`, `error`

Perform List Documents through Medsender.

### [Mark Document Error](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_mark_document_error.md)

- Handler: `medsender_mark_document_error`
- Connection type: `medsender`
- External effect: `write`
- Inputs: `file_token`, `archived`
- Outputs: `success`, `changed`, `skipped`, `error`

Perform Mark Document Error through Medsender.

### [Mark Document Processed](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_mark_document_processed.md)

- Handler: `medsender_mark_document_processed`
- Connection type: `medsender`
- External effect: `write`
- Inputs: `file_token`, `archived`
- Outputs: `success`, `changed`, `skipped`, `documents`, `error`

Perform Mark Document Processed through Medsender.

---

# Download Document

> Perform Download Document through Medsender.

Source: [https://genhealth.ai/docs/workflows/integrations/medsender/medsender_download_document](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_download_document)

Integration: [Medsender](https://genhealth.ai/docs/workflows/integrations/medsender.md)

- Handler: `medsender_download_document`

- Connection type: `medsender`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Medsender",
  "params": {
    "max_retries": 2,
    "relogin_on_failure": false,
    "retry_delay_seconds": 60,
    "retries_before_failing": 0,
    "max_retries_after_relogin": 2
  },
  "handler": "medsender_download_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `file_token` — File Token (expression, required)
  Required literal value or workflow expression.
- `max_retries` — Max Retries (number)
  Optional numeric value.
  Default: `2`
- `relogin_on_failure` — Relogin On Failure (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_retries_after_relogin` — Max Retries After Relogin (number)
  Optional numeric value.
  Default: `2`
- `retries_before_failing` — Retries Before Failing (number)
  Optional numeric value.
  Default: `0`
- `retry_delay_seconds` — Retry Delay Seconds (number)
  Optional numeric value.
  Default: `60`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `org_id` — Org Id
- `file_token` — File Token
- `was_existing` — Was Existing
- `skipped` — Skipped
- `documents` — Documents
- `skipped_file_tokens` — Skipped File Tokens
- `failure_category` — Failure Category
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "file_token"
  ],
  "properties": {
    "file_token": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_retries": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "relogin_on_failure": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "retry_delay_seconds": {
      "type": "number",
      "default": 60,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "retries_before_failing": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_retries_after_relogin": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "org_id": {},
    "skipped": {},
    "success": {},
    "documents": {},
    "file_token": {},
    "document_id": {},
    "was_existing": {},
    "failure_category": {},
    "skipped_file_tokens": {}
  },
  "additionalProperties": true
}
```

---

# List Documents

> Perform List Documents through Medsender.

Source: [https://genhealth.ai/docs/workflows/integrations/medsender/medsender_list_documents](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_list_documents)

Integration: [Medsender](https://genhealth.ai/docs/workflows/integrations/medsender.md)

- Handler: `medsender_list_documents`

- Connection type: `medsender`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Medsender",
  "params": {
    "page": 1,
    "sort_dir": "desc",
    "max_pages": 20,
    "fetch_all_pages": true
  },
  "handler": "medsender_list_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fetch_all_pages` — Fetch All Pages (boolean)
  Optional true-or-false value.
  Default: `true`
- `page` — Page (number)
  Optional numeric value.
  Default: `1`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `20`
- `page_size` — Page Size (number)
  Optional numeric value.
- `sort_dir` — Sort Dir (select)
  Optional selected identifier or value.
  Default: `"desc"`
  Options: Newest First ("desc"), Oldest First ("asc")

## Outputs

- `success` — Success
- `documents` — Documents
- `count` — Count
- `page` — Page
- `per_page` — Per Page
- `has_more` — Has More
- `pages_fetched` — Pages Fetched
- `scanned` — Scanned
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "page": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sort_dir": {
      "enum": [
        "desc",
        "asc"
      ],
      "type": "string",
      "default": "desc",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "max_pages": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "fetch_all_pages": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "page": {},
    "count": {},
    "error": {},
    "scanned": {},
    "success": {},
    "has_more": {},
    "per_page": {},
    "documents": {},
    "pages_fetched": {}
  },
  "additionalProperties": true
}
```

---

# Mark Document Error

> Perform Mark Document Error through Medsender.

Source: [https://genhealth.ai/docs/workflows/integrations/medsender/medsender_mark_document_error](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_mark_document_error)

Integration: [Medsender](https://genhealth.ai/docs/workflows/integrations/medsender.md)

- Handler: `medsender_mark_document_error`

- Connection type: `medsender`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Medsender",
  "params": {
    "archived": false
  },
  "handler": "medsender_mark_document_error"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `file_token` — File Token (expression, required)
  Required literal value or workflow expression.
- `archived` — Archived (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `changed` — Changed
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "file_token"
  ],
  "properties": {
    "archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "file_token": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "changed": {},
    "skipped": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Mark Document Processed

> Perform Mark Document Processed through Medsender.

Source: [https://genhealth.ai/docs/workflows/integrations/medsender/medsender_mark_document_processed](https://genhealth.ai/docs/workflows/integrations/medsender/medsender_mark_document_processed)

Integration: [Medsender](https://genhealth.ai/docs/workflows/integrations/medsender.md)

- Handler: `medsender_mark_document_processed`

- Connection type: `medsender`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Medsender",
  "params": {
    "archived": false
  },
  "handler": "medsender_mark_document_processed"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `file_token` — File Token (expression, required)
  Required literal value or workflow expression.
- `archived` — Archived (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `changed` — Changed
- `skipped` — Skipped
- `documents` — Documents
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "file_token"
  ],
  "properties": {
    "archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "file_token": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "changed": {},
    "skipped": {},
    "success": {},
    "documents": {}
  },
  "additionalProperties": true
}
```

---

# ModMed integration

> Build workflow automations with 3 public ModMed actions.

Source: [https://genhealth.ai/docs/workflows/integrations/mod-med](https://genhealth.ai/docs/workflows/integrations/mod-med)

## Available actions

3 actions. Connection types: modmed.

### [Get Patient Details](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_get_patient_details.md)

- Handler: `modmed_get_patient_details`
- Connection type: `modmed`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `patient`, `patient_id`, `error`

Perform Get Patient Details through ModMed.

### [Search Patients](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_search_patients.md)

- Handler: `modmed_search_patients`
- Connection type: `modmed`
- External effect: `read`
- Inputs: `term`, `page_size`
- Outputs: `success`, `patients`, `count`, `error`

Perform Search Patients through ModMed.

### [Upload Attachment to Patient](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_upload_attachment_to_patient.md)

- Handler: `modmed_upload_attachment_to_patient`
- Connection type: `modmed`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `category_id`
- Outputs: `success`, `attachment_id`, `file_name`, `patient_id`, `error`

Perform Upload Attachment to Patient through ModMed.

---

# Get Patient Details

> Perform Get Patient Details through ModMed.

Source: [https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_get_patient_details](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_get_patient_details)

Integration: [ModMed](https://genhealth.ai/docs/workflows/integrations/mod-med.md)

- Handler: `modmed_get_patient_details`

- Connection type: `modmed`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ModMed",
  "params": {},
  "handler": "modmed_get_patient_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `patient` — Patient
- `patient_id` — Patient Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "patient": {},
    "success": {},
    "patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Search Patients

> Perform Search Patients through ModMed.

Source: [https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_search_patients](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_search_patients)

Integration: [ModMed](https://genhealth.ai/docs/workflows/integrations/mod-med.md)

- Handler: `modmed_search_patients`

- Connection type: `modmed`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ModMed",
  "params": {
    "page_size": 25
  },
  "handler": "modmed_search_patients"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `term` — Term (expression, required)
  Required literal value or workflow expression.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `25`

## Outputs

- `success` — Success
- `patients` — Patients
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "term"
  ],
  "properties": {
    "term": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "page_size": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "patients": {}
  },
  "additionalProperties": true
}
```

---

# Upload Attachment to Patient

> Perform Upload Attachment to Patient through ModMed.

Source: [https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_upload_attachment_to_patient](https://genhealth.ai/docs/workflows/integrations/mod-med/modmed_upload_attachment_to_patient)

Integration: [ModMed](https://genhealth.ai/docs/workflows/integrations/mod-med.md)

- Handler: `modmed_upload_attachment_to_patient`

- Connection type: `modmed`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ModMed",
  "params": {},
  "handler": "modmed_upload_attachment_to_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `category_id` — Category Id (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.

## Outputs

- `success` — Success
- `attachment_id` — Attachment Id
- `file_name` — File Name
- `patient_id` — Patient Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "document_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "category_id": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "file_name": {},
    "patient_id": {},
    "attachment_id": {}
  },
  "additionalProperties": true
}
```

---

# myCGS integration

> Build workflow automations with 3 public myCGS actions.

Source: [https://genhealth.ai/docs/workflows/integrations/my-cgs](https://genhealth.ai/docs/workflows/integrations/my-cgs)

## Available actions

3 actions. Connection types: mycgs.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_check_eligibility.md)

- Handler: `mycgs_check_eligibility`
- Connection type: `mycgs`
- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `member_id`, `medicare_id`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `as_of_date`, `jurisdiction`, `coverage_basis`, `fast_http_determination`, `persist_generated_pdf`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `status`, `skipped`, `is_eligible`, `portal`, `response_id`, `pdf_path`, `coverage_details`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_error`, `generated_pdf_error_message`, `error`, `error_message`, `lookup_error`

Perform Check Eligibility through myCGS.

### [Check Same/Similar](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_check_same_or_similar.md)

- Handler: `mycgs_check_same_or_similar`
- Connection type: `mycgs`
- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `soft_fail_portal_errors`, `member_id`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `as_of_date`, `lookup_mode`, `code_ranges`, `product_category`, `hcpcs_code`, `hcpcs_range_from`, `hcpcs_range_to`, `jurisdiction`, `fast_http_determination`, `persist_generated_pdf`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `status`, `skipped`, `has_same_or_similar`, `range_results`, `range_count`, `pdf_path`, `portal`, `hcpcs_range_from`, `hcpcs_range_to`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_error`, `generated_pdf_error_message`, `same_or_similar_error`, `same_or_similar_error_message`, `same_or_similar_soft_failed`, `error`, `error_message`

Perform Check Same/Similar through myCGS.

### [Keep Login Alive](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_keepalive.md)

- Handler: `mycgs_keepalive`
- Connection type: `mycgs`
- External effect: `write`
- Inputs: `enabled`, `skip_reason`, `jurisdiction`
- Outputs: `success`, `status`, `skipped`, `needs_human`, `portal`, `jurisdiction`, `logged_in_at`, `error`, `error_message`

Perform Keep Login Alive through myCGS.

---

# Check Eligibility

> Perform Check Eligibility through myCGS.

Source: [https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_check_eligibility](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_check_eligibility)

Integration: [myCGS](https://genhealth.ai/docs/workflows/integrations/my-cgs.md)

- Handler: `mycgs_check_eligibility`

- Connection type: `mycgs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "myCGS",
  "params": {
    "enabled": true,
    "jurisdiction": "C",
    "coverage_basis": "any",
    "generated_pdf_source": "mycgs_eligibility",
    "persist_generated_pdf": false,
    "fast_http_determination": true
  },
  "handler": "mycgs_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `medicare_id` — Medicare Id (expression)
  Optional literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (date, required)
  Required date in YYYY-MM-DD format.
- `as_of_date` — As Of Date (date)
  Optional date in YYYY-MM-DD format.
- `jurisdiction` — Jurisdiction (expression)
  Optional literal value or workflow expression.
  Default: `"C"`
- `coverage_basis` — Coverage Basis (select)
  Optional selected identifier or value.
  Default: `"any"`
  Options: Any active coverage (default) ("any"), Medicare Part B only ("part_b")
- `fast_http_determination` — Fast Http Determination (boolean)
  Optional true-or-false value.
  Default: `true`
- `persist_generated_pdf` — Persist Generated Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `generated_pdf_filename` — Generated Pdf Filename (expression)
  Optional literal value or workflow expression.
- `generated_pdf_source` — Generated Pdf Source (text)
  Optional text value.
  Default: `"mycgs_eligibility"`
- `generated_pdf_dedupe_key` — Generated Pdf Dedupe Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `skipped` — Skipped
- `is_eligible` — Is Eligible
- `portal` — Portal
- `response_id` — Response Id
- `pdf_path` — Pdf Path
- `coverage_details` — Coverage Details
- `generated_pdf_success` — Generated Pdf Success
- `generated_pdf_status` — Generated Pdf Status
- `generated_pdf_s3_key` — Generated Pdf S3 Key
- `generated_pdf_s3_uri` — Generated Pdf S3 Uri
- `generated_pdf_sha256` — Generated Pdf Sha256
- `generated_pdf_size` — Generated Pdf Size
- `generated_pdf_filename` — Generated Pdf Filename
- `generated_pdf_source` — Generated Pdf Source
- `generated_pdf_content_type` — Generated Pdf Content Type
- `generated_pdf_error` — Generated Pdf Error
- `generated_pdf_error_message` — Generated Pdf Error Message
- `error` — Error
- `error_message` — Error Message
- `lookup_error` — Lookup Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "patient_first_name",
    "patient_last_name",
    "patient_birth_date"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "medicare_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "jurisdiction": {
      "default": "C",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "coverage_basis": {
      "enum": [
        "any",
        "part_b"
      ],
      "type": "string",
      "default": "any",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_birth_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generated_pdf_source": {
      "type": "string",
      "default": "mycgs_eligibility",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "persist_generated_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generated_pdf_filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fast_http_determination": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generated_pdf_dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "portal": {},
    "status": {},
    "skipped": {},
    "success": {},
    "pdf_path": {},
    "is_eligible": {},
    "response_id": {},
    "lookup_error": {},
    "error_message": {},
    "coverage_details": {},
    "generated_pdf_size": {},
    "generated_pdf_error": {},
    "generated_pdf_s3_key": {},
    "generated_pdf_s3_uri": {},
    "generated_pdf_sha256": {},
    "generated_pdf_source": {},
    "generated_pdf_status": {},
    "generated_pdf_success": {},
    "generated_pdf_filename": {},
    "generated_pdf_content_type": {},
    "generated_pdf_error_message": {}
  },
  "additionalProperties": true
}
```

---

# Check Same/Similar

> Perform Check Same/Similar through myCGS.

Source: [https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_check_same_or_similar](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_check_same_or_similar)

Integration: [myCGS](https://genhealth.ai/docs/workflows/integrations/my-cgs.md)

- Handler: `mycgs_check_same_or_similar`

- Connection type: `mycgs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "myCGS",
  "params": {
    "enabled": true,
    "lookup_mode": "product_category",
    "jurisdiction": "C",
    "generated_pdf_source": "mycgs_same_or_similar",
    "persist_generated_pdf": false,
    "fast_http_determination": true,
    "soft_fail_portal_errors": false
  },
  "handler": "mycgs_check_same_or_similar"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.
- `soft_fail_portal_errors` — Soft Fail Portal Errors (boolean)
  Optional true-or-false value.
  Default: `false`
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (date, required)
  Required date in YYYY-MM-DD format.
- `as_of_date` — As Of Date (date)
  Optional date in YYYY-MM-DD format.
- `lookup_mode` — Lookup Mode (select)
  Optional selected identifier or value.
  Default: `"product_category"`
  Options: Product Category ("product_category"), HCPCS ("hcpcs"), HCPCS Range ("hcpcs_range")
- `code_ranges` — Code Ranges (expression)
  Optional literal value or workflow expression.
- `product_category` — Product Category (select)
  Optional selected identifier or value.
  Options: AFO/KAFO ("AFO/KAFO"), CANES AND CRUTCHES ("CANES AND CRUTCHES"), COLD THERAPY ("COLD THERAPY"), HOSPITAL BEDS ("HOSPITAL BEDS"), KNEE ORTHOSES ("KNEE ORTHOSES"), LYMPHEDEMA COMPRESSION TREATMENT ("LYMPHEDEMA COMPRESSION TREATMENT"), NEGATIVE PRESSURE WOUND THERAPY ("NEGATIVE PRESSURE WOUND THERAPY"), OXYGEN AND OXYGEN EQUIPMENT ("OXYGEN AND OXYGEN EQUIPMENT"), POSITIVE AIRWAY (PAP) DEVICES ("POSITIVE AIRWAY (PAP) DEVICES"), SEAT LIFT MECHANISM ("SEAT LIFT MECHANISM"), SUPPORT SURFACES ("SUPPORT SURFACES"), TRANSCUTANEOUS ELECTRICAL NERVE STIMULATORS ("TRANSCUTANEOUS ELECTRICAL NERVE STIMULATORS"), WALKERS ("WALKERS"), WHEELCHAIRS ("WHEELCHAIRS")
- `hcpcs_code` — Hcpcs Code (expression)
  Optional literal value or workflow expression.
- `hcpcs_range_from` — Hcpcs Range From (expression)
  Optional literal value or workflow expression.
- `hcpcs_range_to` — Hcpcs Range To (expression)
  Optional literal value or workflow expression.
- `jurisdiction` — Jurisdiction (expression)
  Optional literal value or workflow expression.
  Default: `"C"`
- `fast_http_determination` — Fast Http Determination (boolean)
  Optional true-or-false value.
  Default: `true`
- `persist_generated_pdf` — Persist Generated Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `generated_pdf_filename` — Generated Pdf Filename (expression)
  Optional literal value or workflow expression.
- `generated_pdf_source` — Generated Pdf Source (text)
  Optional text value.
  Default: `"mycgs_same_or_similar"`
- `generated_pdf_dedupe_key` — Generated Pdf Dedupe Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `skipped` — Skipped
- `has_same_or_similar` — Has Same Or Similar
- `range_results` — Range Results
- `range_count` — Range Count
- `pdf_path` — Pdf Path
- `portal` — Portal
- `hcpcs_range_from` — Hcpcs Range From
- `hcpcs_range_to` — Hcpcs Range To
- `generated_pdf_success` — Generated Pdf Success
- `generated_pdf_status` — Generated Pdf Status
- `generated_pdf_s3_key` — Generated Pdf S3 Key
- `generated_pdf_s3_uri` — Generated Pdf S3 Uri
- `generated_pdf_sha256` — Generated Pdf Sha256
- `generated_pdf_size` — Generated Pdf Size
- `generated_pdf_filename` — Generated Pdf Filename
- `generated_pdf_source` — Generated Pdf Source
- `generated_pdf_content_type` — Generated Pdf Content Type
- `generated_pdf_error` — Generated Pdf Error
- `generated_pdf_error_message` — Generated Pdf Error Message
- `same_or_similar_error` — Same Or Similar Error
- `same_or_similar_error_message` — Same Or Similar Error Message
- `same_or_similar_soft_failed` — Same Or Similar Soft Failed
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "patient_first_name",
    "patient_last_name",
    "patient_birth_date"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "hcpcs_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "code_ranges": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lookup_mode": {
      "enum": [
        "product_category",
        "hcpcs",
        "hcpcs_range"
      ],
      "type": "string",
      "default": "product_category",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "jurisdiction": {
      "default": "C",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hcpcs_range_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hcpcs_range_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "product_category": {
      "enum": [
        "AFO/KAFO",
        "CANES AND CRUTCHES",
        "COLD THERAPY",
        "HOSPITAL BEDS",
        "KNEE ORTHOSES",
        "LYMPHEDEMA COMPRESSION TREATMENT",
        "NEGATIVE PRESSURE WOUND THERAPY",
        "OXYGEN AND OXYGEN EQUIPMENT",
        "POSITIVE AIRWAY (PAP) DEVICES",
        "SEAT LIFT MECHANISM",
        "SUPPORT SURFACES",
        "TRANSCUTANEOUS ELECTRICAL NERVE STIMULATORS",
        "WALKERS",
        "WHEELCHAIRS"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_birth_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generated_pdf_source": {
      "type": "string",
      "default": "mycgs_same_or_similar",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "persist_generated_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generated_pdf_filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fast_http_determination": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "soft_fail_portal_errors": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generated_pdf_dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "portal": {},
    "status": {},
    "skipped": {},
    "success": {},
    "pdf_path": {},
    "range_count": {},
    "error_message": {},
    "range_results": {},
    "hcpcs_range_to": {},
    "hcpcs_range_from": {},
    "generated_pdf_size": {},
    "generated_pdf_error": {},
    "has_same_or_similar": {},
    "generated_pdf_s3_key": {},
    "generated_pdf_s3_uri": {},
    "generated_pdf_sha256": {},
    "generated_pdf_source": {},
    "generated_pdf_status": {},
    "generated_pdf_success": {},
    "same_or_similar_error": {},
    "generated_pdf_filename": {},
    "generated_pdf_content_type": {},
    "generated_pdf_error_message": {},
    "same_or_similar_soft_failed": {},
    "same_or_similar_error_message": {}
  },
  "additionalProperties": true
}
```

---

# Keep Login Alive

> Perform Keep Login Alive through myCGS.

Source: [https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_keepalive](https://genhealth.ai/docs/workflows/integrations/my-cgs/mycgs_keepalive)

Integration: [myCGS](https://genhealth.ai/docs/workflows/integrations/my-cgs.md)

- Handler: `mycgs_keepalive`

- Connection type: `mycgs`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "myCGS",
  "params": {
    "enabled": true,
    "jurisdiction": "C"
  },
  "handler": "mycgs_keepalive"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.
- `jurisdiction` — Jurisdiction (expression)
  Optional literal value or workflow expression.
  Default: `"C"`

## Outputs

- `success` — Success
- `status` — Status
- `skipped` — Skipped
- `needs_human` — Needs Human
- `portal` — Portal
- `jurisdiction` — Jurisdiction
- `logged_in_at` — Logged In At
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "jurisdiction": {
      "default": "C",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "portal": {},
    "status": {},
    "skipped": {},
    "success": {},
    "needs_human": {},
    "jurisdiction": {},
    "logged_in_at": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# MyForms integration

> Build workflow automations with 93 public MyForms actions.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms](https://genhealth.ai/docs/workflows/integrations/my-forms)

## Available actions

93 actions. Connection types: None required.

### [Add Workflow Diagnosis Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_diagnosis_batches.md)

- Handler: `myforms_add_workflow_diagnosis_batches`

- External effect: `write`
- Inputs: `diagnosis_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `added_count`, `failed_count`, `error_message`

Perform Add Workflow Diagnosis Batches through MyForms.

### [Add Workflow Item Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_item_batches.md)

- Handler: `myforms_add_workflow_item_batches`

- External effect: `write`
- Inputs: `item_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `added_count`, `failed_count`, `error_message`

Perform Add Workflow Item Batches through MyForms.

### [Add Workflow Note](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_note.md)

- Handler: `myforms_add_workflow_note`

- External effect: `write`
- Inputs: `workflow_id`, `note`, `is_sticky`, `category`, `timeout_seconds`
- Outputs: `success`, `note_added`, `error_message`

Perform Add Workflow Note through MyForms.

### [Add Workflow Notes](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_notes.md)

- Handler: `myforms_add_workflow_notes`

- External effect: `write`
- Inputs: `notes`, `timeout_seconds`
- Outputs: `success`, `results`, `added_count`, `failed_count`, `error_message`

Perform Add Workflow Notes through MyForms.

### [Capture Work State](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_capture_workstate.md)

- Handler: `intake_capture_workstate`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`

Perform Capture Work State through MyForms.

### [Capture Work State](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_capture_workstate.md)

- Handler: `myforms_capture_workstate`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`

Perform Capture Work State through MyForms.

### [Change Workflow Branch Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_change_workflow_branch_batches.md)

- Handler: `myforms_change_workflow_branch_batches`

- External effect: `write`
- Inputs: `branch_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `changed_count`, `failed_count`, `error_message`

Perform Change Workflow Branch Batches through MyForms.

### [Change Workflow Status Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_change_workflow_status_batches.md)

- Handler: `myforms_change_workflow_status_batches`

- External effect: `write`
- Inputs: `status_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `changed_count`, `failed_count`, `error_message`

Perform Change Workflow Status Batches through MyForms.

### [Check Blocker Tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_blocker_tasks.md)

- Handler: `intake_check_blocker_tasks`

- External effect: `write`
- Inputs: `context_payload`, `account_key`

Perform Check Blocker Tasks through MyForms.

### [Check Blocker Tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_blocker_tasks.md)

- Handler: `myforms_check_blocker_tasks`

- External effect: `write`
- Inputs: `context_payload`, `account_key`

Perform Check Blocker Tasks through MyForms.

### [Check Document Readiness](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_document_readiness.md)

- Handler: `myforms_check_document_readiness`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `physician_docs`, `fax_purpose`, `doc_created_at`, `document_readiness`, `local_patient_id`, `dry_run`

Perform Check Document Readiness through MyForms.

### [Check Existing Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_existing_documents.md)

- Handler: `intake_check_existing_documents`

- External effect: `write`
- Inputs: `context_payload`, `account_key`, `blocker_payload`

Perform Check Existing Documents through MyForms.

### [Check Existing Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_existing_documents.md)

- Handler: `myforms_check_existing_documents`

- External effect: `write`
- Inputs: `context_payload`, `account_key`, `blocker_payload`

Perform Check Existing Documents through MyForms.

### [Check Follow-Up Response](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_follow_up_response.md)

- Handler: `myforms_check_follow_up_response`

- External effect: `write`
- Inputs: `context_payload`, `task_payload`

Perform Check Follow-Up Response through MyForms.

### [Check Follow-Up Task](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_follow_up_task.md)

- Handler: `myforms_check_follow_up_task`

- External effect: `write`
- Inputs: `context_payload`, `task_name`, `failure_task_name`

Perform Check Follow-Up Task through MyForms.

### [Check Intake Document Readiness](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_document_readiness.md)

- Handler: `intake_check_document_readiness`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `physician_docs`, `doc_created_at`, `document_readiness`, `local_patient_id`, `account_key`, `dry_run`

Perform Check Intake Document Readiness through MyForms.

### [Check Workflow Diagnosis Absence Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_workflow_diagnosis_absence_batches.md)

- Handler: `myforms_check_workflow_diagnosis_absence_batches`

- External effect: `write`
- Inputs: `guard_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `verified_count`, `failed_count`, `error_message`

Perform Check Workflow Diagnosis Absence Batches through MyForms.

### [Classify Document Outcome](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_classify_document_outcome.md)

- Handler: `intake_classify_document_outcome`

- External effect: `write`
- Inputs: `send_payload`, `verification_payload`

Perform Classify Document Outcome through MyForms.

### [Collect Monthly Workflow Report](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_monthly_workflow_report.md)

- Handler: `myforms_monthly_workflow_report`

- External effect: `read`
- Inputs: `report_anchor_date`, `report_month`, `timezone_name`, `account_key`, `workflow_template`, `workflow_template_id`, `include_deidentified_rows`, `max_csv_bytes`, `max_rows`
- Outputs: `success`, `report_period`, `total`, `status_counts`, `completed_count`, `average_turnaround_days`, `median_turnaround_days`, `rows`, `error`

Perform Collect Monthly Workflow Report through MyForms.

### [Complete Order Task Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_complete_order_task_batches.md)

- Handler: `myforms_complete_order_task_batches`

- External effect: `write`
- Inputs: `task_batches`, `status`, `timeout_seconds`
- Outputs: `success`, `results`, `completed_count`, `error_message`

Perform Complete Order Task Batches through MyForms.

### [Complete Order Tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_complete_order_tasks.md)

- Handler: `myforms_complete_order_tasks`

- External effect: `write`
- Inputs: `workflow_id`, `task_names`, `status`, `timeout_seconds`
- Outputs: `success`, `completed_tasks`, `completed_count`, `error_message`

Perform Complete Order Tasks through MyForms.

### [Create Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_documents.md)

- Handler: `myforms_create_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `local_patient_id`, `skip_doc_creation`, `dry_run`

Perform Create Documents through MyForms.

### [Create Facility Document Manual Handoff](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_facility_document_manual_handoff.md)

- Handler: `myforms_create_facility_document_manual_handoff`

- External effect: `write`
- Inputs: `order_id`, `failure_stage`, `account_key`, `dry_run`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Create Facility Document Manual Handoff through MyForms.

### [Create Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_insurance_policy_batches.md)

- Handler: `myforms_create_insurance_policy_batches`

- External effect: `write`
- Inputs: `insurance_policy_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `created_count`, `failed_count`, `error_message`

Perform Create Insurance Policy Batches through MyForms.

### [Create Intake Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_create_documents.md)

- Handler: `intake_create_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `local_patient_id`, `account_key`, `skip_doc_creation`, `dry_run`

Perform Create Intake Documents through MyForms.

### [Create Sales Order Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_sales_order_batches.md)

- Handler: `myforms_create_sales_order_batches`

- External effect: `write`
- Inputs: `sales_order_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `created_count`, `failed_count`, `error_message`

Perform Create Sales Order Batches through MyForms.

### [Create Workflow Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_workflow_batches.md)

- Handler: `myforms_create_workflow_batches`

- External effect: `write`
- Inputs: `workflow_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `created_count`, `failed_count`, `error_message`

Perform Create Workflow Batches through MyForms.

### [Delete Inbox Message](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_delete_inbox_message.md)

- Handler: `myforms_delete_inbox_message`

- External effect: `write`
- Inputs: `delete_request`, `timeout_seconds`
- Outputs: `success`, `deleted`, `skipped`, `error_message`

Perform Delete Inbox Message through MyForms.

### [Dispatch Guarded MyForms Intake](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_dispatch_guarded_intake.md)

- Handler: `myforms_dispatch_guarded_intake`

- External effect: `write`
- Inputs: `workflow_key`, `max_messages`, `delete_source_when_safe`
- Outputs: `success`, `event_id`, `event_name`, `workflow_key`, `max_messages`, `dry_run`, `error`

Perform Dispatch Guarded MyForms Intake through MyForms.

### [Ensure Facility Document Attached](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_ensure_facility_document_attached.md)

- Handler: `myforms_ensure_facility_document_attached`

- External effect: `write`
- Inputs: `order_id`, `retry_context`, `doc_created_at`, `account_key`, `dry_run`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Ensure Facility Document Attached through MyForms.

### [Finalize Intake Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_finalize_documents.md)

- Handler: `intake_finalize_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `ordering_doctor`, `dos`, `local_patient_id`, `account_key`, `extra_params`, `skip_doc_creation`, `dry_run`
- Outputs: `deferred_fax`

Perform Finalize Intake Documents through MyForms.

### [Import Intake Order Data](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_import_order_data.md)

- Handler: `intake_import_order_data`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `dry_run`

Perform Import Intake Order Data through MyForms.

### [Import Order Data](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_import_order_data.md)

- Handler: `myforms_import_order_data`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `dry_run`

Perform Import Order Data through MyForms.

### [List Client Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_list_client_insurance_policy_batches.md)

- Handler: `myforms_list_client_insurance_policy_batches`

- External effect: `read`
- Inputs: `policy_read_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `read_count`, `failed_count`, `error_message`

Perform List Client Insurance Policy Batches through MyForms.

### [List Workflow Fax Requests](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_list_workflow_fax_request_batches.md)

- Handler: `myforms_list_workflow_fax_request_batches`

- External effect: `read`
- Inputs: `workflow_ids`, `timeout_seconds`
- Outputs: `success`, `results`, `request_count`, `error_message`

Perform List Workflow Fax Requests through MyForms.

### [Merge Superseded Source Cleanup](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_merge_superseded_source_cleanup.md)

- Handler: `intake_merge_superseded_source_cleanup`

- External effect: `write`
- Inputs: `superseded_source_cleanup_context`, `delete_result`
- Outputs: `success`, `superseded_source_cleanup_context`, `execution_summary`, `side_effect_ledger`, `manual_review_required`, `error`, `failure_category`

Perform Merge Superseded Source Cleanup through MyForms.

### [Prepare Follow-Up Fax Payload](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_prepare_subsequent_fax_payload.md)

- Handler: `intake_prepare_subsequent_fax_payload`

- External effect: `write`
- Inputs: `context_payload`, `dedup_payload`

Perform Prepare Follow-Up Fax Payload through MyForms.

### [Prepare Follow-Up Fax Payload](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_prepare_follow_up_fax_payload.md)

- Handler: `myforms_prepare_follow_up_fax_payload`

- External effect: `write`
- Inputs: `context_payload`, `dedup_payload`

Perform Prepare Follow-Up Fax Payload through MyForms.

### [Prepare Superseded Source Cleanup](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_prepare_superseded_source_cleanup.md)

- Handler: `intake_prepare_superseded_source_cleanup`

- External effect: `write`
- Inputs: `case_payload`, `order_change_match_context`, `source_cleanup_context`
- Outputs: `success`, `delete_request`, `superseded_source_cleanup_context`, `execution_summary`, `side_effect_ledger`, `manual_review_required`, `error`, `failure_category`

Perform Prepare Superseded Source Cleanup through MyForms.

### [Push Document Batches to BDM](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_push_document_batches_to_bdm.md)

- Handler: `myforms_push_document_batches_to_bdm`

- External effect: `write`
- Inputs: `document_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `succeeded_count`, `failed_count`, `error_message`

Perform Push Document Batches to BDM through MyForms.

### [Push Documents to BDM](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_push_documents_to_bdm.md)

- Handler: `myforms_push_documents_to_bdm`

- External effect: `write`
- Inputs: `workflow_id`, `document_ids`, `timeout_seconds`
- Outputs: `success`, `pushed`, `document_ids`, `error_message`

Perform Push Documents to BDM through MyForms.

### [Read Selected Ordering Physician Contacts](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_selected_ordering_physician_contact_batches.md)

- Handler: `myforms_read_selected_ordering_physician_contact_batches`

- External effect: `read`
- Inputs: `workflow_ids`, `timeout_seconds`
- Outputs: `success`, `results`, `contact_count`, `error_message`

Perform Read Selected Ordering Physician Contacts through MyForms.

### [Read Send-Fax Defaults](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_send_fax_defaults.md)

- Handler: `myforms_read_send_fax_defaults`

- External effect: `read`
- Inputs: `workflow_id`, `document_ids`, `timeout_seconds`
- Outputs: `success`, `defaults`, `cover_sheet_titles`, `error_message`

Perform Read Send-Fax Defaults through MyForms.

### [Read Workflow Note](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_read_workflow_note.md)

- Handler: `intake_read_workflow_note`

- External effect: `read`
- Inputs: `context_payload`, `account_key`, `blocker_payload`, `document_payload`

Perform Read Workflow Note through MyForms.

### [Read Workflow Note](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_workflow_note.md)

- Handler: `myforms_read_workflow_note`

- External effect: `read`
- Inputs: `context_payload`, `account_key`, `blocker_payload`, `document_payload`

Perform Read Workflow Note through MyForms.

### [Refresh Client Data From Brightree Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_client_data_from_brightree_batches.md)

- Handler: `myforms_refresh_client_data_from_brightree_batches`

- External effect: `write`
- Inputs: `client_refresh_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `refreshed_count`, `failed_count`, `error_message`

Perform Refresh Client Data From Brightree Batches through MyForms.

### [Refresh Order Data](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_refresh_order_data.md)

- Handler: `intake_refresh_order_data`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `ordering_doctor`, `account_key`, `dry_run`

Perform Refresh Order Data through MyForms.

### [Refresh Order Data](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_order_data.md)

- Handler: `myforms_refresh_order_data`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `ordering_doctor`, `dry_run`

Perform Refresh Order Data through MyForms.

### [Refresh Workflow Data From Brightree Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_workflow_data_from_brightree_batches.md)

- Handler: `myforms_refresh_workflow_data_from_brightree_batches`

- External effect: `write`
- Inputs: `refresh_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `refreshed_count`, `failed_count`, `error_message`

Perform Refresh Workflow Data From Brightree Batches through MyForms.

### [Resend Failed Facility Document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_resend_failed_facility_document.md)

- Handler: `myforms_resend_failed_facility_document`

- External effect: `write`
- Inputs: `retry_context`, `verification_payload`, `account_key`, `dry_run`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Resend Failed Facility Document through MyForms.

### [Resolve Delivery State](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_resolve_delivery_state.md)

- Handler: `intake_resolve_delivery_state`

- External effect: `read`
- Inputs: `context_payload`, `account_key`, `blocker_payload`, `document_payload`, `note_payload`, `classification_payload`

Perform Resolve Delivery State through MyForms.

### [Resolve Delivery State](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_resolve_delivery_state.md)

- Handler: `myforms_resolve_delivery_state`

- External effect: `read`
- Inputs: `context_payload`, `account_key`, `blocker_payload`, `document_payload`, `note_payload`, `classification_payload`

Perform Resolve Delivery State through MyForms.

### [Select Facility Document Candidates](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_facility_document_candidates.md)

- Handler: `myforms_select_facility_document_candidates`

- External effect: `write`
- Inputs: `account_key`, `from_date`, `max_candidates`, `dry_run`, `trigger_payload`
- Outputs: `success`, `items`, `candidate_count`, `source_rows_scanned`, `handled_skipped`, `pending_retry_skipped`, `unreadable_skipped`, `max_candidates`, `dry_run`, `account_key`, `from_date`, `error`

Perform Select Facility Document Candidates through MyForms.

### [Select Workflow Clinician Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_workflow_clinician_batches.md)

- Handler: `myforms_select_workflow_clinician_batches`

- External effect: `write`
- Inputs: `clinician_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `selected_count`, `failed_count`, `error_message`

Perform Select Workflow Clinician Batches through MyForms.

### [Select Workflow Physician Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_workflow_physician_batches.md)

- Handler: `myforms_select_workflow_physician_batches`

- External effect: `write`
- Inputs: `physician_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `selected_count`, `failed_count`, `error_message`

Perform Select Workflow Physician Batches through MyForms.

### [Send Deferred Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_deferred_fax.md)

- Handler: `intake_send_deferred_fax`

- External effect: `write`
- Inputs: `retry_context`, `document_readiness`, `account_key`, `dry_run`

Perform Send Deferred Fax through MyForms.

### [Send Deferred Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_deferred_fax.md)

- Handler: `myforms_send_deferred_fax`

- External effect: `write`
- Inputs: `retry_context`, `document_readiness`, `account_key`, `dry_run`

Perform Send Deferred Fax through MyForms.

### [Send Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_documents.md)

- Handler: `myforms_send_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `physician_docs`, `doc_created_at`, `document_readiness`, `local_patient_id`, `dry_run`

Perform Send Documents through MyForms.

### [Send Facility Document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_facility_document.md)

- Handler: `myforms_send_facility_document`

- External effect: `write`
- Inputs: `order_id`, `patient_id`, `patient_state`, `workflow_number`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Send Facility Document through MyForms.

### [Send Follow-Up Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_subsequent_fax.md)

- Handler: `intake_send_subsequent_fax`

- External effect: `write`
- Inputs: `context_payload`, `fax_payload`

Perform Send Follow-Up Fax through MyForms.

### [Send Follow-Up Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_follow_up_fax.md)

- Handler: `myforms_send_follow_up_fax`

- External effect: `write`
- Inputs: `context_payload`, `fax_payload`

Perform Send Follow-Up Fax through MyForms.

### [Send Intake Documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_documents.md)

- Handler: `intake_send_documents`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `physician_docs`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`

Perform Send Intake Documents through MyForms.

### [Send Secure Document Request Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_secure_document_request_batches.md)

- Handler: `myforms_send_secure_document_request_batches`

- External effect: `write`
- Inputs: `secure_document_requests`, `max_attempts`, `retry_interval_seconds`, `timeout_seconds`
- Outputs: `success`, `results`, `sent_count`, `failed_count`, `error_message`

Perform Send Secure Document Request Batches through MyForms.

### [Send Workflow Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_workflow_fax.md)

- Handler: `myforms_send_workflow_fax`

- External effect: `write`
- Inputs: `workflow_id`, `document_ids`, `recipient_name`, `recipient_fax_number`, `recipient_phone_number`, `cover_sheet_title`, `cover_sheet_id`, `notes_html`, `fax_number_id`, `timeout_seconds`
- Outputs: `success`, `sent`, `document_ids`, `error_message`

Perform Send Workflow Fax through MyForms.

### [Send Workflow Fax Batch](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_workflow_fax_batch.md)

- Handler: `myforms_send_workflow_fax_batch`

- External effect: `write`
- Inputs: `fax_jobs`, `timeout_seconds`
- Outputs: `success`, `results`, `sent_count`, `failed_count`, `error_message`

Perform Send Workflow Fax Batch through MyForms.

### [Set Service Date](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_set_service_date.md)

- Handler: `intake_set_service_date`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `dos`, `account_key`, `dry_run`

Perform Set Service Date through MyForms.

### [Set Service Date](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_set_service_date.md)

- Handler: `myforms_set_service_date`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `dos`, `dry_run`

Perform Set Service Date through MyForms.

### [Set Workflow Facility Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_facility_batches.md)

- Handler: `myforms_add_workflow_facility_batches`

- External effect: `write`
- Inputs: `facility_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `added_count`, `failed_count`, `error_message`

Perform Set Workflow Facility Batches through MyForms.

### [Set Workflow Marketing Rep Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_set_workflow_marketing_rep_batches.md)

- Handler: `myforms_set_workflow_marketing_rep_batches`

- External effect: `write`
- Inputs: `marketing_rep_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `set_count`, `failed_count`, `error_message`

Perform Set Workflow Marketing Rep Batches through MyForms.

### [Submit Workflow Page Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_page_batches.md)

- Handler: `myforms_submit_workflow_page_batches`

- External effect: `write`
- Inputs: `page_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `submitted_count`, `failed_count`, `error_message`

Perform Submit Workflow Page Batches through MyForms.

### [Submit Workflow Pages](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_pages.md)

- Handler: `myforms_submit_workflow_pages`

- External effect: `write`
- Inputs: `workflow_id`, `client_id`, `attachment_id`, `document_name`, `page_numbers`, `timeout_seconds`
- Outputs: `success`, `document_id`, `page_numbers`, `error_message`

Perform Submit Workflow Pages through MyForms.

### [Submit Workflow to Document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_to_document.md)

- Handler: `myforms_submit_workflow_to_document`

- External effect: `write`
- Inputs: `workflow_id`, `client_id`, `attachment_id`, `document_id`, `page_number`, `timeout_seconds`
- Outputs: `success`, `document_id`, `page_number`, `error_message`

Perform Submit Workflow to Document through MyForms.

### [Sync Ordering Physician](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_sync_ordering_physician.md)

- Handler: `intake_sync_ordering_physician`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `client_id`, `ordering_doctor`, `account_key`, `dry_run`

Perform Sync Ordering Physician through MyForms.

### [Sync Ordering Physician](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_sync_ordering_physician.md)

- Handler: `myforms_sync_ordering_physician`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `client_id`, `ordering_doctor`, `dry_run`

Perform Sync Ordering Physician through MyForms.

### [Update Client Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_client_insurance_policy_batches.md)

- Handler: `myforms_update_client_insurance_policy_batches`

- External effect: `write`
- Inputs: `policy_update_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Update Client Insurance Policy Batches through MyForms.

### [Update ETS Benefit Form Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_ets_benefit_form_batches.md)

- Handler: `myforms_update_ets_benefit_form_batches`

- External effect: `write`
- Inputs: `ets_form_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `skipped_count`, `failed_count`, `error_message`

Perform Update ETS Benefit Form Batches through MyForms.

### [Update Patient Info Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_patient_info_batches.md)

- Handler: `myforms_update_patient_info_batches`

- External effect: `write`
- Inputs: `patient_info_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Update Patient Info Batches through MyForms.

### [Update Service Confirmation Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_service_confirmation_batches.md)

- Handler: `myforms_update_service_confirmation_batches`

- External effect: `write`
- Inputs: `service_confirmation_batches`, `retry_delays_seconds`, `not_found_max_document_loads`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `not_found_count`, `failed_count`, `error_message`

Perform Update Service Confirmation Batches through MyForms.

### [Update Workflow Date Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_date_batches.md)

- Handler: `myforms_update_workflow_date_batches`

- External effect: `write`
- Inputs: `date_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Update Workflow Date Batches through MyForms.

### [Update Workflow Task Batches with Verification](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_task_batches_with_verification.md)

- Handler: `myforms_update_workflow_task_batches_with_verification`

- External effect: `write`
- Inputs: `task_batches`, `status`, `timeout_seconds`
- Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message`

Perform Update Workflow Task Batches with Verification through MyForms.

### [Update Workflow Tasks with Verification](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_tasks_with_verification.md)

- Handler: `myforms_update_workflow_tasks_with_verification`

- External effect: `write`
- Inputs: `workflow_id`, `task_names`, `status`, `defer_until_active`, `require_all_requested_names`, `timeout_seconds`
- Outputs: `success`, `updated_names`, `missing_names`, `state_advance_failed`, `deferred`, `error_message`

Perform Update Workflow Tasks with Verification through MyForms.

### [Upload Workflow Generated PDF Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_generated_pdf_batches.md)

- Handler: `myforms_upload_workflow_generated_pdf_batches`

- External effect: `write`
- Inputs: `pdf_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `uploaded_count`, `failed_count`, `error_message`

Perform Upload Workflow Generated PDF Batches through MyForms.

### [Upload Workflow PDF](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_pdf.md)

- Handler: `myforms_upload_workflow_pdf`

- External effect: `write`
- Inputs: `workflow_id`, `document_kind`, `pdf_base64`, `filename`, `document_template_id`, `document_title`, `timeout_seconds`
- Outputs: `success`, `uploaded`, `document_id`, `error_message`

Perform Upload Workflow PDF through MyForms.

### [Upload Workflow PDF Batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_pdf_batches.md)

- Handler: `myforms_upload_workflow_pdf_batches`

- External effect: `write`
- Inputs: `pdf_batches`, `timeout_seconds`
- Outputs: `success`, `results`, `uploaded_count`, `failed_count`, `error_message`

Perform Upload Workflow PDF Batches through MyForms.

### [Validate Facility Document Candidate](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_validate_facility_document_candidate.md)

- Handler: `myforms_validate_facility_document_candidate`

- External effect: `write`
- Inputs: `candidate`
- Outputs: `success`, `eligible`, `skipped`, `skip_reason`, `order_id`, `workflow_number`, `workflow_template`, `workflow_template_id`, `workflow_state_id`, `workflow_state_name`, `patient_id`, `patient_state`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`, `error`

Perform Validate Facility Document Candidate through MyForms.

### [Verify Deferred Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_deferred_fax.md)

- Handler: `intake_verify_deferred_fax`

- External effect: `write`
- Inputs: `retry_context`, `send_payload`, `account_key`, `dry_run`

Perform Verify Deferred Fax through MyForms.

### [Verify Deferred Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_deferred_fax.md)

- Handler: `myforms_verify_deferred_fax`

- External effect: `write`
- Inputs: `retry_context`, `send_payload`, `account_key`, `dry_run`
- Outputs: `success`, `resolved`, `fax_verified`, `fax_verification_pending`, `fax_verification_outcome`, `resend_required`, `fax_attempt`, `deferred_fax`, `error`

Perform Verify Deferred Fax through MyForms.

### [Verify Facility Document Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_facility_document_fax.md)

- Handler: `myforms_verify_facility_document_fax`

- External effect: `write`
- Inputs: `order_id`, `patient_id`, `patient_state`, `workflow_number`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`, `send_payload`
- Outputs: `success`, `outcome`, `fax_purpose`, `fax_attempt`, `fax_submitted`, `resend_required`, `document_ids`, `fax_submitted_at`, `deferred_fax`, `task_status`, `attachment_ready`, `attachment_status`, `attachment_failure_reason`, `attached_now`, `retry_context`, `doc_created_at`, `error`

Perform Verify Facility Document Fax through MyForms.

### [Verify Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_fax.md)

- Handler: `myforms_verify_fax`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `account_key`, `send_payload`, `document_ids`, `physician_docs`, `doc_created_at`, `local_patient_id`, `dry_run`

Perform Verify Fax through MyForms.

### [Verify First Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_first_fax.md)

- Handler: `intake_verify_first_fax`

- External effect: `write`
- Inputs: `order_id`, `workflow_number`, `patient_id`, `patient_state`, `send_payload`, `document_ids`, `physician_docs`, `doc_created_at`, `local_patient_id`, `account_key`, `dry_run`

Perform Verify First Fax through MyForms.

### [Verify Follow-Up Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_subsequent_fax.md)

- Handler: `intake_verify_subsequent_fax`

- External effect: `write`
- Inputs: `context_payload`, `send_payload`

Perform Verify Follow-Up Fax through MyForms.

### [Verify Follow-Up Fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_follow_up_fax.md)

- Handler: `myforms_verify_follow_up_fax`

- External effect: `write`
- Inputs: `context_payload`, `send_payload`

Perform Verify Follow-Up Fax through MyForms.

### [Verify Follow-Up Fax Backlog](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_follow_up_fax_backlog.md)

- Handler: `myforms_verify_follow_up_fax_backlog`

- External effect: `write`
- Inputs: `selection_payload`, `account_key`

Perform Verify Follow-Up Fax Backlog through MyForms.

---

# Add Workflow Diagnosis Batches

> Perform Add Workflow Diagnosis Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_diagnosis_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_diagnosis_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_add_workflow_diagnosis_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_add_workflow_diagnosis_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `diagnosis_batches` — Diagnosis Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `added_count` — Added Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "diagnosis_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "diagnosis_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "added_count": {},
    "failed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Add Workflow Item Batches

> Perform Add Workflow Item Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_item_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_item_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_add_workflow_item_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_add_workflow_item_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `item_batches` — Item Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `added_count` — Added Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "item_batches"
  ],
  "properties": {
    "item_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "added_count": {},
    "failed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Add Workflow Note

> Perform Add Workflow Note through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_note](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_note)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_add_workflow_note`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "category": "Patient Notes",
    "is_sticky": false,
    "timeout_seconds": 180
  },
  "handler": "myforms_add_workflow_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `note` — Note (textarea, required)
  Required text value.
- `is_sticky` — Is Sticky (boolean)
  Optional true-or-false value.
  Default: `false`
- `category` — Category (text)
  Optional text value.
  Default: `"Patient Notes"`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `note_added` — Note Added
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id",
    "note"
  ],
  "properties": {
    "note": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "category": {
      "type": "string",
      "default": "Patient Notes",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "is_sticky": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "note_added": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Add Workflow Notes

> Perform Add Workflow Notes through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_notes](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_notes)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_add_workflow_notes`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_add_workflow_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `notes` — Notes (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `added_count` — Added Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "notes"
  ],
  "properties": {
    "notes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "added_count": {},
    "failed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Capture Work State

> Perform Capture Work State through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_capture_workstate](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_capture_workstate)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_capture_workstate`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_capture_workstate"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Capture Work State

> Perform Capture Work State through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_capture_workstate](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_capture_workstate)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_capture_workstate`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_capture_workstate"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Change Workflow Branch Batches

> Perform Change Workflow Branch Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_change_workflow_branch_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_change_workflow_branch_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_change_workflow_branch_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_change_workflow_branch_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `branch_batches` — Branch Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `changed_count` — Changed Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "branch_batches"
  ],
  "properties": {
    "branch_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "changed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Change Workflow Status Batches

> Perform Change Workflow Status Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_change_workflow_status_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_change_workflow_status_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_change_workflow_status_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_change_workflow_status_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `status_batches` — Status Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `changed_count` — Changed Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "status_batches"
  ],
  "properties": {
    "status_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "changed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Check Blocker Tasks

> Perform Check Blocker Tasks through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_blocker_tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_blocker_tasks)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_check_blocker_tasks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_check_blocker_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Blocker Tasks

> Perform Check Blocker Tasks through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_blocker_tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_blocker_tasks)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_check_blocker_tasks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_check_blocker_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Document Readiness

> Perform Check Document Readiness through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_document_readiness](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_document_readiness)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_check_document_readiness`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_check_document_readiness"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `physician_docs` — Physician Docs (json)
  Optional JSON value.
- `fax_purpose` — Fax Purpose (text)
  Optional text value.
- `doc_created_at` — Doc Created At (text)
  Optional text value.
- `document_readiness` — Document Readiness (json)
  Optional JSON value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_purpose": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "doc_created_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "physician_docs": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_readiness": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Existing Documents

> Perform Check Existing Documents through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_existing_documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_existing_documents)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_check_existing_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_check_existing_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `blocker_payload` — Blocker Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "blocker_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Existing Documents

> Perform Check Existing Documents through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_existing_documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_existing_documents)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_check_existing_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_check_existing_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `blocker_payload` — Blocker Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "blocker_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Follow-Up Response

> Perform Check Follow-Up Response through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_follow_up_response](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_follow_up_response)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_check_follow_up_response`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_check_follow_up_response"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `task_payload` — Task Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "task_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Follow-Up Task

> Perform Check Follow-Up Task through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_follow_up_task](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_follow_up_task)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_check_follow_up_task`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_check_follow_up_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `task_name` — Task Name (text)
  Optional text value.
- `failure_task_name` — Failure Task Name (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "task_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "failure_task_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Intake Document Readiness

> Perform Check Intake Document Readiness through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_document_readiness](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_check_document_readiness)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_check_document_readiness`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_check_document_readiness"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `physician_docs` — Physician Docs (json)
  Optional JSON value.
- `doc_created_at` — Doc Created At (text)
  Optional text value.
- `document_readiness` — Document Readiness (json)
  Optional JSON value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "doc_created_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "physician_docs": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_readiness": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Check Workflow Diagnosis Absence Batches

> Perform Check Workflow Diagnosis Absence Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_workflow_diagnosis_absence_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_check_workflow_diagnosis_absence_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_check_workflow_diagnosis_absence_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_check_workflow_diagnosis_absence_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `guard_batches` — Guard Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `verified_count` — Verified Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "guard_batches"
  ],
  "properties": {
    "guard_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "verified_count": {}
  },
  "additionalProperties": true
}
```

---

# Classify Document Outcome

> Perform Classify Document Outcome through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_classify_document_outcome](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_classify_document_outcome)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_classify_document_outcome`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_classify_document_outcome"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `send_payload` — Send Payload (json)
  Optional JSON value.
- `verification_payload` — Verification Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "verification_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Collect Monthly Workflow Report

> Perform Collect Monthly Workflow Report through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_monthly_workflow_report](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_monthly_workflow_report)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_monthly_workflow_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "max_rows": 10000,
    "account_key": "soundview_mr",
    "max_csv_bytes": 26214400,
    "timezone_name": "America/Los_Angeles",
    "workflow_template": "Insurance Intake",
    "workflow_template_id": 90290,
    "include_deidentified_rows": true
  },
  "handler": "myforms_monthly_workflow_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `report_anchor_date` — Report Anchor Date (expression)
  Optional literal value or workflow expression.
- `report_month` — Report Month (text)
  Optional text value.
- `timezone_name` — Timezone Name (text, required)
  Required text value.
  Default: `"America/Los_Angeles"`
- `account_key` — Account Key (text, required)
  Required text value.
  Default: `"soundview_mr"`
- `workflow_template` — Workflow Template (text, required)
  Required text value.
  Default: `"Insurance Intake"`
- `workflow_template_id` — Workflow Template Id (number, required)
  Required numeric value.
  Default: `90290`
- `include_deidentified_rows` — Include Deidentified Rows (boolean, required)
  Required true-or-false value.
  Default: `true`
- `max_csv_bytes` — Max Csv Bytes (number, required)
  Required numeric value.
  Default: `26214400`
- `max_rows` — Max Rows (number, required)
  Required numeric value.
  Default: `10000`

## Outputs

- `success` — Success
- `report_period` — Report Period
- `total` — Total
- `status_counts` — Status Counts
- `completed_count` — Completed Count
- `average_turnaround_days` — Average Turnaround Days
- `median_turnaround_days` — Median Turnaround Days
- `rows` — Rows
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "timezone_name",
    "account_key",
    "workflow_template",
    "workflow_template_id",
    "include_deidentified_rows",
    "max_csv_bytes",
    "max_rows"
  ],
  "properties": {
    "max_rows": {
      "type": "number",
      "default": 10000,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "account_key": {
      "type": "string",
      "default": "soundview_mr",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "report_month": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_csv_bytes": {
      "type": "number",
      "default": 26214400,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "timezone_name": {
      "type": "string",
      "default": "America/Los_Angeles",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_template": {
      "type": "string",
      "default": "Insurance Intake",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "report_anchor_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "workflow_template_id": {
      "type": "number",
      "default": 90290,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_deidentified_rows": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "error": {},
    "total": {},
    "success": {},
    "report_period": {},
    "status_counts": {},
    "completed_count": {},
    "median_turnaround_days": {},
    "average_turnaround_days": {}
  },
  "additionalProperties": true
}
```

---

# Complete Order Task Batches

> Perform Complete Order Task Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_complete_order_task_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_complete_order_task_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_complete_order_task_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "status": "Completed",
    "timeout_seconds": 180
  },
  "handler": "myforms_complete_order_task_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_batches` — Task Batches (json, required)
  Required JSON value.
- `status` — Status (text)
  Optional text value.
  Default: `"Completed"`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `completed_count` — Completed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_batches"
  ],
  "properties": {
    "status": {
      "type": "string",
      "default": "Completed",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "task_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "error_message": {},
    "completed_count": {}
  },
  "additionalProperties": true
}
```

---

# Complete Order Tasks

> Perform Complete Order Tasks through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_complete_order_tasks](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_complete_order_tasks)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_complete_order_tasks`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "status": "Completed",
    "timeout_seconds": 180
  },
  "handler": "myforms_complete_order_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `task_names` — Task Names (json)
  Optional JSON value.
- `status` — Status (text)
  Optional text value.
  Default: `"Completed"`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `completed_tasks` — Completed Tasks
- `completed_count` — Completed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id"
  ],
  "properties": {
    "status": {
      "type": "string",
      "default": "Completed",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "task_names": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "error_message": {},
    "completed_count": {},
    "completed_tasks": {}
  },
  "additionalProperties": true
}
```

---

# Create Documents

> Perform Create Documents through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_documents)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_create_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "skip_doc_creation": false
  },
  "handler": "myforms_create_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `skip_doc_creation` — Skip Doc Creation (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skip_doc_creation": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Create Facility Document Manual Handoff

> Perform Create Facility Document Manual Handoff through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_facility_document_manual_handoff](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_facility_document_manual_handoff)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_create_facility_document_manual_handoff`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "account_key": "soundview_intake"
  },
  "handler": "myforms_create_facility_document_manual_handoff"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `failure_stage` — Failure Stage (text, required)
  Required text value.
- `account_key` — Account Key (text, required)
  Required text value.
  Default: `"soundview_intake"`
- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `outcome` — Outcome
- `fax_purpose` — Fax Purpose
- `fax_attempt` — Fax Attempt
- `fax_submitted` — Fax Submitted
- `resend_required` — Resend Required
- `document_ids` — Document Ids
- `fax_submitted_at` — Fax Submitted At
- `deferred_fax` — Deferred Fax
- `task_status` — Task Status
- `attachment_ready` — Attachment Ready
- `attachment_status` — Attachment Status
- `attachment_failure_reason` — Attachment Failure Reason
- `attached_now` — Attached Now
- `retry_context` — Retry Context
- `doc_created_at` — Doc Created At
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "failure_stage",
    "account_key",
    "dry_run"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_key": {
      "type": "string",
      "default": "soundview_intake",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "failure_stage": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "outcome": {},
    "success": {},
    "fax_attempt": {},
    "fax_purpose": {},
    "task_status": {},
    "attached_now": {},
    "deferred_fax": {},
    "document_ids": {},
    "fax_submitted": {},
    "retry_context": {},
    "doc_created_at": {},
    "resend_required": {},
    "attachment_ready": {},
    "fax_submitted_at": {},
    "attachment_status": {},
    "attachment_failure_reason": {}
  },
  "additionalProperties": true
}
```

---

# Create Insurance Policy Batches

> Perform Create Insurance Policy Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_insurance_policy_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_insurance_policy_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_create_insurance_policy_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_create_insurance_policy_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `insurance_policy_batches` — Insurance Policy Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `created_count` — Created Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "insurance_policy_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "insurance_policy_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "created_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Intake Documents

> Perform Create Intake Documents through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_create_documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_create_documents)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_create_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "skip_doc_creation": false
  },
  "handler": "intake_create_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `skip_doc_creation` — Skip Doc Creation (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skip_doc_creation": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Create Sales Order Batches

> Perform Create Sales Order Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_sales_order_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_sales_order_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_create_sales_order_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_create_sales_order_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `sales_order_batches` — Sales Order Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `created_count` — Created Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "sales_order_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sales_order_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "created_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Workflow Batches

> Perform Create Workflow Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_workflow_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_create_workflow_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_create_workflow_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_create_workflow_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_batches` — Workflow Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `created_count` — Created Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "workflow_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "created_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Delete Inbox Message

> Perform Delete Inbox Message through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_delete_inbox_message](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_delete_inbox_message)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_delete_inbox_message`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_delete_inbox_message"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `delete_request` — Delete Request (json)
  Optional JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `deleted` — Deleted
- `skipped` — Skipped
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "delete_request": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "deleted": {},
    "skipped": {},
    "success": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Dispatch Guarded MyForms Intake

> Perform Dispatch Guarded MyForms Intake through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_dispatch_guarded_intake](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_dispatch_guarded_intake)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_dispatch_guarded_intake`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "max_messages": 20,
    "workflow_key": "kansas_cold_therapy",
    "delete_source_when_safe": true
  },
  "handler": "myforms_dispatch_guarded_intake"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_key` — Workflow Key (select, required)
  Required selected identifier or value.
  Default: `"kansas_cold_therapy"`
  Options: Kansas Cold Therapy ("kansas_cold_therapy"), Stock & Bill ("stock_and_bill")
- `max_messages` — Max Messages (number, required)
  Required numeric value.
  Default: `20`
- `delete_source_when_safe` — Delete Source When Safe (boolean, required)
  Required true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `event_id` — Event Id
- `event_name` — Event Name
- `workflow_key` — Workflow Key
- `max_messages` — Max Messages
- `dry_run` — Dry Run
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_key",
    "max_messages",
    "delete_source_when_safe"
  ],
  "properties": {
    "max_messages": {
      "type": "number",
      "default": 20,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "workflow_key": {
      "enum": [
        "kansas_cold_therapy",
        "stock_and_bill"
      ],
      "type": "string",
      "default": "kansas_cold_therapy",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "delete_source_when_safe": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "success": {},
    "event_id": {},
    "event_name": {},
    "max_messages": {},
    "workflow_key": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Facility Document Attached

> Perform Ensure Facility Document Attached through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_ensure_facility_document_attached](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_ensure_facility_document_attached)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_ensure_facility_document_attached`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "account_key": "soundview_intake"
  },
  "handler": "myforms_ensure_facility_document_attached"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `retry_context` — Retry Context (json)
  Optional JSON value.
- `doc_created_at` — Doc Created At (expression)
  Optional literal value or workflow expression.
- `account_key` — Account Key (text, required)
  Required text value.
  Default: `"soundview_intake"`
- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `outcome` — Outcome
- `fax_purpose` — Fax Purpose
- `fax_attempt` — Fax Attempt
- `fax_submitted` — Fax Submitted
- `resend_required` — Resend Required
- `document_ids` — Document Ids
- `fax_submitted_at` — Fax Submitted At
- `deferred_fax` — Deferred Fax
- `task_status` — Task Status
- `attachment_ready` — Attachment Ready
- `attachment_status` — Attachment Status
- `attachment_failure_reason` — Attachment Failure Reason
- `attached_now` — Attached Now
- `retry_context` — Retry Context
- `doc_created_at` — Doc Created At
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "account_key",
    "dry_run"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_key": {
      "type": "string",
      "default": "soundview_intake",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "retry_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "doc_created_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "outcome": {},
    "success": {},
    "fax_attempt": {},
    "fax_purpose": {},
    "task_status": {},
    "attached_now": {},
    "deferred_fax": {},
    "document_ids": {},
    "fax_submitted": {},
    "retry_context": {},
    "doc_created_at": {},
    "resend_required": {},
    "attachment_ready": {},
    "fax_submitted_at": {},
    "attachment_status": {},
    "attachment_failure_reason": {}
  },
  "additionalProperties": true
}
```

---

# Finalize Intake Documents

> Perform Finalize Intake Documents through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_finalize_documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_finalize_documents)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_finalize_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "skip_doc_creation": false
  },
  "handler": "intake_finalize_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `ordering_doctor` — Ordering Doctor (text)
  Optional text value.
- `dos` — Dos (text)
  Optional text value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `extra_params` — Extra Params (json)
  Optional JSON value.
- `skip_doc_creation` — Skip Doc Creation (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `deferred_fax` — Deferred Fax

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dos": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "extra_params": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ordering_doctor": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skip_doc_creation": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "deferred_fax": {}
  },
  "additionalProperties": true
}
```

---

# Import Intake Order Data

> Perform Import Intake Order Data through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_import_order_data](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_import_order_data)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_import_order_data`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_import_order_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Import Order Data

> Perform Import Order Data through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_import_order_data](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_import_order_data)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_import_order_data`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_import_order_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# List Client Insurance Policy Batches

> Perform List Client Insurance Policy Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_list_client_insurance_policy_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_list_client_insurance_policy_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_list_client_insurance_policy_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_list_client_insurance_policy_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `policy_read_batches` — Policy Read Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `read_count` — Read Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "policy_read_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "policy_read_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "read_count": {},
    "failed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# List Workflow Fax Requests

> Perform List Workflow Fax Requests through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_list_workflow_fax_request_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_list_workflow_fax_request_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_list_workflow_fax_request_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_list_workflow_fax_request_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_ids` — Workflow Ids (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `request_count` — Request Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_ids"
  ],
  "properties": {
    "workflow_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "error_message": {},
    "request_count": {}
  },
  "additionalProperties": true
}
```

---

# Merge Superseded Source Cleanup

> Perform Merge Superseded Source Cleanup through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_merge_superseded_source_cleanup](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_merge_superseded_source_cleanup)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_merge_superseded_source_cleanup`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_merge_superseded_source_cleanup"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `superseded_source_cleanup_context` — Superseded Source Cleanup Context (json, required)
  Required JSON value.
- `delete_result` — Delete Result (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `superseded_source_cleanup_context` — Superseded Source Cleanup Context
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `manual_review_required` — Manual Review Required
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "superseded_source_cleanup_context",
    "delete_result"
  ],
  "properties": {
    "delete_result": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "superseded_source_cleanup_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "failure_category": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "superseded_source_cleanup_context": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Follow-Up Fax Payload

> Perform Prepare Follow-Up Fax Payload through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_prepare_subsequent_fax_payload](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_prepare_subsequent_fax_payload)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_prepare_subsequent_fax_payload`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_prepare_subsequent_fax_payload"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `dedup_payload` — Dedup Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dedup_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Prepare Follow-Up Fax Payload

> Perform Prepare Follow-Up Fax Payload through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_prepare_follow_up_fax_payload](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_prepare_follow_up_fax_payload)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_prepare_follow_up_fax_payload`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_prepare_follow_up_fax_payload"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `dedup_payload` — Dedup Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dedup_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Prepare Superseded Source Cleanup

> Perform Prepare Superseded Source Cleanup through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_prepare_superseded_source_cleanup](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_prepare_superseded_source_cleanup)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_prepare_superseded_source_cleanup`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_prepare_superseded_source_cleanup"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `case_payload` — Case Payload (json, required)
  Required JSON value.
- `order_change_match_context` — Order Change Match Context (json, required)
  Required JSON value.
- `source_cleanup_context` — Source Cleanup Context (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `delete_request` — Delete Request
- `superseded_source_cleanup_context` — Superseded Source Cleanup Context
- `execution_summary` — Execution Summary
- `side_effect_ledger` — Side Effect Ledger
- `manual_review_required` — Manual Review Required
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "case_payload",
    "order_change_match_context",
    "source_cleanup_context"
  ],
  "properties": {
    "case_payload": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_cleanup_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_change_match_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "delete_request": {},
    "failure_category": {},
    "execution_summary": {},
    "side_effect_ledger": {},
    "manual_review_required": {},
    "superseded_source_cleanup_context": {}
  },
  "additionalProperties": true
}
```

---

# Push Document Batches to BDM

> Perform Push Document Batches to BDM through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_push_document_batches_to_bdm](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_push_document_batches_to_bdm)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_push_document_batches_to_bdm`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_push_document_batches_to_bdm"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_batches` — Document Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `succeeded_count` — Succeeded Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "succeeded_count": {}
  },
  "additionalProperties": true
}
```

---

# Push Documents to BDM

> Perform Push Documents to BDM through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_push_documents_to_bdm](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_push_documents_to_bdm)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_push_documents_to_bdm`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_push_documents_to_bdm"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `document_ids` — Document Ids (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `pushed` — Pushed
- `document_ids` — Document Ids
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id",
    "document_ids"
  ],
  "properties": {
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "pushed": {},
    "success": {},
    "document_ids": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Read Selected Ordering Physician Contacts

> Perform Read Selected Ordering Physician Contacts through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_selected_ordering_physician_contact_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_selected_ordering_physician_contact_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_read_selected_ordering_physician_contact_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_read_selected_ordering_physician_contact_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_ids` — Workflow Ids (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `contact_count` — Contact Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_ids"
  ],
  "properties": {
    "workflow_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "contact_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Read Send-Fax Defaults

> Perform Read Send-Fax Defaults through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_send_fax_defaults](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_send_fax_defaults)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_read_send_fax_defaults`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_read_send_fax_defaults"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `document_ids` — Document Ids (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `defaults` — Defaults
- `cover_sheet_titles` — Cover Sheet Titles
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id",
    "document_ids"
  ],
  "properties": {
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "defaults": {},
    "error_message": {},
    "cover_sheet_titles": {}
  },
  "additionalProperties": true
}
```

---

# Read Workflow Note

> Perform Read Workflow Note through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_read_workflow_note](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_read_workflow_note)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_read_workflow_note`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_read_workflow_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `blocker_payload` — Blocker Payload (json)
  Optional JSON value.
- `document_payload` — Document Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "blocker_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Read Workflow Note

> Perform Read Workflow Note through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_workflow_note](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_read_workflow_note)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_read_workflow_note`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_read_workflow_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `blocker_payload` — Blocker Payload (json)
  Optional JSON value.
- `document_payload` — Document Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "blocker_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Refresh Client Data From Brightree Batches

> Perform Refresh Client Data From Brightree Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_client_data_from_brightree_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_client_data_from_brightree_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_refresh_client_data_from_brightree_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_refresh_client_data_from_brightree_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `client_refresh_batches` — Client Refresh Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `refreshed_count` — Refreshed Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "client_refresh_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "client_refresh_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "refreshed_count": {}
  },
  "additionalProperties": true
}
```

---

# Refresh Order Data

> Perform Refresh Order Data through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_refresh_order_data](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_refresh_order_data)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_refresh_order_data`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_refresh_order_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `ordering_doctor` — Ordering Doctor (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ordering_doctor": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Refresh Order Data

> Perform Refresh Order Data through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_order_data](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_order_data)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_refresh_order_data`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_refresh_order_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `ordering_doctor` — Ordering Doctor (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ordering_doctor": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Refresh Workflow Data From Brightree Batches

> Perform Refresh Workflow Data From Brightree Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_workflow_data_from_brightree_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_refresh_workflow_data_from_brightree_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_refresh_workflow_data_from_brightree_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_refresh_workflow_data_from_brightree_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `refresh_batches` — Refresh Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `refreshed_count` — Refreshed Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "refresh_batches"
  ],
  "properties": {
    "refresh_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "refreshed_count": {}
  },
  "additionalProperties": true
}
```

---

# Resend Failed Facility Document

> Perform Resend Failed Facility Document through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_resend_failed_facility_document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_resend_failed_facility_document)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_resend_failed_facility_document`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "account_key": "soundview_intake"
  },
  "handler": "myforms_resend_failed_facility_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `retry_context` — Retry Context (json, required)
  Required JSON value.
- `verification_payload` — Verification Payload (json, required)
  Required JSON value.
- `account_key` — Account Key (text, required)
  Required text value.
  Default: `"soundview_intake"`
- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `outcome` — Outcome
- `fax_purpose` — Fax Purpose
- `fax_attempt` — Fax Attempt
- `fax_submitted` — Fax Submitted
- `resend_required` — Resend Required
- `document_ids` — Document Ids
- `fax_submitted_at` — Fax Submitted At
- `deferred_fax` — Deferred Fax
- `task_status` — Task Status
- `attachment_ready` — Attachment Ready
- `attachment_status` — Attachment Status
- `attachment_failure_reason` — Attachment Failure Reason
- `attached_now` — Attached Now
- `retry_context` — Retry Context
- `doc_created_at` — Doc Created At
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "retry_context",
    "verification_payload",
    "account_key",
    "dry_run"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "default": "soundview_intake",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "retry_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "verification_payload": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "outcome": {},
    "success": {},
    "fax_attempt": {},
    "fax_purpose": {},
    "task_status": {},
    "attached_now": {},
    "deferred_fax": {},
    "document_ids": {},
    "fax_submitted": {},
    "retry_context": {},
    "doc_created_at": {},
    "resend_required": {},
    "attachment_ready": {},
    "fax_submitted_at": {},
    "attachment_status": {},
    "attachment_failure_reason": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Delivery State

> Perform Resolve Delivery State through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_resolve_delivery_state](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_resolve_delivery_state)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_resolve_delivery_state`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_resolve_delivery_state"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `blocker_payload` — Blocker Payload (json)
  Optional JSON value.
- `document_payload` — Document Payload (json)
  Optional JSON value.
- `note_payload` — Note Payload (json)
  Optional JSON value.
- `classification_payload` — Classification Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "blocker_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "classification_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Resolve Delivery State

> Perform Resolve Delivery State through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_resolve_delivery_state](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_resolve_delivery_state)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_resolve_delivery_state`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_resolve_delivery_state"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `blocker_payload` — Blocker Payload (json)
  Optional JSON value.
- `document_payload` — Document Payload (json)
  Optional JSON value.
- `note_payload` — Note Payload (json)
  Optional JSON value.
- `classification_payload` — Classification Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "note_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "blocker_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "classification_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Select Facility Document Candidates

> Perform Select Facility Document Candidates through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_facility_document_candidates](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_facility_document_candidates)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_select_facility_document_candidates`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "from_date": "09/03/2026",
    "account_key": "soundview_intake",
    "max_candidates": 10
  },
  "handler": "myforms_select_facility_document_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_key` — Account Key (text, required)
  Required text value.
  Default: `"soundview_intake"`
- `from_date` — From Date (text, required)
  Required text value.
  Default: `"09/03/2026"`
- `max_candidates` — Max Candidates (number, required)
  Required numeric value.
  Default: `10`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `trigger_payload` — Trigger Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `items` — Items
- `candidate_count` — Candidate Count
- `source_rows_scanned` — Source Rows Scanned
- `handled_skipped` — Handled Skipped
- `pending_retry_skipped` — Pending Retry Skipped
- `unreadable_skipped` — Unreadable Skipped
- `max_candidates` — Max Candidates
- `dry_run` — Dry Run
- `account_key` — Account Key
- `from_date` — From Date
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "account_key",
    "from_date",
    "max_candidates"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "from_date": {
      "type": "string",
      "default": "09/03/2026",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "default": "soundview_intake",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "max_candidates": {
      "type": "number",
      "default": 10,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "trigger_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "items": {},
    "dry_run": {},
    "success": {},
    "from_date": {},
    "account_key": {},
    "max_candidates": {},
    "candidate_count": {},
    "handled_skipped": {},
    "unreadable_skipped": {},
    "source_rows_scanned": {},
    "pending_retry_skipped": {}
  },
  "additionalProperties": true
}
```

---

# Select Workflow Clinician Batches

> Perform Select Workflow Clinician Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_workflow_clinician_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_workflow_clinician_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_select_workflow_clinician_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_select_workflow_clinician_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `clinician_batches` — Clinician Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `selected_count` — Selected Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "clinician_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "clinician_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "selected_count": {}
  },
  "additionalProperties": true
}
```

---

# Select Workflow Physician Batches

> Perform Select Workflow Physician Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_workflow_physician_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_select_workflow_physician_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_select_workflow_physician_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_select_workflow_physician_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `physician_batches` — Physician Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `selected_count` — Selected Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "physician_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "physician_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "selected_count": {}
  },
  "additionalProperties": true
}
```

---

# Send Deferred Fax

> Perform Send Deferred Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_deferred_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_deferred_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_send_deferred_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_send_deferred_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `retry_context` — Retry Context (json)
  Optional JSON value.
- `document_readiness` — Document Readiness (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "retry_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_readiness": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Send Deferred Fax

> Perform Send Deferred Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_deferred_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_deferred_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_send_deferred_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_send_deferred_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `retry_context` — Retry Context (json)
  Optional JSON value.
- `document_readiness` — Document Readiness (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "retry_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_readiness": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Send Documents

> Perform Send Documents through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_documents](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_documents)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_send_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_send_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `physician_docs` — Physician Docs (json)
  Optional JSON value.
- `doc_created_at` — Doc Created At (text)
  Optional text value.
- `document_readiness` — Document Readiness (json)
  Optional JSON value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "doc_created_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "physician_docs": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_readiness": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Send Facility Document

> Perform Send Facility Document through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_facility_document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_facility_document)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_send_facility_document`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "account_key": "soundview_intake"
  },
  "handler": "myforms_send_facility_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `patient_state` — Patient State (expression, required)
  Required literal value or workflow expression.
- `workflow_number` — Workflow Number (expression, required)
  Required literal value or workflow expression.
- `doc_created_at` — Doc Created At (expression, required)
  Required literal value or workflow expression.
- `local_patient_id` — Local Patient Id (expression)
  Optional literal value or workflow expression.
- `account_key` — Account Key (text, required)
  Required text value.
  Default: `"soundview_intake"`
- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `outcome` — Outcome
- `fax_purpose` — Fax Purpose
- `fax_attempt` — Fax Attempt
- `fax_submitted` — Fax Submitted
- `resend_required` — Resend Required
- `document_ids` — Document Ids
- `fax_submitted_at` — Fax Submitted At
- `deferred_fax` — Deferred Fax
- `task_status` — Task Status
- `attachment_ready` — Attachment Ready
- `attachment_status` — Attachment Status
- `attachment_failure_reason` — Attachment Failure Reason
- `attached_now` — Attached Now
- `retry_context` — Retry Context
- `doc_created_at` — Doc Created At
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "patient_id",
    "patient_state",
    "workflow_number",
    "doc_created_at",
    "account_key",
    "dry_run"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_key": {
      "type": "string",
      "default": "soundview_intake",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "doc_created_at": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "workflow_number": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "local_patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "outcome": {},
    "success": {},
    "fax_attempt": {},
    "fax_purpose": {},
    "task_status": {},
    "attached_now": {},
    "deferred_fax": {},
    "document_ids": {},
    "fax_submitted": {},
    "retry_context": {},
    "doc_created_at": {},
    "resend_required": {},
    "attachment_ready": {},
    "fax_submitted_at": {},
    "attachment_status": {},
    "attachment_failure_reason": {}
  },
  "additionalProperties": true
}
```

---

# Send Follow-Up Fax

> Perform Send Follow-Up Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_subsequent_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_subsequent_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_send_subsequent_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_send_subsequent_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `fax_payload` — Fax Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Send Follow-Up Fax

> Perform Send Follow-Up Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_follow_up_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_follow_up_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_send_follow_up_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_send_follow_up_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `fax_payload` — Fax Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Send Intake Documents

> Perform Send Intake Documents through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_documents](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_send_documents)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_send_documents`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_send_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `physician_docs` — Physician Docs (json)
  Optional JSON value.
- `doc_created_at` — Doc Created At (text)
  Optional text value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "doc_created_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "physician_docs": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Send Secure Document Request Batches

> Perform Send Secure Document Request Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_secure_document_request_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_secure_document_request_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_send_secure_document_request_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "max_attempts": 1,
    "timeout_seconds": 180,
    "retry_interval_seconds": 0
  },
  "handler": "myforms_send_secure_document_request_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `secure_document_requests` — Secure Document Requests (json, required)
  Required JSON value.
- `max_attempts` — Max Attempts (number)
  Optional numeric value.
  Default: `1`
- `retry_interval_seconds` — Retry Interval Seconds (number)
  Optional numeric value.
  Default: `0`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `sent_count` — Sent Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "secure_document_requests"
  ],
  "properties": {
    "max_attempts": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "retry_interval_seconds": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "secure_document_requests": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "sent_count": {},
    "failed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Send Workflow Fax

> Perform Send Workflow Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_workflow_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_workflow_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_send_workflow_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_send_workflow_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `document_ids` — Document Ids (json, required)
  Required JSON value.
- `recipient_name` — Recipient Name (text, required)
  Required text value.
- `recipient_fax_number` — Recipient Fax Number (text, required)
  Required text value.
- `recipient_phone_number` — Recipient Phone Number (text)
  Optional text value.
- `cover_sheet_title` — Cover Sheet Title (text, required)
  Required text value.
- `cover_sheet_id` — Cover Sheet Id (text)
  Optional text value.
- `notes_html` — Notes Html (textarea)
  Optional text value.
- `fax_number_id` — Fax Number Id (text)
  Optional text value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `sent` — Sent
- `document_ids` — Document Ids
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id",
    "document_ids",
    "recipient_name",
    "recipient_fax_number",
    "cover_sheet_title"
  ],
  "properties": {
    "notes_html": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "fax_number_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cover_sheet_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "recipient_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "cover_sheet_title": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "recipient_fax_number": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "recipient_phone_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "sent": {},
    "success": {},
    "document_ids": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Send Workflow Fax Batch

> Perform Send Workflow Fax Batch through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_workflow_fax_batch](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_send_workflow_fax_batch)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_send_workflow_fax_batch`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_send_workflow_fax_batch"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_jobs` — Fax Jobs (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `sent_count` — Sent Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "fax_jobs"
  ],
  "properties": {
    "fax_jobs": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "sent_count": {},
    "failed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Set Service Date

> Perform Set Service Date through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_set_service_date](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_set_service_date)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_set_service_date`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_set_service_date"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `dos` — Dos (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dos": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Set Service Date

> Perform Set Service Date through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_set_service_date](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_set_service_date)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_set_service_date`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_set_service_date"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dos` — Dos (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dos": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Set Workflow Facility Batches

> Perform Set Workflow Facility Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_facility_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_add_workflow_facility_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_add_workflow_facility_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_add_workflow_facility_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `facility_batches` — Facility Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `added_count` — Added Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "facility_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "facility_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "added_count": {},
    "failed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Set Workflow Marketing Rep Batches

> Perform Set Workflow Marketing Rep Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_set_workflow_marketing_rep_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_set_workflow_marketing_rep_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_set_workflow_marketing_rep_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_set_workflow_marketing_rep_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `marketing_rep_batches` — Marketing Rep Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `set_count` — Set Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "marketing_rep_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "marketing_rep_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "set_count": {},
    "failed_count": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Submit Workflow Page Batches

> Perform Submit Workflow Page Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_page_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_page_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_submit_workflow_page_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_submit_workflow_page_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `page_batches` — Page Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `submitted_count` — Submitted Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "page_batches"
  ],
  "properties": {
    "page_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "submitted_count": {}
  },
  "additionalProperties": true
}
```

---

# Submit Workflow Pages

> Perform Submit Workflow Pages through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_pages](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_pages)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_submit_workflow_pages`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_submit_workflow_pages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `client_id` — Client Id (text, required)
  Required text value.
- `attachment_id` — Attachment Id (number, required)
  Required numeric value.
- `document_name` — Document Name (text, required)
  Required text value.
- `page_numbers` — Page Numbers (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `page_numbers` — Page Numbers
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id",
    "client_id",
    "attachment_id",
    "document_name",
    "page_numbers"
  ],
  "properties": {
    "client_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "page_numbers": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "attachment_id": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "document_id": {},
    "page_numbers": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Submit Workflow to Document

> Perform Submit Workflow to Document through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_to_document](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_submit_workflow_to_document)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_submit_workflow_to_document`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_submit_workflow_to_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `client_id` — Client Id (text, required)
  Required text value.
- `attachment_id` — Attachment Id (number, required)
  Required numeric value.
- `document_id` — Document Id (text, required)
  Required text value.
- `page_number` — Page Number (number, required)
  Required numeric value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `page_number` — Page Number
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id",
    "client_id",
    "attachment_id",
    "document_id",
    "page_number"
  ],
  "properties": {
    "client_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "page_number": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "attachment_id": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "document_id": {},
    "page_number": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Sync Ordering Physician

> Perform Sync Ordering Physician through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_sync_ordering_physician](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_sync_ordering_physician)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_sync_ordering_physician`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_sync_ordering_physician"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `client_id` — Client Id (text)
  Optional text value.
- `ordering_doctor` — Ordering Doctor (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "client_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ordering_doctor": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Sync Ordering Physician

> Perform Sync Ordering Physician through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_sync_ordering_physician](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_sync_ordering_physician)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_sync_ordering_physician`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_sync_ordering_physician"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `client_id` — Client Id (text)
  Optional text value.
- `ordering_doctor` — Ordering Doctor (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "client_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ordering_doctor": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Update Client Insurance Policy Batches

> Perform Update Client Insurance Policy Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_client_insurance_policy_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_client_insurance_policy_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_update_client_insurance_policy_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_update_client_insurance_policy_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `policy_update_batches` — Policy Update Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "policy_update_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "policy_update_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Update ETS Benefit Form Batches

> Perform Update ETS Benefit Form Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_ets_benefit_form_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_ets_benefit_form_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_update_ets_benefit_form_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_update_ets_benefit_form_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `ets_form_batches` — Ets Form Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `skipped_count` — Skipped Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "ets_form_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "ets_form_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "skipped_count": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Info Batches

> Perform Update Patient Info Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_patient_info_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_patient_info_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_update_patient_info_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_update_patient_info_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_info_batches` — Patient Info Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_info_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_info_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Service Confirmation Batches

> Perform Update Service Confirmation Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_service_confirmation_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_service_confirmation_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_update_service_confirmation_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180,
    "not_found_max_document_loads": 2
  },
  "handler": "myforms_update_service_confirmation_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `service_confirmation_batches` — Service Confirmation Batches (json, required)
  Required JSON value.
- `retry_delays_seconds` — Retry Delays Seconds (json)
  Optional JSON value.
- `not_found_max_document_loads` — Not Found Max Document Loads (number)
  Optional numeric value.
  Default: `2`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `not_found_count` — Not Found Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "service_confirmation_batches"
  ],
  "properties": {
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "retry_delays_seconds": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "not_found_max_document_loads": {
      "type": "number",
      "default": 2,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "service_confirmation_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "updated_count": {},
    "not_found_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Workflow Date Batches

> Perform Update Workflow Date Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_date_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_date_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_update_workflow_date_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_update_workflow_date_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `date_batches` — Date Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "date_batches"
  ],
  "properties": {
    "date_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Workflow Task Batches with Verification

> Perform Update Workflow Task Batches with Verification through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_task_batches_with_verification](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_task_batches_with_verification)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_update_workflow_task_batches_with_verification`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "status": "Completed",
    "timeout_seconds": 180
  },
  "handler": "myforms_update_workflow_task_batches_with_verification"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_batches` — Task Batches (json, required)
  Required JSON value.
- `status` — Status (text)
  Optional text value.
  Default: `"Completed"`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `updated_count` — Updated Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_batches"
  ],
  "properties": {
    "status": {
      "type": "string",
      "default": "Completed",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "task_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "updated_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Workflow Tasks with Verification

> Perform Update Workflow Tasks with Verification through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_tasks_with_verification](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_update_workflow_tasks_with_verification)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_update_workflow_tasks_with_verification`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "status": "Completed",
    "timeout_seconds": 180,
    "defer_until_active": false,
    "require_all_requested_names": false
  },
  "handler": "myforms_update_workflow_tasks_with_verification"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `task_names` — Task Names (json, required)
  Required JSON value.
- `status` — Status (text)
  Optional text value.
  Default: `"Completed"`
- `defer_until_active` — Defer Until Active (boolean)
  Optional true-or-false value.
  Default: `false`
- `require_all_requested_names` — Require All Requested Names (boolean)
  Optional true-or-false value.
  Default: `false`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `updated_names` — Updated Names
- `missing_names` — Missing Names
- `state_advance_failed` — State Advance Failed
- `deferred` — Deferred
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id",
    "task_names"
  ],
  "properties": {
    "status": {
      "type": "string",
      "default": "Completed",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "task_names": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "defer_until_active": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "require_all_requested_names": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "deferred": {},
    "error_message": {},
    "missing_names": {},
    "updated_names": {},
    "state_advance_failed": {}
  },
  "additionalProperties": true
}
```

---

# Upload Workflow Generated PDF Batches

> Perform Upload Workflow Generated PDF Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_generated_pdf_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_generated_pdf_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_upload_workflow_generated_pdf_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_upload_workflow_generated_pdf_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `pdf_batches` — Pdf Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `uploaded_count` — Uploaded Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "pdf_batches"
  ],
  "properties": {
    "pdf_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "uploaded_count": {}
  },
  "additionalProperties": true
}
```

---

# Upload Workflow PDF

> Perform Upload Workflow PDF through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_pdf](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_pdf)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_upload_workflow_pdf`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_upload_workflow_pdf"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workflow_id` — Workflow Id (text, required)
  Required text value.
- `document_kind` — Document Kind (text, required)
  Required text value.
- `pdf_base64` — Pdf Base64 (textarea, required)
  Required text value.
- `filename` — Filename (text)
  Optional text value.
- `document_template_id` — Document Template Id (number)
  Optional numeric value.
- `document_title` — Document Title (text)
  Optional text value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `uploaded` — Uploaded
- `document_id` — Document Id
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workflow_id",
    "document_kind",
    "pdf_base64"
  ],
  "properties": {
    "filename": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "pdf_base64": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "workflow_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_kind": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_template_id": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "uploaded": {},
    "document_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Upload Workflow PDF Batches

> Perform Upload Workflow PDF Batches through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_pdf_batches](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_upload_workflow_pdf_batches)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_upload_workflow_pdf_batches`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "timeout_seconds": 180
  },
  "handler": "myforms_upload_workflow_pdf_batches"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `pdf_batches` — Pdf Batches (json, required)
  Required JSON value.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `180`

## Outputs

- `success` — Success
- `results` — Results
- `uploaded_count` — Uploaded Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "pdf_batches"
  ],
  "properties": {
    "pdf_batches": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 180,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "results": {},
    "success": {},
    "failed_count": {},
    "error_message": {},
    "uploaded_count": {}
  },
  "additionalProperties": true
}
```

---

# Validate Facility Document Candidate

> Perform Validate Facility Document Candidate through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_validate_facility_document_candidate](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_validate_facility_document_candidate)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_validate_facility_document_candidate`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_validate_facility_document_candidate"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `candidate` — Candidate (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `eligible` — Eligible
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `order_id` — Order Id
- `workflow_number` — Workflow Number
- `workflow_template` — Workflow Template
- `workflow_template_id` — Workflow Template Id
- `workflow_state_id` — Workflow State Id
- `workflow_state_name` — Workflow State Name
- `patient_id` — Patient Id
- `patient_state` — Patient State
- `doc_created_at` — Doc Created At
- `local_patient_id` — Local Patient Id
- `account_key` — Account Key
- `dry_run` — Dry Run
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "candidate"
  ],
  "properties": {
    "candidate": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "skipped": {},
    "success": {},
    "eligible": {},
    "order_id": {},
    "patient_id": {},
    "account_key": {},
    "skip_reason": {},
    "patient_state": {},
    "doc_created_at": {},
    "workflow_number": {},
    "local_patient_id": {},
    "workflow_state_id": {},
    "workflow_template": {},
    "workflow_state_name": {},
    "workflow_template_id": {}
  },
  "additionalProperties": true
}
```

---

# Verify Deferred Fax

> Perform Verify Deferred Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_deferred_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_deferred_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_verify_deferred_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_verify_deferred_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `retry_context` — Retry Context (json)
  Optional JSON value.
- `send_payload` — Send Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "retry_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Verify Deferred Fax

> Perform Verify Deferred Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_deferred_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_deferred_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_verify_deferred_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_verify_deferred_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `retry_context` — Retry Context (json)
  Optional JSON value.
- `send_payload` — Send Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `resolved` — Resolved
- `fax_verified` — Fax Verified
- `fax_verification_pending` — Fax Verification Pending
- `fax_verification_outcome` — Fax Verification Outcome
- `resend_required` — Resend Required
- `fax_attempt` — Fax Attempt
- `deferred_fax` — Deferred Fax
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "retry_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "resolved": {},
    "fax_attempt": {},
    "deferred_fax": {},
    "fax_verified": {},
    "resend_required": {},
    "fax_verification_outcome": {},
    "fax_verification_pending": {}
  },
  "additionalProperties": true
}
```

---

# Verify Facility Document Fax

> Perform Verify Facility Document Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_facility_document_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_facility_document_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_verify_facility_document_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false,
    "account_key": "soundview_intake"
  },
  "handler": "myforms_verify_facility_document_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `patient_state` — Patient State (expression, required)
  Required literal value or workflow expression.
- `workflow_number` — Workflow Number (expression, required)
  Required literal value or workflow expression.
- `doc_created_at` — Doc Created At (expression, required)
  Required literal value or workflow expression.
- `local_patient_id` — Local Patient Id (expression)
  Optional literal value or workflow expression.
- `account_key` — Account Key (text, required)
  Required text value.
  Default: `"soundview_intake"`
- `dry_run` — Dry Run (boolean, required)
  Required true-or-false value.
  Default: `false`
- `send_payload` — Send Payload (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `outcome` — Outcome
- `fax_purpose` — Fax Purpose
- `fax_attempt` — Fax Attempt
- `fax_submitted` — Fax Submitted
- `resend_required` — Resend Required
- `document_ids` — Document Ids
- `fax_submitted_at` — Fax Submitted At
- `deferred_fax` — Deferred Fax
- `task_status` — Task Status
- `attachment_ready` — Attachment Ready
- `attachment_status` — Attachment Status
- `attachment_failure_reason` — Attachment Failure Reason
- `attached_now` — Attached Now
- `retry_context` — Retry Context
- `doc_created_at` — Doc Created At
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "patient_id",
    "patient_state",
    "workflow_number",
    "doc_created_at",
    "account_key",
    "dry_run",
    "send_payload"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_key": {
      "type": "string",
      "default": "soundview_intake",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "send_payload": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "doc_created_at": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "workflow_number": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "local_patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "outcome": {},
    "success": {},
    "fax_attempt": {},
    "fax_purpose": {},
    "task_status": {},
    "attached_now": {},
    "deferred_fax": {},
    "document_ids": {},
    "fax_submitted": {},
    "retry_context": {},
    "doc_created_at": {},
    "resend_required": {},
    "attachment_ready": {},
    "fax_submitted_at": {},
    "attachment_status": {},
    "attachment_failure_reason": {}
  },
  "additionalProperties": true
}
```

---

# Verify Fax

> Perform Verify Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_verify_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "myforms_verify_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `send_payload` — Send Payload (json)
  Optional JSON value.
- `document_ids` — Document Ids (expression)
  Optional literal value or workflow expression.
- `physician_docs` — Physician Docs (json)
  Optional JSON value.
- `doc_created_at` — Doc Created At (text)
  Optional text value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "doc_created_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "physician_docs": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Verify First Fax

> Perform Verify First Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_first_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_first_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_verify_first_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {
    "dry_run": false
  },
  "handler": "intake_verify_first_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text)
  Optional text value.
- `workflow_number` — Workflow Number (text)
  Optional text value.
- `patient_id` — Patient Id (text)
  Optional text value.
- `patient_state` — Patient State (text)
  Optional text value.
- `send_payload` — Send Payload (json)
  Optional JSON value.
- `document_ids` — Document Ids (expression)
  Optional literal value or workflow expression.
- `physician_docs` — Physician Docs (json)
  Optional JSON value.
- `doc_created_at` — Doc Created At (text)
  Optional text value.
- `local_patient_id` — Local Patient Id (text)
  Optional text value.
- `account_key` — Account Key (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "doc_created_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "physician_docs": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "workflow_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "local_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Verify Follow-Up Fax

> Perform Verify Follow-Up Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_subsequent_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/intake_verify_subsequent_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `intake_verify_subsequent_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "intake_verify_subsequent_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `send_payload` — Send Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Verify Follow-Up Fax

> Perform Verify Follow-Up Fax through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_follow_up_fax](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_follow_up_fax)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_verify_follow_up_fax`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_verify_follow_up_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `context_payload` — Context Payload (json)
  Optional JSON value.
- `send_payload` — Send Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "send_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Verify Follow-Up Fax Backlog

> Perform Verify Follow-Up Fax Backlog through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_follow_up_fax_backlog](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_verify_follow_up_fax_backlog)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_verify_follow_up_fax_backlog`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "MyForms",
  "params": {},
  "handler": "myforms_verify_follow_up_fax_backlog"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selection_payload` — Selection Payload (json)
  Optional JSON value.
- `account_key` — Account Key (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "selection_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Navigator integration

> Build workflow automations with 7 public Navigator actions.

Source: [https://genhealth.ai/docs/workflows/integrations/navigator](https://genhealth.ai/docs/workflows/integrations/navigator)

## Available actions

7 actions. Connection types: dynasplint_navigator.

### [Create Navigator Order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_create_navigator_order.md)

- Handler: `dynasplint_create_navigator_order`
- Connection type: `dynasplint_navigator`
- External effect: `write`
- Inputs: `order_candidate`, `document_id`, `document_kind`, `fax_received_at`, `territory_id`, `territory_source`, `last_name_prefix`, `ingress_provenance`, `trusted_route_id`, `routing_branch`, `local_timezone`, `swo_demographics`, `swo_diagnoses`, `swo_order`, `intake_review_reasons`, `intake_conflicting_field_paths`, `source_navigator_execution_status`
- Outputs: `success`, `retryable`, `created`, `customer_id`, `order_id`, `disposition`, `matched_order_id`, `existing_customer`, `ready_to_verify`, `blockers`, `left_for_staff`, `unmapped_products`, `assumptions`, `source_document_status`, `payer_update_stage`, `error`

Perform Create Navigator Order through Navigator.

### [Dispatch Staff Attachments To Intake](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_dispatch_staff_attachments.md)

- Handler: `navigator_dispatch_staff_attachments`

- External effect: `write`
- Inputs: `max_replays`, `max_dispatch`
- Outputs: `success`, `dispatched`, `replays_started`, `run_ids`

Perform Dispatch Staff Attachments To Intake through Navigator.

### [Fill Optional Home Phone](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_enrich_optional_home_phone.md)

- Handler: `navigator_enrich_optional_home_phone`

- External effect: `write`
- Inputs: `document_ids`, `lock_source`
- Outputs: `success`, `outcome`

Perform Fill Optional Home Phone through Navigator.

### [Match Supplementary Navigator Order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_match_supplementary_navigator_order.md)

- Handler: `dynasplint_match_supplementary_navigator_order`
- Connection type: `dynasplint_navigator`
- External effect: `write`
- Inputs: `order_candidate`, `match_requested`, `document_id`, `fax_received_at`, `territory_id`, `territory_source`, `last_name_prefix`, `ingress_provenance`, `trusted_route_id`, `routing_branch`, `local_timezone`
- Outputs: `attempted`, `supplementary`, `new_order`, `matched_external_order_id`, `orders_in_progress`, `candidates_compared`, `matching_orders`, `review_reasons`, `error`

Perform Match Supplementary Navigator Order through Navigator.

### [Queue Optional Home Phones](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_queue_optional_home_phone.md)

- Handler: `navigator_queue_optional_home_phone`

- External effect: `write`
- Inputs: `document_ids`
- Outputs: `success`, `queued`

Perform Queue Optional Home Phones through Navigator.

### [Update Existing Navigator Order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_update_existing_navigator_order.md)

- Handler: `dynasplint_update_existing_navigator_order`
- Connection type: `dynasplint_navigator`
- External effect: `write`
- Inputs: `order_candidate`, `external_order_id`, `supplementary_order_id`, `document_id`, `fax_received_at`, `territory_id`, `territory_source`, `last_name_prefix`, `ingress_provenance`, `trusted_route_id`, `routing_branch`, `local_timezone`
- Outputs: `external_order_id`, `sections_updated`, `sections_skipped`, `sections_conflicted`, `needs_review`, `review_reasons`, `source_document_status`, `payer_update_stage`, `error`

Perform Update Existing Navigator Order through Navigator.

### [Watch Order Attachments](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_watch_order_attachments.md)

- Handler: `navigator_watch_order_attachments`

- External effect: `write`
- Inputs: `max_age_days`, `max_orders`, `deadline_seconds`
- Outputs: `success`, `summary`, `orders`

Perform Watch Order Attachments through Navigator.

---

# Create Navigator Order

> Perform Create Navigator Order through Navigator.

Source: [https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_create_navigator_order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_create_navigator_order)

Integration: [Navigator](https://genhealth.ai/docs/workflows/integrations/navigator.md)

- Handler: `dynasplint_create_navigator_order`

- Connection type: `dynasplint_navigator`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Navigator",
  "params": {
    "local_timezone": "America/New_York"
  },
  "handler": "dynasplint_create_navigator_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_candidate` — Order Candidate (json)
  Optional JSON value.
- `document_id` — Document Id (text)
  Optional text value.
- `document_kind` — Document Kind (text)
  Optional text value.
- `fax_received_at` — Fax Received At (text, required)
  Required text value.
- `territory_id` — Territory Id (text, required)
  Required text value.
- `territory_source` — Territory Source (text, required)
  Required text value.
- `last_name_prefix` — Last Name Prefix (text)
  Optional text value.
- `ingress_provenance` — Ingress Provenance (text)
  Optional text value.
- `trusted_route_id` — Trusted Route Id (text)
  Optional text value.
- `routing_branch` — Routing Branch (text)
  Optional text value.
- `local_timezone` — Local Timezone (text)
  Optional text value.
  Default: `"America/New_York"`
- `swo_demographics` — Swo Demographics (json)
  Optional JSON value.
- `swo_diagnoses` — Swo Diagnoses (json)
  Optional JSON value.
- `swo_order` — Swo Order (json)
  Optional JSON value.
- `intake_review_reasons` — Intake Review Reasons (json)
  Optional JSON value.
- `intake_conflicting_field_paths` — Intake Conflicting Field Paths (json)
  Optional JSON value.
- `source_navigator_execution_status` — Source Navigator Execution Status (text)
  Optional text value.

## Outputs

- `success` — Success
- `retryable` — Retryable
- `created` — Created
- `customer_id` — Customer Id
- `order_id` — Order Id
- `disposition` — Disposition
- `matched_order_id` — Matched Order Id
- `existing_customer` — Existing Customer
- `ready_to_verify` — Ready To Verify
- `blockers` — Blockers
- `left_for_staff` — Left For Staff
- `unmapped_products` — Unmapped Products
- `assumptions` — Assumptions
- `source_document_status` — Source Document Status
- `payer_update_stage` — Payer Update Stage
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "fax_received_at",
    "territory_id",
    "territory_source"
  ],
  "properties": {
    "swo_order": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "territory_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_kind": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "swo_diagnoses": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "local_timezone": {
      "type": "string",
      "default": "America/New_York",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_branch": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_received_at": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "order_candidate": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "last_name_prefix": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "swo_demographics": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "territory_source": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "trusted_route_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ingress_provenance": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "intake_review_reasons": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "intake_conflicting_field_paths": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "source_navigator_execution_status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "success": {},
    "blockers": {},
    "order_id": {},
    "retryable": {},
    "assumptions": {},
    "customer_id": {},
    "disposition": {},
    "left_for_staff": {},
    "ready_to_verify": {},
    "matched_order_id": {},
    "existing_customer": {},
    "unmapped_products": {},
    "payer_update_stage": {},
    "source_document_status": {}
  },
  "additionalProperties": true
}
```

---

# Dispatch Staff Attachments To Intake

> Perform Dispatch Staff Attachments To Intake through Navigator.

Source: [https://genhealth.ai/docs/workflows/integrations/navigator/navigator_dispatch_staff_attachments](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_dispatch_staff_attachments)

Integration: [Navigator](https://genhealth.ai/docs/workflows/integrations/navigator.md)

- Handler: `navigator_dispatch_staff_attachments`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Navigator",
  "params": {
    "max_replays": 10,
    "max_dispatch": 10
  },
  "handler": "navigator_dispatch_staff_attachments"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `max_replays` — Max Replays (number)
  Optional numeric value.
  Default: `10`
- `max_dispatch` — Max Dispatch (number)
  Optional numeric value.
  Default: `10`

## Outputs

- `success` — Success
- `dispatched` — Dispatched
- `replays_started` — Replays Started
- `run_ids` — Run Ids

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "max_replays": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_dispatch": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "run_ids": {},
    "success": {},
    "dispatched": {},
    "replays_started": {}
  },
  "additionalProperties": true
}
```

---

# Fill Optional Home Phone

> Perform Fill Optional Home Phone through Navigator.

Source: [https://genhealth.ai/docs/workflows/integrations/navigator/navigator_enrich_optional_home_phone](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_enrich_optional_home_phone)

Integration: [Navigator](https://genhealth.ai/docs/workflows/integrations/navigator.md)

- Handler: `navigator_enrich_optional_home_phone`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Navigator",
  "params": {},
  "handler": "navigator_enrich_optional_home_phone"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_ids` — Document Ids (json, required)
  Required JSON value.
- `lock_source` — Lock Source (text, required)
  Required text value.

## Outputs

- `success` — Success
- `outcome` — Outcome

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_ids",
    "lock_source"
  ],
  "properties": {
    "lock_source": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "outcome": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Match Supplementary Navigator Order

> Perform Match Supplementary Navigator Order through Navigator.

Source: [https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_match_supplementary_navigator_order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_match_supplementary_navigator_order)

Integration: [Navigator](https://genhealth.ai/docs/workflows/integrations/navigator.md)

- Handler: `dynasplint_match_supplementary_navigator_order`

- Connection type: `dynasplint_navigator`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Navigator",
  "params": {
    "local_timezone": "America/New_York",
    "match_requested": false
  },
  "handler": "dynasplint_match_supplementary_navigator_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_candidate` — Order Candidate (json)
  Optional JSON value.
- `match_requested` — Match Requested (boolean)
  Optional true-or-false value.
  Default: `false`
- `document_id` — Document Id (text)
  Optional text value.
- `fax_received_at` — Fax Received At (text, required)
  Required text value.
- `territory_id` — Territory Id (text, required)
  Required text value.
- `territory_source` — Territory Source (text, required)
  Required text value.
- `last_name_prefix` — Last Name Prefix (text)
  Optional text value.
- `ingress_provenance` — Ingress Provenance (text)
  Optional text value.
- `trusted_route_id` — Trusted Route Id (text)
  Optional text value.
- `routing_branch` — Routing Branch (text)
  Optional text value.
- `local_timezone` — Local Timezone (text)
  Optional text value.
  Default: `"America/New_York"`

## Outputs

- `attempted` — Attempted
- `supplementary` — Supplementary
- `new_order` — New Order
- `matched_external_order_id` — Matched External Order Id
- `orders_in_progress` — Orders In Progress
- `candidates_compared` — Candidates Compared
- `matching_orders` — Matching Orders
- `review_reasons` — Review Reasons
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "fax_received_at",
    "territory_id",
    "territory_source"
  ],
  "properties": {
    "document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "territory_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "local_timezone": {
      "type": "string",
      "default": "America/New_York",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_branch": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_received_at": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "match_requested": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_candidate": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "last_name_prefix": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "territory_source": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "trusted_route_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ingress_provenance": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "attempted": {},
    "new_order": {},
    "supplementary": {},
    "review_reasons": {},
    "matching_orders": {},
    "orders_in_progress": {},
    "candidates_compared": {},
    "matched_external_order_id": {}
  },
  "additionalProperties": true
}
```

---

# Queue Optional Home Phones

> Perform Queue Optional Home Phones through Navigator.

Source: [https://genhealth.ai/docs/workflows/integrations/navigator/navigator_queue_optional_home_phone](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_queue_optional_home_phone)

Integration: [Navigator](https://genhealth.ai/docs/workflows/integrations/navigator.md)

- Handler: `navigator_queue_optional_home_phone`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Navigator",
  "params": {},
  "handler": "navigator_queue_optional_home_phone"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_ids` — Document Ids (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `queued` — Queued

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_ids"
  ],
  "properties": {
    "document_ids": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "queued": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Update Existing Navigator Order

> Perform Update Existing Navigator Order through Navigator.

Source: [https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_update_existing_navigator_order](https://genhealth.ai/docs/workflows/integrations/navigator/dynasplint_update_existing_navigator_order)

Integration: [Navigator](https://genhealth.ai/docs/workflows/integrations/navigator.md)

- Handler: `dynasplint_update_existing_navigator_order`

- Connection type: `dynasplint_navigator`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Navigator",
  "params": {
    "local_timezone": "America/New_York"
  },
  "handler": "dynasplint_update_existing_navigator_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_candidate` — Order Candidate (json)
  Optional JSON value.
- `external_order_id` — External Order Id (text, required)
  Required text value.
- `supplementary_order_id` — Supplementary Order Id (text)
  Optional text value.
- `document_id` — Document Id (text)
  Optional text value.
- `fax_received_at` — Fax Received At (text, required)
  Required text value.
- `territory_id` — Territory Id (text, required)
  Required text value.
- `territory_source` — Territory Source (text, required)
  Required text value.
- `last_name_prefix` — Last Name Prefix (text)
  Optional text value.
- `ingress_provenance` — Ingress Provenance (text)
  Optional text value.
- `trusted_route_id` — Trusted Route Id (text)
  Optional text value.
- `routing_branch` — Routing Branch (text)
  Optional text value.
- `local_timezone` — Local Timezone (text)
  Optional text value.
  Default: `"America/New_York"`

## Outputs

- `external_order_id` — External Order Id
- `sections_updated` — Sections Updated
- `sections_skipped` — Sections Skipped
- `sections_conflicted` — Sections Conflicted
- `needs_review` — Needs Review
- `review_reasons` — Review Reasons
- `source_document_status` — Source Document Status
- `payer_update_stage` — Payer Update Stage
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "external_order_id",
    "fax_received_at",
    "territory_id",
    "territory_source"
  ],
  "properties": {
    "document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "territory_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "local_timezone": {
      "type": "string",
      "default": "America/New_York",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "routing_branch": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fax_received_at": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "order_candidate": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "last_name_prefix": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "territory_source": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "trusted_route_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "external_order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "ingress_provenance": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "supplementary_order_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "needs_review": {},
    "review_reasons": {},
    "sections_skipped": {},
    "sections_updated": {},
    "external_order_id": {},
    "payer_update_stage": {},
    "sections_conflicted": {},
    "source_document_status": {}
  },
  "additionalProperties": true
}
```

---

# Watch Order Attachments

> Perform Watch Order Attachments through Navigator.

Source: [https://genhealth.ai/docs/workflows/integrations/navigator/navigator_watch_order_attachments](https://genhealth.ai/docs/workflows/integrations/navigator/navigator_watch_order_attachments)

Integration: [Navigator](https://genhealth.ai/docs/workflows/integrations/navigator.md)

- Handler: `navigator_watch_order_attachments`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Navigator",
  "params": {
    "max_orders": 30,
    "max_age_days": 45,
    "deadline_seconds": 1200
  },
  "handler": "navigator_watch_order_attachments"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `max_age_days` — Max Age Days (number)
  Optional numeric value.
  Default: `45`
- `max_orders` — Max Orders (number)
  Optional numeric value.
  Default: `30`
- `deadline_seconds` — Deadline Seconds (number)
  Optional numeric value.
  Default: `1200`

## Outputs

- `success` — Success
- `summary` — Summary
- `orders` — Orders

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "max_orders": {
      "type": "number",
      "default": 30,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_age_days": {
      "type": "number",
      "default": 45,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "deadline_seconds": {
      "type": "number",
      "default": 1200,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "orders": {},
    "success": {},
    "summary": {}
  },
  "additionalProperties": true
}
```

---

# NikoHealth integration

> Build workflow automations with 100 public NikoHealth actions.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth](https://genhealth.ai/docs/workflows/integrations/nikohealth)

## Available actions

100 actions. Connection types: nikohealth.

### [Acquire Claim Processing Marker](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_acquire_claim_processing_marker.md)

- Handler: `nikohealth_acquire_claim_processing_marker`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `claim_id`, `marker_id`, `order_id`, `patient_id`, `run_id`, `note_subject`, `marker_prefix`, `stale_after_minutes`, `allow_stale_recovery`, `block_draft_saved`, `block_failed`, `block_partial_draft_saved`, `verify_no_concurrent_markers`, `dry_run`
- Outputs: `success`, `acquired`, `skipped`, `skip_reason`, `marker_written`, `dry_run`, `claim_id`, `order_id`, `patient_id`, `run_id`, `status`, `stale_processing_replaced`, `collision_detected`, `processing_contender_count`, `existing_marker`, `error`

Perform Acquire Claim Processing Marker through NikoHealth.

### [Activate Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_activate_insurance.md)

- Handler: `nikohealth_activate_insurance`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_id`
- Outputs: `success`, `error`

Perform Activate Insurance through NikoHealth.

### [Add HCPCS Code to Prescription](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_prescription_hcpcs.md)

- Handler: `nikohealth_add_prescription_hcpcs`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `hcpcs_code`, `diagnosis_codes`, `skip_if_missing`, `dry_run`, `verify`
- Outputs: `success`, `prescription_id`, `hcpcs_code`, `added`, `was_already_present`, `verified`, `covered_codes`, `skipped`, `reason`, `dry_run`, `message`, `error`

Perform Add HCPCS Code to Prescription through NikoHealth.

### [Add Note to Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_task_note.md)

- Handler: `nikohealth_add_task_note`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `task_id`, `text`, `add_patient_note`, `dry_run`, `verify`
- Outputs: `success`, `task_id`, `note_id`, `add_patient_note`, `verified`, `dry_run`, `message`, `error`, `error_type`

Perform Add Note to Task through NikoHealth.

### [Add Order Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_order_tags.md)

- Handler: `nikohealth_add_order_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `tag_request`, `order_id`, `tag_ids`, `tag_ids_select`, `skip_if_empty`
- Outputs: `success`, `skipped`, `order_id`, `tag_ids`, `error`

Perform Add Order Tags through NikoHealth.

### [Add Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_patient_tags.md)

- Handler: `nikohealth_add_patient_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `tag_request`, `patient_id`, `tag_ids`, `tag_ids_select`, `skip_if_empty`
- Outputs: `success`, `skipped`, `patient_id`, `tag_ids`, `error`

Perform Add Patient Tags through NikoHealth.

### [Assign Documents to Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_assign_order_documents.md)

- Handler: `nikohealth_assign_order_documents`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `patient_document_ids`, `merge_existing`, `enabled`, `skip_if_empty`
- Outputs: `success`, `status`, `skipped`, `patient_id`, `order_id`, `incoming_patient_document_ids`, `existing_patient_document_ids`, `submitted_patient_document_ids`, `patient_document_ids`, `assigned_count`, `associated_count`, `error`

Perform Assign Documents to Order through NikoHealth.

### [Check Intake Sales Order Exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_intake_sales_order_exists.md)

- Handler: `nikohealth_check_intake_sales_order_exists`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `status`, `found`, `document_id`, `patient_id`, `block_reason`, `error`

Perform Check Intake Sales Order Exists through NikoHealth.

### [Check Local Document Exists in Niko](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_local_patient_document_exists.md)

- Handler: `nikohealth_check_local_patient_document_exists`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `status`, `found`, `patient_document_id`, `document_id`, `error`

Perform Check Local Document Exists in Niko through NikoHealth.

### [Check Patient Document Exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_document_exists.md)

- Handler: `nikohealth_check_patient_document_exists`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `document_type`, `filename_prefix`, `include_previous_versions`, `pseudonymized_filename_template`, `pseudonymization_purpose`
- Outputs: `success`, `status`, `found`, `matched_document_id`, `matched_format`, `matched_legacy_format`, `error`

Perform Check Patient Document Exists through NikoHealth.

### [Check Patient Exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_exists.md)

- Handler: `nikohealth_check_patient_exists`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `duplicate_match_mode`
- Outputs: `success`, `patient_exists`, `niko_patient_id`, `doc_id`, `patient_check_status`, `ambiguous_patient_match`, `ambiguous_patient_match_tag_id`, `error`

Perform Check Patient Exists through NikoHealth.

### [Claim Tagged Billing Claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_claim_tagged_billing_claims.md)

- Handler: `nikohealth_claim_tagged_billing_claims`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `trigger_tag_name`, `processing_tag_name`, `acquire_processing_marker`, `exclude_tag_names`, `exclude_order_statuses`, `include_order_statuses`, `exclude_claim_statuses`, `include_claim_statuses`, `lookback_hours`, `created_from`, `created_to`, `server_filter_created_window`, `order_created_from`, `timezone`, `page_size`, `max_pages`, `record_limit`, `max_order_refetches`, `max_order_date_filter_reads`, `preferred_prior_auth_portal`, `max_prior_auth_qualification_candidates`, `preferred_payer_name_markers`, `note_subject`, `marker_prefix`, `stale_after_minutes`, `dry_run`
- Outputs: `success`, `error`, `items`, `count`, `claimed_count`, `claim_attempted`, `claim_failed_count`, `marker_skipped_count`, `skipped_stale_count`, `excluded_by_order_created_date_count`, `missing_order_created_date_count`, `verify_failed_count`, `diagnostics`, `route_qualified_count`, `route_excluded_count`, `route_unresolved_count`, `route_unresolved_hinted_count`, `route_payer_name_marker_count`, `route_error_count`

Perform Claim Tagged Billing Claims through NikoHealth.

### [Claim Tagged Orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_claim_tagged_orders.md)

- Handler: `nikohealth_claim_tagged_orders`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `trigger_tag_name`, `processing_tag_name`, `exclude_tag_names`, `exclude_statuses`, `include_statuses`, `lookback_hours`, `created_from`, `created_to`, `timezone`, `page_size`, `max_pages`, `record_limit`, `dry_run`
- Outputs: `success`, `error`, `items`, `count`, `claimed_count`, `claim_attempted`, `claim_failed_count`, `claim_failed_order_ids`, `skipped_stale_count`, `verify_failed_count`, `diagnostics`

Perform Claim Tagged Orders through NikoHealth.

### [Complete Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_complete_task.md)

- Handler: `nikohealth_complete_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `task_id`, `dry_run`, `verify`
- Outputs: `success`, `status`, `task_id`, `completed`, `was_already_completed`, `verified`, `dry_run`, `message`, `error`

Perform Complete Task through NikoHealth.

### [Create Intake Review Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_task.md)

- Handler: `nikohealth_create_intake_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `niko_org`, `patient_id`, `is_new_patient`, `task_title`, `task_description`, `use_auto_push_task_text`, `intake_task_category_id`, `intake_task_assignee_id`, `intake_task_assignee_id_manual`, `priority`, `due_date`
- Outputs: `success`, `task_id`, `skipped`, `document_id`, `error`

Perform Create Intake Review Task through NikoHealth.

### [Create Intake Sales Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_sales_order.md)

- Handler: `nikohealth_create_intake_sales_order`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `status`, `review_reason`, `tag_ids`, `document_id`, `patient_id`, `block_reason`, `error`

Perform Create Intake Sales Order through NikoHealth.

### [Create Invoice](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_claim.md)

- Handler: `nikohealth_create_claim`
- Connection type: `nikohealth`
- External effect: `irreversible`
- Inputs: `patient_id`, `hcpcs_code`, `service_date_from`, `service_date_to`, `billing_provider_name`, `referring_provider_id`, `diagnosis_codes`, `insurance_id`, `place_of_service`, `quantity`, `status`, `resubmission_code`, `order_id`, `prefer_latest_order`, `product_id`, `require_product`, `product_name`, `line_name`, `modifiers`, `price_option_id`, `sale_type`, `require_patient_diagnoses`, `fail_on_restrictions`, `attach_prior_authorization`, `require_prior_authorization`, `skip_if_empty`, `dry_run`
- Outputs: `success`, `skipped`, `status`, `claim_id`, `can_submit`, `price_option_id`, `charge`, `allowed`, `modifiers`, `billing_provider_name`, `insurance_id`, `order_id`, `product_id`, `product_name`, `product_source`, `product_candidates_count`, `restriction_warnings`, `restriction_codes`, `prior_auth_status`, `prior_auth_candidates_count`, `validation_errors`, `payload`, `dry_run`, `error`

Perform Create Invoice through NikoHealth.

### [Create Order Note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_note.md)

- Handler: `nikohealth_create_order_note`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `note_request`, `order_id`, `subject`, `description`, `is_pinned`, `idempotency_fingerprint`, `skip_if_empty`, `dry_run`
- Outputs: `success`, `skipped`, `dry_run`, `idempotent`, `order_id`, `note_id`, `subject`, `note_text`, `message`, `error`, `error_type`

Perform Create Order Note through NikoHealth.

### [Create Order Review Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_review_task.md)

- Handler: `nikohealth_create_order_review_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `order_id`, `patient_id`, `patient_name`, `task_title`, `assignee_id_dropdown`, `assignee_id`, `priority`, `note`, `due_date`
- Outputs: `success`, `task_id`, `order_id`, `error`

Perform Create Order Review Task through NikoHealth.

### [Create Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient.md)

- Handler: `nikohealth_create_patient`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `date_of_birth`
- Outputs: `success`, `result`

Perform Create Patient through NikoHealth.

### [Create Patient Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_insurance.md)

- Handler: `nikohealth_create_insurance`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `insurance_data`
- Outputs: `success`, `insurance`, `error`

Perform Create Patient Insurance through NikoHealth.

### [Create Patient Note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_note.md)

- Handler: `nikohealth_create_patient_note`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `note_request`, `document_id`, `patient_id`, `subject`, `description`, `is_pinned`, `skip_if_empty`, `idempotency_fingerprint`, `auto_push_action_key`, `record_summary`, `dry_run`
- Outputs: `success`, `note`, `skipped`, `dry_run`, `document_id`, `patient_id`, `resource_type`, `action_type`, `note_text`, `idempotent`, `message`, `error`, `error_type`, `status_code`, `cause_type`, `correlation_id`, `readback`

Perform Create Patient Note through NikoHealth.

### [Create Patient Notes (Bulk)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_notes.md)

- Handler: `nikohealth_create_patient_notes`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `notes`, `use_strategy_notes`, `idempotency_fingerprint`, `record_summary`, `dry_run`
- Outputs: `success`, `skipped`, `dry_run`, `created_count`, `skipped_count`, `failed_count`, `results`, `reason`, `document_id`, `patient_id`

Perform Create Patient Notes (Bulk) through NikoHealth.

### [Create Sales Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order.md)

- Handler: `nikohealth_create_sales_order`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `service_location_id`, `service_location_id_select`, `notes`, `order_tag_ids`, `order_tag_ids_select`
- Outputs: `success`, `document_id`, `order_id`, `order_url`, `resource`, `patient_id`, `service_location_id`, `item_count`, `tag_ids`, `persisted_order_count`, `provider_resolution_warning`, `generic_fallback_warning`, `start_date_warning`, `order_date_warning`, `order_gaps`, `product_gaps`, `failure_category`, `review_reason`, `message`, `error`

Perform Create Sales Order through NikoHealth.

### [Create Sales Order (Generic)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order_generic.md)

- Handler: `nikohealth_create_sales_order_generic`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `order_start_date`, `patient_id`, `service_location_id`, `items`, `delivery_type`, `ship_to`, `delivery_address_line`, `delivery_address_line_2`, `delivery_city`, `delivery_state`, `delivery_zip`, `pickup_location_id`, `order_tag_ids`, `description`, `referring_provider_npi`, `diagnosis_codes`, `length_of_need`
- Outputs: `success`, `order_id`, `order_url`, `patient_id`, `service_location_id`, `item_count`, `tag_ids`, `referring_provider_attach_skipped_reason`, `failure_category`, `status_code`, `correlation_id`, `error_type`, `error`

Perform Create Sales Order (Generic) through NikoHealth.

### [Create Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_task.md)

- Handler: `nikohealth_create_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `task_request`, `title`, `description`, `patient_id`, `order_id`, `assignee_ids`, `assignee_ids_manual`, `existing_tasks`, `idempotency_fingerprint`, `priority`, `due_date`, `category_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `idempotent`, `task_id`, `patient_id`, `order_id`, `error`

Perform Create Task through NikoHealth.

### [Deactivate Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_deactivate_insurance.md)

- Handler: `nikohealth_deactivate_insurance`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_id`
- Outputs: `success`, `error`

Perform Deactivate Insurance through NikoHealth.

### [Detect Late-Tagged Orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_detect_late_tagged_orders.md)

- Handler: `nikohealth_detect_late_tagged_orders`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `trigger_tag_name`, `handled_tag_name`, `exclude_tag_names`, `exclude_statuses`, `include_statuses`, `outer_lookback_hours`, `primary_lookback_hours`, `timezone`, `page_size`, `max_pages`, `max_candidates`, `output_limit`, `preferred_prior_auth_portal`, `preferred_payer_name_markers`, `exclude_payer_name_markers`, `marker_note_subject`, `marker_prefix`, `review_note_prefix`, `stale_after_minutes`
- Outputs: `success`, `error`, `candidates`, `candidate_count`, `candidate_list_truncated`, `digest`, `diagnostics`

Perform Detect Late-Tagged Orders through NikoHealth.

### [Download Intake Item](https://genhealth.ai/docs/workflows/integrations/nikohealth/genhealth_download_intake_item.md)

- Handler: `genhealth_download_intake_item`

- External effect: `write`
- Inputs: `source_type`, `item`, `job_id`, `workflow_id`
- Outputs: `success`, `document_id`, `was_existing`, `downloaded`, `skip_reason`, `ext_id`, `error`

Perform Download Intake Item through NikoHealth.

### [Download Patient Document](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_download_patient_document.md)

- Handler: `nikohealth_download_patient_document`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_document_id`, `document`
- Outputs: `success`, `status`, `document_id`, `niko_patient_document_id`, `downloaded`, `was_existing`, `title`, `sha256`, `size`, `error`

Perform Download Patient Document through NikoHealth.

### [Edit Existing Order (v1)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_edit_order.md)

- Handler: `nikohealth_edit_order`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `product_swaps`, `add_items`, `diagnosis_codes`, `diagnosis_code_prefixes`, `dry_run`
- Outputs: `success`, `order_id`, `edit_status`, `applied_ops`, `item_count`, `diagnosis_count`, `confirmed_by_readback`, `refusal_reason`, `refusal_field`, `refusal_detail`, `failure_category`, `retryable`, `error`

Perform Edit Existing Order (v1) through NikoHealth.

### [Edit Existing Order via Tracking (v2)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_edit_order_tracking_v2.md)

- Handler: `nikohealth_edit_order_tracking_v2`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `product_swaps`, `add_items`, `diagnosis_codes`, `diagnosis_code_prefixes`, `dry_run`
- Outputs: `success`, `order_id`, `edit_status`, `applied_ops`, `item_count`, `diagnosis_count`, `confirmed_by_readback`, `partial_edit`, `refusal_reason`, `refusal_field`, `refusal_detail`, `failure_category`, `retryable`, `error`

Perform Edit Existing Order via Tracking (v2) through NikoHealth.

### [Fill Insurance Details From Eligibility](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_fill_insurance_details_from_eligibility.md)

- Handler: `nikohealth_fill_insurance_details_from_eligibility`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_id`, `eligibility_result`, `coinsurance_service_codes`, `dry_run`
- Outputs: `success`, `insurance_id`, `updated_fields`, `skipped_fields`, `dry_run`, `error`

Perform Fill Insurance Details From Eligibility through NikoHealth.

### [Filter Existing WellCare Authorizations](https://genhealth.ai/docs/workflows/integrations/nikohealth/wellcare_filter_existing_niko_authorizations.md)

- Handler: `wellcare_filter_existing_niko_authorizations`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `payer_id`, `order_service_date`, `hcpcs_items`
- Outputs: `success`, `route`, `review_required`, `reason_code`, `hcpcs_items`, `uncovered_hcpcs_codes`, `covered_hcpcs_codes`, `requested_hcpcs_count`, `uncovered_hcpcs_count`, `covered_hcpcs_count`, `authorization_count`, `error`, `failure_category`

Perform Filter Existing WellCare Authorizations through NikoHealth.

### [Find or Add Referring Provider Location](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_add_referring_provider_location.md)

- Handler: `nikohealth_find_or_add_referring_provider_location`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `provider_id`, `address_line`, `address_line_2`, `city`, `state`, `zip`, `phone`, `fax`, `email`, `location_name`, `add_if_missing`, `dry_run`
- Outputs: `success`, `provider_id`, `location_id`, `added`, `match_status`, `readback_verified`, `missing_fields`, `failure_category`, `status_code`, `correlation_id`, `error_type`, `error`

Perform Find or Add Referring Provider Location through NikoHealth.

### [Find or Create Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_patient.md)

- Handler: `nikohealth_find_or_create_patient`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `location_id`, `location_id_select`, `auto_update_existing_patient_fields`, `append_missing_phone_contacts`, `duplicate_match_mode`, `patient_genhealth_tag_id`, `patient_genhealth_tag_id_select`, `mark_signature_on_file`, `existing_patient_signature_date`, `new_patient_signature_date`, `name_case`, `overwrite_existing_signature_date`, `set_responsible_contact_to_self`, `overwrite_responsible_contact_for_minor`, `parachute_address_street`, `parachute_address_line2`, `parachute_address_city`, `parachute_address_state`, `parachute_address_zip_code`, `parachute_phone_number`, `parachute_first_name`, `parachute_last_name`, `parachute_birth_date`, `parachute_mode`, `task_team_id`
- Outputs: `success`, `patient_id`, `first_name`, `last_name`, `birthday`, `is_new_patient`, `document_id`, `applied_patient_tag_ids`, `patient_tag_writeback_status`, `patient_tag_warning`, `patient_check_status`, `ambiguous_patient_match`, `ambiguous_patient_match_tag_id`, `responsible_contact_updated`, `responsible_contact_overwritten`, `responsible_contact_skip_reason`, `manual_review_required`, `review_reason`, `error`

Perform Find or Create Patient through NikoHealth.

### [Find or Create Referring Provider](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_referring_provider.md)

- Handler: `nikohealth_find_or_create_referring_provider`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `npi`, `first_name`, `last_name`, `address_line`, `address_line_2`, `city`, `state`, `zip`, `phone`, `fax`, `email`, `title`, `practice`, `note`, `location_name`, `create_if_missing`, `use_npi_registry`
- Outputs: `success`, `provider_id`, `location_id`, `created`, `lookup_status`, `npi`, `registry_used`, `readback_verified`, `missing_fields`, `failure_category`, `status_code`, `correlation_id`, `error_type`, `error`

Perform Find or Create Referring Provider through NikoHealth.

### [Find Patients](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_patients.md)

- Handler: `nikohealth_find_patients`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `lookback_hours`, `exact_elapsed_lookback`, `created_from`, `created_to`, `timezone`, `page_size`, `max_pages`, `require_complete`, `record_limit`, `sort_expression`, `tag_ids`, `tag_names`, `exclude_tag_ids`, `exclude_tag_names`
- Outputs: `success`, `patients`, `count`, `excluded_by_tag_count`, `unknown_tags`, `truncated_by_record_limit`, `pages_fetched`, `truncated_by_page_cap`, `window_source`, `created_from`, `created_to`, `error`

Perform Find Patients through NikoHealth.

### [Get Document Management Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags.md)

- Handler: `nikohealth_get_document_management_tags`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `include_archived`, `page_size`
- Outputs: `success`, `tags`, `count`, `error`

Perform Get Document Management Tags through NikoHealth.

### [Get Document Management Tags by Filename](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags_by_filename.md)

- Handler: `nikohealth_get_document_management_tags_by_filename`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `filename`
- Outputs: `success`, `found`, `ambiguous`, `document_id`, `tags`, `matches`, `match_count`, `search_complete`, `error_type`, `error`

Perform Get Document Management Tags by Filename through NikoHealth.

### [Get Fax Inbox Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_fax_tags.md)

- Handler: `nikohealth_get_fax_tags`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `include_archived`, `page_size`
- Outputs: `success`, `tags`, `count`, `error`

Perform Get Fax Inbox Tags through NikoHealth.

### [Get Invoice Detail](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_hcpcs.md)

- Handler: `nikohealth_get_order_hcpcs`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `claim_id`, `include_items`, `skip_if_empty`
- Outputs: `success`, `order_id`, `patient_id`, `payer_id`, `patient_insurance_id`, `hcpcs_codes`, `hcpcs_items`, `claim_diagnosis_codes`, `items`, `count`, `payer_name`, `billing_provider`, `billing_provider_name`, `billing_provider_npi`, `has_prior_authorization`, `source_type`, `prior_authorizations`, `invoice`, `invoice_id`, `skipped`, `reason`, `error`

Perform Get Invoice Detail through NikoHealth.

### [Get Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order.md)

- Handler: `nikohealth_get_order`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `order_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `order`, `reason`, `error`

Perform Get Order through NikoHealth.

### [Get Order Cost Estimate HCPCS](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_cost_sharing.md)

- Handler: `nikohealth_get_order_cost_sharing`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `order_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `reason`, `hcpcs_items`, `hcpcs_codes`, `count`, `error`, `error_type`

Perform Get Order Cost Estimate HCPCS through NikoHealth.

### [Get Order Events](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_events.md)

- Handler: `nikohealth_get_order_events`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `order_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `events`, `count`, `reason`, `error`

Perform Get Order Events through NikoHealth.

### [Get Order Items](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_items.md)

- Handler: `nikohealth_get_order_items`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `order_id`, `skip_if_empty`
- Outputs: `success`, `skipped`, `items`, `count`, `hcpcs_codes`, `hcpcs_items`, `order_item_ids_without_hcpcs`, `reason`, `error`

Perform Get Order Items through NikoHealth.

### [Get Order Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_tags.md)

- Handler: `nikohealth_get_order_tags`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `success`, `tags`, `count`, `error`

Perform Get Order Tags through NikoHealth.

### [Get Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient.md)

- Handler: `nikohealth_get_patient`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `patient`, `error`

Perform Get Patient through NikoHealth.

### [Get Patient Authorizations](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_authorizations.md)

- Handler: `nikohealth_get_patient_authorizations`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `authorizations`, `count`, `error`

Perform Get Patient Authorizations through NikoHealth.

### [Get Patient Diagnoses](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_diagnoses.md)

- Handler: `nikohealth_get_patient_diagnoses`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `skip_if_empty`
- Outputs: `success`, `diagnoses`, `icd_codes`, `diagnosis_records`, `count`, `skipped`, `reason`, `error`, `error_type`

Perform Get Patient Diagnoses through NikoHealth.

### [Get Patient Documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_documents.md)

- Handler: `nikohealth_get_patient_documents`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `document_types`, `page_size`, `max_pages`, `require_complete`
- Outputs: `success`, `documents`, `patient_document_ids`, `count`, `page_count`, `truncated_by_page_cap`, `error`

Perform Get Patient Documents through NikoHealth.

### [Get Patient Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_insurance.md)

- Handler: `nikohealth_get_patient_insurance`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `insurance_id`, `payer_id`
- Outputs: `success`, `insurance`, `insurances`, `count`, `error`, `error_type`

Perform Get Patient Insurance through NikoHealth.

### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_notes.md)

- Handler: `nikohealth_get_patient_notes`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `notes`, `count`, `total`, `error`

Perform Get Patient Notes through NikoHealth.

### [Get Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_tags.md)

- Handler: `nikohealth_get_patient_tags`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `success`, `tags`, `count`, `error`

Perform Get Patient Tags through NikoHealth.

### [Get Prescription Details](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescription_details.md)

- Handler: `nikohealth_get_prescription_details`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `prescription_id`
- Outputs: `success`, `prescription`, `error`

Perform Get Prescription Details through NikoHealth.

### [Get Prescriptions](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescriptions.md)

- Handler: `nikohealth_get_prescriptions`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `prescriptions`, `count`, `error`

Perform Get Prescriptions through NikoHealth.

### [Get Resupply Programs](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_resupply_programs.md)

- Handler: `nikohealth_get_resupply_programs`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `success`, `programs`, `error`

Perform Get Resupply Programs through NikoHealth.

### [List Billing Claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_billing_claims.md)

- Handler: `nikohealth_list_billing_claims`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `statuses`, `sales_type`, `sort`, `created_from`, `created_to`, `date_of_service_from`, `date_of_service_to`, `patient_ids`, `page_size`, `max_pages`
- Outputs: `success`, `items`, `count`, `pages_fetched`, `truncated_by_max_pages`, `statuses`, `sales_type`, `sort`, `created_from`, `created_to`, `date_of_service_from`, `date_of_service_to`, `patient_ids`, `error`

Perform List Billing Claims through NikoHealth.

### [List Document Management Uploads](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_document_management_docs.md)

- Handler: `nikohealth_list_document_management_docs`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `page_size`, `page_index`, `sort`, `processed_tag_id`
- Outputs: `success`, `items`, `count`, `page_index`, `has_more`, `error`

Perform List Document Management Uploads through NikoHealth.

### [List Fax Inbox](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_inbox.md)

- Handler: `nikohealth_list_fax_inbox`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `page_size`, `max_pages`, `date_from`, `date_to`, `status`, `tag_ids_select`, `sort_expression`, `require_complete`
- Outputs: `success`, `faxes`, `count`, `pages_fetched`, `truncated`, `error`

Perform List Fax Inbox through NikoHealth.

### [List Fax Tag Dictionary](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_tag_dictionary_v1.md)

- Handler: `nikohealth_list_fax_tag_dictionary_v1`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `tags`, `count`, `definition_version`

Perform List Fax Tag Dictionary through NikoHealth.

### [List Order Documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_order_documents.md)

- Handler: `nikohealth_list_order_documents`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `order_id`, `document_types`, `skip_if_empty`
- Outputs: `success`, `skipped`, `found`, `documents`, `count`, `document_types`, `error`

Perform List Order Documents through NikoHealth.

### [List Order Tag Dictionary](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_order_tag_dictionary_v1.md)

- Handler: `nikohealth_list_order_tag_dictionary_v1`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `tags`, `count`, `definition_version`

Perform List Order Tag Dictionary through NikoHealth.

### [List Patient Tag Dictionary](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_patient_tag_dictionary_v1.md)

- Handler: `nikohealth_list_patient_tag_dictionary_v1`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `tags`, `count`, `definition_version`

Perform List Patient Tag Dictionary through NikoHealth.

### [List Users / Assignees](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_assignees.md)

- Handler: `nikohealth_list_assignees`
- Connection type: `nikohealth`
- External effect: `read`

- Outputs: `success`, `users`, `count`, `error`

Perform List Users / Assignees through NikoHealth.

### [Match Order Products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_match_order_products.md)

- Handler: `nikohealth_match_order_products`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `document_id`, `patient_id`
- Outputs: `success`, `matches`, `has_ambiguous`, `has_generic`, `preview_text`, `failure_category`, `review_reason`, `message`, `error`

Perform Match Order Products through NikoHealth.

### [Persist Patient Documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_persist_patient_documents.md)

- Handler: `nikohealth_persist_patient_documents`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `strict_type_resolution`, `document_type_names`, `recency_window_hours`, `max_documents`, `min_documents`
- Outputs: `success`, `status`, `created`, `skipped`, `failed`, `document_ids`, `results`, `error`

Perform Persist Patient Documents through NikoHealth.

### [Push Diagnosis Codes to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_diagnosis_codes.md)

- Handler: `nikohealth_sync_diagnosis_codes`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `code_prefixes`
- Outputs: `success`, `synced`, `updated`, `already_present`, `partial`, `manual_review_required`, `dropped_count`, `unresolved_icd_codes`, `icd_codes_found`, `filtered_out_count`, `validation_rejected`, `validation_rejected_count`, `error`

Perform Push Diagnosis Codes to Patient through NikoHealth.

### [Push Insurance to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_insurance.md)

- Handler: `nikohealth_sync_insurance`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `auto_verify_eligibility`, `choose_default_plan`, `parachute_carrier_name`, `parachute_member_id`, `parachute_insurance_mode`, `task_team_id`
- Outputs: `success`, `status`, `synced_count`, `skipped_count`, `policies_found`, `already_present_count`, `unmapped_count`, `failed_count`, `failure_reasons`, `coverages`, `insurance_gaps`, `unmatched_plan_payers`, `unmatched_plan_text`, `inferred_plan_payers`, `inferred_plan_text`, `hold_order`, `hold_reason`, `eligibility_status`, `error`

Perform Push Insurance to Patient through NikoHealth.

### [Quick-Ship From Inventory](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_quick_ship_from_inventory.md)

- Handler: `nikohealth_quick_ship_from_inventory`
- Connection type: `nikohealth`
- External effect: `irreversible`
- Inputs: `order_id`, `patient_id`, `source_location_id`, `shipped_date`, `equipment_statuses`, `location_type_ids`
- Outputs: `success`, `order_id`, `patient_id`, `shipped_item_ids`, `skipped_already_shipped_item_ids`, `failure_category`, `retryable`, `error`

Perform Quick-Ship From Inventory through NikoHealth.

### [Reconcile Tagged Orders to Billing Claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_reconcile_tagged_orders_to_billing_claims.md)

- Handler: `nikohealth_reconcile_tagged_orders_to_billing_claims`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `trigger_tag_name`, `exclude_tag_names`, `exclude_statuses`, `include_statuses`, `lookback_hours`, `created_from`, `created_to`, `timezone`, `page_size`, `max_pages`, `record_limit`, `claim_processing_lookback_hours`, `claimless_insurance_selection`, `enable_claimless_order_processing`, `order_processing_lookback_hours`, `target_order_ids`, `suppress_review_items`, `claimless_exclude_payer_name_markers`, `preferred_prior_auth_portal`, `preferred_payer_name_markers`, `max_prior_auth_qualification_candidates`
- Outputs: `success`, `error`, `items`, `count`, `review_items`, `review_count`, `diagnostics`

Perform Reconcile Tagged Orders to Billing Claims through NikoHealth.

### [Record Claim Processing Marker Result](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_record_claim_processing_marker_result.md)

- Handler: `nikohealth_record_claim_processing_marker_result`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `claim_id`, `marker_id`, `order_id`, `patient_id`, `run_id`, `note_subject`, `marker_prefix`, `status`, `save_result`, `duplicate_check_result`, `allow_same_run_draft_to_submitted`, `dry_run`
- Outputs: `success`, `written`, `skipped`, `skip_reason`, `dry_run`, `claim_id`, `order_id`, `patient_id`, `run_id`, `status`, `existing_marker`, `error`

Perform Record Claim Processing Marker Result through NikoHealth.

### [Refresh Reference Data](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_refresh_reference_data.md)

- Handler: `nikohealth_refresh_reference_data`
- Connection type: `nikohealth`
- External effect: `write`

- Outputs: `organization_id`, `success`, `catalog`, `dictionary_refresh`, `error`

Perform Refresh Reference Data through NikoHealth.

### [Resolve Order Products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_order_products.md)

- Handler: `nikohealth_resolve_order_products`

- External effect: `read`
- Inputs: `items`
- Outputs: `success`, `items`, `unresolved_hcpcs`, `unresolved_warning`, `error`

Perform Resolve Order Products through NikoHealth.

### [Resolve Referring Provider by Name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_referring_provider_by_name.md)

- Handler: `nikohealth_resolve_referring_provider_by_name`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `first_name`, `last_name`
- Outputs: `success`, `found`, `npi`, `resolved_provider_id`, `primary_location_id`, `retryable`, `error_type`, `error`

Perform Resolve Referring Provider by Name through NikoHealth.

### [Resolve Source Location From Clinic Name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_source_location.md)

- Handler: `nikohealth_resolve_source_location`

- External effect: `read`
- Inputs: `clinic_name`, `clinic_npi`
- Outputs: `success`, `location_id`, `matched_location_name`, `candidate_count`, `reason`, `failure_category`, `retryable`, `error`

Perform Resolve Source Location From Clinic Name through NikoHealth.

### [Rule-Based Task Router](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_rule_based_task_router.md)

- Handler: `nikohealth_rule_based_task_router`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `patient_id`, `has_patient_data`, `has_order_data`, `is_new_patient`, `document_type`, `is_carecentrix`, `has_resupply`, `has_pending_authorization`, `referring_provider_name`, `ocr_text`, `document_url`, `enable_strategy_title_triage`, `routing_rules`
- Outputs: `success`, `tasking_outcome`, `task_id`, `idempotent`, `matched_rule`, `matched_rule_source`, `document_id`, `document_type`, `is_new_patient`, `supports_order_tasking`, `custom_context_flags`, `has_resupply`, `has_pending_authorization`, `display_name`, `skipped`, `message`, `error_code`, `error_type`, `error`

Perform Rule-Based Task Router through NikoHealth.

### [Run Eligibility Check](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_eligibility_check.md)

- Handler: `nikohealth_run_eligibility_check`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `niko_insurance_id`, `force_resubmit`, `enabled`, `skip_reason`, `update_insurance_status_without_local_policy`
- Outputs: `success`, `status`, `skipped`, `is_eligible`, `alerts`, `transaction_id`, `eligibility_result`, `niko_insurance_id`, `insurance_status_updated`, `status_update_skipped_reason`, `error`, `error_message`

Perform Run Eligibility Check through NikoHealth.

### [Run Policy Eligibility Check](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_policy_eligibility_check.md)

- Handler: `nikohealth_run_policy_eligibility_check`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_policy_id`, `niko_insurance_id`, `force_resubmit`
- Outputs: `success`, `status`, `is_eligible`, `alerts`, `transaction_id`, `eligibility_result`, `insurance_policy_id`, `niko_insurance_id`, `insurance_status_updated`, `status_update_skipped_reason`, `error`, `error_message`

Perform Run Policy Eligibility Check through NikoHealth.

### [Search Orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_orders.md)

- Handler: `nikohealth_search_orders`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `patient_id`, `require_patient_id`, `status`, `lookback_hours`, `created_from`, `created_to`, `timezone`, `order_types`, `page_size`, `max_pages`, `record_limit`, `sort_expression`, `exclude_tag_ids`, `exclude_tag_names`, `include_tag_ids`, `include_tag_names`, `hydrate_details`, `require_complete`, `default_on_error`
- Outputs: `success`, `orders`, `count`, `excluded_by_tag_count`, `included_by_tag_count`, `scanned_count`, `truncated_by_record_limit`, `pages_fetched`, `truncated_by_page_cap`, `details_hydrated`, `window_source`, `created_from`, `created_to`, `defaulted`, `reason`, `error`

Perform Search Orders through NikoHealth.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patient.md)

- Handler: `nikohealth_search_patient`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `full_address`, `tags`, `created_from`, `created_to`, `sort_by`, `sort_descending`, `page_size`, `page_index`
- Outputs: `patients`, `count`, `sort_expression`, `unknown_tags`, `error`

Perform Search Patient through NikoHealth.

### [Search Patients](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patients.md)

- Handler: `nikohealth_search_patients`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `full_address`, `page_size`
- Outputs: `patients`, `count`, `sort_expression`, `error`

Perform Search Patients through NikoHealth.

### [Search Payers](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_payers.md)

- Handler: `nikohealth_search_payers`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `search_term`
- Outputs: `success`, `payers`, `count`, `error`

Perform Search Payers through NikoHealth.

### [Search Products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_products.md)

- Handler: `nikohealth_search_products`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `search_term`, `hcpcs_code`
- Outputs: `success`, `products`, `count`, `error`

Perform Search Products through NikoHealth.

### [Search Tasks](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_tasks.md)

- Handler: `nikohealth_search_tasks`
- Connection type: `nikohealth`
- External effect: `read`
- Inputs: `category_name`, `assignee_name`, `assignee_id`, `title`, `title_match`, `statuses`, `sort`, `page_size`, `max_pages`, `skip_if_empty`
- Outputs: `success`, `skipped`, `category_name`, `category_id`, `assignee_name`, `assignee_id`, `title`, `title_match`, `statuses`, `sort`, `count`, `unfiltered_count`, `items`, `pages_fetched`, `truncated`, `error`

Perform Search Tasks through NikoHealth.

### [Set Document Management Note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_set_document_management_note.md)

- Handler: `nikohealth_set_document_management_note`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `note`
- Outputs: `success`, `document_id`, `error`, `error_type`

Perform Set Document Management Note through NikoHealth.

### [Submit Claim](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_submit_claim.md)

- Handler: `nikohealth_submit_claim`
- Connection type: `nikohealth`
- External effect: `irreversible`
- Inputs: `claim_id`, `skip_if_empty`, `dry_run`
- Outputs: `success`, `skipped`, `dry_run`, `is_electronically_submitted`, `message`, `reason`, `error`

Perform Submit Claim through NikoHealth.

### [Tag Patient with Referral Source](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_apply_referral_source_tag.md)

- Handler: `nikohealth_apply_referral_source_tag`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `niko_patient_id`
- Outputs: `success`, `verdict`, `extracted_name`, `matched_tag_name`, `matched_tag_id`, `matched_tag_ids`, `document_id`, `error`

Perform Tag Patient with Referral Source through NikoHealth.

### [Update Claim Line Quantities](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_claim_line_quantities.md)

- Handler: `nikohealth_update_claim_line_quantities`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `claim_id`, `line_updates`, `dry_run`, `skip_if_empty`
- Outputs: `success`, `skipped`, `dry_run`, `claim_id`, `corrections`, `changed_count`, `refused_count`, `refusals`, `verified`, `message`, `error`, `error_type`

Perform Update Claim Line Quantities through NikoHealth.

### [Update Document Management Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_document_management_tags.md)

- Handler: `nikohealth_update_document_management_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`, `tag_ids`
- Outputs: `success`, `document_id`, `error`

Perform Update Document Management Tags through NikoHealth.

### [Update Fax Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_fax_tags.md)

- Handler: `nikohealth_update_fax_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `fax_id`, `tag_ids`, `tag_ids_select`, `mode`
- Outputs: `success`, `mode`, `tag_ids`, `error`

Perform Update Fax Tags through NikoHealth.

### [Update Insurance Details](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_insurance_details.md)

- Handler: `nikohealth_update_insurance_details`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `insurance_id`, `in_network_individual_calendar_year_deductible`, `in_network_individual_remaining_deductible`, `in_network_individual_out_of_pocket_max`, `in_network_individual_out_of_pocket_remaining`, `in_network_individual_coinsurance`, `in_network_individual_copay`, `in_network_family_calendar_year_deductible`, `in_network_family_remaining_deductible`, `in_network_family_out_of_pocket_max`, `in_network_family_out_of_pocket_remaining`, `out_of_network_individual_calendar_year_deductible`, `out_of_network_individual_remaining_deductible`, `out_of_network_individual_out_of_pocket_max`, `out_of_network_individual_out_of_pocket_remaining`, `out_of_network_individual_coinsurance`, `out_of_network_individual_copay`, `out_of_network_family_calendar_year_deductible`, `out_of_network_family_remaining_deductible`, `out_of_network_family_out_of_pocket_max`, `out_of_network_family_out_of_pocket_remaining`
- Outputs: `success`, `insurance_id`, `updated_fields`, `error`

Perform Update Insurance Details through NikoHealth.

### [Update Order State](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_state.md)

- Handler: `nikohealth_update_order_state`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `order_id`, `status`, `tags`
- Outputs: `success`, `error`

Perform Update Order State through NikoHealth.

### [Update Order Tags By Name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_tags_by_name.md)

- Handler: `nikohealth_update_order_tags_by_name`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `order_id`, `remove_tag_names`, `add_tag_names`, `skip_if_empty`, `best_effort`
- Outputs: `success`, `status`, `skipped`, `order_id`, `tag_ids`, `added_tag_ids`, `removed_tag_ids`, `missing_tag_names`, `failure_reason`, `error`

Perform Update Order Tags By Name through NikoHealth.

### [Update Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient.md)

- Handler: `nikohealth_update_patient`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `first_name`, `last_name`, `date_of_birth`, `phone`, `email`
- Outputs: `success`, `patient_id`, `error`

Perform Update Patient through NikoHealth.

### [Update Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient_tags.md)

- Handler: `nikohealth_update_patient_tags`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `tag_ids`, `tag_ids_select`, `clear_when_empty`
- Outputs: `success`, `skipped`, `error`

Perform Update Patient Tags through NikoHealth.

### [Update Signature Status](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_signature_status.md)

- Handler: `nikohealth_update_signature_status`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `signature_status`
- Outputs: `success`, `skipped`, `error`

Perform Update Signature Status through NikoHealth.

### [Update Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_task.md)

- Handler: `nikohealth_update_task`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `task_id`, `title`, `description`, `clear_description`, `due_date`, `clear_due_date`, `category_id`, `priority`, `assign_to`, `patients`, `patient_documents`, `dry_run`, `verify`
- Outputs: `success`, `updated`, `task_id`, `changed_fields`, `verified`, `dry_run`, `message`, `error`, `error_type`

Perform Update Task through NikoHealth.

### [Upload Document to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_document.md)

- Handler: `nikohealth_upload_document`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `s3_key`, `s3_uri`, `filename`, `sha256`, `content_type`, `document_type`, `enabled`, `skip_if_missing_source`, `delete_source_artifact_after_upload`
- Outputs: `success`, `status`, `uploaded`, `skipped`, `document_id`, `patient_id`, `patient_document_id`, `workflow_artifact_deleted`, `s3_key`, `filename`, `error`

Perform Upload Document to Patient through NikoHealth.

### [Upload Documents by Page Category](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_documents_by_category.md)

- Handler: `nikohealth_upload_documents_by_category`
- Connection type: `nikohealth`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `supported`, `document_id`, `uploaded_count`, `skipped_count`, `failed_count`, `child_document_ids`, `child_documents`, `errors`, `reason`, `error`

Perform Upload Documents by Page Category through NikoHealth.

---

# Acquire Claim Processing Marker

> Perform Acquire Claim Processing Marker through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_acquire_claim_processing_marker](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_acquire_claim_processing_marker)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_acquire_claim_processing_marker`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": false,
    "block_failed": false,
    "note_subject": "GenHealth Claim Processing Marker",
    "marker_prefix": "GENHEALTH_CLAIM_PROCESSING",
    "block_draft_saved": false,
    "stale_after_minutes": 360,
    "allow_stale_recovery": true,
    "block_partial_draft_saved": false,
    "verify_no_concurrent_markers": false
  },
  "handler": "nikohealth_acquire_claim_processing_marker"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `claim_id` — Claim Id (expression)
  Optional literal value or workflow expression.
- `marker_id` — Marker Id (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `run_id` — Run Id (expression)
  Optional literal value or workflow expression.
- `note_subject` — Note Subject (expression)
  Optional literal value or workflow expression.
  Default: `"GenHealth Claim Processing Marker"`
- `marker_prefix` — Marker Prefix (expression)
  Optional literal value or workflow expression.
  Default: `"GENHEALTH_CLAIM_PROCESSING"`
- `stale_after_minutes` — Stale After Minutes (number)
  Optional numeric value.
  Default: `360`
- `allow_stale_recovery` — Allow Stale Recovery (boolean)
  Optional true-or-false value.
  Default: `true`
- `block_draft_saved` — Block Draft Saved (boolean)
  Optional true-or-false value.
  Default: `false`
- `block_failed` — Block Failed (boolean)
  Optional true-or-false value.
  Default: `false`
- `block_partial_draft_saved` — Block Partial Draft Saved (boolean)
  Optional true-or-false value.
  Default: `false`
- `verify_no_concurrent_markers` — Verify No Concurrent Markers (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `acquired` — Acquired
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `marker_written` — Marker Written
- `dry_run` — Dry Run
- `claim_id` — Claim Id
- `order_id` — Order Id
- `patient_id` — Patient Id
- `run_id` — Run Id
- `status` — Status
- `stale_processing_replaced` — Stale Processing Replaced
- `collision_detected` — Collision Detected
- `processing_contender_count` — Processing Contender Count
- `existing_marker` — Existing Marker
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "run_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "claim_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marker_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "block_failed": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "note_subject": {
      "default": "GenHealth Claim Processing Marker",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marker_prefix": {
      "default": "GENHEALTH_CLAIM_PROCESSING",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "block_draft_saved": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "stale_after_minutes": {
      "type": "number",
      "default": 360,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "allow_stale_recovery": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "block_partial_draft_saved": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "verify_no_concurrent_markers": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "run_id": {},
    "status": {},
    "dry_run": {},
    "skipped": {},
    "success": {},
    "acquired": {},
    "claim_id": {},
    "order_id": {},
    "patient_id": {},
    "skip_reason": {},
    "marker_written": {},
    "existing_marker": {},
    "collision_detected": {},
    "stale_processing_replaced": {},
    "processing_contender_count": {}
  },
  "additionalProperties": true
}
```

---

# Activate Insurance

> Perform Activate Insurance through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_activate_insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_activate_insurance)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_activate_insurance`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_activate_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `insurance_id` — Insurance Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "insurance_id"
  ],
  "properties": {
    "insurance_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Add HCPCS Code to Prescription

> Perform Add HCPCS Code to Prescription through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_prescription_hcpcs](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_prescription_hcpcs)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_add_prescription_hcpcs`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "verify": true,
    "dry_run": false,
    "skip_if_missing": false
  },
  "handler": "nikohealth_add_prescription_hcpcs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `hcpcs_code` — Hcpcs Code (expression, required)
  Required literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (expression)
  Optional literal value or workflow expression.
- `skip_if_missing` — Skip If Missing (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `verify` — Verify (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `prescription_id` — Prescription Id
- `hcpcs_code` — Hcpcs Code
- `added` — Added
- `was_already_present` — Was Already Present
- `verified` — Verified
- `covered_codes` — Covered Codes
- `skipped` — Skipped
- `reason` — Reason
- `dry_run` — Dry Run
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "hcpcs_code"
  ],
  "properties": {
    "verify": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "hcpcs_code": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_missing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "added": {},
    "error": {},
    "reason": {},
    "dry_run": {},
    "message": {},
    "skipped": {},
    "success": {},
    "verified": {},
    "hcpcs_code": {},
    "covered_codes": {},
    "prescription_id": {},
    "was_already_present": {}
  },
  "additionalProperties": true
}
```

---

# Add Note to Task

> Perform Add Note to Task through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_task_note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_task_note)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_add_task_note`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "verify": true,
    "dry_run": false,
    "add_patient_note": false
  },
  "handler": "nikohealth_add_task_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.
- `text` — Text (textarea, required)
  Required text value.
- `add_patient_note` — Add Patient Note (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `verify` — Verify (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `task_id` — Task Id
- `note_id` — Note Id
- `add_patient_note` — Add Patient Note
- `verified` — Verified
- `dry_run` — Dry Run
- `message` — Message
- `error` — Error
- `error_type` — Error Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id",
    "text"
  ],
  "properties": {
    "text": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "verify": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "add_patient_note": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "message": {},
    "note_id": {},
    "success": {},
    "task_id": {},
    "verified": {},
    "error_type": {},
    "add_patient_note": {}
  },
  "additionalProperties": true
}
```

---

# Add Order Tags

> Perform Add Order Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_order_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_order_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_add_order_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "nikohealth_add_order_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `tag_request` — Tag Request (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `tag_ids` — Tag Ids (expression)
  Optional literal value or workflow expression.
- `tag_ids_select` — Tag Ids Select (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `order_id` — Order Id
- `tag_ids` — Tag Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tag_request": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "tag_ids_select": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "tag_ids": {},
    "order_id": {}
  },
  "additionalProperties": true
}
```

---

# Add Patient Tags

> Perform Add Patient Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_patient_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_patient_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_add_patient_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "nikohealth_add_patient_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `tag_request` — Tag Request (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `tag_ids` — Tag Ids (expression)
  Optional literal value or workflow expression.
- `tag_ids_select` — Tag Ids Select (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `patient_id` — Patient Id
- `tag_ids` — Tag Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tag_request": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "tag_ids_select": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "tag_ids": {},
    "patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Assign Documents to Order

> Perform Assign Documents to Order through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_assign_order_documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_assign_order_documents)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_assign_order_documents`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "enabled": true,
    "skip_if_empty": false,
    "merge_existing": true
  },
  "handler": "nikohealth_assign_order_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `order_id` — Order Id (text, required)
  Required text value.
- `patient_document_ids` — Patient Document Ids (expression, required)
  Required literal value or workflow expression.
- `merge_existing` — Merge Existing (boolean)
  Optional true-or-false value.
  Default: `true`
- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `skipped` — Skipped
- `patient_id` — Patient Id
- `order_id` — Order Id
- `incoming_patient_document_ids` — Incoming Patient Document Ids
- `existing_patient_document_ids` — Existing Patient Document Ids
- `submitted_patient_document_ids` — Submitted Patient Document Ids
- `patient_document_ids` — Patient Document Ids
- `assigned_count` — Assigned Count
- `associated_count` — Associated Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id",
    "patient_document_ids"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "merge_existing": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_document_ids": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "skipped": {},
    "success": {},
    "order_id": {},
    "patient_id": {},
    "assigned_count": {},
    "associated_count": {},
    "patient_document_ids": {},
    "existing_patient_document_ids": {},
    "incoming_patient_document_ids": {},
    "submitted_patient_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Check Intake Sales Order Exists

> Perform Check Intake Sales Order Exists through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_intake_sales_order_exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_intake_sales_order_exists)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_check_intake_sales_order_exists`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_check_intake_sales_order_exists"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `found` — Found
- `document_id` — Document Id
- `patient_id` — Patient Id
- `block_reason` — Block Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "status": {},
    "success": {},
    "patient_id": {},
    "document_id": {},
    "block_reason": {}
  },
  "additionalProperties": true
}
```

---

# Check Local Document Exists in Niko

> Perform Check Local Document Exists in Niko through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_local_patient_document_exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_local_patient_document_exists)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_check_local_patient_document_exists`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_check_local_patient_document_exists"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `found` — Found
- `patient_document_id` — Patient Document Id
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "status": {},
    "success": {},
    "document_id": {},
    "patient_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Check Patient Document Exists

> Perform Check Patient Document Exists through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_document_exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_document_exists)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_check_patient_document_exists`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "include_previous_versions": true
  },
  "handler": "nikohealth_check_patient_document_exists"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `document_type` — Document Type (expression, required)
  Required literal value or workflow expression.
- `filename_prefix` — Filename Prefix (expression, required)
  Required literal value or workflow expression.
- `include_previous_versions` — Include Previous Versions (boolean)
  Optional true-or-false value.
  Default: `true`
- `pseudonymized_filename_template` — Pseudonymized Filename Template (expression)
  Optional literal value or workflow expression.
- `pseudonymization_purpose` — Pseudonymization Purpose (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `found` — Found
- `matched_document_id` — Matched Document Id
- `matched_format` — Matched Format
- `matched_legacy_format` — Matched Legacy Format
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "document_type",
    "filename_prefix"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "filename_prefix": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pseudonymization_purpose": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_previous_versions": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "pseudonymized_filename_template": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "status": {},
    "success": {},
    "matched_format": {},
    "matched_document_id": {},
    "matched_legacy_format": {}
  },
  "additionalProperties": true
}
```

---

# Check Patient Exists

> Perform Check Patient Exists through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_exists)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_check_patient_exists`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "duplicate_match_mode": "strict"
  },
  "handler": "nikohealth_check_patient_exists"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `duplicate_match_mode` — Duplicate Match Mode (select)
  Optional selected identifier or value.
  Default: `"strict"`
  Options: Strict ("strict"), Exact First Name, Last Name, and DOB ("exact_identity"), Review Near Matches ("review_near_matches"), Match on Available Identifiers (name-only when no DOB) ("available_identifiers")

## Outputs

- `success` — Success
- `patient_exists` — Patient Exists
- `niko_patient_id` — Niko Patient Id
- `doc_id` — Doc Id
- `patient_check_status` — Patient Check Status
- `ambiguous_patient_match` — Ambiguous Patient Match
- `ambiguous_patient_match_tag_id` — Ambiguous Patient Match Tag Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "duplicate_match_mode": {
      "enum": [
        "strict",
        "exact_identity",
        "review_near_matches",
        "available_identifiers"
      ],
      "type": "string",
      "default": "strict",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "doc_id": {},
    "success": {},
    "patient_exists": {},
    "niko_patient_id": {},
    "patient_check_status": {},
    "ambiguous_patient_match": {},
    "ambiguous_patient_match_tag_id": {}
  },
  "additionalProperties": true
}
```

---

# Claim Tagged Billing Claims

> Perform Claim Tagged Billing Claims through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_claim_tagged_billing_claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_claim_tagged_billing_claims)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_claim_tagged_billing_claims`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": true,
    "timezone": "America/Chicago",
    "max_pages": 10,
    "page_size": 100,
    "note_subject": "GenHealth Claim Processing Marker",
    "record_limit": 100,
    "marker_prefix": "GENHEALTH_CLAIM_PROCESSING",
    "lookback_hours": 720,
    "stale_after_minutes": 360,
    "exclude_order_statuses": [
      "Cancelled"
    ],
    "acquire_processing_marker": true,
    "max_order_date_filter_reads": 1000,
    "server_filter_created_window": false,
    "max_prior_auth_qualification_candidates": 1000
  },
  "handler": "nikohealth_claim_tagged_billing_claims"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `trigger_tag_name` — Trigger Tag Name (text, required)
  Required text value.
- `processing_tag_name` — Processing Tag Name (text)
  Optional text value.
- `acquire_processing_marker` — Acquire Processing Marker (boolean)
  Optional true-or-false value.
  Default: `true`
- `exclude_tag_names` — Exclude Tag Names (expression)
  Optional literal value or workflow expression.
- `exclude_order_statuses` — Exclude Order Statuses (expression)
  Optional literal value or workflow expression.
  Default: `["Cancelled"]`
- `include_order_statuses` — Include Order Statuses (expression)
  Optional literal value or workflow expression.
- `exclude_claim_statuses` — Exclude Claim Statuses (expression)
  Optional literal value or workflow expression.
- `include_claim_statuses` — Include Claim Statuses (expression)
  Optional literal value or workflow expression.
- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
  Default: `720`
- `created_from` — Created From (expression)
  Optional literal value or workflow expression.
- `created_to` — Created To (expression)
  Optional literal value or workflow expression.
- `server_filter_created_window` — Server Filter Created Window (boolean)
  Optional true-or-false value.
  Default: `false`
- `order_created_from` — Order Created From (date)
  Optional date in YYYY-MM-DD format.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/Chicago"`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `10`
- `record_limit` — Record Limit (number)
  Optional numeric value.
  Default: `100`
- `max_order_refetches` — Max Order Refetches (number)
  Optional numeric value.
- `max_order_date_filter_reads` — Max Order Date Filter Reads (number)
  Optional numeric value.
  Default: `1000`
- `preferred_prior_auth_portal` — Preferred Prior Auth Portal (text)
  Optional text value.
- `max_prior_auth_qualification_candidates` — Max Prior Auth Qualification Candidates (number)
  Optional numeric value.
  Default: `1000`
- `preferred_payer_name_markers` — Preferred Payer Name Markers (expression)
  Optional literal value or workflow expression.
- `note_subject` — Note Subject (expression)
  Optional literal value or workflow expression.
  Default: `"GenHealth Claim Processing Marker"`
- `marker_prefix` — Marker Prefix (expression)
  Optional literal value or workflow expression.
  Default: `"GENHEALTH_CLAIM_PROCESSING"`
- `stale_after_minutes` — Stale After Minutes (number)
  Optional numeric value.
  Default: `360`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `error` — Error
- `items` — Items
- `count` — Count
- `claimed_count` — Claimed Count
- `claim_attempted` — Claim Attempted
- `claim_failed_count` — Claim Failed Count
- `marker_skipped_count` — Marker Skipped Count
- `skipped_stale_count` — Skipped Stale Count
- `excluded_by_order_created_date_count` — Excluded By Order Created Date Count
- `missing_order_created_date_count` — Missing Order Created Date Count
- `verify_failed_count` — Verify Failed Count
- `diagnostics` — Diagnostics
- `route_qualified_count` — Route Qualified Count
- `route_excluded_count` — Route Excluded Count
- `route_unresolved_count` — Route Unresolved Count
- `route_unresolved_hinted_count` — Route Unresolved Hinted Count
- `route_payer_name_marker_count` — Route Payer Name Marker Count
- `route_error_count` — Route Error Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "trigger_tag_name"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "timezone": {
      "type": "string",
      "default": "America/Chicago",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "created_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "created_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note_subject": {
      "default": "GenHealth Claim Processing Marker",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_limit": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "marker_prefix": {
      "default": "GENHEALTH_CLAIM_PROCESSING",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lookback_hours": {
      "type": "number",
      "default": 720,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "trigger_tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "exclude_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_created_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "max_order_refetches": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "processing_tag_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "stale_after_minutes": {
      "type": "number",
      "default": 360,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_claim_statuses": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "exclude_order_statuses": {
      "default": [
        "Cancelled"
      ],
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_claim_statuses": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_order_statuses": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "acquire_processing_marker": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_order_date_filter_reads": {
      "type": "number",
      "default": 1000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "preferred_prior_auth_portal": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "preferred_payer_name_markers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "server_filter_created_window": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_prior_auth_qualification_candidates": {
      "type": "number",
      "default": 1000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "items": {},
    "success": {},
    "diagnostics": {},
    "claimed_count": {},
    "claim_attempted": {},
    "route_error_count": {},
    "claim_failed_count": {},
    "skipped_stale_count": {},
    "verify_failed_count": {},
    "marker_skipped_count": {},
    "route_excluded_count": {},
    "route_qualified_count": {},
    "route_unresolved_count": {},
    "route_payer_name_marker_count": {},
    "route_unresolved_hinted_count": {},
    "missing_order_created_date_count": {},
    "excluded_by_order_created_date_count": {}
  },
  "additionalProperties": true
}
```

---

# Claim Tagged Orders

> Perform Claim Tagged Orders through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_claim_tagged_orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_claim_tagged_orders)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_claim_tagged_orders`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": true,
    "timezone": "America/Chicago",
    "page_size": 100,
    "lookback_hours": 720,
    "exclude_statuses": [
      "Cancelled"
    ]
  },
  "handler": "nikohealth_claim_tagged_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `trigger_tag_name` — Trigger Tag Name (text, required)
  Required text value.
- `processing_tag_name` — Processing Tag Name (text, required)
  Required text value.
- `exclude_tag_names` — Exclude Tag Names (expression)
  Optional literal value or workflow expression.
- `exclude_statuses` — Exclude Statuses (expression)
  Optional literal value or workflow expression.
  Default: `["Cancelled"]`
- `include_statuses` — Include Statuses (expression)
  Optional literal value or workflow expression.
- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
  Default: `720`
- `created_from` — Created From (expression)
  Optional literal value or workflow expression.
- `created_to` — Created To (expression)
  Optional literal value or workflow expression.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/Chicago"`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `max_pages` — Max Pages (number)
  Optional numeric value.
- `record_limit` — Record Limit (number)
  Optional numeric value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `error` — Error
- `items` — Items
- `count` — Count
- `claimed_count` — Claimed Count
- `claim_attempted` — Claim Attempted
- `claim_failed_count` — Claim Failed Count
- `claim_failed_order_ids` — Claim Failed Order Ids
- `skipped_stale_count` — Skipped Stale Count
- `verify_failed_count` — Verify Failed Count
- `diagnostics` — Diagnostics

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "trigger_tag_name",
    "processing_tag_name"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "timezone": {
      "type": "string",
      "default": "America/Chicago",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "created_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "created_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "lookback_hours": {
      "type": "number",
      "default": 720,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_statuses": {
      "default": [
        "Cancelled"
      ],
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_statuses": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "trigger_tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "exclude_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "processing_tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "items": {},
    "success": {},
    "diagnostics": {},
    "claimed_count": {},
    "claim_attempted": {},
    "claim_failed_count": {},
    "skipped_stale_count": {},
    "verify_failed_count": {},
    "claim_failed_order_ids": {}
  },
  "additionalProperties": true
}
```

---

# Complete Task

> Perform Complete Task through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_complete_task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_complete_task)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_complete_task`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "verify": true,
    "dry_run": false
  },
  "handler": "nikohealth_complete_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `verify` — Verify (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `status` — Status
- `task_id` — Task Id
- `completed` — Completed
- `was_already_completed` — Was Already Completed
- `verified` — Verified
- `dry_run` — Dry Run
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id"
  ],
  "properties": {
    "verify": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "task_id": {},
    "verified": {},
    "completed": {},
    "was_already_completed": {}
  },
  "additionalProperties": true
}
```

---

# Create Intake Review Task

> Perform Create Intake Review Task through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_task)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_intake_task`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "priority": "Normal",
    "use_auto_push_task_text": "false"
  },
  "handler": "nikohealth_create_intake_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `niko_org` — Niko Org (text)
  Optional text value.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `is_new_patient` — Is New Patient (expression)
  Optional literal value or workflow expression.
- `task_title` — Task Title (expression)
  Optional literal value or workflow expression.
- `task_description` — Task Description (expression)
  Optional literal value or workflow expression.
- `use_auto_push_task_text` — Use Auto Push Task Text (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `intake_task_category_id` — Intake Task Category Id (expression)
  Optional literal value or workflow expression.
- `intake_task_assignee_id` — Intake Task Assignee Id (niko_task_assignee)
  Optional selected identifier or value.
- `intake_task_assignee_id_manual` — Intake Task Assignee Id Manual (expression)
  Optional literal value or workflow expression.
- `priority` — Priority (select)
  Optional selected identifier or value.
  Default: `"Normal"`
  Options: Normal ("Normal"), Low ("Low"), High ("High")
- `due_date` — Due Date (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `task_id` — Task Id
- `skipped` — Skipped
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "due_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_org": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "priority": {
      "enum": [
        "Normal",
        "Low",
        "High"
      ],
      "type": "string",
      "default": "Normal",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "is_new_patient": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_description": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "intake_task_assignee_id": {
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "niko_task_assignee"
    },
    "intake_task_category_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "use_auto_push_task_text": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "intake_task_assignee_id_manual": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "task_id": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Create Intake Sales Order

> Perform Create Intake Sales Order through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_sales_order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_sales_order)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_intake_sales_order`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_create_intake_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `review_reason` — Review Reason
- `tag_ids` — Tag Ids
- `document_id` — Document Id
- `patient_id` — Patient Id
- `block_reason` — Block Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "tag_ids": {},
    "patient_id": {},
    "document_id": {},
    "block_reason": {},
    "review_reason": {}
  },
  "additionalProperties": true
}
```

---

# Create Invoice

> Perform Create Invoice through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_claim](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_claim)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_claim`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "status": "New",
    "dry_run": false,
    "quantity": 1,
    "sale_type": "Purchase",
    "skip_if_empty": false,
    "require_product": false,
    "place_of_service": "12",
    "resubmission_code": "Original",
    "prefer_latest_order": false,
    "fail_on_restrictions": true,
    "require_patient_diagnoses": true,
    "attach_prior_authorization": false,
    "require_prior_authorization": false
  },
  "handler": "nikohealth_create_claim"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `hcpcs_code` — Hcpcs Code (text, required)
  Required text value.
- `service_date_from` — Service Date From (expression, required)
  Required literal value or workflow expression.
- `service_date_to` — Service Date To (expression)
  Optional literal value or workflow expression.
- `billing_provider_name` — Billing Provider Name (text, required)
  Required text value.
- `referring_provider_id` — Referring Provider Id (expression, required)
  Required literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (expression, required)
  Required literal value or workflow expression.
- `insurance_id` — Insurance Id (expression)
  Optional literal value or workflow expression.
- `place_of_service` — Place Of Service (text)
  Optional text value.
  Default: `"12"`
- `quantity` — Quantity (number)
  Optional numeric value.
  Default: `1`
- `status` — Status (text)
  Optional text value.
  Default: `"New"`
- `resubmission_code` — Resubmission Code (text)
  Optional text value.
  Default: `"Original"`
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `prefer_latest_order` — Prefer Latest Order (boolean)
  Optional true-or-false value.
  Default: `false`
- `product_id` — Product Id (expression)
  Optional literal value or workflow expression.
- `require_product` — Require Product (boolean)
  Optional true-or-false value.
  Default: `false`
- `product_name` — Product Name (text)
  Optional text value.
- `line_name` — Line Name (text)
  Optional text value.
- `modifiers` — Modifiers (expression)
  Optional literal value or workflow expression.
- `price_option_id` — Price Option Id (expression)
  Optional literal value or workflow expression.
- `sale_type` — Sale Type (select)
  Optional selected identifier or value.
  Default: `"Purchase"`
  Options: Purchase ("Purchase"), Rental ("Rental")
- `require_patient_diagnoses` — Require Patient Diagnoses (boolean)
  Optional true-or-false value.
  Default: `true`
- `fail_on_restrictions` — Fail On Restrictions (boolean)
  Optional true-or-false value.
  Default: `true`
- `attach_prior_authorization` — Attach Prior Authorization (boolean)
  Optional true-or-false value.
  Default: `false`
- `require_prior_authorization` — Require Prior Authorization (boolean)
  Optional true-or-false value.
  Default: `false`
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `status` — Status
- `claim_id` — Claim Id
- `can_submit` — Can Submit
- `price_option_id` — Price Option Id
- `charge` — Charge
- `allowed` — Allowed
- `modifiers` — Modifiers
- `billing_provider_name` — Billing Provider Name
- `insurance_id` — Insurance Id
- `order_id` — Order Id
- `product_id` — Product Id
- `product_name` — Product Name
- `product_source` — Product Source
- `product_candidates_count` — Product Candidates Count
- `restriction_warnings` — Restriction Warnings
- `restriction_codes` — Restriction Codes
- `prior_auth_status` — Prior Auth Status
- `prior_auth_candidates_count` — Prior Auth Candidates Count
- `validation_errors` — Validation Errors
- `payload` — Payload
- `dry_run` — Dry Run
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "hcpcs_code",
    "service_date_from",
    "billing_provider_name",
    "referring_provider_id",
    "diagnosis_codes"
  ],
  "properties": {
    "status": {
      "type": "string",
      "default": "New",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "quantity": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "line_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "modifiers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sale_type": {
      "enum": [
        "Purchase",
        "Rental"
      ],
      "type": "string",
      "default": "Purchase",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "hcpcs_code": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "product_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "product_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "diagnosis_codes": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "price_option_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_product": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "service_date_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "place_of_service": {
      "type": "string",
      "default": "12",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "resubmission_code": {
      "type": "string",
      "default": "Original",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "service_date_from": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "prefer_latest_order": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "fail_on_restrictions": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "billing_provider_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "referring_provider_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_patient_diagnoses": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "attach_prior_authorization": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "require_prior_authorization": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "charge": {},
    "status": {},
    "allowed": {},
    "dry_run": {},
    "payload": {},
    "skipped": {},
    "success": {},
    "claim_id": {},
    "order_id": {},
    "modifiers": {},
    "can_submit": {},
    "product_id": {},
    "insurance_id": {},
    "product_name": {},
    "product_source": {},
    "price_option_id": {},
    "prior_auth_status": {},
    "restriction_codes": {},
    "validation_errors": {},
    "restriction_warnings": {},
    "billing_provider_name": {},
    "product_candidates_count": {},
    "prior_auth_candidates_count": {}
  },
  "additionalProperties": true
}
```

---

# Create Order Note

> Perform Create Order Note through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_note)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_order_note`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": false,
    "is_pinned": false,
    "skip_if_empty": false
  },
  "handler": "nikohealth_create_order_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `note_request` — Note Request (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `subject` — Subject (expression)
  Optional literal value or workflow expression.
- `description` — Description (expression)
  Optional literal value or workflow expression.
- `is_pinned` — Is Pinned (boolean)
  Optional true-or-false value.
  Default: `false`
- `idempotency_fingerprint` — Idempotency Fingerprint (expression)
  Optional literal value or workflow expression.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `dry_run` — Dry Run
- `idempotent` — Idempotent
- `order_id` — Order Id
- `note_id` — Note Id
- `subject` — Subject
- `note_text` — Note Text
- `message` — Message
- `error` — Error
- `error_type` — Error Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "is_pinned": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "description": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note_request": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "idempotency_fingerprint": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "message": {},
    "note_id": {},
    "skipped": {},
    "subject": {},
    "success": {},
    "order_id": {},
    "note_text": {},
    "error_type": {},
    "idempotent": {}
  },
  "additionalProperties": true
}
```

---

# Create Order Review Task

> Perform Create Order Review Task through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_review_task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_review_task)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_order_review_task`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "priority": "Normal"
  },
  "handler": "nikohealth_create_order_review_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `patient_name` — Patient Name (expression)
  Optional literal value or workflow expression.
- `task_title` — Task Title (text)
  Optional text value.
- `assignee_id_dropdown` — Assignee Id Dropdown (niko_task_assignee)
  Optional selected identifier or value.
- `assignee_id` — Assignee Id (expression)
  Optional literal value or workflow expression.
- `priority` — Priority (select)
  Optional selected identifier or value.
  Default: `"Normal"`
  Options: Normal ("Normal"), Low ("Low"), High ("High")
- `note` — Note (expression)
  Optional literal value or workflow expression.
- `due_date` — Due Date (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `task_id` — Task Id
- `order_id` — Order Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "note": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "due_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "priority": {
      "enum": [
        "Normal",
        "Low",
        "High"
      ],
      "type": "string",
      "default": "Normal",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "assignee_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assignee_id_dropdown": {
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "niko_task_assignee"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "task_id": {},
    "order_id": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient

> Perform Create Patient through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_patient`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_create_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `date_of_birth` — Date Of Birth (text)
  Optional text value.

## Outputs

- `success` — Success
- `result` — Result

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_birth": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "result": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient Insurance

> Perform Create Patient Insurance through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_insurance)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_insurance`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_create_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `insurance_data` — Insurance Data (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `insurance` — Insurance
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "insurance_data"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "insurance_data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "insurance": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient Note

> Perform Create Patient Note through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_note)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_patient_note`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": false,
    "is_pinned": false,
    "skip_if_empty": false,
    "record_summary": "false"
  },
  "handler": "nikohealth_create_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `note_request` — Note Request (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `subject` — Subject (text)
  Optional text value.
- `description` — Description (textarea)
  Optional text value.
- `is_pinned` — Is Pinned (boolean)
  Optional true-or-false value.
  Default: `false`
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`
- `idempotency_fingerprint` — Idempotency Fingerprint (expression)
  Optional literal value or workflow expression.
- `auto_push_action_key` — Auto Push Action Key (expression)
  Optional literal value or workflow expression.
- `record_summary` — Record Summary (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `note` — Note
- `skipped` — Skipped
- `dry_run` — Dry Run
- `document_id` — Document Id
- `patient_id` — Patient Id
- `resource_type` — Resource Type
- `action_type` — Action Type
- `note_text` — Note Text
- `idempotent` — Idempotent
- `message` — Message
- `error` — Error
- `error_type` — Error Type
- `status_code` — Status Code
- `cause_type` — Cause Type
- `correlation_id` — Correlation Id
- `readback` — Readback

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "is_pinned": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note_request": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "record_summary": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "auto_push_action_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "idempotency_fingerprint": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "note": {},
    "error": {},
    "dry_run": {},
    "message": {},
    "skipped": {},
    "success": {},
    "readback": {},
    "note_text": {},
    "cause_type": {},
    "error_type": {},
    "idempotent": {},
    "patient_id": {},
    "action_type": {},
    "document_id": {},
    "status_code": {},
    "resource_type": {},
    "correlation_id": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient Notes (Bulk)

> Perform Create Patient Notes (Bulk) through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_notes](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_notes)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_patient_notes`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": false,
    "record_summary": "false",
    "use_strategy_notes": "false"
  },
  "handler": "nikohealth_create_patient_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `notes` — Notes (expression)
  Optional literal value or workflow expression.
- `use_strategy_notes` — Use Strategy Notes (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `idempotency_fingerprint` — Idempotency Fingerprint (expression)
  Optional literal value or workflow expression.
- `record_summary` — Record Summary (boolean)
  Optional true-or-false value.
  Default: `"false"`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `dry_run` — Dry Run
- `created_count` — Created Count
- `skipped_count` — Skipped Count
- `failed_count` — Failed Count
- `results` — Results
- `reason` — Reason
- `document_id` — Document Id
- `patient_id` — Patient Id

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "notes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_summary": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "use_strategy_notes": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "idempotency_fingerprint": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "reason": {},
    "dry_run": {},
    "results": {},
    "skipped": {},
    "success": {},
    "patient_id": {},
    "document_id": {},
    "failed_count": {},
    "created_count": {},
    "skipped_count": {}
  },
  "additionalProperties": true
}
```

---

# Create Sales Order

> Perform Create Sales Order through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_sales_order`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_create_sales_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `service_location_id` — Service Location Id (text)
  Optional text value.
- `service_location_id_select` — Service Location Id Select (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `notes` — Notes (expression)
  Optional literal value or workflow expression.
- `order_tag_ids` — Order Tag Ids (expression)
  Optional literal value or workflow expression.
- `order_tag_ids_select` — Order Tag Ids Select (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `order_id` — Order Id
- `order_url` — Order Url
- `resource` — Resource
- `patient_id` — Patient Id
- `service_location_id` — Service Location Id
- `item_count` — Item Count
- `tag_ids` — Tag Ids
- `persisted_order_count` — Persisted Order Count
- `provider_resolution_warning` — Provider Resolution Warning
- `generic_fallback_warning` — Generic Fallback Warning
- `start_date_warning` — Start Date Warning
- `order_date_warning` — Order Date Warning
- `order_gaps` — Order Gaps
- `product_gaps` — Product Gaps
- `failure_category` — Failure Category
- `review_reason` — Review Reason
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_id"
  ],
  "properties": {
    "notes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_location_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_tag_ids_select": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "service_location_id_select": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "tag_ids": {},
    "order_id": {},
    "resource": {},
    "order_url": {},
    "item_count": {},
    "order_gaps": {},
    "patient_id": {},
    "document_id": {},
    "product_gaps": {},
    "review_reason": {},
    "failure_category": {},
    "order_date_warning": {},
    "start_date_warning": {},
    "service_location_id": {},
    "persisted_order_count": {},
    "generic_fallback_warning": {},
    "provider_resolution_warning": {}
  },
  "additionalProperties": true
}
```

---

# Create Sales Order (Generic)

> Perform Create Sales Order (Generic) through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order_generic](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order_generic)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_sales_order_generic`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "delivery_type": "1"
  },
  "handler": "nikohealth_create_sales_order_generic"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_start_date` — Order Start Date (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `service_location_id` — Service Location Id (text, required)
  Required text value.
- `items` — Items (expression, required)
  Required literal value or workflow expression.
- `delivery_type` — Delivery Type (select, required)
  Required selected identifier or value.
  Default: `"1"`
  Options: Ship (Home Delivery) ("1"), In-Store Pickup ("2")
- `ship_to` — Ship To (expression)
  Optional literal value or workflow expression.
- `delivery_address_line` — Delivery Address Line (expression)
  Optional literal value or workflow expression.
- `delivery_address_line_2` — Delivery Address Line 2 (expression)
  Optional literal value or workflow expression.
- `delivery_city` — Delivery City (expression)
  Optional literal value or workflow expression.
- `delivery_state` — Delivery State (expression)
  Optional literal value or workflow expression.
- `delivery_zip` — Delivery Zip (expression)
  Optional literal value or workflow expression.
- `pickup_location_id` — Pickup Location Id (expression)
  Optional literal value or workflow expression.
- `order_tag_ids` — Order Tag Ids (expression)
  Optional literal value or workflow expression.
- `description` — Description (expression)
  Optional literal value or workflow expression.
- `referring_provider_npi` — Referring Provider Npi (expression)
  Optional literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (expression)
  Optional literal value or workflow expression.
- `length_of_need` — Length Of Need (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `order_url` — Order Url
- `patient_id` — Patient Id
- `service_location_id` — Service Location Id
- `item_count` — Item Count
- `tag_ids` — Tag Ids
- `referring_provider_attach_skipped_reason` — Referring Provider Attach Skipped Reason
- `failure_category` — Failure Category
- `status_code` — Status Code
- `correlation_id` — Correlation Id
- `error_type` — Error Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_start_date",
    "patient_id",
    "service_location_id",
    "items",
    "delivery_type"
  ],
  "properties": {
    "items": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ship_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_zip": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_type": {
      "enum": [
        "1",
        "2"
      ],
      "type": "string",
      "default": "1",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "order_tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "length_of_need": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_start_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pickup_location_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_location_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "delivery_address_line": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "referring_provider_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_address_line_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "tag_ids": {},
    "order_id": {},
    "order_url": {},
    "error_type": {},
    "item_count": {},
    "patient_id": {},
    "status_code": {},
    "correlation_id": {},
    "failure_category": {},
    "service_location_id": {},
    "referring_provider_attach_skipped_reason": {}
  },
  "additionalProperties": true
}
```

---

# Create Task

> Perform Create Task through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_task)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_create_task`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "priority": "Normal",
    "skip_if_empty": false
  },
  "handler": "nikohealth_create_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_request` — Task Request (expression)
  Optional literal value or workflow expression.
- `title` — Title (expression)
  Optional literal value or workflow expression.
- `description` — Description (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `assignee_ids` — Assignee Ids (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `assignee_ids_manual` — Assignee Ids Manual (expression)
  Optional literal value or workflow expression.
- `existing_tasks` — Existing Tasks (expression)
  Optional literal value or workflow expression.
- `idempotency_fingerprint` — Idempotency Fingerprint (expression)
  Optional literal value or workflow expression.
- `priority` — Priority (select)
  Optional selected identifier or value.
  Default: `"Normal"`
  Options: Normal ("Normal"), Low ("Low"), High ("High")
- `due_date` — Due Date (expression)
  Optional literal value or workflow expression.
- `category_id` — Category Id (expression)
  Optional literal value or workflow expression.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `idempotent` — Idempotent
- `task_id` — Task Id
- `patient_id` — Patient Id
- `order_id` — Order Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "due_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "priority": {
      "enum": [
        "Normal",
        "Low",
        "High"
      ],
      "type": "string",
      "default": "Normal",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "category_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assignee_ids": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "task_request": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "existing_tasks": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "assignee_ids_manual": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "idempotency_fingerprint": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "task_id": {},
    "order_id": {},
    "idempotent": {},
    "patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Deactivate Insurance

> Perform Deactivate Insurance through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_deactivate_insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_deactivate_insurance)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_deactivate_insurance`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_deactivate_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `insurance_id` — Insurance Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "insurance_id"
  ],
  "properties": {
    "insurance_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Detect Late-Tagged Orders

> Perform Detect Late-Tagged Orders through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_detect_late_tagged_orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_detect_late_tagged_orders)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_detect_late_tagged_orders`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "timezone": "America/Chicago",
    "max_pages": 60,
    "page_size": 100,
    "output_limit": 20,
    "marker_prefix": "GENHEALTH_CLAIM_PROCESSING",
    "max_candidates": 1000,
    "exclude_statuses": [
      "Cancelled"
    ],
    "marker_note_subject": "GenHealth Claim Processing Marker",
    "stale_after_minutes": 360,
    "outer_lookback_hours": 2160,
    "primary_lookback_hours": 720
  },
  "handler": "nikohealth_detect_late_tagged_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `trigger_tag_name` — Trigger Tag Name (text, required)
  Required text value.
- `handled_tag_name` — Handled Tag Name (text, required)
  Required text value.
- `exclude_tag_names` — Exclude Tag Names (expression)
  Optional literal value or workflow expression.
- `exclude_statuses` — Exclude Statuses (expression)
  Optional literal value or workflow expression.
  Default: `["Cancelled"]`
- `include_statuses` — Include Statuses (expression)
  Optional literal value or workflow expression.
- `outer_lookback_hours` — Outer Lookback Hours (number)
  Optional numeric value.
  Default: `2160`
- `primary_lookback_hours` — Primary Lookback Hours (number)
  Optional numeric value.
  Default: `720`
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/Chicago"`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `60`
- `max_candidates` — Max Candidates (number)
  Optional numeric value.
  Default: `1000`
- `output_limit` — Output Limit (number)
  Optional numeric value.
  Default: `20`
- `preferred_prior_auth_portal` — Preferred Prior Auth Portal (text, required)
  Required text value.
- `preferred_payer_name_markers` — Preferred Payer Name Markers (expression, required)
  Required literal value or workflow expression.
- `exclude_payer_name_markers` — Exclude Payer Name Markers (expression)
  Optional literal value or workflow expression.
- `marker_note_subject` — Marker Note Subject (text)
  Optional text value.
  Default: `"GenHealth Claim Processing Marker"`
- `marker_prefix` — Marker Prefix (text)
  Optional text value.
  Default: `"GENHEALTH_CLAIM_PROCESSING"`
- `review_note_prefix` — Review Note Prefix (text, required)
  Required text value.
- `stale_after_minutes` — Stale After Minutes (number)
  Optional numeric value.
  Default: `360`

## Outputs

- `success` — Success
- `error` — Error
- `candidates` — Candidates
- `candidate_count` — Candidate Count
- `candidate_list_truncated` — Candidate List Truncated
- `digest` — Digest
- `diagnostics` — Diagnostics

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "trigger_tag_name",
    "handled_tag_name",
    "preferred_prior_auth_portal",
    "preferred_payer_name_markers",
    "review_note_prefix"
  ],
  "properties": {
    "timezone": {
      "type": "string",
      "default": "America/Chicago",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "default": 60,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "output_limit": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "marker_prefix": {
      "type": "string",
      "default": "GENHEALTH_CLAIM_PROCESSING",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_candidates": {
      "type": "number",
      "default": 1000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_statuses": {
      "default": [
        "Cancelled"
      ],
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "handled_tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "include_statuses": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "trigger_tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "exclude_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "review_note_prefix": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "marker_note_subject": {
      "type": "string",
      "default": "GenHealth Claim Processing Marker",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "stale_after_minutes": {
      "type": "number",
      "default": 360,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "outer_lookback_hours": {
      "type": "number",
      "default": 2160,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "primary_lookback_hours": {
      "type": "number",
      "default": 720,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_payer_name_markers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "preferred_prior_auth_portal": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "preferred_payer_name_markers": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "digest": {},
    "success": {},
    "candidates": {},
    "diagnostics": {},
    "candidate_count": {},
    "candidate_list_truncated": {}
  },
  "additionalProperties": true
}
```

---

# Download Intake Item

> Perform Download Intake Item through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/genhealth_download_intake_item](https://genhealth.ai/docs/workflows/integrations/nikohealth/genhealth_download_intake_item)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `genhealth_download_intake_item`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "genhealth_download_intake_item"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source_type` — Source Type (select, required)
  Required selected identifier or value.
  Options: User Document ("user_doc"), Fax Inbox ("fax")
- `item` — Item (expression, required)
  Required literal value or workflow expression.
- `job_id` — Job Id (expression)
  Optional literal value or workflow expression.
- `workflow_id` — Workflow Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `was_existing` — Was Existing
- `downloaded` — Downloaded
- `skip_reason` — Skip Reason
- `ext_id` — Ext Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "source_type",
    "item"
  ],
  "properties": {
    "item": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "job_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_type": {
      "enum": [
        "user_doc",
        "fax"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "workflow_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "ext_id": {},
    "success": {},
    "downloaded": {},
    "document_id": {},
    "skip_reason": {},
    "was_existing": {}
  },
  "additionalProperties": true
}
```

---

# Download Patient Document

> Perform Download Patient Document through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_download_patient_document](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_download_patient_document)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_download_patient_document`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_download_patient_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_document_id` — Patient Document Id (text, required)
  Required text value.
- `document` — Document (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `status` — Status
- `document_id` — Document Id
- `niko_patient_document_id` — Niko Patient Document Id
- `downloaded` — Downloaded
- `was_existing` — Was Existing
- `title` — Title
- `sha256` — Sha256
- `size` — Size
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_document_id"
  ],
  "properties": {
    "document": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "title": {},
    "sha256": {},
    "status": {},
    "success": {},
    "downloaded": {},
    "document_id": {},
    "was_existing": {},
    "niko_patient_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Edit Existing Order (v1)

> Perform Edit Existing Order (v1) through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_edit_order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_edit_order)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_edit_order`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": true
  },
  "handler": "nikohealth_edit_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `product_swaps` — Product Swaps (expression)
  Optional literal value or workflow expression.
- `add_items` — Add Items (expression)
  Optional literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (expression)
  Optional literal value or workflow expression.
- `diagnosis_code_prefixes` — Diagnosis Code Prefixes (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `order_id` — Order Id
- `edit_status` — Edit Status
- `applied_ops` — Applied Ops
- `item_count` — Item Count
- `diagnosis_count` — Diagnosis Count
- `confirmed_by_readback` — Confirmed By Readback
- `refusal_reason` — Refusal Reason
- `refusal_field` — Refusal Field
- `refusal_detail` — Refusal Detail
- `failure_category` — Failure Category
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "add_items": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "product_swaps": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_code_prefixes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "retryable": {},
    "item_count": {},
    "applied_ops": {},
    "edit_status": {},
    "refusal_field": {},
    "refusal_detail": {},
    "refusal_reason": {},
    "diagnosis_count": {},
    "failure_category": {},
    "confirmed_by_readback": {}
  },
  "additionalProperties": true
}
```

---

# Edit Existing Order via Tracking (v2)

> Perform Edit Existing Order via Tracking (v2) through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_edit_order_tracking_v2](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_edit_order_tracking_v2)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_edit_order_tracking_v2`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": true
  },
  "handler": "nikohealth_edit_order_tracking_v2"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `product_swaps` — Product Swaps (expression)
  Optional literal value or workflow expression.
- `add_items` — Add Items (expression)
  Optional literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (expression)
  Optional literal value or workflow expression.
- `diagnosis_code_prefixes` — Diagnosis Code Prefixes (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `order_id` — Order Id
- `edit_status` — Edit Status
- `applied_ops` — Applied Ops
- `item_count` — Item Count
- `diagnosis_count` — Diagnosis Count
- `confirmed_by_readback` — Confirmed By Readback
- `partial_edit` — Partial Edit
- `refusal_reason` — Refusal Reason
- `refusal_field` — Refusal Field
- `refusal_detail` — Refusal Detail
- `failure_category` — Failure Category
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "add_items": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "product_swaps": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_code_prefixes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "retryable": {},
    "item_count": {},
    "applied_ops": {},
    "edit_status": {},
    "partial_edit": {},
    "refusal_field": {},
    "refusal_detail": {},
    "refusal_reason": {},
    "diagnosis_count": {},
    "failure_category": {},
    "confirmed_by_readback": {}
  },
  "additionalProperties": true
}
```

---

# Fill Insurance Details From Eligibility

> Perform Fill Insurance Details From Eligibility through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_fill_insurance_details_from_eligibility](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_fill_insurance_details_from_eligibility)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_fill_insurance_details_from_eligibility`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_fill_insurance_details_from_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `insurance_id` — Insurance Id (expression, required)
  Required literal value or workflow expression.
- `eligibility_result` — Eligibility Result (expression, required)
  Required literal value or workflow expression.
- `coinsurance_service_codes` — Coinsurance Service Codes (text)
  Optional text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.

## Outputs

- `success` — Success
- `insurance_id` — Insurance Id
- `updated_fields` — Updated Fields
- `skipped_fields` — Skipped Fields
- `dry_run` — Dry Run
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "insurance_id",
    "eligibility_result"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "insurance_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "eligibility_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "coinsurance_service_codes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "success": {},
    "insurance_id": {},
    "skipped_fields": {},
    "updated_fields": {}
  },
  "additionalProperties": true
}
```

---

# Filter Existing WellCare Authorizations

> Perform Filter Existing WellCare Authorizations through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/wellcare_filter_existing_niko_authorizations](https://genhealth.ai/docs/workflows/integrations/nikohealth/wellcare_filter_existing_niko_authorizations)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `wellcare_filter_existing_niko_authorizations`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "wellcare_filter_existing_niko_authorizations"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `payer_id` — Payer Id (expression, required)
  Required literal value or workflow expression.
- `order_service_date` — Order Service Date (expression, required)
  Required literal value or workflow expression.
- `hcpcs_items` — Hcpcs Items (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `route` — Route
- `review_required` — Review Required
- `reason_code` — Reason Code
- `hcpcs_items` — Hcpcs Items
- `uncovered_hcpcs_codes` — Uncovered Hcpcs Codes
- `covered_hcpcs_codes` — Covered Hcpcs Codes
- `requested_hcpcs_count` — Requested Hcpcs Count
- `uncovered_hcpcs_count` — Uncovered Hcpcs Count
- `covered_hcpcs_count` — Covered Hcpcs Count
- `authorization_count` — Authorization Count
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "payer_id",
    "order_service_date",
    "hcpcs_items"
  ],
  "properties": {
    "payer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hcpcs_items": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_service_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "route": {},
    "success": {},
    "hcpcs_items": {},
    "reason_code": {},
    "review_required": {},
    "failure_category": {},
    "authorization_count": {},
    "covered_hcpcs_codes": {},
    "covered_hcpcs_count": {},
    "requested_hcpcs_count": {},
    "uncovered_hcpcs_codes": {},
    "uncovered_hcpcs_count": {}
  },
  "additionalProperties": true
}
```

---

# Find or Add Referring Provider Location

> Perform Find or Add Referring Provider Location through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_add_referring_provider_location](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_add_referring_provider_location)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_find_or_add_referring_provider_location`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": "false",
    "add_if_missing": "true"
  },
  "handler": "nikohealth_find_or_add_referring_provider_location"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `provider_id` — Provider Id (expression, required)
  Required literal value or workflow expression.
- `address_line` — Address Line (expression, required)
  Required literal value or workflow expression.
- `address_line_2` — Address Line 2 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression, required)
  Required literal value or workflow expression.
- `state` — State (expression, required)
  Required literal value or workflow expression.
- `zip` — Zip (expression, required)
  Required literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `fax` — Fax (expression)
  Optional literal value or workflow expression.
- `email` — Email (expression)
  Optional literal value or workflow expression.
- `location_name` — Location Name (expression)
  Optional literal value or workflow expression.
- `add_if_missing` — Add If Missing (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `"false"`

## Outputs

- `success` — Success
- `provider_id` — Provider Id
- `location_id` — Location Id
- `added` — Added
- `match_status` — Match Status
- `readback_verified` — Readback Verified
- `missing_fields` — Missing Fields
- `failure_category` — Failure Category
- `status_code` — Status Code
- `correlation_id` — Correlation Id
- `error_type` — Error Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "provider_id",
    "address_line",
    "city",
    "state",
    "zip"
  ],
  "properties": {
    "fax": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "zip": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dry_run": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "provider_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_line": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "location_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "add_if_missing": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "address_line_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "added": {},
    "error": {},
    "success": {},
    "error_type": {},
    "location_id": {},
    "provider_id": {},
    "status_code": {},
    "match_status": {},
    "correlation_id": {},
    "missing_fields": {},
    "failure_category": {},
    "readback_verified": {}
  },
  "additionalProperties": true
}
```

---

# Find or Create Patient

> Perform Find or Create Patient through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_patient)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_find_or_create_patient`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "name_case": "upper_case",
    "duplicate_match_mode": "strict",
    "mark_signature_on_file": false,
    "append_missing_phone_contacts": false,
    "set_responsible_contact_to_self": false,
    "overwrite_existing_signature_date": true,
    "auto_update_existing_patient_fields": false,
    "overwrite_responsible_contact_for_minor": false
  },
  "handler": "nikohealth_find_or_create_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `location_id` — Location Id (expression)
  Optional literal value or workflow expression.
- `location_id_select` — Location Id Select (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `auto_update_existing_patient_fields` — Auto Update Existing Patient Fields (boolean)
  Optional true-or-false value.
  Default: `false`
- `append_missing_phone_contacts` — Append Missing Phone Contacts (boolean)
  Optional true-or-false value.
  Default: `false`
- `duplicate_match_mode` — Duplicate Match Mode (select)
  Optional selected identifier or value.
  Default: `"strict"`
  Options: Strict ("strict"), Exact First Name, Last Name, and DOB ("exact_identity"), Review Near Matches ("review_near_matches"), Match on Available Identifiers (name-only when no DOB) ("available_identifiers")
- `patient_genhealth_tag_id` — Patient Genhealth Tag Id (text)
  Optional text value.
- `patient_genhealth_tag_id_select` — Patient Genhealth Tag Id Select (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `mark_signature_on_file` — Mark Signature On File (boolean)
  Optional true-or-false value.
  Default: `false`
- `existing_patient_signature_date` — Existing Patient Signature Date (date)
  Optional date in YYYY-MM-DD format.
- `new_patient_signature_date` — New Patient Signature Date (expression)
  Optional literal value or workflow expression.
- `name_case` — Name Case (select)
  Optional selected identifier or value.
  Default: `"upper_case"`
  Options: Upper Case ("upper_case"), Title Case ("title_case"), As Extracted ("as_extracted")
- `overwrite_existing_signature_date` — Overwrite Existing Signature Date (boolean)
  Optional true-or-false value.
  Default: `true`
- `set_responsible_contact_to_self` — Set Responsible Contact To Self (boolean)
  Optional true-or-false value.
  Default: `false`
- `overwrite_responsible_contact_for_minor` — Overwrite Responsible Contact For Minor (boolean)
  Optional true-or-false value.
  Default: `false`
- `parachute_address_street` — Parachute Address Street (expression)
  Optional literal value or workflow expression.
- `parachute_address_line2` — Parachute Address Line2 (expression)
  Optional literal value or workflow expression.
- `parachute_address_city` — Parachute Address City (expression)
  Optional literal value or workflow expression.
- `parachute_address_state` — Parachute Address State (expression)
  Optional literal value or workflow expression.
- `parachute_address_zip_code` — Parachute Address Zip Code (expression)
  Optional literal value or workflow expression.
- `parachute_phone_number` — Parachute Phone Number (expression)
  Optional literal value or workflow expression.
- `parachute_first_name` — Parachute First Name (expression)
  Optional literal value or workflow expression.
- `parachute_last_name` — Parachute Last Name (expression)
  Optional literal value or workflow expression.
- `parachute_birth_date` — Parachute Birth Date (expression)
  Optional literal value or workflow expression.
- `parachute_mode` — Parachute Mode (expression)
  Optional literal value or workflow expression.
- `task_team_id` — Task Team Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `first_name` — First Name
- `last_name` — Last Name
- `birthday` — Birthday
- `is_new_patient` — Is New Patient
- `document_id` — Document Id
- `applied_patient_tag_ids` — Applied Patient Tag Ids
- `patient_tag_writeback_status` — Patient Tag Writeback Status
- `patient_tag_warning` — Patient Tag Warning
- `patient_check_status` — Patient Check Status
- `ambiguous_patient_match` — Ambiguous Patient Match
- `ambiguous_patient_match_tag_id` — Ambiguous Patient Match Tag Id
- `responsible_contact_updated` — Responsible Contact Updated
- `responsible_contact_overwritten` — Responsible Contact Overwritten
- `responsible_contact_skip_reason` — Responsible Contact Skip Reason
- `manual_review_required` — Manual Review Required
- `review_reason` — Review Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "name_case": {
      "enum": [
        "upper_case",
        "title_case",
        "as_extracted"
      ],
      "type": "string",
      "default": "upper_case",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "location_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_team_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_mode": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "location_id_select": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "parachute_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "duplicate_match_mode": {
      "enum": [
        "strict",
        "exact_identity",
        "review_near_matches",
        "available_identifiers"
      ],
      "type": "string",
      "default": "strict",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "parachute_birth_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "mark_signature_on_file": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "parachute_address_city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_phone_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_address_line2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_address_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_address_street": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_genhealth_tag_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "new_patient_signature_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_address_zip_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "append_missing_phone_contacts": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "existing_patient_signature_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_genhealth_tag_id_select": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "set_responsible_contact_to_self": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "overwrite_existing_signature_date": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "auto_update_existing_patient_fields": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "overwrite_responsible_contact_for_minor": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "birthday": {},
    "last_name": {},
    "first_name": {},
    "patient_id": {},
    "document_id": {},
    "review_reason": {},
    "is_new_patient": {},
    "patient_tag_warning": {},
    "patient_check_status": {},
    "manual_review_required": {},
    "ambiguous_patient_match": {},
    "applied_patient_tag_ids": {},
    "responsible_contact_updated": {},
    "patient_tag_writeback_status": {},
    "ambiguous_patient_match_tag_id": {},
    "responsible_contact_overwritten": {},
    "responsible_contact_skip_reason": {}
  },
  "additionalProperties": true
}
```

---

# Find or Create Referring Provider

> Perform Find or Create Referring Provider through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_referring_provider](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_referring_provider)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_find_or_create_referring_provider`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "use_npi_registry": "true",
    "create_if_missing": "true"
  },
  "handler": "nikohealth_find_or_create_referring_provider"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `npi` — Npi (expression, required)
  Required literal value or workflow expression.
- `first_name` — First Name (expression)
  Optional literal value or workflow expression.
- `last_name` — Last Name (expression)
  Optional literal value or workflow expression.
- `address_line` — Address Line (expression)
  Optional literal value or workflow expression.
- `address_line_2` — Address Line 2 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `zip` — Zip (expression)
  Optional literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `fax` — Fax (expression)
  Optional literal value or workflow expression.
- `email` — Email (expression)
  Optional literal value or workflow expression.
- `title` — Title (expression)
  Optional literal value or workflow expression.
- `practice` — Practice (expression)
  Optional literal value or workflow expression.
- `note` — Note (expression)
  Optional literal value or workflow expression.
- `location_name` — Location Name (expression)
  Optional literal value or workflow expression.
- `create_if_missing` — Create If Missing (boolean)
  Optional true-or-false value.
  Default: `"true"`
- `use_npi_registry` — Use Npi Registry (boolean)
  Optional true-or-false value.
  Default: `"true"`

## Outputs

- `success` — Success
- `provider_id` — Provider Id
- `location_id` — Location Id
- `created` — Created
- `lookup_status` — Lookup Status
- `npi` — Npi
- `registry_used` — Registry Used
- `readback_verified` — Readback Verified
- `missing_fields` — Missing Fields
- `failure_category` — Failure Category
- `status_code` — Status Code
- `correlation_id` — Correlation Id
- `error_type` — Error Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "npi"
  ],
  "properties": {
    "fax": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "npi": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "zip": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "practice": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_line": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "location_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_line_2": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "use_npi_registry": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "create_if_missing": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "npi": {},
    "error": {},
    "created": {},
    "success": {},
    "error_type": {},
    "location_id": {},
    "provider_id": {},
    "status_code": {},
    "lookup_status": {},
    "registry_used": {},
    "correlation_id": {},
    "missing_fields": {},
    "failure_category": {},
    "readback_verified": {}
  },
  "additionalProperties": true
}
```

---

# Find Patients

> Perform Find Patients through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_patients](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_patients)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_find_patients`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "timezone": "America/Chicago",
    "max_pages": 50,
    "page_size": 100,
    "sort_expression": "FullName ASC",
    "require_complete": false,
    "exact_elapsed_lookback": false
  },
  "handler": "nikohealth_find_patients"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
- `exact_elapsed_lookback` — Exact Elapsed Lookback (boolean)
  Optional true-or-false value.
  Default: `false`
- `created_from` — Created From (expression)
  Optional literal value or workflow expression.
- `created_to` — Created To (expression)
  Optional literal value or workflow expression.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/Chicago"`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`
- `require_complete` — Require Complete (boolean)
  Optional true-or-false value.
  Default: `false`
- `record_limit` — Record Limit (number)
  Optional numeric value.
- `sort_expression` — Sort Expression (text)
  Optional text value.
  Default: `"FullName ASC"`
- `tag_ids` — Tag Ids (expression)
  Optional literal value or workflow expression.
- `tag_names` — Tag Names (expression)
  Optional literal value or workflow expression.
- `exclude_tag_ids` — Exclude Tag Ids (expression)
  Optional literal value or workflow expression.
- `exclude_tag_names` — Exclude Tag Names (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `patients` — Patients
- `count` — Count
- `excluded_by_tag_count` — Excluded By Tag Count
- `unknown_tags` — Unknown Tags
- `truncated_by_record_limit` — Truncated By Record Limit
- `pages_fetched` — Pages Fetched
- `truncated_by_page_cap` — Truncated By Page Cap
- `window_source` — Window Source
- `created_from` — Created From
- `created_to` — Created To
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "timezone": {
      "type": "string",
      "default": "America/Chicago",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "created_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "created_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "lookback_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sort_expression": {
      "type": "string",
      "default": "FullName ASC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "require_complete": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "exclude_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "exact_elapsed_lookback": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "patients": {},
    "created_to": {},
    "created_from": {},
    "unknown_tags": {},
    "pages_fetched": {},
    "window_source": {},
    "excluded_by_tag_count": {},
    "truncated_by_page_cap": {},
    "truncated_by_record_limit": {}
  },
  "additionalProperties": true
}
```

---

# Get Document Management Tags

> Perform Get Document Management Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_document_management_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "page_size": 200,
    "include_archived": false
  },
  "handler": "nikohealth_get_document_management_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `include_archived` — Include Archived (boolean)
  Optional true-or-false value.
  Default: `false`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `200`

## Outputs

- `success` — Success
- `tags` — Tags
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "page_size": {
      "type": "number",
      "default": 200,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "count": {},
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Document Management Tags by Filename

> Perform Get Document Management Tags by Filename through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags_by_filename](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags_by_filename)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_document_management_tags_by_filename`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_document_management_tags_by_filename"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `filename` — Filename (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `found` — Found
- `ambiguous` — Ambiguous
- `document_id` — Document Id
- `tags` — Tags
- `matches` — Matches
- `match_count` — Match Count
- `search_complete` — Search Complete
- `error_type` — Error Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "filename"
  ],
  "properties": {
    "filename": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "error": {},
    "found": {},
    "matches": {},
    "success": {},
    "ambiguous": {},
    "error_type": {},
    "document_id": {},
    "match_count": {},
    "search_complete": {}
  },
  "additionalProperties": true
}
```

---

# Get Fax Inbox Tags

> Perform Get Fax Inbox Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_fax_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_fax_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_fax_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "page_size": 200,
    "include_archived": false
  },
  "handler": "nikohealth_get_fax_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `include_archived` — Include Archived (boolean)
  Optional true-or-false value.
  Default: `false`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `200`

## Outputs

- `success` — Success
- `tags` — Tags
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "page_size": {
      "type": "number",
      "default": 200,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "count": {},
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Invoice Detail

> Perform Get Invoice Detail through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_hcpcs](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_hcpcs)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_order_hcpcs`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "include_items": false,
    "skip_if_empty": false
  },
  "handler": "nikohealth_get_order_hcpcs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `claim_id` — Claim Id (text, required)
  Required text value.
- `include_items` — Include Items (boolean)
  Optional true-or-false value.
  Default: `false`
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `order_id` — Order Id
- `patient_id` — Patient Id
- `payer_id` — Payer Id
- `patient_insurance_id` — Patient Insurance Id
- `hcpcs_codes` — Hcpcs Codes
- `hcpcs_items` — Hcpcs Items
- `claim_diagnosis_codes` — Claim Diagnosis Codes
- `items` — Items
- `count` — Count
- `payer_name` — Payer Name
- `billing_provider` — Billing Provider
- `billing_provider_name` — Billing Provider Name
- `billing_provider_npi` — Billing Provider Npi
- `has_prior_authorization` — Has Prior Authorization
- `source_type` — Source Type
- `prior_authorizations` — Prior Authorizations
- `invoice` — Invoice
- `invoice_id` — Invoice Id
- `skipped` — Skipped
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "claim_id"
  ],
  "properties": {
    "claim_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "include_items": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "items": {},
    "reason": {},
    "invoice": {},
    "skipped": {},
    "success": {},
    "order_id": {},
    "payer_id": {},
    "invoice_id": {},
    "patient_id": {},
    "payer_name": {},
    "hcpcs_codes": {},
    "hcpcs_items": {},
    "source_type": {},
    "billing_provider": {},
    "billing_provider_npi": {},
    "patient_insurance_id": {},
    "prior_authorizations": {},
    "billing_provider_name": {},
    "claim_diagnosis_codes": {},
    "has_prior_authorization": {}
  },
  "additionalProperties": true
}
```

---

# Get Order

> Perform Get Order through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_order`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "nikohealth_get_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text, required)
  Required text value.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `order` — Order
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "order": {},
    "reason": {},
    "skipped": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Cost Estimate HCPCS

> Perform Get Order Cost Estimate HCPCS through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_cost_sharing](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_cost_sharing)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_order_cost_sharing`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "nikohealth_get_order_cost_sharing"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `order_id` — Order Id (text, required)
  Required text value.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `reason` — Reason
- `hcpcs_items` — Hcpcs Items
- `hcpcs_codes` — Hcpcs Codes
- `count` — Count
- `error` — Error
- `error_type` — Error Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "order_id"
  ],
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "error_type": {},
    "hcpcs_codes": {},
    "hcpcs_items": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Events

> Perform Get Order Events through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_events](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_events)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_order_events`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "nikohealth_get_order_events"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text, required)
  Required text value.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `events` — Events
- `count` — Count
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "events": {},
    "reason": {},
    "skipped": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Items

> Perform Get Order Items through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_items](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_items)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_order_items`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "nikohealth_get_order_items"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text, required)
  Required text value.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `items` — Items
- `count` — Count
- `hcpcs_codes` — Hcpcs Codes
- `hcpcs_items` — Hcpcs Items
- `order_item_ids_without_hcpcs` — Order Item Ids Without Hcpcs
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "items": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "hcpcs_codes": {},
    "hcpcs_items": {},
    "order_item_ids_without_hcpcs": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Tags

> Perform Get Order Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_order_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_order_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `tags` — Tags
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "count": {},
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient

> Perform Get Patient through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_patient`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `patient` — Patient
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "patient": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Authorizations

> Perform Get Patient Authorizations through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_authorizations](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_authorizations)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_patient_authorizations`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_patient_authorizations"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `authorizations` — Authorizations
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "authorizations": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Diagnoses

> Perform Get Patient Diagnoses through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_diagnoses](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_diagnoses)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_patient_diagnoses`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "nikohealth_get_patient_diagnoses"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `diagnoses` — Diagnoses
- `icd_codes` — Icd Codes
- `diagnosis_records` — Diagnosis Records
- `count` — Count
- `skipped` — Skipped
- `reason` — Reason
- `error` — Error
- `error_type` — Error Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "reason": {},
    "skipped": {},
    "success": {},
    "diagnoses": {},
    "icd_codes": {},
    "error_type": {},
    "diagnosis_records": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Documents

> Perform Get Patient Documents through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_documents)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_patient_documents`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "max_pages": 1,
    "page_size": 50,
    "require_complete": false
  },
  "handler": "nikohealth_get_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `document_types` — Document Types (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `50`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `1`
- `require_complete` — Require Complete (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `documents` — Documents
- `patient_document_ids` — Patient Document Ids
- `count` — Count
- `page_count` — Page Count
- `truncated_by_page_cap` — Truncated By Page Cap
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "max_pages": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_types": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "require_complete": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "documents": {},
    "page_count": {},
    "patient_document_ids": {},
    "truncated_by_page_cap": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Insurance

> Perform Get Patient Insurance through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_insurance)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_patient_insurance`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `insurance_id` — Insurance Id (expression)
  Optional literal value or workflow expression.
- `payer_id` — Payer Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `insurance` — Insurance
- `insurances` — Insurances
- `count` — Count
- `error` — Error
- `error_type` — Error Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "insurance_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "insurance": {},
    "error_type": {},
    "insurances": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Notes

> Perform Get Patient Notes through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_notes](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_notes)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_patient_notes`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_patient_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `notes` — Notes
- `count` — Count
- `total` — Total
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "notes": {},
    "total": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Tags

> Perform Get Patient Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_patient_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_patient_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `tags` — Tags
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "count": {},
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Get Prescription Details

> Perform Get Prescription Details through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescription_details](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescription_details)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_prescription_details`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_prescription_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `prescription_id` — Prescription Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `prescription` — Prescription
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "prescription_id"
  ],
  "properties": {
    "prescription_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "prescription": {}
  },
  "additionalProperties": true
}
```

---

# Get Prescriptions

> Perform Get Prescriptions through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescriptions](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescriptions)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_prescriptions`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_prescriptions"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `prescriptions` — Prescriptions
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "prescriptions": {}
  },
  "additionalProperties": true
}
```

---

# Get Resupply Programs

> Perform Get Resupply Programs through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_resupply_programs](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_resupply_programs)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_get_resupply_programs`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_get_resupply_programs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.

## Outputs

- `success` — Success
- `programs` — Programs
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "programs": {}
  },
  "additionalProperties": true
}
```

---

# List Billing Claims

> Perform List Billing Claims through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_billing_claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_billing_claims)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_list_billing_claims`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "sort": "CreatedOn ASC",
    "statuses": [
      "New"
    ],
    "max_pages": 10,
    "page_size": 100,
    "sales_type": "any"
  },
  "handler": "nikohealth_list_billing_claims"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `statuses` — Statuses (multi_select)
  Optional list of selected values.
  Default: `["New"]`
  Options: New ("New"), Submitted ("Submitted"), Denied ("Denied"), Hold ("Hold"), Open ("Open"), Rejected ("Rejected"), Closed ("Closed"), Void ("Void")
- `sales_type` — Sales Type (select)
  Optional selected identifier or value.
  Default: `"any"`
  Options: Any ("any"), Purchase ("purchase"), Rental ("rental")
- `sort` — Sort (select)
  Optional selected identifier or value.
  Default: `"CreatedOn ASC"`
  Options: Ascending (oldest first) ("CreatedOn ASC"), Descending (newest first) ("CreatedOn DESC")
- `created_from` — Created From (date)
  Optional date in YYYY-MM-DD format.
- `created_to` — Created To (date)
  Optional date in YYYY-MM-DD format.
- `date_of_service_from` — Date Of Service From (date)
  Optional date in YYYY-MM-DD format.
- `date_of_service_to` — Date Of Service To (date)
  Optional date in YYYY-MM-DD format.
- `patient_ids` — Patient Ids (text)
  Optional text value.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `10`

## Outputs

- `success` — Success
- `items` — Items
- `count` — Count
- `pages_fetched` — Pages Fetched
- `truncated_by_max_pages` — Truncated By Max Pages
- `statuses` — Statuses
- `sales_type` — Sales Type
- `sort` — Sort
- `created_from` — Created From
- `created_to` — Created To
- `date_of_service_from` — Date Of Service From
- `date_of_service_to` — Date Of Service To
- `patient_ids` — Patient Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "sort": {
      "enum": [
        "CreatedOn ASC",
        "CreatedOn DESC"
      ],
      "type": "string",
      "default": "CreatedOn ASC",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "statuses": {
      "type": "array",
      "items": {
        "enum": [
          "New",
          "Submitted",
          "Denied",
          "Hold",
          "Open",
          "Rejected",
          "Closed",
          "Void"
        ],
        "type": "string"
      },
      "default": [
        "New"
      ],
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "max_pages": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "created_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "sales_type": {
      "enum": [
        "any",
        "purchase",
        "rental"
      ],
      "type": "string",
      "default": "any",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "created_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_of_service_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_of_service_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "sort": {},
    "count": {},
    "error": {},
    "items": {},
    "success": {},
    "statuses": {},
    "created_to": {},
    "sales_type": {},
    "patient_ids": {},
    "created_from": {},
    "pages_fetched": {},
    "date_of_service_to": {},
    "date_of_service_from": {},
    "truncated_by_max_pages": {}
  },
  "additionalProperties": true
}
```

---

# List Document Management Uploads

> Perform List Document Management Uploads through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_document_management_docs](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_document_management_docs)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_list_document_management_docs`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "sort": "CreatedOn DESC",
    "page_size": 100,
    "page_index": 0
  },
  "handler": "nikohealth_list_document_management_docs"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `page_index` — Page Index (number)
  Optional numeric value.
  Default: `0`
- `sort` — Sort (text)
  Optional text value.
  Default: `"CreatedOn DESC"`
- `processed_tag_id` — Processed Tag Id (text)
  Optional text value.

## Outputs

- `success` — Success
- `items` — Items
- `count` — Count
- `page_index` — Page Index
- `has_more` — Has More
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "sort": {
      "type": "string",
      "default": "CreatedOn DESC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_index": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "processed_tag_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "items": {},
    "success": {},
    "has_more": {},
    "page_index": {}
  },
  "additionalProperties": true
}
```

---

# List Fax Inbox

> Perform List Fax Inbox through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_inbox](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_inbox)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_list_fax_inbox`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "max_pages": 50,
    "page_size": 100,
    "sort_expression": "ReceivedDate DESC",
    "require_complete": false
  },
  "handler": "nikohealth_list_fax_inbox"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`
- `date_from` — Date From (date)
  Optional date in YYYY-MM-DD format.
- `date_to` — Date To (date)
  Optional date in YYYY-MM-DD format.
- `status` — Status (text)
  Optional text value.
- `tag_ids_select` — Tag Ids Select (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `sort_expression` — Sort Expression (text)
  Optional text value.
  Default: `"ReceivedDate DESC"`
- `require_complete` — Require Complete (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `faxes` — Faxes
- `count` — Count
- `pages_fetched` — Pages Fetched
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "tag_ids_select": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "sort_expression": {
      "type": "string",
      "default": "ReceivedDate DESC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "require_complete": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "faxes": {},
    "success": {},
    "truncated": {},
    "pages_fetched": {}
  },
  "additionalProperties": true
}
```

---

# List Fax Tag Dictionary

> Perform List Fax Tag Dictionary through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_tag_dictionary_v1](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_tag_dictionary_v1)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_list_fax_tag_dictionary_v1`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_list_fax_tag_dictionary_v1"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `tags` — Tags
- `count` — Count
- `definition_version` — Definition Version

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "count": {},
    "definition_version": {}
  },
  "additionalProperties": true
}
```

---

# List Order Documents

> Perform List Order Documents through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_order_documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_order_documents)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_list_order_documents`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "skip_if_empty": false
  },
  "handler": "nikohealth_list_order_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `document_types` — Document Types (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `found` — Found
- `documents` — Documents
- `count` — Count
- `document_types` — Document Types
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_types": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "found": {},
    "skipped": {},
    "success": {},
    "documents": {},
    "document_types": {}
  },
  "additionalProperties": true
}
```

---

# List Order Tag Dictionary

> Perform List Order Tag Dictionary through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_order_tag_dictionary_v1](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_order_tag_dictionary_v1)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_list_order_tag_dictionary_v1`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_list_order_tag_dictionary_v1"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `tags` — Tags
- `count` — Count
- `definition_version` — Definition Version

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "count": {},
    "definition_version": {}
  },
  "additionalProperties": true
}
```

---

# List Patient Tag Dictionary

> Perform List Patient Tag Dictionary through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_patient_tag_dictionary_v1](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_patient_tag_dictionary_v1)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_list_patient_tag_dictionary_v1`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_list_patient_tag_dictionary_v1"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `tags` — Tags
- `count` — Count
- `definition_version` — Definition Version

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "count": {},
    "definition_version": {}
  },
  "additionalProperties": true
}
```

---

# List Users / Assignees

> Perform List Users / Assignees through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_assignees](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_assignees)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_list_assignees`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_list_assignees"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `success` — Success
- `users` — Users
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "users": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Match Order Products

> Perform Match Order Products through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_match_order_products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_match_order_products)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_match_order_products`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_match_order_products"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `matches` — Matches
- `has_ambiguous` — Has Ambiguous
- `has_generic` — Has Generic
- `preview_text` — Preview Text
- `failure_category` — Failure Category
- `review_reason` — Review Reason
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "matches": {},
    "message": {},
    "success": {},
    "has_generic": {},
    "preview_text": {},
    "has_ambiguous": {},
    "review_reason": {},
    "failure_category": {}
  },
  "additionalProperties": true
}
```

---

# Persist Patient Documents

> Perform Persist Patient Documents through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_persist_patient_documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_persist_patient_documents)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_persist_patient_documents`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "strict_type_resolution": false
  },
  "handler": "nikohealth_persist_patient_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `strict_type_resolution` — Strict Type Resolution (boolean)
  Optional true-or-false value.
  Default: `false`
- `document_type_names` — Document Type Names (expression)
  Optional literal value or workflow expression.
- `recency_window_hours` — Recency Window Hours (number)
  Optional numeric value.
- `max_documents` — Max Documents (number)
  Optional numeric value.
- `min_documents` — Min Documents (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `status` — Status
- `created` — Created
- `skipped` — Skipped
- `failed` — Failed
- `document_ids` — Document Ids
- `results` — Results
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_documents": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "min_documents": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_type_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "recency_window_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "strict_type_resolution": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "failed": {},
    "status": {},
    "created": {},
    "results": {},
    "skipped": {},
    "success": {},
    "document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Push Diagnosis Codes to Patient

> Perform Push Diagnosis Codes to Patient through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_diagnosis_codes](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_diagnosis_codes)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_sync_diagnosis_codes`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_sync_diagnosis_codes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `code_prefixes` — Code Prefixes (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `synced` — Synced
- `updated` — Updated
- `already_present` — Already Present
- `partial` — Partial
- `manual_review_required` — Manual Review Required
- `dropped_count` — Dropped Count
- `unresolved_icd_codes` — Unresolved Icd Codes
- `icd_codes_found` — Icd Codes Found
- `filtered_out_count` — Filtered Out Count
- `validation_rejected` — Validation Rejected
- `validation_rejected_count` — Validation Rejected Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "document_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "code_prefixes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "synced": {},
    "partial": {},
    "success": {},
    "updated": {},
    "dropped_count": {},
    "already_present": {},
    "icd_codes_found": {},
    "filtered_out_count": {},
    "validation_rejected": {},
    "unresolved_icd_codes": {},
    "manual_review_required": {},
    "validation_rejected_count": {}
  },
  "additionalProperties": true
}
```

---

# Push Insurance to Patient

> Perform Push Insurance to Patient through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_insurance)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_sync_insurance`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "choose_default_plan": false,
    "auto_verify_eligibility": false
  },
  "handler": "nikohealth_sync_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `auto_verify_eligibility` — Auto Verify Eligibility (boolean)
  Optional true-or-false value.
  Default: `false`
- `choose_default_plan` — Choose Default Plan (boolean)
  Optional true-or-false value.
  Default: `false`
- `parachute_carrier_name` — Parachute Carrier Name (expression)
  Optional literal value or workflow expression.
- `parachute_member_id` — Parachute Member Id (expression)
  Optional literal value or workflow expression.
- `parachute_insurance_mode` — Parachute Insurance Mode (expression)
  Optional literal value or workflow expression.
- `task_team_id` — Task Team Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `synced_count` — Synced Count
- `skipped_count` — Skipped Count
- `policies_found` — Policies Found
- `already_present_count` — Already Present Count
- `unmapped_count` — Unmapped Count
- `failed_count` — Failed Count
- `failure_reasons` — Failure Reasons
- `coverages` — Coverages
- `insurance_gaps` — Insurance Gaps
- `unmatched_plan_payers` — Unmatched Plan Payers
- `unmatched_plan_text` — Unmatched Plan Text
- `inferred_plan_payers` — Inferred Plan Payers
- `inferred_plan_text` — Inferred Plan Text
- `hold_order` — Hold Order
- `hold_reason` — Hold Reason
- `eligibility_status` — Eligibility Status
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "document_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "task_team_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "choose_default_plan": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "parachute_member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_carrier_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "auto_verify_eligibility": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "parachute_insurance_mode": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "coverages": {},
    "hold_order": {},
    "hold_reason": {},
    "failed_count": {},
    "synced_count": {},
    "skipped_count": {},
    "insurance_gaps": {},
    "policies_found": {},
    "unmapped_count": {},
    "failure_reasons": {},
    "eligibility_status": {},
    "inferred_plan_text": {},
    "unmatched_plan_text": {},
    "inferred_plan_payers": {},
    "already_present_count": {},
    "unmatched_plan_payers": {}
  },
  "additionalProperties": true
}
```

---

# Quick-Ship From Inventory

> Perform Quick-Ship From Inventory through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_quick_ship_from_inventory](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_quick_ship_from_inventory)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_quick_ship_from_inventory`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "equipment_statuses": [
      "Active",
      "Reserved"
    ]
  },
  "handler": "nikohealth_quick_ship_from_inventory"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `source_location_id` — Source Location Id (expression, required)
  Required literal value or workflow expression.
- `shipped_date` — Shipped Date (expression, required)
  Required literal value or workflow expression.
- `equipment_statuses` — Equipment Statuses (expression)
  Optional literal value or workflow expression.
  Default: `["Active","Reserved"]`
- `location_type_ids` — Location Type Ids (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `patient_id` — Patient Id
- `shipped_item_ids` — Shipped Item Ids
- `skipped_already_shipped_item_ids` — Skipped Already Shipped Item Ids
- `failure_category` — Failure Category
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "patient_id",
    "source_location_id",
    "shipped_date"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "shipped_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "location_type_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "equipment_statuses": {
      "default": [
        "Active",
        "Reserved"
      ],
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_location_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "retryable": {},
    "patient_id": {},
    "failure_category": {},
    "shipped_item_ids": {},
    "skipped_already_shipped_item_ids": {}
  },
  "additionalProperties": true
}
```

---

# Reconcile Tagged Orders to Billing Claims

> Perform Reconcile Tagged Orders to Billing Claims through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_reconcile_tagged_orders_to_billing_claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_reconcile_tagged_orders_to_billing_claims)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_reconcile_tagged_orders_to_billing_claims`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "timezone": "America/Chicago",
    "max_pages": 30,
    "page_size": 100,
    "record_limit": 100,
    "lookback_hours": 720,
    "exclude_statuses": [
      "Cancelled"
    ],
    "suppress_review_items": false,
    "claim_processing_lookback_hours": 24,
    "order_processing_lookback_hours": 24,
    "enable_claimless_order_processing": false,
    "max_prior_auth_qualification_candidates": 1000
  },
  "handler": "nikohealth_reconcile_tagged_orders_to_billing_claims"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `trigger_tag_name` — Trigger Tag Name (text, required)
  Required text value.
- `exclude_tag_names` — Exclude Tag Names (expression)
  Optional literal value or workflow expression.
- `exclude_statuses` — Exclude Statuses (expression)
  Optional literal value or workflow expression.
  Default: `["Cancelled"]`
- `include_statuses` — Include Statuses (expression)
  Optional literal value or workflow expression.
- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
  Default: `720`
- `created_from` — Created From (expression)
  Optional literal value or workflow expression.
- `created_to` — Created To (expression)
  Optional literal value or workflow expression.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/Chicago"`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `30`
- `record_limit` — Record Limit (number)
  Optional numeric value.
  Default: `100`
- `claim_processing_lookback_hours` — Claim Processing Lookback Hours (number)
  Optional numeric value.
  Default: `24`
- `claimless_insurance_selection` — Claimless Insurance Selection (text)
  Optional text value.
- `enable_claimless_order_processing` — Enable Claimless Order Processing (boolean)
  Optional true-or-false value.
  Default: `false`
- `order_processing_lookback_hours` — Order Processing Lookback Hours (number)
  Optional numeric value.
  Default: `24`
- `target_order_ids` — Target Order Ids (expression)
  Optional literal value or workflow expression.
- `suppress_review_items` — Suppress Review Items (boolean)
  Optional true-or-false value.
  Default: `false`
- `claimless_exclude_payer_name_markers` — Claimless Exclude Payer Name Markers (expression)
  Optional literal value or workflow expression.
- `preferred_prior_auth_portal` — Preferred Prior Auth Portal (text)
  Optional text value.
- `preferred_payer_name_markers` — Preferred Payer Name Markers (expression)
  Optional literal value or workflow expression.
- `max_prior_auth_qualification_candidates` — Max Prior Auth Qualification Candidates (number)
  Optional numeric value.
  Default: `1000`

## Outputs

- `success` — Success
- `error` — Error
- `items` — Items
- `count` — Count
- `review_items` — Review Items
- `review_count` — Review Count
- `diagnostics` — Diagnostics

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "trigger_tag_name"
  ],
  "properties": {
    "timezone": {
      "type": "string",
      "default": "America/Chicago",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "default": 30,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "created_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "created_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_limit": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "lookback_hours": {
      "type": "number",
      "default": 720,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_statuses": {
      "default": [
        "Cancelled"
      ],
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_statuses": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "target_order_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "trigger_tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "exclude_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "suppress_review_items": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "preferred_prior_auth_portal": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "preferred_payer_name_markers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "claimless_insurance_selection": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "claim_processing_lookback_hours": {
      "type": "number",
      "default": 24,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "order_processing_lookback_hours": {
      "type": "number",
      "default": 24,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "enable_claimless_order_processing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "claimless_exclude_payer_name_markers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_prior_auth_qualification_candidates": {
      "type": "number",
      "default": 1000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "items": {},
    "success": {},
    "diagnostics": {},
    "review_count": {},
    "review_items": {}
  },
  "additionalProperties": true
}
```

---

# Record Claim Processing Marker Result

> Perform Record Claim Processing Marker Result through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_record_claim_processing_marker_result](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_record_claim_processing_marker_result)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_record_claim_processing_marker_result`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": false,
    "note_subject": "GenHealth Claim Processing Marker",
    "marker_prefix": "GENHEALTH_CLAIM_PROCESSING",
    "allow_same_run_draft_to_submitted": false
  },
  "handler": "nikohealth_record_claim_processing_marker_result"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `claim_id` — Claim Id (expression)
  Optional literal value or workflow expression.
- `marker_id` — Marker Id (expression)
  Optional literal value or workflow expression.
- `order_id` — Order Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `run_id` — Run Id (expression)
  Optional literal value or workflow expression.
- `note_subject` — Note Subject (expression)
  Optional literal value or workflow expression.
  Default: `"GenHealth Claim Processing Marker"`
- `marker_prefix` — Marker Prefix (expression)
  Optional literal value or workflow expression.
  Default: `"GENHEALTH_CLAIM_PROCESSING"`
- `status` — Status (expression)
  Optional literal value or workflow expression.
- `save_result` — Save Result (expression)
  Optional literal value or workflow expression.
- `duplicate_check_result` — Duplicate Check Result (expression)
  Optional literal value or workflow expression.
- `allow_same_run_draft_to_submitted` — Allow Same Run Draft To Submitted (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `written` — Written
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `dry_run` — Dry Run
- `claim_id` — Claim Id
- `order_id` — Order Id
- `patient_id` — Patient Id
- `run_id` — Run Id
- `status` — Status
- `existing_marker` — Existing Marker
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "run_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "status": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "claim_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marker_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "save_result": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "note_subject": {
      "default": "GenHealth Claim Processing Marker",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marker_prefix": {
      "default": "GENHEALTH_CLAIM_PROCESSING",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "duplicate_check_result": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allow_same_run_draft_to_submitted": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "run_id": {},
    "status": {},
    "dry_run": {},
    "skipped": {},
    "success": {},
    "written": {},
    "claim_id": {},
    "order_id": {},
    "patient_id": {},
    "skip_reason": {},
    "existing_marker": {}
  },
  "additionalProperties": true
}
```

---

# Refresh Reference Data

> Perform Refresh Reference Data through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_refresh_reference_data](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_refresh_reference_data)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_refresh_reference_data`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_refresh_reference_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

This action has no public inputs.

## Outputs

- `organization_id` — Organization Id
- `success` — Success
- `catalog` — Catalog
- `dictionary_refresh` — Dictionary Refresh
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "catalog": {},
    "success": {},
    "organization_id": {},
    "dictionary_refresh": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Order Products

> Perform Resolve Order Products through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_order_products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_order_products)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_resolve_order_products`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_resolve_order_products"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `items` — Items (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `items` — Items
- `unresolved_hcpcs` — Unresolved Hcpcs
- `unresolved_warning` — Unresolved Warning
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "items"
  ],
  "properties": {
    "items": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "items": {},
    "success": {},
    "unresolved_hcpcs": {},
    "unresolved_warning": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Referring Provider by Name

> Perform Resolve Referring Provider by Name through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_referring_provider_by_name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_referring_provider_by_name)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_resolve_referring_provider_by_name`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_resolve_referring_provider_by_name"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `found` — Found
- `npi` — Npi
- `resolved_provider_id` — Resolved Provider Id
- `primary_location_id` — Primary Location Id
- `retryable` — Retryable
- `error_type` — Error Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "first_name",
    "last_name"
  ],
  "properties": {
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "npi": {},
    "error": {},
    "found": {},
    "success": {},
    "retryable": {},
    "error_type": {},
    "primary_location_id": {},
    "resolved_provider_id": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Source Location From Clinic Name

> Perform Resolve Source Location From Clinic Name through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_source_location](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_resolve_source_location)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_resolve_source_location`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_resolve_source_location"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `clinic_name` — Clinic Name (expression, required)
  Required literal value or workflow expression.
- `clinic_npi` — Clinic Npi (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `location_id` — Location Id
- `matched_location_name` — Matched Location Name
- `candidate_count` — Candidate Count
- `reason` — Reason
- `failure_category` — Failure Category
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "clinic_name"
  ],
  "properties": {
    "clinic_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "clinic_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "retryable": {},
    "location_id": {},
    "candidate_count": {},
    "failure_category": {},
    "matched_location_name": {}
  },
  "additionalProperties": true
}
```

---

# Rule-Based Task Router

> Perform Rule-Based Task Router through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_rule_based_task_router](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_rule_based_task_router)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_rule_based_task_router`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "enable_strategy_title_triage": false
  },
  "handler": "nikohealth_rule_based_task_router"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `has_patient_data` — Has Patient Data (expression)
  Optional literal value or workflow expression.
- `has_order_data` — Has Order Data (expression)
  Optional literal value or workflow expression.
- `is_new_patient` — Is New Patient (expression)
  Optional literal value or workflow expression.
- `document_type` — Document Type (expression)
  Optional literal value or workflow expression.
- `is_carecentrix` — Is Carecentrix (expression)
  Optional literal value or workflow expression.
- `has_resupply` — Has Resupply (expression)
  Optional literal value or workflow expression.
- `has_pending_authorization` — Has Pending Authorization (expression)
  Optional literal value or workflow expression.
- `referring_provider_name` — Referring Provider Name (expression)
  Optional literal value or workflow expression.
- `ocr_text` — Ocr Text (expression)
  Optional literal value or workflow expression.
- `document_url` — Document Url (expression)
  Optional literal value or workflow expression.
- `enable_strategy_title_triage` — Enable Strategy Title Triage (boolean)
  Optional true-or-false value.
  Default: `false`
- `routing_rules` — Routing Rules (repeatable_group)
  Optional list of structured items.
  - `enabled` — Enabled (boolean)
    Optional true-or-false value.
    Default: `true`
  - `priority` — Priority (text)
    Optional text value.
    Default: `"100"`
  - `name` — Name (text, required)
    Required text value.
  - `condition_flags` — Condition Flags (multi_select)
    Optional list of selected values.
    Options: Has patient data ("has_patient_data"), No patient data ("no_patient_data"), Has order data ("has_order_data"), No order data ("no_order_data"), Supports order tasking ("supports_order_tasking"), Does not support order tasking ("not_supports_order_tasking"), New patient ("is_new_patient"), Existing patient ("is_existing_patient"), Has resupply ("has_resupply"), No resupply ("no_resupply"), Has pending authorization ("has_pending_authorization"), No pending authorization ("no_pending_authorization"), Referral signal ("has_referral_signal"), No referral signal ("no_referral_signal"), WellSky referral ("is_wellsky_referral"), Not WellSky referral ("not_wellsky_referral")
  - `document_types` — Document Types (multi_select)
    Optional list of selected values.
  - `ocr_contains_any` — Ocr Contains Any (multi_select)
    Optional list of selected values.
  - `ocr_contains_all` — Ocr Contains All (multi_select)
    Optional list of selected values.
  - `provider_contains_any` — Provider Contains Any (multi_select)
    Optional list of selected values.
  - `provider_resolution_mode` — Provider Resolution Mode (select)
    Optional selected identifier or value.
    Default: `"configured_terms"`
    Options: Configured provider terms ("configured_terms"), Strategy provider resolver ("strategy_provider_resolver")
  - `custom_context_flags` — Custom Context Flags (multi_select)
    Optional list of selected values.
  - `outcome_action` — Outcome Action (select)
    Optional selected identifier or value.
    Default: `"create_task"`
    Options: Create task ("create_task"), Complete without task ("complete_without_task"), Skip ("skip"), Fail tasking ("fail")
  - `tasking_outcome` — Tasking Outcome (text)
    Optional text value.
  - `task_category_id` — Task Category Id (select, dynamic options)
    Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  - `task_priority` — Task Priority (select)
    Optional selected identifier or value.
    Default: `"Normal"`
    Options: Normal ("Normal"), Low ("Low"), High ("High")
  - `assignee_ids` — Assignee Ids (multi_select, dynamic options)
    Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
  - `assignee_ids_manual` — Assignee Ids Manual (expression)
    Optional literal value or workflow expression.
  - `pick_random_assignee` — Pick Random Assignee (boolean)
    Optional true-or-false value.
    Default: `false`
  - `assignee_type` — Assignee Type (select)
    Optional selected identifier or value.
    Default: `"user"`
    Options: User ("user"), Team ("team")
  - `assignee_resolution_mode` — Assignee Resolution Mode (select)
    Optional selected identifier or value.
    Default: `"static"`
    Options: Static assignees ("static"), Latest open task, fallback to assignees ("latest_open_task"), Latest authorization task, fallback to assignees ("latest_authorization_task")
  - `title_template` — Title Template (text)
    Optional text value.
  - `description_template` — Description Template (textarea)
    Optional text value.
  - `attach_patient` — Attach Patient (boolean)
    Optional true-or-false value.
    Default: `true`
  - `attach_legacy_document` — Attach Legacy Document (boolean)
    Optional true-or-false value.
    Default: `true`

## Outputs

- `success` — Success
- `tasking_outcome` — Tasking Outcome
- `task_id` — Task Id
- `idempotent` — Idempotent
- `matched_rule` — Matched Rule
- `matched_rule_source` — Matched Rule Source
- `document_id` — Document Id
- `document_type` — Document Type
- `is_new_patient` — Is New Patient
- `supports_order_tasking` — Supports Order Tasking
- `custom_context_flags` — Custom Context Flags
- `has_resupply` — Has Resupply
- `has_pending_authorization` — Has Pending Authorization
- `display_name` — Display Name
- `skipped` — Skipped
- `message` — Message
- `error_code` — Error Code
- `error_type` — Error Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "ocr_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_url": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "has_resupply": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "routing_rules": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "name"
        ],
        "properties": {
          "name": {
            "type": "string",
            "description": "Required text value.",
            "x-workflow-field-type": "text"
          },
          "enabled": {
            "type": "boolean",
            "default": true,
            "description": "Optional true-or-false value.",
            "x-workflow-field-type": "boolean"
          },
          "priority": {
            "type": "string",
            "default": "100",
            "description": "Optional text value.",
            "x-workflow-field-type": "text"
          },
          "assignee_ids": {
            "type": "array",
            "items": {
              "type": "string"
            },
            "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
            "x-dynamic-options": true,
            "x-workflow-field-type": "multi_select"
          },
          "assignee_type": {
            "enum": [
              "user",
              "team"
            ],
            "type": "string",
            "default": "user",
            "description": "Optional selected identifier or value.",
            "x-workflow-field-type": "select"
          },
          "task_priority": {
            "enum": [
              "Normal",
              "Low",
              "High"
            ],
            "type": "string",
            "default": "Normal",
            "description": "Optional selected identifier or value.",
            "x-workflow-field-type": "select"
          },
          "attach_patient": {
            "type": "boolean",
            "default": true,
            "description": "Optional true-or-false value.",
            "x-workflow-field-type": "boolean"
          },
          "document_types": {
            "type": "array",
            "items": {
              "type": "string"
            },
            "description": "Optional list of selected values.",
            "x-workflow-field-type": "multi_select"
          },
          "outcome_action": {
            "enum": [
              "create_task",
              "complete_without_task",
              "skip",
              "fail"
            ],
            "type": "string",
            "default": "create_task",
            "description": "Optional selected identifier or value.",
            "x-workflow-field-type": "select"
          },
          "title_template": {
            "type": "string",
            "description": "Optional text value.",
            "x-workflow-field-type": "text"
          },
          "condition_flags": {
            "type": "array",
            "items": {
              "enum": [
                "has_patient_data",
                "no_patient_data",
                "has_order_data",
                "no_order_data",
                "supports_order_tasking",
                "not_supports_order_tasking",
                "is_new_patient",
                "is_existing_patient",
                "has_resupply",
                "no_resupply",
                "has_pending_authorization",
                "no_pending_authorization",
                "has_referral_signal",
                "no_referral_signal",
                "is_wellsky_referral",
                "not_wellsky_referral"
              ],
              "type": "string"
            },
            "description": "Optional list of selected values.",
            "x-workflow-field-type": "multi_select"
          },
          "tasking_outcome": {
            "type": "string",
            "description": "Optional text value.",
            "x-workflow-field-type": "text"
          },
          "ocr_contains_all": {
            "type": "array",
            "items": {
              "type": "string"
            },
            "description": "Optional list of selected values.",
            "x-workflow-field-type": "multi_select"
          },
          "ocr_contains_any": {
            "type": "array",
            "items": {
              "type": "string"
            },
            "description": "Optional list of selected values.",
            "x-workflow-field-type": "multi_select"
          },
          "task_category_id": {
            "type": "string",
            "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
            "x-dynamic-options": true,
            "x-workflow-field-type": "select"
          },
          "assignee_ids_manual": {
            "description": "Optional literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "custom_context_flags": {
            "type": "array",
            "items": {
              "type": "string"
            },
            "description": "Optional list of selected values.",
            "x-workflow-field-type": "multi_select"
          },
          "description_template": {
            "type": "string",
            "description": "Optional text value.",
            "x-workflow-field-type": "textarea"
          },
          "pick_random_assignee": {
            "type": "boolean",
            "default": false,
            "description": "Optional true-or-false value.",
            "x-workflow-field-type": "boolean"
          },
          "provider_contains_any": {
            "type": "array",
            "items": {
              "type": "string"
            },
            "description": "Optional list of selected values.",
            "x-workflow-field-type": "multi_select"
          },
          "attach_legacy_document": {
            "type": "boolean",
            "default": true,
            "description": "Optional true-or-false value.",
            "x-workflow-field-type": "boolean"
          },
          "assignee_resolution_mode": {
            "enum": [
              "static",
              "latest_open_task",
              "latest_authorization_task"
            ],
            "type": "string",
            "default": "static",
            "description": "Optional selected identifier or value.",
            "x-workflow-field-type": "select"
          },
          "provider_resolution_mode": {
            "enum": [
              "configured_terms",
              "strategy_provider_resolver"
            ],
            "type": "string",
            "default": "configured_terms",
            "description": "Optional selected identifier or value.",
            "x-workflow-field-type": "select"
          }
        },
        "additionalProperties": false
      },
      "description": "Optional list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "has_order_data": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "is_carecentrix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "is_new_patient": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "has_patient_data": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "referring_provider_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "has_pending_authorization": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enable_strategy_title_triage": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "task_id": {},
    "error_code": {},
    "error_type": {},
    "idempotent": {},
    "document_id": {},
    "display_name": {},
    "has_resupply": {},
    "matched_rule": {},
    "document_type": {},
    "is_new_patient": {},
    "tasking_outcome": {},
    "matched_rule_source": {},
    "custom_context_flags": {},
    "supports_order_tasking": {},
    "has_pending_authorization": {}
  },
  "additionalProperties": true
}
```

---

# Run Eligibility Check

> Perform Run Eligibility Check through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_eligibility_check](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_eligibility_check)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_run_eligibility_check`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "enabled": true,
    "force_resubmit": false,
    "update_insurance_status_without_local_policy": false
  },
  "handler": "nikohealth_run_eligibility_check"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `niko_insurance_id` — Niko Insurance Id (expression)
  Optional literal value or workflow expression.
- `force_resubmit` — Force Resubmit (boolean)
  Optional true-or-false value.
  Default: `false`
- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.
- `update_insurance_status_without_local_policy` — Update Insurance Status Without Local Policy (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `skipped` — Skipped
- `is_eligible` — Is Eligible
- `alerts` — Alerts
- `transaction_id` — Transaction Id
- `eligibility_result` — Eligibility Result
- `niko_insurance_id` — Niko Insurance Id
- `insurance_status_updated` — Insurance Status Updated
- `status_update_skipped_reason` — Status Update Skipped Reason
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "force_resubmit": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "niko_insurance_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "update_insurance_status_without_local_policy": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "alerts": {},
    "status": {},
    "skipped": {},
    "success": {},
    "is_eligible": {},
    "error_message": {},
    "transaction_id": {},
    "niko_insurance_id": {},
    "eligibility_result": {},
    "insurance_status_updated": {},
    "status_update_skipped_reason": {}
  },
  "additionalProperties": true
}
```

---

# Run Policy Eligibility Check

> Perform Run Policy Eligibility Check through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_policy_eligibility_check](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_policy_eligibility_check)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_run_policy_eligibility_check`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "force_resubmit": false
  },
  "handler": "nikohealth_run_policy_eligibility_check"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `insurance_policy_id` — Insurance Policy Id (expression, required)
  Required literal value or workflow expression.
- `niko_insurance_id` — Niko Insurance Id (expression)
  Optional literal value or workflow expression.
- `force_resubmit` — Force Resubmit (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `is_eligible` — Is Eligible
- `alerts` — Alerts
- `transaction_id` — Transaction Id
- `eligibility_result` — Eligibility Result
- `insurance_policy_id` — Insurance Policy Id
- `niko_insurance_id` — Niko Insurance Id
- `insurance_status_updated` — Insurance Status Updated
- `status_update_skipped_reason` — Status Update Skipped Reason
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "insurance_policy_id"
  ],
  "properties": {
    "force_resubmit": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "niko_insurance_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_policy_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "alerts": {},
    "status": {},
    "success": {},
    "is_eligible": {},
    "error_message": {},
    "transaction_id": {},
    "niko_insurance_id": {},
    "eligibility_result": {},
    "insurance_policy_id": {},
    "insurance_status_updated": {},
    "status_update_skipped_reason": {}
  },
  "additionalProperties": true
}
```

---

# Search Orders

> Perform Search Orders through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_orders)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_search_orders`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "status": [
      "New"
    ],
    "timezone": "America/Chicago",
    "page_size": 50,
    "hydrate_details": false,
    "sort_expression": "CreatedDate DESC",
    "default_on_error": false,
    "require_complete": false,
    "require_patient_id": false
  },
  "handler": "nikohealth_search_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text)
  Optional text value.
- `require_patient_id` — Require Patient Id (boolean)
  Optional true-or-false value.
  Default: `false`
- `status` — Status (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
  Default: `["New"]`
- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
- `created_from` — Created From (expression)
  Optional literal value or workflow expression.
- `created_to` — Created To (expression)
  Optional literal value or workflow expression.
- `timezone` — Timezone (text)
  Optional text value.
  Default: `"America/Chicago"`
- `order_types` — Order Types (expression)
  Optional literal value or workflow expression.
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `50`
- `max_pages` — Max Pages (number)
  Optional numeric value.
- `record_limit` — Record Limit (number)
  Optional numeric value.
- `sort_expression` — Sort Expression (text)
  Optional text value.
  Default: `"CreatedDate DESC"`
- `exclude_tag_ids` — Exclude Tag Ids (expression)
  Optional literal value or workflow expression.
- `exclude_tag_names` — Exclude Tag Names (expression)
  Optional literal value or workflow expression.
- `include_tag_ids` — Include Tag Ids (expression)
  Optional literal value or workflow expression.
- `include_tag_names` — Include Tag Names (expression)
  Optional literal value or workflow expression.
- `hydrate_details` — Hydrate Details (boolean)
  Optional true-or-false value.
  Default: `false`
- `require_complete` — Require Complete (boolean)
  Optional true-or-false value.
  Default: `false`
- `default_on_error` — Default On Error (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `orders` — Orders
- `count` — Count
- `excluded_by_tag_count` — Excluded By Tag Count
- `included_by_tag_count` — Included By Tag Count
- `scanned_count` — Scanned Count
- `truncated_by_record_limit` — Truncated By Record Limit
- `pages_fetched` — Pages Fetched
- `truncated_by_page_cap` — Truncated By Page Cap
- `details_hydrated` — Details Hydrated
- `window_source` — Window Source
- `created_from` — Created From
- `created_to` — Created To
- `defaulted` — Defaulted
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "status": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "default": [
        "New"
      ],
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "timezone": {
      "type": "string",
      "default": "America/Chicago",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "created_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_types": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "created_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "lookback_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hydrate_details": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sort_expression": {
      "type": "string",
      "default": "CreatedDate DESC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "default_on_error": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "require_complete": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "exclude_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_patient_id": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "orders": {},
    "reason": {},
    "success": {},
    "defaulted": {},
    "created_to": {},
    "created_from": {},
    "pages_fetched": {},
    "scanned_count": {},
    "window_source": {},
    "details_hydrated": {},
    "excluded_by_tag_count": {},
    "included_by_tag_count": {},
    "truncated_by_page_cap": {},
    "truncated_by_record_limit": {}
  },
  "additionalProperties": true
}
```

---

# Search Patient

> Perform Search Patient through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patient)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_search_patient`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "sort_by": "name",
    "page_size": 100,
    "page_index": 0,
    "sort_descending": false
  },
  "handler": "nikohealth_search_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `date_of_birth` — Date Of Birth (text)
  Optional text value.
- `full_address` — Full Address (text)
  Optional text value.
- `tags` — Tags (expression)
  Optional literal value or workflow expression.
- `created_from` — Created From (expression)
  Optional literal value or workflow expression.
- `created_to` — Created To (expression)
  Optional literal value or workflow expression.
- `sort_by` — Sort By (select)
  Optional selected identifier or value.
  Default: `"name"`
  Options: Full Name ("name"), Created Date ("created"), Modified Date ("modified")
- `sort_descending` — Sort Descending (boolean)
  Optional true-or-false value.
  Default: `false`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `100`
- `page_index` — Page Index (number)
  Optional numeric value.
  Default: `0`

## Outputs

- `patients` — Patients
- `count` — Count
- `sort_expression` — Sort Expression
- `unknown_tags` — Unknown Tags
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "tags": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sort_by": {
      "enum": [
        "name",
        "created",
        "modified"
      ],
      "type": "string",
      "default": "name",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "page_size": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "created_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "page_index": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "created_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "full_address": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_birth": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sort_descending": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "patients": {},
    "unknown_tags": {},
    "sort_expression": {}
  },
  "additionalProperties": true
}
```

---

# Search Patients

> Perform Search Patients through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patients](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patients)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_search_patients`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_search_patients"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `date_of_birth` — Date Of Birth (text)
  Optional text value.
- `full_address` — Full Address (text)
  Optional text value.
- `page_size` — Page Size (text)
  Optional text value.

## Outputs

- `patients` — Patients
- `count` — Count
- `sort_expression` — Sort Expression
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "page_size": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "full_address": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_birth": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "patients": {},
    "sort_expression": {}
  },
  "additionalProperties": true
}
```

---

# Search Payers

> Perform Search Payers through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_payers](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_payers)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_search_payers`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_search_payers"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `search_term` — Search Term (text)
  Optional text value.

## Outputs

- `success` — Success
- `payers` — Payers
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "search_term": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "payers": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Search Products

> Perform Search Products through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_products)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_search_products`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_search_products"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `search_term` — Search Term (text)
  Optional text value.
- `hcpcs_code` — Hcpcs Code (text)
  Optional text value.

## Outputs

- `success` — Success
- `products` — Products
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "hcpcs_code": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "search_term": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "products": {}
  },
  "additionalProperties": true
}
```

---

# Search Tasks

> Perform Search Tasks through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_tasks](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_tasks)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_search_tasks`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "sort": "CreatedOn ASC",
    "statuses": [
      "Open"
    ],
    "max_pages": 10,
    "page_size": 20,
    "title_match": "exact",
    "skip_if_empty": false
  },
  "handler": "nikohealth_search_tasks"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `category_name` — Category Name (expression)
  Optional literal value or workflow expression.
- `assignee_name` — Assignee Name (expression)
  Optional literal value or workflow expression.
- `assignee_id` — Assignee Id (expression)
  Optional literal value or workflow expression.
- `title` — Title (expression)
  Optional literal value or workflow expression.
- `title_match` — Title Match (select)
  Optional selected identifier or value.
  Default: `"exact"`
  Options: Exact (whole title) ("exact"), Contains ("contains")
- `statuses` — Statuses (multi_select)
  Optional list of selected values.
  Default: `["Open"]`
  Options: Open ("Open"), Completed ("Completed"), Archived ("Archived")
- `sort` — Sort (select)
  Optional selected identifier or value.
  Default: `"CreatedOn ASC"`
  Options: Ascending (oldest first) ("CreatedOn ASC"), Descending (newest first) ("CreatedOn DESC")
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `20`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `10`
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `category_name` — Category Name
- `category_id` — Category Id
- `assignee_name` — Assignee Name
- `assignee_id` — Assignee Id
- `title` — Title
- `title_match` — Title Match
- `statuses` — Statuses
- `sort` — Sort
- `count` — Count
- `unfiltered_count` — Unfiltered Count
- `items` — Items
- `pages_fetched` — Pages Fetched
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "sort": {
      "enum": [
        "CreatedOn ASC",
        "CreatedOn DESC"
      ],
      "type": "string",
      "default": "CreatedOn ASC",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "statuses": {
      "type": "array",
      "items": {
        "enum": [
          "Open",
          "Completed",
          "Archived"
        ],
        "type": "string"
      },
      "default": [
        "Open"
      ],
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "max_pages": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "assignee_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "title_match": {
      "enum": [
        "exact",
        "contains"
      ],
      "type": "string",
      "default": "exact",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "assignee_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "category_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "sort": {},
    "count": {},
    "error": {},
    "items": {},
    "title": {},
    "skipped": {},
    "success": {},
    "statuses": {},
    "truncated": {},
    "assignee_id": {},
    "category_id": {},
    "title_match": {},
    "assignee_name": {},
    "category_name": {},
    "pages_fetched": {},
    "unfiltered_count": {}
  },
  "additionalProperties": true
}
```

---

# Set Document Management Note

> Perform Set Document Management Note through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_set_document_management_note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_set_document_management_note)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_set_document_management_note`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_set_document_management_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `note` — Note (textarea)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `error` — Error
- `error_type` — Error Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "note": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "error_type": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Submit Claim

> Perform Submit Claim through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_submit_claim](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_submit_claim)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_submit_claim`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": false,
    "skip_if_empty": false
  },
  "handler": "nikohealth_submit_claim"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `claim_id` — Claim Id (expression, required)
  Required literal value or workflow expression.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `dry_run` — Dry Run
- `is_electronically_submitted` — Is Electronically Submitted
- `message` — Message
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `irreversible`
- Confirmation recommended: yes
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "claim_id"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "claim_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "dry_run": {},
    "message": {},
    "skipped": {},
    "success": {},
    "is_electronically_submitted": {}
  },
  "additionalProperties": true
}
```

---

# Tag Patient with Referral Source

> Perform Tag Patient with Referral Source through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_apply_referral_source_tag](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_apply_referral_source_tag)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_apply_referral_source_tag`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_apply_referral_source_tag"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `niko_patient_id` — Niko Patient Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `verdict` — Verdict
- `extracted_name` — Extracted Name
- `matched_tag_name` — Matched Tag Name
- `matched_tag_id` — Matched Tag Id
- `matched_tag_ids` — Matched Tag Ids
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "niko_patient_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "niko_patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "verdict": {},
    "document_id": {},
    "extracted_name": {},
    "matched_tag_id": {},
    "matched_tag_ids": {},
    "matched_tag_name": {}
  },
  "additionalProperties": true
}
```

---

# Update Claim Line Quantities

> Perform Update Claim Line Quantities through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_claim_line_quantities](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_claim_line_quantities)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_claim_line_quantities`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "dry_run": true,
    "skip_if_empty": false
  },
  "handler": "nikohealth_update_claim_line_quantities"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `claim_id` — Claim Id (expression, required)
  Required literal value or workflow expression.
- `line_updates` — Line Updates (json)
  Optional JSON value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `dry_run` — Dry Run
- `claim_id` — Claim Id
- `corrections` — Corrections
- `changed_count` — Changed Count
- `refused_count` — Refused Count
- `refusals` — Refusals
- `verified` — Verified
- `message` — Message
- `error` — Error
- `error_type` — Error Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "claim_id"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "claim_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "line_updates": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "message": {},
    "skipped": {},
    "success": {},
    "claim_id": {},
    "refusals": {},
    "verified": {},
    "error_type": {},
    "corrections": {},
    "changed_count": {},
    "refused_count": {}
  },
  "additionalProperties": true
}
```

---

# Update Document Management Tags

> Perform Update Document Management Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_document_management_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_document_management_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_document_management_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_update_document_management_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (text, required)
  Required text value.
- `tag_ids` — Tag Ids (text, required)
  Required text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "tag_ids"
  ],
  "properties": {
    "tag_ids": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "document_id": {}
  },
  "additionalProperties": true
}
```

---

# Update Fax Tags

> Perform Update Fax Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_fax_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_fax_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_fax_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "mode": "replace"
  },
  "handler": "nikohealth_update_fax_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_id` — Fax Id (text, required)
  Required text value.
- `tag_ids` — Tag Ids (text)
  Optional text value.
- `tag_ids_select` — Tag Ids Select (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `mode` — Mode (select)
  Optional selected identifier or value.
  Default: `"replace"`
  Options: Append ("append"), Replace ("replace")

## Outputs

- `success` — Success
- `mode` — Mode
- `tag_ids` — Tag Ids
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "fax_id"
  ],
  "properties": {
    "mode": {
      "enum": [
        "append",
        "replace"
      ],
      "type": "string",
      "default": "replace",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "fax_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "tag_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "tag_ids_select": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mode": {},
    "error": {},
    "success": {},
    "tag_ids": {}
  },
  "additionalProperties": true
}
```

---

# Update Insurance Details

> Perform Update Insurance Details through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_insurance_details](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_insurance_details)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_insurance_details`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_update_insurance_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `insurance_id` — Insurance Id (expression, required)
  Required literal value or workflow expression.
- `in_network_individual_calendar_year_deductible` — In Network Individual Calendar Year Deductible (number)
  Optional numeric value.
- `in_network_individual_remaining_deductible` — In Network Individual Remaining Deductible (number)
  Optional numeric value.
- `in_network_individual_out_of_pocket_max` — In Network Individual Out Of Pocket Max (number)
  Optional numeric value.
- `in_network_individual_out_of_pocket_remaining` — In Network Individual Out Of Pocket Remaining (number)
  Optional numeric value.
- `in_network_individual_coinsurance` — In Network Individual Coinsurance (number)
  Optional numeric value.
- `in_network_individual_copay` — In Network Individual Copay (number)
  Optional numeric value.
- `in_network_family_calendar_year_deductible` — In Network Family Calendar Year Deductible (number)
  Optional numeric value.
- `in_network_family_remaining_deductible` — In Network Family Remaining Deductible (number)
  Optional numeric value.
- `in_network_family_out_of_pocket_max` — In Network Family Out Of Pocket Max (number)
  Optional numeric value.
- `in_network_family_out_of_pocket_remaining` — In Network Family Out Of Pocket Remaining (number)
  Optional numeric value.
- `out_of_network_individual_calendar_year_deductible` — Out Of Network Individual Calendar Year Deductible (number)
  Optional numeric value.
- `out_of_network_individual_remaining_deductible` — Out Of Network Individual Remaining Deductible (number)
  Optional numeric value.
- `out_of_network_individual_out_of_pocket_max` — Out Of Network Individual Out Of Pocket Max (number)
  Optional numeric value.
- `out_of_network_individual_out_of_pocket_remaining` — Out Of Network Individual Out Of Pocket Remaining (number)
  Optional numeric value.
- `out_of_network_individual_coinsurance` — Out Of Network Individual Coinsurance (number)
  Optional numeric value.
- `out_of_network_individual_copay` — Out Of Network Individual Copay (number)
  Optional numeric value.
- `out_of_network_family_calendar_year_deductible` — Out Of Network Family Calendar Year Deductible (number)
  Optional numeric value.
- `out_of_network_family_remaining_deductible` — Out Of Network Family Remaining Deductible (number)
  Optional numeric value.
- `out_of_network_family_out_of_pocket_max` — Out Of Network Family Out Of Pocket Max (number)
  Optional numeric value.
- `out_of_network_family_out_of_pocket_remaining` — Out Of Network Family Out Of Pocket Remaining (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `insurance_id` — Insurance Id
- `updated_fields` — Updated Fields
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "insurance_id"
  ],
  "properties": {
    "insurance_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "in_network_individual_copay": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_individual_copay": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_individual_coinsurance": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_family_out_of_pocket_max": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_individual_coinsurance": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_family_remaining_deductible": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_individual_out_of_pocket_max": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_family_out_of_pocket_max": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_family_out_of_pocket_remaining": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_family_calendar_year_deductible": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_individual_remaining_deductible": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_family_remaining_deductible": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_individual_out_of_pocket_max": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_individual_out_of_pocket_remaining": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_family_out_of_pocket_remaining": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "in_network_individual_calendar_year_deductible": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_family_calendar_year_deductible": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_individual_remaining_deductible": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_individual_out_of_pocket_remaining": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "out_of_network_individual_calendar_year_deductible": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "insurance_id": {},
    "updated_fields": {}
  },
  "additionalProperties": true
}
```

---

# Update Order State

> Perform Update Order State through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_state](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_state)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_order_state`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_update_order_state"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text, required)
  Required text value.
- `status` — Status (text)
  Optional text value.
- `tags` — Tags (text)
  Optional text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "tags": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Update Order Tags By Name

> Perform Update Order Tags By Name through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_tags_by_name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_tags_by_name)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_order_tags_by_name`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "best_effort": false,
    "skip_if_empty": false
  },
  "handler": "nikohealth_update_order_tags_by_name"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `remove_tag_names` — Remove Tag Names (expression)
  Optional literal value or workflow expression.
- `add_tag_names` — Add Tag Names (expression)
  Optional literal value or workflow expression.
- `skip_if_empty` — Skip If Empty (boolean)
  Optional true-or-false value.
  Default: `false`
- `best_effort` — Best Effort (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `skipped` — Skipped
- `order_id` — Order Id
- `tag_ids` — Tag Ids
- `added_tag_ids` — Added Tag Ids
- `removed_tag_ids` — Removed Tag Ids
- `missing_tag_names` — Missing Tag Names
- `failure_reason` — Failure Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "best_effort": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "add_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_if_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "remove_tag_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "skipped": {},
    "success": {},
    "tag_ids": {},
    "order_id": {},
    "added_tag_ids": {},
    "failure_reason": {},
    "removed_tag_ids": {},
    "missing_tag_names": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient

> Perform Update Patient through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_patient`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_update_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `first_name` — First Name (text)
  Optional text value.
- `last_name` — Last Name (text)
  Optional text value.
- `date_of_birth` — Date Of Birth (text)
  Optional text value.
- `phone` — Phone (text)
  Optional text value.
- `email` — Email (text)
  Optional text value.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "phone": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "last_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "date_of_birth": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Tags

> Perform Update Patient Tags through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient_tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient_tags)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_patient_tags`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "clear_when_empty": false
  },
  "handler": "nikohealth_update_patient_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `tag_ids` — Tag Ids (expression)
  Optional literal value or workflow expression.
- `tag_ids_select` — Tag Ids Select (multi_select, dynamic options)
  Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.
- `clear_when_empty` — Clear When Empty (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "tag_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tag_ids_select": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of selected values. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "multi_select"
    },
    "clear_when_empty": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Update Signature Status

> Perform Update Signature Status through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_signature_status](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_signature_status)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_signature_status`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "signature_status": "Reviewed"
  },
  "handler": "nikohealth_update_signature_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `signature_status` — Signature Status (select)
  Optional selected identifier or value.
  Default: `"Reviewed"`
  Options: Reviewed ("Reviewed"), Signed ("Signed")

## Outputs

- `success` — Success
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "signature_status": {
      "enum": [
        "Reviewed",
        "Signed"
      ],
      "type": "string",
      "default": "Reviewed",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Update Task

> Perform Update Task through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_task)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_update_task`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "verify": true,
    "dry_run": false,
    "clear_due_date": false,
    "clear_description": false
  },
  "handler": "nikohealth_update_task"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `task_id` — Task Id (expression, required)
  Required literal value or workflow expression.
- `title` — Title (expression)
  Optional literal value or workflow expression.
- `description` — Description (textarea)
  Optional text value.
- `clear_description` — Clear Description (boolean)
  Optional true-or-false value.
  Default: `false`
- `due_date` — Due Date (expression)
  Optional literal value or workflow expression.
- `clear_due_date` — Clear Due Date (boolean)
  Optional true-or-false value.
  Default: `false`
- `category_id` — Category Id (expression)
  Optional literal value or workflow expression.
- `priority` — Priority (select)
  Optional selected identifier or value.
  Options: Low ("Low"), Normal ("Normal"), High ("High")
- `assign_to` — Assign To (json)
  Optional JSON value.
- `patients` — Patients (json)
  Optional JSON value.
- `patient_documents` — Patient Documents (json)
  Optional JSON value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`
- `verify` — Verify (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `updated` — Updated
- `task_id` — Task Id
- `changed_fields` — Changed Fields
- `verified` — Verified
- `dry_run` — Dry Run
- `message` — Message
- `error` — Error
- `error_type` — Error Type

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "task_id"
  ],
  "properties": {
    "title": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "verify": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "task_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "due_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patients": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "priority": {
      "enum": [
        "Low",
        "Normal",
        "High"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "assign_to": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "category_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "clear_due_date": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "clear_description": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_documents": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "task_id": {},
    "updated": {},
    "verified": {},
    "error_type": {},
    "changed_fields": {}
  },
  "additionalProperties": true
}
```

---

# Upload Document to Patient

> Perform Upload Document to Patient through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_document](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_document)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_upload_document`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {
    "enabled": true,
    "content_type": "application/pdf",
    "document_type": "auto",
    "skip_if_missing_source": false,
    "delete_source_artifact_after_upload": false
  },
  "handler": "nikohealth_upload_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (text, required)
  Required text value.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `s3_key` — S3 Key (expression)
  Optional literal value or workflow expression.
- `s3_uri` — S3 Uri (expression)
  Optional literal value or workflow expression.
- `filename` — Filename (expression)
  Optional literal value or workflow expression.
- `sha256` — Sha256 (expression)
  Optional literal value or workflow expression.
- `content_type` — Content Type (expression)
  Optional literal value or workflow expression.
  Default: `"application/pdf"`
- `document_type` — Document Type (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"auto"`
- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `skip_if_missing_source` — Skip If Missing Source (boolean)
  Optional true-or-false value.
  Default: `false`
- `delete_source_artifact_after_upload` — Delete Source Artifact After Upload (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `uploaded` — Uploaded
- `skipped` — Skipped
- `document_id` — Document Id
- `patient_id` — Patient Id
- `patient_document_id` — Patient Document Id
- `workflow_artifact_deleted` — Workflow Artifact Deleted
- `s3_key` — S3 Key
- `filename` — Filename
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "s3_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "s3_uri": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sha256": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "content_type": {
      "default": "application/pdf",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "type": "string",
      "default": "auto",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "skip_if_missing_source": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "delete_source_artifact_after_upload": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "s3_key": {},
    "status": {},
    "skipped": {},
    "success": {},
    "filename": {},
    "uploaded": {},
    "patient_id": {},
    "document_id": {},
    "patient_document_id": {},
    "workflow_artifact_deleted": {}
  },
  "additionalProperties": true
}
```

---

# Upload Documents by Page Category

> Perform Upload Documents by Page Category through NikoHealth.

Source: [https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_documents_by_category](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_documents_by_category)

Integration: [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md)

- Handler: `nikohealth_upload_documents_by_category`

- Connection type: `nikohealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "NikoHealth",
  "params": {},
  "handler": "nikohealth_upload_documents_by_category"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `supported` — Supported
- `document_id` — Document Id
- `uploaded_count` — Uploaded Count
- `skipped_count` — Skipped Count
- `failed_count` — Failed Count
- `child_document_ids` — Child Document Ids
- `child_documents` — Child Documents
- `errors` — Errors
- `reason` — Reason
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "errors": {},
    "reason": {},
    "success": {},
    "supported": {},
    "document_id": {},
    "failed_count": {},
    "skipped_count": {},
    "uploaded_count": {},
    "child_documents": {},
    "child_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Noridian integration

> Build workflow automations with 4 public Noridian actions.

Source: [https://genhealth.ai/docs/workflows/integrations/noridian](https://genhealth.ai/docs/workflows/integrations/noridian)

## Available actions

4 actions. Connection types: noridian.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_check_eligibility.md)

- Handler: `noridian_check_eligibility`
- Connection type: `noridian`
- External effect: `write`
- Inputs: `jurisdiction`, `member_id`, `patient_last_name`, `patient_first_name`, `patient_birth_date`, `patient_address`, `in_region_states`, `service_start_date`, `service_end_date`, `coverage_basis`, `suppress_stale_snf_flags`, `check_consolidated_billing`, `consolidated_billing_hcpcs_codes`, `generate_pdf`, `persist_generated_pdf`, `show_generated_document_in_inbox`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `status`, `failure_category`, `is_eligible`, `inactive_reason`, `is_deceased`, `flags`, `snf_most_recent_status`, `snf_most_recent_status_category`, `jurisdiction`, `medicare_program`, `part_a`, `part_b`, `part_b_deductible`, `ineligible_period`, `same_or_similar`, `consolidated_billing`, `has_home_health_bundled`, `has_hospice_consolidated`, `insurance_info`, `patient_address`, `pdf_path`, `portal`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`, `error`, `error_message`

Perform Check Eligibility through Noridian.

### [Check Prior Authorization](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_check_prior_auth.md)

- Handler: `noridian_check_prior_auth`
- Connection type: `noridian`
- External effect: `read`
- Inputs: `jurisdiction`, `member_id`, `patient_first_name`, `patient_last_name`, `hcpcs`, `reference_number`
- Outputs: `success`, `status`, `reference_number`, `results_available`, `authorization_records`, `recheck_after_seconds`, `retryable`, `error`

Perform Check Prior Authorization through Noridian.

### [Check Same/Similar](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_same_or_similar.md)

- Handler: `noridian_same_or_similar`
- Connection type: `noridian`
- External effect: `write`
- Inputs: `jurisdiction`, `member_id`, `patient_first_name`, `patient_last_name`, `patient_birth_date`, `code_ranges`, `hcpcs_from`, `hcpcs_to`, `specific_hcpcs_codes`, `date_of_service`, `equivalent_hcpcs_ranges`, `owned_supplier_names`, `history_policy_mode`, `allow_partial_results`, `retry_unrecognized_page_once`, `generate_pdf`, `persist_generated_pdf`, `show_generated_document_in_inbox`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_dedupe_key`
- Outputs: `success`, `checks_complete`, `status`, `has_same_or_similar`, `same_or_similar`, `range_results`, `requested_ranges`, `actionable_equivalent_ranges`, `owned_supplier_names`, `history_policy_mode`, `rental_purchase_classification`, `range_count`, `range_checks_attempted`, `session_retry_count`, `stopped_after_terminal_range_error`, `option1_results`, `option1_count`, `requested_option1_hcpcs`, `ordered_hcpcs_codes`, `classification`, `classification_category`, `classification_reason`, `should_create_review_task`, `flags`, `jurisdiction`, `medicare_program`, `hcpcs_from`, `hcpcs_to`, `pdf_path`, `portal`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`, `error`, `error_message`

Perform Check Same/Similar through Noridian.

### [Submit Prior Authorization](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_submit_prior_auth.md)

- Handler: `noridian_submit_prior_auth`
- Connection type: `noridian`
- External effect: `write`
- Inputs: `jurisdiction`, `member_id`, `patient_first_name`, `patient_last_name`, `hcpcs`, `patient_birth_date`, `submission_fields`, `document_id`
- Outputs: `success`, `status`, `reference_number`, `results_available`, `authorization_records`, `recheck_after_seconds`, `retryable`, `error`

Perform Submit Prior Authorization through Noridian.

---

# Check Eligibility

> Perform Check Eligibility through Noridian.

Source: [https://genhealth.ai/docs/workflows/integrations/noridian/noridian_check_eligibility](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_check_eligibility)

Integration: [Noridian](https://genhealth.ai/docs/workflows/integrations/noridian.md)

- Handler: `noridian_check_eligibility`

- Connection type: `noridian`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Noridian",
  "params": {
    "generate_pdf": false,
    "jurisdiction": "A",
    "coverage_basis": "any",
    "generated_pdf_source": "noridian_eligibility",
    "persist_generated_pdf": false,
    "suppress_stale_snf_flags": false,
    "check_consolidated_billing": false,
    "show_generated_document_in_inbox": false
  },
  "handler": "noridian_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `jurisdiction` — Jurisdiction (select)
  Optional selected identifier or value.
  Default: `"A"`
  Options: Jurisdiction A ("A"), Jurisdiction D ("D")
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression)
  Optional literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (date, required)
  Required date in YYYY-MM-DD format.
- `patient_address` — Patient Address (expression)
  Optional literal value or workflow expression.
- `in_region_states` — In Region States (expression)
  Optional literal value or workflow expression.
- `service_start_date` — Service Start Date (date)
  Optional date in YYYY-MM-DD format.
- `service_end_date` — Service End Date (date)
  Optional date in YYYY-MM-DD format.
- `coverage_basis` — Coverage Basis (select)
  Optional selected identifier or value.
  Default: `"any"`
  Options: Part A + Part B (default) ("any"), Medicare Part B only ("part_b")
- `suppress_stale_snf_flags` — Suppress Stale Snf Flags (boolean)
  Optional true-or-false value.
  Default: `false`
- `check_consolidated_billing` — Check Consolidated Billing (boolean)
  Optional true-or-false value.
  Default: `false`
- `consolidated_billing_hcpcs_codes` — Consolidated Billing Hcpcs Codes (expression)
  Optional literal value or workflow expression.
- `generate_pdf` — Generate Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `persist_generated_pdf` — Persist Generated Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `show_generated_document_in_inbox` — Show Generated Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`
- `generated_pdf_filename` — Generated Pdf Filename (expression)
  Optional literal value or workflow expression.
- `generated_pdf_source` — Generated Pdf Source (text)
  Optional text value.
  Default: `"noridian_eligibility"`
- `generated_pdf_dedupe_key` — Generated Pdf Dedupe Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `failure_category` — Failure Category
- `is_eligible` — Is Eligible
- `inactive_reason` — Inactive Reason
- `is_deceased` — Is Deceased
- `flags` — Flags
- `snf_most_recent_status` — Snf Most Recent Status
- `snf_most_recent_status_category` — Snf Most Recent Status Category
- `jurisdiction` — Jurisdiction
- `medicare_program` — Medicare Program
- `part_a` — Part A
- `part_b` — Part B
- `part_b_deductible` — Part B Deductible
- `ineligible_period` — Ineligible Period
- `same_or_similar` — Same Or Similar
- `consolidated_billing` — Consolidated Billing
- `has_home_health_bundled` — Has Home Health Bundled
- `has_hospice_consolidated` — Has Hospice Consolidated
- `insurance_info` — Insurance Info
- `patient_address` — Patient Address
- `pdf_path` — Pdf Path
- `portal` — Portal
- `generated_pdf_success` — Generated Pdf Success
- `generated_pdf_status` — Generated Pdf Status
- `generated_pdf_document_id` — Generated Pdf Document Id
- `generated_pdf_title` — Generated Pdf Title
- `generated_pdf_document_type` — Generated Pdf Document Type
- `generated_pdf_s3_key` — Generated Pdf S3 Key
- `generated_pdf_s3_uri` — Generated Pdf S3 Uri
- `generated_pdf_sha256` — Generated Pdf Sha256
- `generated_pdf_size` — Generated Pdf Size
- `generated_pdf_filename` — Generated Pdf Filename
- `generated_pdf_source` — Generated Pdf Source
- `generated_pdf_content_type` — Generated Pdf Content Type
- `generated_pdf_external_id` — Generated Pdf External Id
- `generated_pdf_was_existing` — Generated Pdf Was Existing
- `generated_pdf_error` — Generated Pdf Error
- `generated_pdf_error_message` — Generated Pdf Error Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "patient_last_name",
    "patient_birth_date"
  ],
  "properties": {
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generate_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "jurisdiction": {
      "enum": [
        "A",
        "D"
      ],
      "type": "string",
      "default": "A",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "coverage_basis": {
      "enum": [
        "any",
        "part_b"
      ],
      "type": "string",
      "default": "any",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_address": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "in_region_states": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_end_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_birth_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_start_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "generated_pdf_source": {
      "type": "string",
      "default": "noridian_eligibility",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "persist_generated_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generated_pdf_filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generated_pdf_dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "suppress_stale_snf_flags": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "check_consolidated_billing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "consolidated_billing_hcpcs_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "show_generated_document_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "flags": {},
    "part_a": {},
    "part_b": {},
    "portal": {},
    "status": {},
    "success": {},
    "pdf_path": {},
    "is_deceased": {},
    "is_eligible": {},
    "jurisdiction": {},
    "error_message": {},
    "insurance_info": {},
    "inactive_reason": {},
    "patient_address": {},
    "same_or_similar": {},
    "failure_category": {},
    "medicare_program": {},
    "ineligible_period": {},
    "part_b_deductible": {},
    "generated_pdf_size": {},
    "generated_pdf_error": {},
    "generated_pdf_title": {},
    "consolidated_billing": {},
    "generated_pdf_s3_key": {},
    "generated_pdf_s3_uri": {},
    "generated_pdf_sha256": {},
    "generated_pdf_source": {},
    "generated_pdf_status": {},
    "generated_pdf_success": {},
    "generated_pdf_filename": {},
    "snf_most_recent_status": {},
    "has_home_health_bundled": {},
    "has_hospice_consolidated": {},
    "generated_pdf_document_id": {},
    "generated_pdf_external_id": {},
    "generated_pdf_content_type": {},
    "generated_pdf_was_existing": {},
    "generated_pdf_document_type": {},
    "generated_pdf_error_message": {},
    "snf_most_recent_status_category": {}
  },
  "additionalProperties": true
}
```

---

# Check Prior Authorization

> Perform Check Prior Authorization through Noridian.

Source: [https://genhealth.ai/docs/workflows/integrations/noridian/noridian_check_prior_auth](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_check_prior_auth)

Integration: [Noridian](https://genhealth.ai/docs/workflows/integrations/noridian.md)

- Handler: `noridian_check_prior_auth`

- Connection type: `noridian`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Noridian",
  "params": {
    "jurisdiction": "A"
  },
  "handler": "noridian_check_prior_auth"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `jurisdiction` — Jurisdiction (select)
  Optional selected identifier or value.
  Default: `"A"`
  Options: DME A ("A"), DME D ("D")
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `hcpcs` — Hcpcs (expression, required)
  Required literal value or workflow expression.
- `reference_number` — Reference Number (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `reference_number` — Reference Number
- `results_available` — Results Available
- `authorization_records` — Authorization Records
- `recheck_after_seconds` — Recheck After Seconds
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "patient_first_name",
    "patient_last_name",
    "hcpcs"
  ],
  "properties": {
    "hcpcs": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "jurisdiction": {
      "enum": [
        "A",
        "D"
      ],
      "type": "string",
      "default": "A",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "reference_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "retryable": {},
    "reference_number": {},
    "results_available": {},
    "authorization_records": {},
    "recheck_after_seconds": {}
  },
  "additionalProperties": true
}
```

---

# Check Same/Similar

> Perform Check Same/Similar through Noridian.

Source: [https://genhealth.ai/docs/workflows/integrations/noridian/noridian_same_or_similar](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_same_or_similar)

Integration: [Noridian](https://genhealth.ai/docs/workflows/integrations/noridian.md)

- Handler: `noridian_same_or_similar`

- Connection type: `noridian`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Noridian",
  "params": {
    "generate_pdf": false,
    "jurisdiction": "A",
    "history_policy_mode": "legacy",
    "generated_pdf_source": "noridian_same_or_similar",
    "allow_partial_results": false,
    "persist_generated_pdf": false,
    "retry_unrecognized_page_once": false,
    "show_generated_document_in_inbox": false
  },
  "handler": "noridian_same_or_similar"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `jurisdiction` — Jurisdiction (select)
  Optional selected identifier or value.
  Default: `"A"`
  Options: Jurisdiction A ("A"), Jurisdiction D ("D")
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (date, required)
  Required date in YYYY-MM-DD format.
- `code_ranges` — Code Ranges (repeatable_group)
  Optional list of structured items.
  - `hcpcs_from` — Hcpcs From (expression, required)
    Required literal value or workflow expression.
  - `hcpcs_to` — Hcpcs To (expression)
    Optional literal value or workflow expression.
- `hcpcs_from` — Hcpcs From (expression)
  Optional literal value or workflow expression.
- `hcpcs_to` — Hcpcs To (expression)
  Optional literal value or workflow expression.
- `specific_hcpcs_codes` — Specific Hcpcs Codes (expression)
  Optional literal value or workflow expression.
- `date_of_service` — Date Of Service (date)
  Optional date in YYYY-MM-DD format.
- `equivalent_hcpcs_ranges` — Equivalent Hcpcs Ranges (expression)
  Optional literal value or workflow expression.
- `owned_supplier_names` — Owned Supplier Names (expression)
  Optional literal value or workflow expression.
- `history_policy_mode` — History Policy Mode (select)
  Optional selected identifier or value.
  Default: `"legacy"`
  Options: Legacy Supplier-Aware ("legacy"), Rental/Purchase Aware — Report Only ("rental_purchase_report_only"), Rental/Purchase Aware — Enforced ("rental_purchase_enforced")
- `allow_partial_results` — Allow Partial Results (boolean)
  Optional true-or-false value.
  Default: `false`
- `retry_unrecognized_page_once` — Retry Unrecognized Page Once (boolean)
  Optional true-or-false value.
  Default: `false`
- `generate_pdf` — Generate Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `persist_generated_pdf` — Persist Generated Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `show_generated_document_in_inbox` — Show Generated Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`
- `generated_pdf_filename` — Generated Pdf Filename (expression)
  Optional literal value or workflow expression.
- `generated_pdf_source` — Generated Pdf Source (text)
  Optional text value.
  Default: `"noridian_same_or_similar"`
- `generated_pdf_dedupe_key` — Generated Pdf Dedupe Key (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `checks_complete` — Checks Complete
- `status` — Status
- `has_same_or_similar` — Has Same Or Similar
- `same_or_similar` — Same Or Similar
- `range_results` — Range Results
- `requested_ranges` — Requested Ranges
- `actionable_equivalent_ranges` — Actionable Equivalent Ranges
- `owned_supplier_names` — Owned Supplier Names
- `history_policy_mode` — History Policy Mode
- `rental_purchase_classification` — Rental Purchase Classification
- `range_count` — Range Count
- `range_checks_attempted` — Range Checks Attempted
- `session_retry_count` — Session Retry Count
- `stopped_after_terminal_range_error` — Stopped After Terminal Range Error
- `option1_results` — Option1 Results
- `option1_count` — Option1 Count
- `requested_option1_hcpcs` — Requested Option1 Hcpcs
- `ordered_hcpcs_codes` — Ordered Hcpcs Codes
- `classification` — Classification
- `classification_category` — Classification Category
- `classification_reason` — Classification Reason
- `should_create_review_task` — Should Create Review Task
- `flags` — Flags
- `jurisdiction` — Jurisdiction
- `medicare_program` — Medicare Program
- `hcpcs_from` — Hcpcs From
- `hcpcs_to` — Hcpcs To
- `pdf_path` — Pdf Path
- `portal` — Portal
- `generated_pdf_success` — Generated Pdf Success
- `generated_pdf_status` — Generated Pdf Status
- `generated_pdf_document_id` — Generated Pdf Document Id
- `generated_pdf_title` — Generated Pdf Title
- `generated_pdf_document_type` — Generated Pdf Document Type
- `generated_pdf_s3_key` — Generated Pdf S3 Key
- `generated_pdf_s3_uri` — Generated Pdf S3 Uri
- `generated_pdf_sha256` — Generated Pdf Sha256
- `generated_pdf_size` — Generated Pdf Size
- `generated_pdf_filename` — Generated Pdf Filename
- `generated_pdf_source` — Generated Pdf Source
- `generated_pdf_content_type` — Generated Pdf Content Type
- `generated_pdf_external_id` — Generated Pdf External Id
- `generated_pdf_was_existing` — Generated Pdf Was Existing
- `generated_pdf_error` — Generated Pdf Error
- `generated_pdf_error_message` — Generated Pdf Error Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "patient_first_name",
    "patient_last_name",
    "patient_birth_date"
  ],
  "properties": {
    "hcpcs_to": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "hcpcs_from": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "code_ranges": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "hcpcs_from"
        ],
        "properties": {
          "hcpcs_to": {
            "description": "Optional literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "hcpcs_from": {
            "description": "Required literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          }
        },
        "additionalProperties": false
      },
      "description": "Optional list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "generate_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "jurisdiction": {
      "enum": [
        "A",
        "D"
      ],
      "type": "string",
      "default": "A",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "date_of_service": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_birth_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "history_policy_mode": {
      "enum": [
        "legacy",
        "rental_purchase_report_only",
        "rental_purchase_enforced"
      ],
      "type": "string",
      "default": "legacy",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "generated_pdf_source": {
      "type": "string",
      "default": "noridian_same_or_similar",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "owned_supplier_names": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "specific_hcpcs_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allow_partial_results": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "persist_generated_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generated_pdf_filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "equivalent_hcpcs_ranges": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "generated_pdf_dedupe_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "retry_unrecognized_page_once": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "show_generated_document_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "flags": {},
    "portal": {},
    "status": {},
    "success": {},
    "hcpcs_to": {},
    "pdf_path": {},
    "hcpcs_from": {},
    "range_count": {},
    "jurisdiction": {},
    "error_message": {},
    "option1_count": {},
    "range_results": {},
    "classification": {},
    "checks_complete": {},
    "option1_results": {},
    "same_or_similar": {},
    "medicare_program": {},
    "requested_ranges": {},
    "generated_pdf_size": {},
    "generated_pdf_error": {},
    "generated_pdf_title": {},
    "has_same_or_similar": {},
    "history_policy_mode": {},
    "ordered_hcpcs_codes": {},
    "session_retry_count": {},
    "generated_pdf_s3_key": {},
    "generated_pdf_s3_uri": {},
    "generated_pdf_sha256": {},
    "generated_pdf_source": {},
    "generated_pdf_status": {},
    "owned_supplier_names": {},
    "classification_reason": {},
    "generated_pdf_success": {},
    "generated_pdf_filename": {},
    "range_checks_attempted": {},
    "classification_category": {},
    "requested_option1_hcpcs": {},
    "generated_pdf_document_id": {},
    "generated_pdf_external_id": {},
    "should_create_review_task": {},
    "generated_pdf_content_type": {},
    "generated_pdf_was_existing": {},
    "generated_pdf_document_type": {},
    "generated_pdf_error_message": {},
    "actionable_equivalent_ranges": {},
    "rental_purchase_classification": {},
    "stopped_after_terminal_range_error": {}
  },
  "additionalProperties": true
}
```

---

# Submit Prior Authorization

> Perform Submit Prior Authorization through Noridian.

Source: [https://genhealth.ai/docs/workflows/integrations/noridian/noridian_submit_prior_auth](https://genhealth.ai/docs/workflows/integrations/noridian/noridian_submit_prior_auth)

Integration: [Noridian](https://genhealth.ai/docs/workflows/integrations/noridian.md)

- Handler: `noridian_submit_prior_auth`

- Connection type: `noridian`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Noridian",
  "params": {
    "jurisdiction": "A"
  },
  "handler": "noridian_submit_prior_auth"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `jurisdiction` — Jurisdiction (select)
  Optional selected identifier or value.
  Default: `"A"`
  Options: DME A ("A"), DME D ("D")
- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `patient_first_name` — Patient First Name (expression, required)
  Required literal value or workflow expression.
- `patient_last_name` — Patient Last Name (expression, required)
  Required literal value or workflow expression.
- `hcpcs` — Hcpcs (expression, required)
  Required literal value or workflow expression.
- `patient_birth_date` — Patient Birth Date (date, required)
  Required date in YYYY-MM-DD format.
- `submission_fields` — Submission Fields (json, required)
  Required JSON value.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `reference_number` — Reference Number
- `results_available` — Results Available
- `authorization_records` — Authorization Records
- `recheck_after_seconds` — Recheck After Seconds
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "patient_first_name",
    "patient_last_name",
    "hcpcs",
    "patient_birth_date",
    "submission_fields",
    "document_id"
  ],
  "properties": {
    "hcpcs": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "jurisdiction": {
      "enum": [
        "A",
        "D"
      ],
      "type": "string",
      "default": "A",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "patient_last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "submission_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_birth_date": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "retryable": {},
    "reference_number": {},
    "results_available": {},
    "authorization_records": {},
    "recheck_after_seconds": {}
  },
  "additionalProperties": true
}
```

---

# Odoo integration

> Build workflow automations with 18 public Odoo actions.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo](https://genhealth.ai/docs/workflows/integrations/odoo)

## Available actions

18 actions. Connection types: odoo.

### [Attach Document](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_attach_document.md)

- Handler: `odoo_attach_document`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_id`, `s3_path`, `source_document_id`, `filename`, `content_type`
- Outputs: `attachment_id`, `record_id`, `filename`, `size`, `success`, `error`, `error_name`, `status_code`

Perform Attach Document through Odoo.

### [Count Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_count_records.md)

- Handler: `odoo_count_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `match_fields`, `domain`, `include_archived`, `context`
- Outputs: `count`, `success`, `error`, `error_name`, `status_code`

Perform Count Records through Odoo.

### [Create or Update Record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_upsert_record.md)

- Handler: `odoo_upsert_record`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `match_fields`, `domain`, `values`, `resolve_names`, `fields`, `include_archived`, `context`
- Outputs: `record_id`, `record`, `success`, `error`, `error_name`, `status_code`, `created`, `updated`, `match_count`, `match_record_ids`

Perform Create or Update Record through Odoo.

### [Create Record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_create_record.md)

- Handler: `odoo_create_record`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `values`, `resolve_names`, `fields`, `context`
- Outputs: `record_id`, `record`, `success`, `error`, `error_name`, `status_code`

Perform Create Record through Odoo.

### [Create Records (Batch)](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_create_records.md)

- Handler: `odoo_create_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `records`, `resolve_names`, `fields`, `context`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_name`, `status_code`

Perform Create Records (Batch) through Odoo.

### [Delete Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_delete_records.md)

- Handler: `odoo_delete_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_ids`, `context`
- Outputs: `record_ids`, `deleted`, `success`, `error`, `error_name`, `status_code`

Perform Delete Records through Odoo.

### [Download Attachment](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_download_attachment.md)

- Handler: `odoo_download_attachment`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `attachment_id`, `document_type`
- Outputs: `document_id`, `s3_path`, `attachment_id`, `filename`, `mimetype`, `size`, `sha256`, `res_model`, `res_id`, `was_existing`, `success`, `error`, `error_name`, `status_code`

Perform Download Attachment through Odoo.

### [Find or Create Record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_find_or_create_record.md)

- Handler: `odoo_find_or_create_record`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `match_fields`, `domain`, `values`, `resolve_names`, `fields`, `include_archived`, `context`
- Outputs: `record_id`, `record`, `success`, `error`, `error_name`, `status_code`, `created`, `updated`, `match_count`, `match_record_ids`

Perform Find or Create Record through Odoo.

### [Get Model Fields](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_get_model_fields.md)

- Handler: `odoo_get_model_fields`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `model`, `custom_only`, `writable_only`, `context`
- Outputs: `model`, `fields`, `field_names`, `count`, `success`, `error`, `error_name`, `status_code`

Perform Get Model Fields through Odoo.

### [Get Record by ID](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_get_record.md)

- Handler: `odoo_get_record`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `model`, `record_id`, `fields`, `context`
- Outputs: `record_id`, `record`, `success`, `error`, `error_name`, `status_code`, `found`

Perform Get Record by ID through Odoo.

### [Group and Summarize Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_group_records.md)

- Handler: `odoo_group_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `match_fields`, `domain`, `group_by`, `aggregates`, `max_records`, `include_archived`, `context`
- Outputs: `groups`, `group_count`, `success`, `error`, `error_name`, `status_code`

Perform Group and Summarize Records through Odoo.

### [List Field Choices](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_list_field_options.md)

- Handler: `odoo_list_field_options`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `model`, `field`, `relation_domain`, `query`, `max_records`, `context`
- Outputs: `field_type`, `relation`, `options`, `count`, `truncated`, `success`, `error`, `error_name`, `status_code`

Perform List Field Choices through Odoo.

### [List Models](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_list_models.md)

- Handler: `odoo_list_models`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `query`, `custom_only`, `max_records`
- Outputs: `models`, `count`, `truncated`, `success`, `error`, `error_name`, `status_code`

Perform List Models through Odoo.

### [Post Chatter Message](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_post_message.md)

- Handler: `odoo_post_message`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_id`, `body`, `kind`, `partner_ids`, `attachment_ids`
- Outputs: `message_id`, `record_id`, `success`, `error`, `error_name`, `status_code`

Perform Post Chatter Message through Odoo.

### [Run Model Method](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_call_method.md)

- Handler: `odoo_call_method`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `method`, `record_ids`, `arguments`, `context`
- Outputs: `result`, `success`, `error`, `error_name`, `status_code`

Perform Run Model Method through Odoo.

### [Schedule Activity](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_schedule_activity.md)

- Handler: `odoo_schedule_activity`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_ids`, `activity_type`, `summary`, `note`, `date_deadline`, `user`
- Outputs: `activity_ids`, `count`, `success`, `error`, `error_name`, `status_code`

Perform Schedule Activity through Odoo.

### [Search Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_search_records.md)

- Handler: `odoo_search_records`
- Connection type: `odoo`
- External effect: `read`
- Inputs: `model`, `match_fields`, `domain`, `fields`, `order`, `max_records`, `offset`, `include_archived`, `context`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_name`, `status_code`, `found`, `truncated`, `first_record_id`, `first_record`

Perform Search Records through Odoo.

### [Update Records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_update_records.md)

- Handler: `odoo_update_records`
- Connection type: `odoo`
- External effect: `write`
- Inputs: `model`, `record_ids`, `values`, `resolve_names`, `fields`, `context`
- Outputs: `records`, `record_ids`, `count`, `success`, `error`, `error_name`, `status_code`

Perform Update Records through Odoo.

---

# Attach Document

> Perform Attach Document through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_attach_document](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_attach_document)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_attach_document`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {},
  "handler": "odoo_attach_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `s3_path` — S3 Path (expression, required)
  Required literal value or workflow expression.
- `source_document_id` — Source Document Id (expression, required)
  Required literal value or workflow expression.
- `filename` — Filename (expression)
  Optional literal value or workflow expression.
- `content_type` — Content Type (text)
  Optional text value.

## Outputs

- `attachment_id` — Attachment Id
- `record_id` — Record Id
- `filename` — Filename
- `size` — Size
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "record_id",
    "s3_path",
    "source_document_id"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "s3_path": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "filename": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "content_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "source_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "success": {},
    "filename": {},
    "record_id": {},
    "error_name": {},
    "status_code": {},
    "attachment_id": {}
  },
  "additionalProperties": true
}
```

---

# Count Records

> Perform Count Records through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_count_records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_count_records)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_count_records`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "include_archived": false
  },
  "handler": "odoo_count_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `match_fields` — Match Fields (json)
  Optional JSON value.
- `domain` — Domain (json)
  Optional JSON value.
- `include_archived` — Include Archived (boolean)
  Optional true-or-false value.
  Default: `false`
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `count` — Count
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "domain": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "match_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "include_archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "error_name": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Create or Update Record

> Perform Create or Update Record through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_upsert_record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_upsert_record)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_upsert_record`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "resolve_names": true,
    "include_archived": false
  },
  "handler": "odoo_upsert_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `match_fields` — Match Fields (json, required)
  Required JSON value.
- `domain` — Domain (json)
  Optional JSON value.
- `values` — Values (json, required)
  Required JSON value.
- `resolve_names` — Resolve Names (boolean)
  Optional true-or-false value.
  Default: `true`
- `fields` — Fields (expression)
  Optional literal value or workflow expression.
- `include_archived` — Include Archived (boolean)
  Optional true-or-false value.
  Default: `false`
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `record_id` — Record Id
- `record` — Record
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code
- `created` — Created
- `updated` — Updated
- `match_count` — Match Count
- `match_record_ids` — Match Record Ids

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "match_fields",
    "values"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "domain": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "match_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolve_names": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "record": {},
    "created": {},
    "success": {},
    "updated": {},
    "record_id": {},
    "error_name": {},
    "match_count": {},
    "status_code": {},
    "match_record_ids": {}
  },
  "additionalProperties": true
}
```

---

# Create Record

> Perform Create Record through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_create_record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_create_record)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_create_record`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "resolve_names": true
  },
  "handler": "odoo_create_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `values` — Values (json, required)
  Required JSON value.
- `resolve_names` — Resolve Names (boolean)
  Optional true-or-false value.
  Default: `true`
- `fields` — Fields (expression)
  Optional literal value or workflow expression.
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `record_id` — Record Id
- `record` — Record
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "values"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolve_names": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "record": {},
    "success": {},
    "record_id": {},
    "error_name": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Create Records (Batch)

> Perform Create Records (Batch) through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_create_records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_create_records)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_create_records`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "resolve_names": true
  },
  "handler": "odoo_create_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `records` — Records (json, required)
  Required JSON value.
- `resolve_names` — Resolve Names (boolean)
  Optional true-or-false value.
  Default: `true`
- `fields` — Fields (expression)
  Optional literal value or workflow expression.
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `records` — Records
- `record_ids` — Record Ids
- `count` — Count
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "records"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "records": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolve_names": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "records": {},
    "success": {},
    "error_name": {},
    "record_ids": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Delete Records

> Perform Delete Records through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_delete_records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_delete_records)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_delete_records`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {},
  "handler": "odoo_delete_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `record_ids` — Record Ids (expression, required)
  Required literal value or workflow expression.
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `record_ids` — Record Ids
- `deleted` — Deleted
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "record_ids"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "record_ids": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "deleted": {},
    "success": {},
    "error_name": {},
    "record_ids": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Download Attachment

> Perform Download Attachment through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_download_attachment](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_download_attachment)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_download_attachment`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "document_type": "odoo_attachment"
  },
  "handler": "odoo_download_attachment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `attachment_id` — Attachment Id (expression, required)
  Required literal value or workflow expression.
- `document_type` — Document Type (text)
  Optional text value.
  Default: `"odoo_attachment"`

## Outputs

- `document_id` — Document Id
- `s3_path` — S3 Path
- `attachment_id` — Attachment Id
- `filename` — Filename
- `mimetype` — Mimetype
- `size` — Size
- `sha256` — Sha256
- `res_model` — Res Model
- `res_id` — Res Id
- `was_existing` — Was Existing
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "attachment_id"
  ],
  "properties": {
    "attachment_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "type": "string",
      "default": "odoo_attachment",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "res_id": {},
    "sha256": {},
    "s3_path": {},
    "success": {},
    "filename": {},
    "mimetype": {},
    "res_model": {},
    "error_name": {},
    "document_id": {},
    "status_code": {},
    "was_existing": {},
    "attachment_id": {}
  },
  "additionalProperties": true
}
```

---

# Find or Create Record

> Perform Find or Create Record through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_find_or_create_record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_find_or_create_record)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_find_or_create_record`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "resolve_names": true,
    "include_archived": false
  },
  "handler": "odoo_find_or_create_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `match_fields` — Match Fields (json, required)
  Required JSON value.
- `domain` — Domain (json)
  Optional JSON value.
- `values` — Values (json)
  Optional JSON value.
- `resolve_names` — Resolve Names (boolean)
  Optional true-or-false value.
  Default: `true`
- `fields` — Fields (expression)
  Optional literal value or workflow expression.
- `include_archived` — Include Archived (boolean)
  Optional true-or-false value.
  Default: `false`
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `record_id` — Record Id
- `record` — Record
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code
- `created` — Created
- `updated` — Updated
- `match_count` — Match Count
- `match_record_ids` — Match Record Ids

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "match_fields"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "domain": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "values": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "match_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "resolve_names": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "record": {},
    "created": {},
    "success": {},
    "updated": {},
    "record_id": {},
    "error_name": {},
    "match_count": {},
    "status_code": {},
    "match_record_ids": {}
  },
  "additionalProperties": true
}
```

---

# Get Model Fields

> Perform Get Model Fields through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_get_model_fields](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_get_model_fields)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_get_model_fields`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "custom_only": false,
    "writable_only": false
  },
  "handler": "odoo_get_model_fields"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `custom_only` — Custom Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `writable_only` — Writable Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `model` — Model
- `fields` — Fields
- `field_names` — Field Names
- `count` — Count
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "custom_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "writable_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "model": {},
    "fields": {},
    "success": {},
    "error_name": {},
    "field_names": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Get Record by ID

> Perform Get Record by ID through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_get_record](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_get_record)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_get_record`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {},
  "handler": "odoo_get_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `fields` — Fields (expression)
  Optional literal value or workflow expression.
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `record_id` — Record Id
- `record` — Record
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code
- `found` — Found

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "record_id"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "record": {},
    "success": {},
    "record_id": {},
    "error_name": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Group and Summarize Records

> Perform Group and Summarize Records through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_group_records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_group_records)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_group_records`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "aggregates": "__count",
    "max_records": 100,
    "include_archived": false
  },
  "handler": "odoo_group_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `match_fields` — Match Fields (json)
  Optional JSON value.
- `domain` — Domain (json)
  Optional JSON value.
- `group_by` — Group By (text, required)
  Required text value.
- `aggregates` — Aggregates (text)
  Optional text value.
  Default: `"__count"`
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `100`
- `include_archived` — Include Archived (boolean)
  Optional true-or-false value.
  Default: `false`
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `groups` — Groups
- `group_count` — Group Count
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "group_by"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "domain": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "group_by": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "aggregates": {
      "type": "string",
      "default": "__count",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_records": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "match_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "include_archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "groups": {},
    "success": {},
    "error_name": {},
    "group_count": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# List Field Choices

> Perform List Field Choices through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_list_field_options](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_list_field_options)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_list_field_options`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "max_records": 200
  },
  "handler": "odoo_list_field_options"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `field` — Field (expression, required)
  Required literal value or workflow expression.
- `relation_domain` — Relation Domain (json)
  Optional JSON value.
- `query` — Query (text)
  Optional text value.
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `200`
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `field_type` — Field Type
- `relation` — Relation
- `options` — Options
- `count` — Count
- `truncated` — Truncated
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "field"
  ],
  "properties": {
    "field": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "query": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "max_records": {
      "type": "number",
      "default": 200,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "relation_domain": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "options": {},
    "success": {},
    "relation": {},
    "truncated": {},
    "error_name": {},
    "field_type": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# List Models

> Perform List Models through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_list_models](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_list_models)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_list_models`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "custom_only": false,
    "max_records": 500
  },
  "handler": "odoo_list_models"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `query` — Query (text)
  Optional text value.
- `custom_only` — Custom Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `500`

## Outputs

- `models` — Models
- `count` — Count
- `truncated` — Truncated
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "custom_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_records": {
      "type": "number",
      "default": 500,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "models": {},
    "success": {},
    "truncated": {},
    "error_name": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Post Chatter Message

> Perform Post Chatter Message through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_post_message](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_post_message)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_post_message`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "kind": "note"
  },
  "handler": "odoo_post_message"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `body` — Body (textarea, required)
  Required text value.
- `kind` — Kind (select)
  Optional selected identifier or value.
  Default: `"note"`
  Options: Log note (internal, no email) ("note"), Message (emails followers) ("message")
- `partner_ids` — Partner Ids (expression)
  Optional literal value or workflow expression.
- `attachment_ids` — Attachment Ids (expression)
  Optional literal value or workflow expression.

## Outputs

- `message_id` — Message Id
- `record_id` — Record Id
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "record_id",
    "body"
  ],
  "properties": {
    "body": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "kind": {
      "enum": [
        "note",
        "message"
      ],
      "type": "string",
      "default": "note",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "partner_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "attachment_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "record_id": {},
    "error_name": {},
    "message_id": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Run Model Method

> Perform Run Model Method through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_call_method](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_call_method)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_call_method`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {},
  "handler": "odoo_call_method"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `method` — Method (text, required)
  Required text value.
- `record_ids` — Record Ids (expression)
  Optional literal value or workflow expression.
- `arguments` — Arguments (json)
  Optional JSON value.
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `result` — Result
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "method"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "method": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "arguments": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "record_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "result": {},
    "success": {},
    "error_name": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Schedule Activity

> Perform Schedule Activity through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_schedule_activity](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_schedule_activity)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_schedule_activity`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "activity_type": "To-Do"
  },
  "handler": "odoo_schedule_activity"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `record_ids` — Record Ids (expression, required)
  Required literal value or workflow expression.
- `activity_type` — Activity Type (expression)
  Optional literal value or workflow expression.
  Default: `"To-Do"`
- `summary` — Summary (expression)
  Optional literal value or workflow expression.
- `note` — Note (textarea)
  Optional text value.
- `date_deadline` — Date Deadline (expression)
  Optional literal value or workflow expression.
- `user` — User (expression)
  Optional literal value or workflow expression.

## Outputs

- `activity_ids` — Activity Ids
- `count` — Count
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "record_ids"
  ],
  "properties": {
    "note": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "user": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "summary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_ids": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "activity_type": {
      "default": "To-Do",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_deadline": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "error_name": {},
    "status_code": {},
    "activity_ids": {}
  },
  "additionalProperties": true
}
```

---

# Search Records

> Perform Search Records through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_search_records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_search_records)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_search_records`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "offset": 0,
    "max_records": 100,
    "include_archived": false
  },
  "handler": "odoo_search_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `match_fields` — Match Fields (json)
  Optional JSON value.
- `domain` — Domain (json)
  Optional JSON value.
- `fields` — Fields (expression)
  Optional literal value or workflow expression.
- `order` — Order (text)
  Optional text value.
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `100`
- `offset` — Offset (number)
  Optional numeric value.
  Default: `0`
- `include_archived` — Include Archived (boolean)
  Optional true-or-false value.
  Default: `false`
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `records` — Records
- `record_ids` — Record Ids
- `count` — Count
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code
- `found` — Found
- `truncated` — Truncated
- `first_record_id` — First Record Id
- `first_record` — First Record

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "domain": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "offset": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "max_records": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "match_fields": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "include_archived": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "found": {},
    "records": {},
    "success": {},
    "truncated": {},
    "error_name": {},
    "record_ids": {},
    "status_code": {},
    "first_record": {},
    "first_record_id": {}
  },
  "additionalProperties": true
}
```

---

# Update Records

> Perform Update Records through Odoo.

Source: [https://genhealth.ai/docs/workflows/integrations/odoo/odoo_update_records](https://genhealth.ai/docs/workflows/integrations/odoo/odoo_update_records)

Integration: [Odoo](https://genhealth.ai/docs/workflows/integrations/odoo.md)

- Handler: `odoo_update_records`

- Connection type: `odoo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Odoo",
  "params": {
    "resolve_names": true
  },
  "handler": "odoo_update_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `model` — Model (expression, required)
  Required literal value or workflow expression.
- `record_ids` — Record Ids (expression, required)
  Required literal value or workflow expression.
- `values` — Values (json, required)
  Required JSON value.
- `resolve_names` — Resolve Names (boolean)
  Optional true-or-false value.
  Default: `true`
- `fields` — Fields (expression)
  Optional literal value or workflow expression.
- `context` — Context (json)
  Optional JSON value.

## Outputs

- `records` — Records
- `record_ids` — Record Ids
- `count` — Count
- `success` — Success
- `error` — Error
- `error_name` — Error Name
- `status_code` — Status Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "model",
    "record_ids",
    "values"
  ],
  "properties": {
    "model": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "record_ids": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "resolve_names": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "records": {},
    "success": {},
    "error_name": {},
    "record_ids": {},
    "status_code": {}
  },
  "additionalProperties": true
}
```

---

# Outlook integration

> Build workflow automations with 5 public Outlook actions.

Source: [https://genhealth.ai/docs/workflows/integrations/outlook](https://genhealth.ai/docs/workflows/integrations/outlook)

## Available actions

5 actions. Connection types: microsoft_outlook.

### [Fetch Outlook PDF Attachments](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_fetch_pdf_attachments.md)

- Handler: `outlook_fetch_pdf_attachments`
- Connection type: `microsoft_outlook`
- External effect: `write`
- Inputs: `message_id`, `document_type`, `source`, `show_documents_in_inbox`, `deduplicate_by_content`, `content_hash_mode`, `preserve_existing_stored_pdf`, `document_status`, `workflow_id_override`, `reuse_existing_document`, `body_field_label`, `body_field_labels`, `max_pdf_attachments`, `max_pdf_attachment_bytes`
- Outputs: `success`, `message_id`, `document_ids`, `new_document_ids`, `existing_document_ids`, `duplicate_count`, `all_attachments_existing`, `attachments`, `attachment_results`, `attachment_count`, `failed_count`, `max_pdf_attachments`, `max_pdf_attachment_bytes`, `email_body_field`, `email_body_fields`, `email_body_field_statuses`, `count`, `skipped`, `skip_reason`, `error`, `error_message`, `error_code`, `skipped_attachments`

Perform Fetch Outlook PDF Attachments through Outlook.

### [Get Outlook Message Body](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_get_message_body.md)

- Handler: `outlook_get_message_body`
- Connection type: `microsoft_outlook`
- External effect: `read`
- Inputs: `message_id`
- Outputs: `success`, `message_id`, `email_body`, `error`, `error_message`, `error_code`

Perform Get Outlook Message Body through Outlook.

### [List Folder Messages](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_list_folder_messages.md)

- Handler: `outlook_list_folder_messages`
- Connection type: `microsoft_outlook`
- External effect: `read`
- Inputs: `folder`, `unread_only`, `since`, `since_days`, `limit`, `oldest_first`
- Outputs: `success`, `messages`, `message_ids`, `count`, `folder_id`, `more_available`, `error`, `error_message`, `error_code`

Perform List Folder Messages through Outlook.

### [Move Outlook Message](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_move_message.md)

- Handler: `outlook_move_message`
- Connection type: `microsoft_outlook`
- External effect: `write`
- Inputs: `message_id`, `destination_folder`, `create_if_missing`, `mark_as_read`
- Outputs: `success`, `message_id`, `moved`, `destination_folder_id`, `new_message_id`, `created_folder`, `marked_read`, `error`, `error_message`, `error_code`

Perform Move Outlook Message through Outlook.

### [Reply To Outlook Message](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_reply_to_message.md)

- Handler: `outlook_reply_to_message`
- Connection type: `microsoft_outlook`
- External effect: `write`
- Inputs: `message_id`, `body`, `html`, `trust_reply_to`, `reject_automated_sender`
- Outputs: `success`, `message_id`, `recipients`, `error`, `error_message`, `error_code`

Perform Reply To Outlook Message through Outlook.

---

# Fetch Outlook PDF Attachments

> Perform Fetch Outlook PDF Attachments through Outlook.

Source: [https://genhealth.ai/docs/workflows/integrations/outlook/outlook_fetch_pdf_attachments](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_fetch_pdf_attachments)

Integration: [Outlook](https://genhealth.ai/docs/workflows/integrations/outlook.md)

- Handler: `outlook_fetch_pdf_attachments`

- Connection type: `microsoft_outlook`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Outlook",
  "params": {
    "source": "outlook_inbox",
    "document_type": "Other",
    "document_status": "complete",
    "content_hash_mode": "raw_bytes",
    "max_pdf_attachments": 10,
    "deduplicate_by_content": false,
    "reuse_existing_document": false,
    "show_documents_in_inbox": true,
    "max_pdf_attachment_bytes": 26214400,
    "preserve_existing_stored_pdf": false
  },
  "handler": "outlook_fetch_pdf_attachments"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.
- `document_type` — Document Type (select)
  Optional selected identifier or value.
  Default: `"Other"`
  Options: Prescription ("Prescription"), Demographics ("Demographics"), Insurance ("Insurance"), Qualifying Test ("Qualifying Test"), Physician Notes ("Physician Notes"), Other ("Other")
- `source` — Source (text)
  Optional text value.
  Default: `"outlook_inbox"`
- `show_documents_in_inbox` — Show Documents In Inbox (boolean)
  Optional true-or-false value.
  Default: `true`
- `deduplicate_by_content` — Deduplicate By Content (boolean)
  Optional true-or-false value.
  Default: `false`
- `content_hash_mode` — Content Hash Mode (select)
  Optional selected identifier or value.
  Default: `"raw_bytes"`
  Options: Raw Bytes (SHA-256) ("raw_bytes"), Content (re-encoding robust) ("content")
- `preserve_existing_stored_pdf` — Preserve Existing Stored Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `document_status` — Document Status (select)
  Optional selected identifier or value.
  Default: `"complete"`
  Options: Complete ("complete"), Processing ("processing"), Review ("review")
- `workflow_id_override` — Workflow Id Override (text)
  Optional text value.
- `reuse_existing_document` — Reuse Existing Document (boolean)
  Optional true-or-false value.
  Default: `false`
- `body_field_label` — Body Field Label (text)
  Optional text value.
- `body_field_labels` — Body Field Labels (json)
  Optional JSON value.
- `max_pdf_attachments` — Max Pdf Attachments (number)
  Optional numeric value.
  Default: `10`
- `max_pdf_attachment_bytes` — Max Pdf Attachment Bytes (number)
  Optional numeric value.
  Default: `26214400`

## Outputs

- `success` — Success
- `message_id` — Message Id
- `document_ids` — Document Ids
- `new_document_ids` — New Document Ids
- `existing_document_ids` — Existing Document Ids
- `duplicate_count` — Duplicate Count
- `all_attachments_existing` — All Attachments Existing
- `attachments` — Attachments
- `attachment_results` — Attachment Results
- `attachment_count` — Attachment Count
- `failed_count` — Failed Count
- `max_pdf_attachments` — Max Pdf Attachments
- `max_pdf_attachment_bytes` — Max Pdf Attachment Bytes
- `email_body_field` — Email Body Field
- `email_body_fields` — Email Body Fields
- `email_body_field_statuses` — Email Body Field Statuses
- `count` — Count
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code
- `skipped_attachments` — Skipped Attachments

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id"
  ],
  "properties": {
    "source": {
      "type": "string",
      "default": "outlook_inbox",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "enum": [
        "Prescription",
        "Demographics",
        "Insurance",
        "Qualifying Test",
        "Physician Notes",
        "Other"
      ],
      "type": "string",
      "default": "Other",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "document_status": {
      "enum": [
        "complete",
        "processing",
        "review"
      ],
      "type": "string",
      "default": "complete",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "body_field_label": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "body_field_labels": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "content_hash_mode": {
      "enum": [
        "raw_bytes",
        "content"
      ],
      "type": "string",
      "default": "raw_bytes",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "max_pdf_attachments": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "workflow_id_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "deduplicate_by_content": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "reuse_existing_document": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "show_documents_in_inbox": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_pdf_attachment_bytes": {
      "type": "number",
      "default": 26214400,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "preserve_existing_stored_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "skipped": {},
    "success": {},
    "error_code": {},
    "message_id": {},
    "attachments": {},
    "skip_reason": {},
    "document_ids": {},
    "failed_count": {},
    "error_message": {},
    "duplicate_count": {},
    "attachment_count": {},
    "email_body_field": {},
    "new_document_ids": {},
    "email_body_fields": {},
    "attachment_results": {},
    "max_pdf_attachments": {},
    "skipped_attachments": {},
    "existing_document_ids": {},
    "all_attachments_existing": {},
    "max_pdf_attachment_bytes": {},
    "email_body_field_statuses": {}
  },
  "additionalProperties": true
}
```

---

# Get Outlook Message Body

> Perform Get Outlook Message Body through Outlook.

Source: [https://genhealth.ai/docs/workflows/integrations/outlook/outlook_get_message_body](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_get_message_body)

Integration: [Outlook](https://genhealth.ai/docs/workflows/integrations/outlook.md)

- Handler: `outlook_get_message_body`

- Connection type: `microsoft_outlook`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Outlook",
  "params": {},
  "handler": "outlook_get_message_body"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `message_id` — Message Id
- `email_body` — Email Body
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id"
  ],
  "properties": {
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "email_body": {},
    "error_code": {},
    "message_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# List Folder Messages

> Perform List Folder Messages through Outlook.

Source: [https://genhealth.ai/docs/workflows/integrations/outlook/outlook_list_folder_messages](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_list_folder_messages)

Integration: [Outlook](https://genhealth.ai/docs/workflows/integrations/outlook.md)

- Handler: `outlook_list_folder_messages`

- Connection type: `microsoft_outlook`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Outlook",
  "params": {
    "limit": 25,
    "folder": "inbox",
    "unread_only": false,
    "oldest_first": false
  },
  "handler": "outlook_list_folder_messages"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `folder` — Folder (text)
  Optional text value.
  Default: `"inbox"`
- `unread_only` — Unread Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `since` — Since (text)
  Optional text value.
- `since_days` — Since Days (number)
  Optional numeric value.
- `limit` — Limit (number)
  Optional numeric value.
  Default: `25`
- `oldest_first` — Oldest First (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `messages` — Messages
- `message_ids` — Message Ids
- `count` — Count
- `folder_id` — Folder Id
- `more_available` — More Available
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "since": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "folder": {
      "type": "string",
      "default": "inbox",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "since_days": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "unread_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "oldest_first": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "messages": {},
    "folder_id": {},
    "error_code": {},
    "message_ids": {},
    "error_message": {},
    "more_available": {}
  },
  "additionalProperties": true
}
```

---

# Move Outlook Message

> Perform Move Outlook Message through Outlook.

Source: [https://genhealth.ai/docs/workflows/integrations/outlook/outlook_move_message](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_move_message)

Integration: [Outlook](https://genhealth.ai/docs/workflows/integrations/outlook.md)

- Handler: `outlook_move_message`

- Connection type: `microsoft_outlook`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Outlook",
  "params": {
    "mark_as_read": false,
    "create_if_missing": false
  },
  "handler": "outlook_move_message"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.
- `destination_folder` — Destination Folder (text, required)
  Required text value.
- `create_if_missing` — Create If Missing (boolean)
  Optional true-or-false value.
  Default: `false`
- `mark_as_read` — Mark As Read (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message_id` — Message Id
- `moved` — Moved
- `destination_folder_id` — Destination Folder Id
- `new_message_id` — New Message Id
- `created_folder` — Created Folder
- `marked_read` — Marked Read
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id",
    "destination_folder"
  ],
  "properties": {
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "mark_as_read": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "create_if_missing": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "destination_folder": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "moved": {},
    "success": {},
    "error_code": {},
    "message_id": {},
    "marked_read": {},
    "error_message": {},
    "created_folder": {},
    "new_message_id": {},
    "destination_folder_id": {}
  },
  "additionalProperties": true
}
```

---

# Reply To Outlook Message

> Perform Reply To Outlook Message through Outlook.

Source: [https://genhealth.ai/docs/workflows/integrations/outlook/outlook_reply_to_message](https://genhealth.ai/docs/workflows/integrations/outlook/outlook_reply_to_message)

Integration: [Outlook](https://genhealth.ai/docs/workflows/integrations/outlook.md)

- Handler: `outlook_reply_to_message`

- Connection type: `microsoft_outlook`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Outlook",
  "params": {
    "html": false,
    "trust_reply_to": true,
    "reject_automated_sender": false
  },
  "handler": "outlook_reply_to_message"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression, required)
  Required literal value or workflow expression.
- `body` — Body (textarea, required)
  Required text value.
- `html` — Html (boolean)
  Optional true-or-false value.
  Default: `false`
- `trust_reply_to` — Trust Reply To (boolean)
  Optional true-or-false value.
  Default: `true`
- `reject_automated_sender` — Reject Automated Sender (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message_id` — Message Id
- `recipients` — Recipients
- `error` — Error
- `error_message` — Error Message
- `error_code` — Error Code

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "message_id",
    "body"
  ],
  "properties": {
    "body": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "html": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "message_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "trust_reply_to": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "reject_automated_sender": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "error_code": {},
    "message_id": {},
    "recipients": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Parachute Health integration

> Build workflow automations with 20 public Parachute Health actions.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health](https://genhealth.ai/docs/workflows/integrations/parachute-health)

## Available actions

20 actions. Connection types: parachute.

### [Build Prior Authorization Packet](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_build_prior_auth_packet.md)

- Handler: `parachute_build_prior_auth_packet`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `order_documents`, `include_named_documents`, `document_names`
- Outputs: `success`, `status`, `document_id`, `source_document_count`, `page_count`, `size_bytes`, `was_existing`, `error`

Perform Build Prior Authorization Packet through Parachute Health.

### [Check Internal Comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_check_internal_comment.md)

- Handler: `parachute_check_internal_comment`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `activity`, `refresh_activity`, `content`
- Outputs: `success`, `order_id`, `supplier_id`, `marker_found`, `matching_marker_found`, `should_process`, `should_create_comment`, `matched_at`, `checked_event_count`, `internal_comment_count`, `expected_content`, `activity_source`

Perform Check Internal Comment through Parachute Health.

### [Create Internal Comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_create_internal_comment.md)

- Handler: `parachute_create_internal_comment`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `content`
- Outputs: `success`, `order_id`, `supplier_id`, `content`, `comment_id`, `error_message`

Perform Create Internal Comment through Parachute Health.

### [Download and Upload Documents to Niko](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_upload_documents_to_niko.md)

- Handler: `parachute_download_upload_documents_to_niko`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `patient_id`, `downloadable_documents`, `document_keys`, `document_type`
- Outputs: `success`, `status`, `uploaded_count`, `skipped_count`, `failed_count`, `document_ids`, `patient_document_ids`, `documents`, `error`, `error_message`

Perform Download and Upload Documents to Niko through Parachute Health.

### [Download Document PDF](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_document_pdf.md)

- Handler: `parachute_download_document_pdf`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `document_key`, `supplier_id`, `include_pdf_base64`
- Outputs: `pdf_base64`, `pdf_size_bytes`, `download_id`

Perform Download Document PDF through Parachute Health.

### [Download Inbox Document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_inbox_document.md)

- Handler: `parachute_download_inbox_document`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `document`, `inbox_document_id`
- Outputs: `pages`, `page_count`, `success`, `error`, `failure_category`

Perform Download Inbox Document through Parachute Health.

### [Ensure Global Comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_ensure_global_comment.md)

- Handler: `parachute_ensure_global_comment`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `content`, `require_completed_signature`
- Outputs: `success`, `order_id`, `supplier_id`, `content`, `created`, `already_exists`, `comment_id`, `matched_at`, `checked_event_count`, `global_comment_count`, `error_message`

Perform Ensure Global Comment through Parachute Health.

### [Get Inbox Document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_inbox_document.md)

- Handler: `parachute_get_inbox_document`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `inbox_document_id`, `parachute_org_id`
- Outputs: `inbox_document_id`, `csr_inbox_state`, `facility`, `clinician`, `extracted_cart_items`, `documents`, `patient_count`, `skipped`, `skip_reason`, `skip_message`, `status_code`, `success`, `error`, `failure_category`

Perform Get Inbox Document through Parachute Health.

### [Get Order Details](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_order_details.md)

- Handler: `parachute_get_order_details`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `order_id`, `supplier_id`, `include_activity`, `include_documents`
- Outputs: `success`, `error`, `failure_category`, `status_code`, `order_id`, `supplier_id`, `patient`, `patient_state`, `insurance_policies`, `active_insurance_policies`, `primary_insurance`, `secondary_insurance`, `eligibility_subjects`, `primary_eligibility_subject`, `medicare_eligibility_subjects`, `medicare_jurisdiction`, `icd10_codes`, `hcpcs_codes`, `line_items`, `line_item_groups`, `doctor`, `clinical_facility`, `review`, `activity`, `documents`, `downloadable_documents`, `task_title`, `task_description`, `source_fingerprint`, `warnings`, `skipped`, `skip_reason`, `skip_message`

Perform Get Order Details through Parachute Health.

### [Get Order Patient Info](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_order_patient_info.md)

- Handler: `parachute_get_order_patient_info`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `order_id`, `supplier_id`
- Outputs: `patient_id`, `first_name`, `last_name`, `date_of_birth`, `sex`, `mrn`, `address`, `primary_insurance`, `insurance_policies`, `icd10_codes`, `doctor`, `clinical_facility`

Perform Get Order Patient Info through Parachute Health.

### [Get Orders](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_orders.md)

- Handler: `parachute_get_orders`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `paginate_all`, `page`, `max_pages`
- Outputs: `orders`, `total`, `pages_fetched`, `parachute_org_id`

Perform Get Orders through Parachute Health.

### [Get Patient Demographics From Parachute](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_patient_demographics.md)

- Handler: `parachute_get_patient_demographics`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `inbox_document_id`, `parachute_org_id`, `mode`
- Outputs: `address_street`, `address_line2`, `address_city`, `address_state`, `address_zip_code`, `phone_number`, `first_name`, `last_name`, `birth_date`, `mode`

Perform Get Patient Demographics From Parachute through Parachute Health.

### [Get Patient Insurance From Parachute](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_patient_insurance.md)

- Handler: `parachute_get_patient_insurance`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `inbox_document_id`, `parachute_org_id`, `mode`
- Outputs: `carrier_name`, `member_id`, `mode`

Perform Get Patient Insurance From Parachute through Parachute Health.

### [List Inbox Documents](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_list_inbox_documents.md)

- Handler: `parachute_list_inbox_documents`
- Connection type: `parachute`
- External effect: `read`
- Inputs: `assignee_user_id`, `supplier_id`, `worked`, `paginate_all`, `page`, `max_pages`
- Outputs: `documents`, `total`, `pages_fetched`, `skipped_idless_count`, `internal_statuses`, `parachute_org_id`, `success`, `error`, `failure_category`

Perform List Inbox Documents through Parachute Health.

### [Persist Inbox Document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_persist_inbox_document.md)

- Handler: `parachute_persist_inbox_document`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `inbox_document_id`, `documents`, `max_document_pages`
- Outputs: `document_id`, `page_count`, `source_document_count`, `success`, `error`, `failure_category`

Perform Persist Inbox Document through Parachute Health.

### [Save Patient, Insurance, and Order Details to GenHealth](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_seed_structured_intake_data.md)

- Handler: `parachute_seed_structured_intake_data`

- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `order_details`, `primary_insurance_carrier_id_override`, `expected_niko_payer_id`, `include_secondary_phone`
- Outputs: `success`, `source_fingerprint`, `document_id`, `order_id`, `supplier_id`, `patient_id`, `insurance_id`, `primary_insurance_policy_id`, `secondary_insurance_policy_id`, `insurance_policy_ids`, `diagnosis_count`, `order_item_id`, `seeded_fields`, `warnings`, `error`

Perform Save Patient, Insurance, and Order Details to GenHealth through Parachute Health.

### [Select Order Candidates](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_select_order_candidates.md)

- Handler: `parachute_select_order_candidates`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `orders`, `max_orders`, `max_scan`, `order_created_marker_template`, `action_required_marker_template`, `retry_marker_template`, `legacy_retry_marker_template`, `legacy_processed_marker_template`
- Outputs: `orders`, `selected_count`, `scanned_count`, `skipped_state_counts`

Perform Select Order Candidates through Parachute Health.

### [Set Inbox Document Internal Status](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_set_inbox_document_internal_status.md)

- Handler: `parachute_set_inbox_document_internal_status`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `inbox_document_id`, `internal_status_name`, `internal_statuses`, `parachute_org_id`
- Outputs: `success`, `inbox_document_id`, `org_id`, `internal_status_id`, `status`, `status_code`, `error`, `error_message`

Perform Set Inbox Document Internal Status through Parachute Health.

### [Upload Supplemental Parachute Documents to Niko](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_upload_supplemental_documents_to_niko.md)

- Handler: `parachute_upload_supplemental_documents_to_niko`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `order_id`, `supplier_id`, `patient_id`, `order_documents`, `document_type`, `include_named_documents`, `document_names`, `skip_unnamed_order_summaries`, `route_non_summary_to_physician_notes`
- Outputs: `success`, `status`, `uploaded_count`, `skipped_count`, `failed_count`, `document_ids`, `patient_document_ids`, `documents`, `error`, `error_message`

Perform Upload Supplemental Parachute Documents to Niko through Parachute Health.

### [Validate Extraction Against Parachute LLM Result](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_validate_extraction_against_llm_result.md)

- Handler: `parachute_validate_extraction_against_llm_result`
- Connection type: `parachute`
- External effect: `write`
- Inputs: `inbox_document_id`, `parachute_org_id`, `document_classification`, `first_name`, `last_name`, `birth_date`, `member_id`, `carrier_name`, `carrier`, `plan_type`, `diagnosis_codes`, `order_items`, `provider_name`, `npi`, `verified_npi`, `facility_name`, `address`, `city`, `state`, `zip`, `phone`
- Outputs: `gate_disposition`, `field_results`, `mode`, `enforced`, `unavailable_reason`

Perform Validate Extraction Against Parachute LLM Result through Parachute Health.

---

# Build Prior Authorization Packet

> Perform Build Prior Authorization Packet through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_build_prior_auth_packet](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_build_prior_auth_packet)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_build_prior_auth_packet`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "include_named_documents": true
  },
  "handler": "parachute_build_prior_auth_packet"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `supplier_id` — Supplier Id (expression)
  Optional literal value or workflow expression.
- `order_documents` — Order Documents (expression)
  Optional literal value or workflow expression.
- `include_named_documents` — Include Named Documents (boolean)
  Optional true-or-false value.
  Default: `true`
- `document_names` — Document Names (text)
  Optional text value.

## Outputs

- `success` — Success
- `status` — Status
- `document_id` — Document Id
- `source_document_count` — Source Document Count
- `page_count` — Page Count
- `size_bytes` — Size Bytes
- `was_existing` — Was Existing
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_names": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_documents": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_named_documents": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "page_count": {},
    "size_bytes": {},
    "document_id": {},
    "was_existing": {},
    "source_document_count": {}
  },
  "additionalProperties": true
}
```

---

# Check Internal Comment

> Perform Check Internal Comment through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_check_internal_comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_check_internal_comment)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_check_internal_comment`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "content": "processed",
    "refresh_activity": true
  },
  "handler": "parachute_check_internal_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `supplier_id` — Supplier Id (expression)
  Optional literal value or workflow expression.
- `activity` — Activity (expression)
  Optional literal value or workflow expression.
- `refresh_activity` — Refresh Activity (boolean)
  Optional true-or-false value.
  Default: `true`
- `content` — Content (text)
  Optional text value.
  Default: `"processed"`

## Outputs

- `success` — Success
- `order_id` — Order Id
- `supplier_id` — Supplier Id
- `marker_found` — Marker Found
- `matching_marker_found` — Matching Marker Found
- `should_process` — Should Process
- `should_create_comment` — Should Create Comment
- `matched_at` — Matched At
- `checked_event_count` — Checked Event Count
- `internal_comment_count` — Internal Comment Count
- `expected_content` — Expected Content
- `activity_source` — Activity Source

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "content": {
      "type": "string",
      "default": "processed",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "activity": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "refresh_activity": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "order_id": {},
    "matched_at": {},
    "supplier_id": {},
    "marker_found": {},
    "should_process": {},
    "activity_source": {},
    "expected_content": {},
    "checked_event_count": {},
    "matching_marker_found": {},
    "should_create_comment": {},
    "internal_comment_count": {}
  },
  "additionalProperties": true
}
```

---

# Create Internal Comment

> Perform Create Internal Comment through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_create_internal_comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_create_internal_comment)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_create_internal_comment`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "content": "processed"
  },
  "handler": "parachute_create_internal_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `supplier_id` — Supplier Id (expression)
  Optional literal value or workflow expression.
- `content` — Content (textarea)
  Optional text value.
  Default: `"processed"`

## Outputs

- `success` — Success
- `order_id` — Order Id
- `supplier_id` — Supplier Id
- `content` — Content
- `comment_id` — Comment Id
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "content": {
      "type": "string",
      "default": "processed",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "content": {},
    "success": {},
    "order_id": {},
    "comment_id": {},
    "supplier_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Download and Upload Documents to Niko

> Perform Download and Upload Documents to Niko through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_upload_documents_to_niko](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_upload_documents_to_niko)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_download_upload_documents_to_niko`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "document_keys": "all",
    "document_type": "Parachute Documents"
  },
  "handler": "parachute_download_upload_documents_to_niko"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `supplier_id` — Supplier Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `downloadable_documents` — Downloadable Documents (expression)
  Optional literal value or workflow expression.
- `document_keys` — Document Keys (text)
  Optional text value.
  Default: `"all"`
- `document_type` — Document Type (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"Parachute Documents"`

## Outputs

- `success` — Success
- `status` — Status
- `uploaded_count` — Uploaded Count
- `skipped_count` — Skipped Count
- `failed_count` — Failed Count
- `document_ids` — Document Ids
- `patient_document_ids` — Patient Document Ids
- `documents` — Documents
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "patient_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_keys": {
      "type": "string",
      "default": "all",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_type": {
      "type": "string",
      "default": "Parachute Documents",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "downloadable_documents": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "documents": {},
    "document_ids": {},
    "failed_count": {},
    "error_message": {},
    "skipped_count": {},
    "uploaded_count": {},
    "patient_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Download Document PDF

> Perform Download Document PDF through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_document_pdf](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_document_pdf)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_download_document_pdf`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "include_pdf_base64": true
  },
  "handler": "parachute_download_document_pdf"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text, required)
  Required text value.
- `document_key` — Document Key (text, required)
  Required text value.
- `supplier_id` — Supplier Id (text)
  Optional text value.
- `include_pdf_base64` — Include Pdf Base64 (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `pdf_base64` — Pdf Base64
- `pdf_size_bytes` — Pdf Size Bytes
- `download_id` — Download Id

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "document_key"
  ],
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "supplier_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "document_key": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "include_pdf_base64": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "pdf_base64": {},
    "download_id": {},
    "pdf_size_bytes": {}
  },
  "additionalProperties": true
}
```

---

# Download Inbox Document

> Perform Download Inbox Document through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_inbox_document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_download_inbox_document)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_download_inbox_document`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {},
  "handler": "parachute_download_inbox_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document` — Document (expression, required)
  Required literal value or workflow expression.
- `inbox_document_id` — Inbox Document Id (text)
  Optional text value.

## Outputs

- `pages` — Pages
- `page_count` — Page Count
- `success` — Success
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document"
  ],
  "properties": {
    "document": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "inbox_document_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "pages": {},
    "success": {},
    "page_count": {},
    "failure_category": {}
  },
  "additionalProperties": true
}
```

---

# Ensure Global Comment

> Perform Ensure Global Comment through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_ensure_global_comment](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_ensure_global_comment)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_ensure_global_comment`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "require_completed_signature": false
  },
  "handler": "parachute_ensure_global_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `supplier_id` — Supplier Id (expression)
  Optional literal value or workflow expression.
- `content` — Content (textarea, required)
  Required text value.
- `require_completed_signature` — Require Completed Signature (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `order_id` — Order Id
- `supplier_id` — Supplier Id
- `content` — Content
- `created` — Created
- `already_exists` — Already Exists
- `comment_id` — Comment Id
- `matched_at` — Matched At
- `checked_event_count` — Checked Event Count
- `global_comment_count` — Global Comment Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "content"
  ],
  "properties": {
    "content": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "require_completed_signature": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "content": {},
    "created": {},
    "success": {},
    "order_id": {},
    "comment_id": {},
    "matched_at": {},
    "supplier_id": {},
    "error_message": {},
    "already_exists": {},
    "checked_event_count": {},
    "global_comment_count": {}
  },
  "additionalProperties": true
}
```

---

# Get Inbox Document

> Perform Get Inbox Document through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_inbox_document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_inbox_document)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_get_inbox_document`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {},
  "handler": "parachute_get_inbox_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `inbox_document_id` — Inbox Document Id (text, required)
  Required text value.
- `parachute_org_id` — Parachute Org Id (text)
  Optional text value.

## Outputs

- `inbox_document_id` — Inbox Document Id
- `csr_inbox_state` — Csr Inbox State
- `facility` — Facility
- `clinician` — Clinician
- `extracted_cart_items` — Extracted Cart Items
- `documents` — Documents
- `patient_count` — Patient Count
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `skip_message` — Skip Message
- `status_code` — Status Code
- `success` — Success
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "inbox_document_id"
  ],
  "properties": {
    "parachute_org_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "inbox_document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "facility": {},
    "clinician": {},
    "documents": {},
    "skip_reason": {},
    "status_code": {},
    "skip_message": {},
    "patient_count": {},
    "csr_inbox_state": {},
    "failure_category": {},
    "inbox_document_id": {},
    "extracted_cart_items": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Details

> Perform Get Order Details through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_order_details](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_order_details)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_get_order_details`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "include_activity": true,
    "include_documents": true
  },
  "handler": "parachute_get_order_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text, required)
  Required text value.
- `supplier_id` — Supplier Id (text)
  Optional text value.
- `include_activity` — Include Activity (boolean)
  Optional true-or-false value.
  Default: `true`
- `include_documents` — Include Documents (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `status_code` — Status Code
- `order_id` — Order Id
- `supplier_id` — Supplier Id
- `patient` — Patient
- `patient_state` — Patient State
- `insurance_policies` — Insurance Policies
- `active_insurance_policies` — Active Insurance Policies
- `primary_insurance` — Primary Insurance
- `secondary_insurance` — Secondary Insurance
- `eligibility_subjects` — Eligibility Subjects
- `primary_eligibility_subject` — Primary Eligibility Subject
- `medicare_eligibility_subjects` — Medicare Eligibility Subjects
- `medicare_jurisdiction` — Medicare Jurisdiction
- `icd10_codes` — Icd10 Codes
- `hcpcs_codes` — Hcpcs Codes
- `line_items` — Line Items
- `line_item_groups` — Line Item Groups
- `doctor` — Doctor
- `clinical_facility` — Clinical Facility
- `review` — Review
- `activity` — Activity
- `documents` — Documents
- `downloadable_documents` — Downloadable Documents
- `task_title` — Task Title
- `task_description` — Task Description
- `source_fingerprint` — Source Fingerprint
- `warnings` — Warnings
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `skip_message` — Skip Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "supplier_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "include_activity": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "include_documents": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "doctor": {},
    "review": {},
    "patient": {},
    "skipped": {},
    "success": {},
    "activity": {},
    "order_id": {},
    "warnings": {},
    "documents": {},
    "line_items": {},
    "task_title": {},
    "hcpcs_codes": {},
    "icd10_codes": {},
    "skip_reason": {},
    "status_code": {},
    "supplier_id": {},
    "skip_message": {},
    "patient_state": {},
    "failure_category": {},
    "line_item_groups": {},
    "task_description": {},
    "clinical_facility": {},
    "primary_insurance": {},
    "insurance_policies": {},
    "source_fingerprint": {},
    "secondary_insurance": {},
    "eligibility_subjects": {},
    "medicare_jurisdiction": {},
    "downloadable_documents": {},
    "active_insurance_policies": {},
    "primary_eligibility_subject": {},
    "medicare_eligibility_subjects": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Patient Info

> Perform Get Order Patient Info through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_order_patient_info](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_order_patient_info)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_get_order_patient_info`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {},
  "handler": "parachute_get_order_patient_info"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (text, required)
  Required text value.
- `supplier_id` — Supplier Id (text)
  Optional text value.

## Outputs

- `patient_id` — Patient Id
- `first_name` — First Name
- `last_name` — Last Name
- `date_of_birth` — Date Of Birth
- `sex` — Sex
- `mrn` — Mrn
- `address` — Address
- `primary_insurance` — Primary Insurance
- `insurance_policies` — Insurance Policies
- `icd10_codes` — Icd10 Codes
- `doctor` — Doctor
- `clinical_facility` — Clinical Facility

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "supplier_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mrn": {},
    "sex": {},
    "doctor": {},
    "address": {},
    "last_name": {},
    "first_name": {},
    "patient_id": {},
    "icd10_codes": {},
    "date_of_birth": {},
    "clinical_facility": {},
    "primary_insurance": {},
    "insurance_policies": {}
  },
  "additionalProperties": true
}
```

---

# Get Orders

> Perform Get Orders through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_orders](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_orders)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_get_orders`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "page": 1,
    "max_pages": 50,
    "paginate_all": true
  },
  "handler": "parachute_get_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `paginate_all` — Paginate All (boolean)
  Optional true-or-false value.
  Default: `true`
- `page` — Page (number)
  Optional numeric value.
  Default: `1`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `orders` — Orders
- `total` — Total
- `pages_fetched` — Pages Fetched
- `parachute_org_id` — Parachute Org Id

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "page": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "paginate_all": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "total": {},
    "orders": {},
    "pages_fetched": {},
    "parachute_org_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Demographics From Parachute

> Perform Get Patient Demographics From Parachute through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_patient_demographics](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_patient_demographics)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_get_patient_demographics`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {},
  "handler": "parachute_get_patient_demographics"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `inbox_document_id` — Inbox Document Id (expression, required)
  Required literal value or workflow expression.
- `parachute_org_id` — Parachute Org Id (expression)
  Optional literal value or workflow expression.
- `mode` — Mode (select, required)
  Required selected identifier or value.
  Options: off ("off"), shadow ("shadow"), enforce ("enforce")

## Outputs

- `address_street` — Address Street
- `address_line2` — Address Line2
- `address_city` — Address City
- `address_state` — Address State
- `address_zip_code` — Address Zip Code
- `phone_number` — Phone Number
- `first_name` — First Name
- `last_name` — Last Name
- `birth_date` — Birth Date
- `mode` — Mode

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "inbox_document_id",
    "mode"
  ],
  "properties": {
    "mode": {
      "enum": [
        "off",
        "shadow",
        "enforce"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "parachute_org_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "inbox_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mode": {},
    "last_name": {},
    "birth_date": {},
    "first_name": {},
    "address_city": {},
    "phone_number": {},
    "address_line2": {},
    "address_state": {},
    "address_street": {},
    "address_zip_code": {}
  },
  "additionalProperties": true
}
```

---

# Get Patient Insurance From Parachute

> Perform Get Patient Insurance From Parachute through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_patient_insurance](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_get_patient_insurance)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_get_patient_insurance`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {},
  "handler": "parachute_get_patient_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `inbox_document_id` — Inbox Document Id (expression, required)
  Required literal value or workflow expression.
- `parachute_org_id` — Parachute Org Id (expression)
  Optional literal value or workflow expression.
- `mode` — Mode (select, required)
  Required selected identifier or value.
  Options: off ("off"), shadow ("shadow"), enforce ("enforce")

## Outputs

- `carrier_name` — Carrier Name
- `member_id` — Member Id
- `mode` — Mode

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "inbox_document_id",
    "mode"
  ],
  "properties": {
    "mode": {
      "enum": [
        "off",
        "shadow",
        "enforce"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "parachute_org_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "inbox_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mode": {},
    "member_id": {},
    "carrier_name": {}
  },
  "additionalProperties": true
}
```

---

# List Inbox Documents

> Perform List Inbox Documents through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_list_inbox_documents](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_list_inbox_documents)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_list_inbox_documents`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "page": 1,
    "worked": false,
    "max_pages": 50,
    "paginate_all": true
  },
  "handler": "parachute_list_inbox_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `assignee_user_id` — Assignee User Id (text, required)
  Required text value.
- `supplier_id` — Supplier Id (text)
  Optional text value.
- `worked` — Worked (boolean)
  Optional true-or-false value.
  Default: `false`
- `paginate_all` — Paginate All (boolean)
  Optional true-or-false value.
  Default: `true`
- `page` — Page (number)
  Optional numeric value.
  Default: `1`
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `documents` — Documents
- `total` — Total
- `pages_fetched` — Pages Fetched
- `skipped_idless_count` — Skipped Idless Count
- `internal_statuses` — Internal Statuses
- `parachute_org_id` — Parachute Org Id
- `success` — Success
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "assignee_user_id"
  ],
  "properties": {
    "page": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "worked": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "supplier_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "paginate_all": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "assignee_user_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "total": {},
    "success": {},
    "documents": {},
    "pages_fetched": {},
    "failure_category": {},
    "parachute_org_id": {},
    "internal_statuses": {},
    "skipped_idless_count": {}
  },
  "additionalProperties": true
}
```

---

# Persist Inbox Document

> Perform Persist Inbox Document through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_persist_inbox_document](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_persist_inbox_document)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_persist_inbox_document`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "max_document_pages": 100
  },
  "handler": "parachute_persist_inbox_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `inbox_document_id` — Inbox Document Id (text, required)
  Required text value.
- `documents` — Documents (expression, required)
  Required literal value or workflow expression.
- `max_document_pages` — Max Document Pages (number)
  Optional numeric value.
  Default: `100`

## Outputs

- `document_id` — Document Id
- `page_count` — Page Count
- `source_document_count` — Source Document Count
- `success` — Success
- `error` — Error
- `failure_category` — Failure Category

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "inbox_document_id",
    "documents"
  ],
  "properties": {
    "documents": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "inbox_document_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "max_document_pages": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "page_count": {},
    "document_id": {},
    "failure_category": {},
    "source_document_count": {}
  },
  "additionalProperties": true
}
```

---

# Save Patient, Insurance, and Order Details to GenHealth

> Perform Save Patient, Insurance, and Order Details to GenHealth through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_seed_structured_intake_data](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_seed_structured_intake_data)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_seed_structured_intake_data`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "include_secondary_phone": false
  },
  "handler": "parachute_seed_structured_intake_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `supplier_id` — Supplier Id (expression)
  Optional literal value or workflow expression.
- `order_details` — Order Details (expression, required)
  Required literal value or workflow expression.
- `primary_insurance_carrier_id_override` — Primary Insurance Carrier Id Override (expression)
  Optional literal value or workflow expression.
- `expected_niko_payer_id` — Expected Niko Payer Id (expression)
  Optional literal value or workflow expression.
- `include_secondary_phone` — Include Secondary Phone (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `source_fingerprint` — Source Fingerprint
- `document_id` — Document Id
- `order_id` — Order Id
- `supplier_id` — Supplier Id
- `patient_id` — Patient Id
- `insurance_id` — Insurance Id
- `primary_insurance_policy_id` — Primary Insurance Policy Id
- `secondary_insurance_policy_id` — Secondary Insurance Policy Id
- `insurance_policy_ids` — Insurance Policy Ids
- `diagnosis_count` — Diagnosis Count
- `order_item_id` — Order Item Id
- `seeded_fields` — Seeded Fields
- `warnings` — Warnings
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "order_details"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_details": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_niko_payer_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_secondary_phone": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "primary_insurance_carrier_id_override": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "warnings": {},
    "patient_id": {},
    "document_id": {},
    "supplier_id": {},
    "insurance_id": {},
    "order_item_id": {},
    "seeded_fields": {},
    "diagnosis_count": {},
    "source_fingerprint": {},
    "insurance_policy_ids": {},
    "primary_insurance_policy_id": {},
    "secondary_insurance_policy_id": {}
  },
  "additionalProperties": true
}
```

---

# Select Order Candidates

> Perform Select Order Candidates through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_select_order_candidates](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_select_order_candidates)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_select_order_candidates`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "max_scan": 50,
    "max_orders": 1
  },
  "handler": "parachute_select_order_candidates"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `orders` — Orders (expression, required)
  Required literal value or workflow expression.
- `max_orders` — Max Orders (number)
  Optional numeric value.
  Default: `1`
- `max_scan` — Max Scan (number)
  Optional numeric value.
  Default: `50`
- `order_created_marker_template` — Order Created Marker Template (text, required)
  Required text value.
- `action_required_marker_template` — Action Required Marker Template (text, required)
  Required text value.
- `retry_marker_template` — Retry Marker Template (text, required)
  Required text value.
- `legacy_retry_marker_template` — Legacy Retry Marker Template (text)
  Optional text value.
- `legacy_processed_marker_template` — Legacy Processed Marker Template (text, required)
  Required text value.

## Outputs

- `orders` — Orders
- `selected_count` — Selected Count
- `scanned_count` — Scanned Count
- `skipped_state_counts` — Skipped State Counts

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "orders",
    "order_created_marker_template",
    "action_required_marker_template",
    "retry_marker_template",
    "legacy_processed_marker_template"
  ],
  "properties": {
    "orders": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_scan": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_orders": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "retry_marker_template": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "legacy_retry_marker_template": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_created_marker_template": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "action_required_marker_template": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "legacy_processed_marker_template": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "orders": {},
    "scanned_count": {},
    "selected_count": {},
    "skipped_state_counts": {}
  },
  "additionalProperties": true
}
```

---

# Set Inbox Document Internal Status

> Perform Set Inbox Document Internal Status through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_set_inbox_document_internal_status](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_set_inbox_document_internal_status)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_set_inbox_document_internal_status`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {},
  "handler": "parachute_set_inbox_document_internal_status"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `inbox_document_id` — Inbox Document Id (expression, required)
  Required literal value or workflow expression.
- `internal_status_name` — Internal Status Name (select, required)
  Required selected identifier or value.
  Options: Processing ("genhealth-processing"), Processed ("genhealth-processed"), Failed ("genhealth-failed")
- `internal_statuses` — Internal Statuses (expression, required)
  Required literal value or workflow expression.
- `parachute_org_id` — Parachute Org Id (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `inbox_document_id` — Inbox Document Id
- `org_id` — Org Id
- `internal_status_id` — Internal Status Id
- `status` — Status
- `status_code` — Status Code
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "inbox_document_id",
    "internal_status_name",
    "internal_statuses"
  ],
  "properties": {
    "parachute_org_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "inbox_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "internal_statuses": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "internal_status_name": {
      "enum": [
        "genhealth-processing",
        "genhealth-processed",
        "genhealth-failed"
      ],
      "type": "string",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "org_id": {},
    "status": {},
    "success": {},
    "status_code": {},
    "error_message": {},
    "inbox_document_id": {},
    "internal_status_id": {}
  },
  "additionalProperties": true
}
```

---

# Upload Supplemental Parachute Documents to Niko

> Perform Upload Supplemental Parachute Documents to Niko through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_upload_supplemental_documents_to_niko](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_upload_supplemental_documents_to_niko)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_upload_supplemental_documents_to_niko`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {
    "document_type": "Parachute Documents",
    "include_named_documents": true,
    "skip_unnamed_order_summaries": false,
    "route_non_summary_to_physician_notes": false
  },
  "handler": "parachute_upload_supplemental_documents_to_niko"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `supplier_id` — Supplier Id (expression)
  Optional literal value or workflow expression.
- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `order_documents` — Order Documents (expression, required)
  Required literal value or workflow expression.
- `document_type` — Document Type (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
  Default: `"Parachute Documents"`
- `include_named_documents` — Include Named Documents (boolean)
  Optional true-or-false value.
  Default: `true`
- `document_names` — Document Names (text)
  Optional text value.
- `skip_unnamed_order_summaries` — Skip Unnamed Order Summaries (boolean)
  Optional true-or-false value.
  Default: `false`
- `route_non_summary_to_physician_notes` — Route Non Summary To Physician Notes (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `status` — Status
- `uploaded_count` — Uploaded Count
- `skipped_count` — Skipped Count
- `failed_count` — Failed Count
- `document_ids` — Document Ids
- `patient_document_ids` — Patient Document Ids
- `documents` — Documents
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "patient_id",
    "order_documents"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "type": "string",
      "default": "Parachute Documents",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "document_names": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "order_documents": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_named_documents": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "skip_unnamed_order_summaries": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "route_non_summary_to_physician_notes": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "documents": {},
    "document_ids": {},
    "failed_count": {},
    "error_message": {},
    "skipped_count": {},
    "uploaded_count": {},
    "patient_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Validate Extraction Against Parachute LLM Result

> Perform Validate Extraction Against Parachute LLM Result through Parachute Health.

Source: [https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_validate_extraction_against_llm_result](https://genhealth.ai/docs/workflows/integrations/parachute-health/parachute_validate_extraction_against_llm_result)

Integration: [Parachute Health](https://genhealth.ai/docs/workflows/integrations/parachute-health.md)

- Handler: `parachute_validate_extraction_against_llm_result`

- Connection type: `parachute`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Parachute Health",
  "params": {},
  "handler": "parachute_validate_extraction_against_llm_result"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `inbox_document_id` — Inbox Document Id (expression, required)
  Required literal value or workflow expression.
- `parachute_org_id` — Parachute Org Id (expression)
  Optional literal value or workflow expression.
- `document_classification` — Document Classification (expression, required)
  Required literal value or workflow expression.
- `first_name` — First Name (expression)
  Optional literal value or workflow expression.
- `last_name` — Last Name (expression)
  Optional literal value or workflow expression.
- `birth_date` — Birth Date (expression)
  Optional literal value or workflow expression.
- `member_id` — Member Id (expression)
  Optional literal value or workflow expression.
- `carrier_name` — Carrier Name (expression)
  Optional literal value or workflow expression.
- `carrier` — Carrier (expression)
  Optional literal value or workflow expression.
- `plan_type` — Plan Type (expression)
  Optional literal value or workflow expression.
- `diagnosis_codes` — Diagnosis Codes (expression)
  Optional literal value or workflow expression.
- `order_items` — Order Items (expression)
  Optional literal value or workflow expression.
- `provider_name` — Provider Name (expression)
  Optional literal value or workflow expression.
- `npi` — Npi (expression)
  Optional literal value or workflow expression.
- `verified_npi` — Verified Npi (expression)
  Optional literal value or workflow expression.
- `facility_name` — Facility Name (expression)
  Optional literal value or workflow expression.
- `address` — Address (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `zip` — Zip (expression)
  Optional literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.

## Outputs

- `gate_disposition` — Gate Disposition
- `field_results` — Field Results
- `mode` — Mode
- `enforced` — Enforced
- `unavailable_reason` — Unavailable Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "inbox_document_id",
    "document_classification"
  ],
  "properties": {
    "npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "zip": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "carrier": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "plan_type": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "birth_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_items": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "carrier_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "verified_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "diagnosis_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "parachute_org_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "inbox_document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_classification": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "mode": {},
    "enforced": {},
    "field_results": {},
    "gate_disposition": {},
    "unavailable_reason": {}
  },
  "additionalProperties": true
}
```

---

# Plivo integration

> Build workflow automations with 11 public Plivo actions.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo](https://genhealth.ai/docs/workflows/integrations/plivo)

## Available actions

11 actions. Connection types: plivo.

### [Capture Call UUID](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_capture_call_uuid.md)

- Handler: `plivo_capture_call_uuid`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `to_number`, `from_number`, `timeout_seconds`
- Outputs: `success`, `call_uuid`, `call_status`

Perform Capture Call UUID through Plivo.

### [Create Transcription](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_create_transcription.md)

- Handler: `plivo_create_transcription`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `recording_id`
- Outputs: `success`, `transcription`

Perform Create Transcription through Plivo.

### [Get Call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_call.md)

- Handler: `plivo_get_call`
- Connection type: `plivo`
- External effect: `read`
- Inputs: `call_uuid`
- Outputs: `success`, `call`, `call_uuid`, `call_status`

Perform Get Call through Plivo.

### [Get Recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_recording.md)

- Handler: `plivo_get_recording`
- Connection type: `plivo`
- External effect: `read`
- Inputs: `recording_id`
- Outputs: `success`, `recording`, `recording_url`

Perform Get Recording through Plivo.

### [Get Transcription](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_transcription.md)

- Handler: `plivo_get_transcription`
- Connection type: `plivo`
- External effect: `read`
- Inputs: `recording_id`
- Outputs: `success`, `transcription`

Perform Get Transcription through Plivo.

### [Hang Up Call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_hangup_call.md)

- Handler: `plivo_hangup_call`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `call_uuid`
- Outputs: `success`, `call_uuid`

Perform Hang Up Call through Plivo.

### [List Recordings](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_list_recordings.md)

- Handler: `plivo_list_recordings`
- Connection type: `plivo`
- External effect: `read`
- Inputs: `call_uuid`, `limit`, `offset`
- Outputs: `success`, `recordings`, `count`

Perform List Recordings through Plivo.

### [Make Call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_make_call.md)

- Handler: `plivo_make_call`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `from_number`, `to_number`, `answer_url`, `ring_url`, `hangup_url`, `fallback_url`
- Outputs: `success`, `call_uuid`, `request_uuid`, `provider_response`

Perform Make Call through Plivo.

### [Start Call Recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_start_call_recording.md)

- Handler: `plivo_start_call_recording`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `call_uuid`, `time_limit`, `file_format`, `transcription_type`, `transcription_url`, `callback_url`
- Outputs: `success`, `provider_response`

Perform Start Call Recording through Plivo.

### [Stop Call Recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_stop_call_recording.md)

- Handler: `plivo_stop_call_recording`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `call_uuid`, `recording_url`
- Outputs: `success`, `call_uuid`

Perform Stop Call Recording through Plivo.

### [Trigger AI Agent Flow](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_trigger_ai_agent_flow.md)

- Handler: `plivo_trigger_ai_agent_flow`
- Connection type: `plivo`
- External effect: `write`
- Inputs: `flow_url`, `payload`
- Outputs: `success`, `flow_run_id`, `provider_response`

Perform Trigger AI Agent Flow through Plivo.

---

# Capture Call UUID

> Perform Capture Call UUID through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_capture_call_uuid](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_capture_call_uuid)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_capture_call_uuid`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_capture_call_uuid"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `to_number` — To Number (expression, required)
  Required literal value or workflow expression.
- `from_number` — From Number (text)
  Optional text value.
- `timeout_seconds` — Timeout Seconds (text)
  Optional text value.

## Outputs

- `success` — Success
- `call_uuid` — Call Uuid
- `call_status` — Call Status

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "to_number"
  ],
  "properties": {
    "to_number": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "from_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "timeout_seconds": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "call_uuid": {},
    "call_status": {}
  },
  "additionalProperties": true
}
```

---

# Create Transcription

> Perform Create Transcription through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_create_transcription](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_create_transcription)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_create_transcription`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_create_transcription"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `recording_id` — Recording Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `transcription` — Transcription

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "recording_id"
  ],
  "properties": {
    "recording_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "transcription": {}
  },
  "additionalProperties": true
}
```

---

# Get Call

> Perform Get Call through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_call)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_get_call`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_get_call"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `call_uuid` — Call Uuid (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `call` — Call
- `call_uuid` — Call Uuid
- `call_status` — Call Status

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "call_uuid"
  ],
  "properties": {
    "call_uuid": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "call": {},
    "success": {},
    "call_uuid": {},
    "call_status": {}
  },
  "additionalProperties": true
}
```

---

# Get Recording

> Perform Get Recording through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_recording)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_get_recording`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_get_recording"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `recording_id` — Recording Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `recording` — Recording
- `recording_url` — Recording Url

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "recording_id"
  ],
  "properties": {
    "recording_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "recording": {},
    "recording_url": {}
  },
  "additionalProperties": true
}
```

---

# Get Transcription

> Perform Get Transcription through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_transcription](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_get_transcription)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_get_transcription`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_get_transcription"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `recording_id` — Recording Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `transcription` — Transcription

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "recording_id"
  ],
  "properties": {
    "recording_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "transcription": {}
  },
  "additionalProperties": true
}
```

---

# Hang Up Call

> Perform Hang Up Call through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_hangup_call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_hangup_call)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_hangup_call`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_hangup_call"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `call_uuid` — Call Uuid (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `call_uuid` — Call Uuid

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "call_uuid"
  ],
  "properties": {
    "call_uuid": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "call_uuid": {}
  },
  "additionalProperties": true
}
```

---

# List Recordings

> Perform List Recordings through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_list_recordings](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_list_recordings)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_list_recordings`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {
    "limit": 20,
    "offset": 0
  },
  "handler": "plivo_list_recordings"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `call_uuid` — Call Uuid (expression)
  Optional literal value or workflow expression.
- `limit` — Limit (number)
  Optional numeric value.
  Default: `20`
- `offset` — Offset (number)
  Optional numeric value.
  Default: `0`

## Outputs

- `success` — Success
- `recordings` — Recordings
- `count` — Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "default": 20,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "offset": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "call_uuid": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "success": {},
    "recordings": {}
  },
  "additionalProperties": true
}
```

---

# Make Call

> Perform Make Call through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_make_call](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_make_call)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_make_call`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_make_call"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `from_number` — From Number (text)
  Optional text value.
- `to_number` — To Number (expression, required)
  Required literal value or workflow expression.
- `answer_url` — Answer Url (text, required)
  Required text value.
- `ring_url` — Ring Url (text)
  Optional text value.
- `hangup_url` — Hangup Url (text)
  Optional text value.
- `fallback_url` — Fallback Url (text)
  Optional text value.

## Outputs

- `success` — Success
- `call_uuid` — Call Uuid
- `request_uuid` — Request Uuid
- `provider_response` — Provider Response

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "to_number",
    "answer_url"
  ],
  "properties": {
    "ring_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_number": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "answer_url": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "hangup_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "from_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "fallback_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "call_uuid": {},
    "request_uuid": {},
    "provider_response": {}
  },
  "additionalProperties": true
}
```

---

# Start Call Recording

> Perform Start Call Recording through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_start_call_recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_start_call_recording)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_start_call_recording`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_start_call_recording"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `call_uuid` — Call Uuid (expression, required)
  Required literal value or workflow expression.
- `time_limit` — Time Limit (number)
  Optional numeric value.
- `file_format` — File Format (select)
  Optional selected identifier or value.
  Options: MP3 ("mp3"), WAV ("wav")
- `transcription_type` — Transcription Type (text)
  Optional text value.
- `transcription_url` — Transcription Url (text)
  Optional text value.
- `callback_url` — Callback Url (text)
  Optional text value.

## Outputs

- `success` — Success
- `provider_response` — Provider Response

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "call_uuid"
  ],
  "properties": {
    "call_uuid": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "time_limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "file_format": {
      "enum": [
        "mp3",
        "wav"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "callback_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "transcription_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "transcription_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "provider_response": {}
  },
  "additionalProperties": true
}
```

---

# Stop Call Recording

> Perform Stop Call Recording through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_stop_call_recording](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_stop_call_recording)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_stop_call_recording`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_stop_call_recording"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `call_uuid` — Call Uuid (expression, required)
  Required literal value or workflow expression.
- `recording_url` — Recording Url (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `call_uuid` — Call Uuid

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "call_uuid"
  ],
  "properties": {
    "call_uuid": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "recording_url": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "call_uuid": {}
  },
  "additionalProperties": true
}
```

---

# Trigger AI Agent Flow

> Perform Trigger AI Agent Flow through Plivo.

Source: [https://genhealth.ai/docs/workflows/integrations/plivo/plivo_trigger_ai_agent_flow](https://genhealth.ai/docs/workflows/integrations/plivo/plivo_trigger_ai_agent_flow)

Integration: [Plivo](https://genhealth.ai/docs/workflows/integrations/plivo.md)

- Handler: `plivo_trigger_ai_agent_flow`

- Connection type: `plivo`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Plivo",
  "params": {},
  "handler": "plivo_trigger_ai_agent_flow"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `flow_url` — Flow Url (text)
  Optional text value.
- `payload` — Payload (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `flow_run_id` — Flow Run Id
- `provider_response` — Provider Response

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "flow_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "flow_run_id": {},
    "provider_response": {}
  },
  "additionalProperties": true
}
```

---

# ProviderFlow integration

> Build workflow automations with 1 public ProviderFlow action.

Source: [https://genhealth.ai/docs/workflows/integrations/provider-flow](https://genhealth.ai/docs/workflows/integrations/provider-flow)

## Available actions

1 action. Connection types: providerflow.

### [List Pending Documents](https://genhealth.ai/docs/workflows/integrations/provider-flow/providerflow_list_pending_documents.md)

- Handler: `providerflow_list_pending_documents`
- Connection type: `providerflow`
- External effect: `read`
- Inputs: `source`, `status`, `created_by`, `assigned_to`, `description_text`, `selected_page`
- Outputs: `success`, `documents`, `count`, `current_page`, `total_pages`, `error`

Perform List Pending Documents through ProviderFlow.

---

# List Pending Documents

> Perform List Pending Documents through ProviderFlow.

Source: [https://genhealth.ai/docs/workflows/integrations/provider-flow/providerflow_list_pending_documents](https://genhealth.ai/docs/workflows/integrations/provider-flow/providerflow_list_pending_documents)

Integration: [ProviderFlow](https://genhealth.ai/docs/workflows/integrations/provider-flow.md)

- Handler: `providerflow_list_pending_documents`

- Connection type: `providerflow`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "ProviderFlow",
  "params": {},
  "handler": "providerflow_list_pending_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `source` — Source (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `status` — Status (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `created_by` — Created By (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `assigned_to` — Assigned To (select, dynamic options)
  Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `description_text` — Description Text (expression)
  Optional literal value or workflow expression.
- `selected_page` — Selected Page (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `documents` — Documents
- `count` — Count
- `current_page` — Current Page
- `total_pages` — Total Pages
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "source": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "status": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "created_by": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "assigned_to": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "selected_page": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "description_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "documents": {},
    "total_pages": {},
    "current_page": {}
  },
  "additionalProperties": true
}
```

---

# React Health integration

> Build workflow automations with 4 public React Health actions.

Source: [https://genhealth.ai/docs/workflows/integrations/react-health](https://genhealth.ai/docs/workflows/integrations/react-health)

## Available actions

4 actions. Connection types: reacthealth.

### [List Patient Follow-Ups](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_follow_ups.md)

- Handler: `reacthealth_list_follow_ups`
- Connection type: `reacthealth`
- External effect: `read`
- Inputs: `follow_up_date`, `location`, `my_follow_ups_only`, `pending_follow_ups_only`, `order_direction`, `max_pages`
- Outputs: `success`, `records`, `count`, `current_page`, `last_page`, `per_page`, `total`, `first_result_index`, `last_result_index`, `next_page_url`, `prev_page_url`, `truncated`, `error`

Perform List Patient Follow-Ups through React Health.

### [List Patient Notes](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_patient_notes.md)

- Handler: `reacthealth_list_patient_notes`
- Connection type: `reacthealth`
- External effect: `read`
- Inputs: `patient_id`, `max_pages`
- Outputs: `success`, `records`, `count`, `current_page`, `last_page`, `per_page`, `total`, `first_result_index`, `last_result_index`, `next_page_url`, `prev_page_url`, `truncated`, `error`

Perform List Patient Notes through React Health.

### [List Patients](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_patients.md)

- Handler: `reacthealth_list_patients`
- Connection type: `reacthealth`
- External effect: `read`
- Inputs: `page`, `limit`, `order_by`, `order_direction`, `first_name`, `last_name`, `birth_date`, `patient_id`, `serial_number`, `active`, `compliance`, `organization`, `location`, `group`, `clinician`, `date_type`, `date_start`, `date_end`
- Outputs: `success`, `patients`, `count`, `current_page`, `last_page`, `per_page`, `total`, `first_result_index`, `last_result_index`, `next_page_url`, `prev_page_url`, `truncated`, `error`

Perform List Patients through React Health.

### [Update Patient Note](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_update_patient_note.md)

- Handler: `reacthealth_update_patient_note`
- Connection type: `reacthealth`
- External effect: `write`
- Inputs: `patient_id`, `note_id`, `expected_current_note`, `replacement_note`
- Outputs: `success`, `patient_id`, `note_id`, `updated`, `skipped`, `error`

Perform Update Patient Note through React Health.

---

# List Patient Follow-Ups

> Perform List Patient Follow-Ups through React Health.

Source: [https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_follow_ups](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_follow_ups)

Integration: [React Health](https://genhealth.ai/docs/workflows/integrations/react-health.md)

- Handler: `reacthealth_list_follow_ups`

- Connection type: `reacthealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "React Health",
  "params": {
    "max_pages": 0,
    "order_direction": "asc",
    "my_follow_ups_only": false,
    "pending_follow_ups_only": false
  },
  "handler": "reacthealth_list_follow_ups"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `follow_up_date` — Follow Up Date (expression, required)
  Required literal value or workflow expression.
- `location` — Location (expression)
  Optional literal value or workflow expression.
- `my_follow_ups_only` — My Follow Ups Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `pending_follow_ups_only` — Pending Follow Ups Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `order_direction` — Order Direction (select)
  Optional selected identifier or value.
  Default: `"asc"`
  Options: Ascending ("asc"), Descending ("desc")
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `0`

## Outputs

- `success` — Success
- `records` — Records
- `count` — Count
- `current_page` — Current Page
- `last_page` — Last Page
- `per_page` — Per Page
- `total` — Total
- `first_result_index` — First Result Index
- `last_result_index` — Last Result Index
- `next_page_url` — Next Page Url
- `prev_page_url` — Prev Page Url
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "follow_up_date"
  ],
  "properties": {
    "location": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_pages": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "follow_up_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_direction": {
      "enum": [
        "asc",
        "desc"
      ],
      "type": "string",
      "default": "asc",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "my_follow_ups_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "pending_follow_ups_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "total": {},
    "records": {},
    "success": {},
    "per_page": {},
    "last_page": {},
    "truncated": {},
    "current_page": {},
    "next_page_url": {},
    "prev_page_url": {},
    "last_result_index": {},
    "first_result_index": {}
  },
  "additionalProperties": true
}
```

---

# List Patient Notes

> Perform List Patient Notes through React Health.

Source: [https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_patient_notes](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_patient_notes)

Integration: [React Health](https://genhealth.ai/docs/workflows/integrations/react-health.md)

- Handler: `reacthealth_list_patient_notes`

- Connection type: `reacthealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "React Health",
  "params": {
    "max_pages": 0
  },
  "handler": "reacthealth_list_patient_notes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `0`

## Outputs

- `success` — Success
- `records` — Records
- `count` — Count
- `current_page` — Current Page
- `last_page` — Last Page
- `per_page` — Per Page
- `total` — Total
- `first_result_index` — First Result Index
- `last_result_index` — Last Result Index
- `next_page_url` — Next Page Url
- `prev_page_url` — Prev Page Url
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id"
  ],
  "properties": {
    "max_pages": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "total": {},
    "records": {},
    "success": {},
    "per_page": {},
    "last_page": {},
    "truncated": {},
    "current_page": {},
    "next_page_url": {},
    "prev_page_url": {},
    "last_result_index": {},
    "first_result_index": {}
  },
  "additionalProperties": true
}
```

---

# List Patients

> Perform List Patients through React Health.

Source: [https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_patients](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_list_patients)

Integration: [React Health](https://genhealth.ai/docs/workflows/integrations/react-health.md)

- Handler: `reacthealth_list_patients`

- Connection type: `reacthealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "React Health",
  "params": {
    "page": 1,
    "limit": 50,
    "order_by": "therapy_start",
    "date_type": "created",
    "order_direction": "desc"
  },
  "handler": "reacthealth_list_patients"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `page` — Page (number, required)
  Required numeric value.
  Default: `1`
- `limit` — Limit (number, required)
  Required numeric value.
  Default: `50`
- `order_by` — Order By (select)
  Optional selected identifier or value.
  Default: `"therapy_start"`
  Options: Therapy Start ("therapy_start"), Name ("name"), Birth Date ("birth_date"), Created Date ("created"), Patient ID ("assigned_id"), Days on Service ("therapy_days"), Location ("org_location_name"), City / State ("city_state")
- `order_direction` — Order Direction (select)
  Optional selected identifier or value.
  Default: `"desc"`
  Options: Ascending ("asc"), Descending ("desc")
- `first_name` — First Name (expression)
  Optional literal value or workflow expression.
- `last_name` — Last Name (expression)
  Optional literal value or workflow expression.
- `birth_date` — Birth Date (date)
  Optional date in YYYY-MM-DD format.
- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `serial_number` — Serial Number (expression)
  Optional literal value or workflow expression.
- `active` — Active (select)
  Optional selected identifier or value.
  Options: All (""), Active ("1"), Inactive ("0")
- `compliance` — Compliance (expression)
  Optional literal value or workflow expression.
- `organization` — Organization (expression)
  Optional literal value or workflow expression.
- `location` — Location (expression)
  Optional literal value or workflow expression.
- `group` — Group (expression)
  Optional literal value or workflow expression.
- `clinician` — Clinician (expression)
  Optional literal value or workflow expression.
- `date_type` — Date Type (select)
  Optional selected identifier or value.
  Default: `"created"`
  Options: Created Date ("created"), Therapy Start ("therapy_start")
- `date_start` — Date Start (date)
  Optional date in YYYY-MM-DD format.
- `date_end` — Date End (date)
  Optional date in YYYY-MM-DD format.

## Outputs

- `success` — Success
- `patients` — Patients
- `count` — Count
- `current_page` — Current Page
- `last_page` — Last Page
- `per_page` — Per Page
- `total` — Total
- `first_result_index` — First Result Index
- `last_result_index` — Last Result Index
- `next_page_url` — Next Page Url
- `prev_page_url` — Prev Page Url
- `truncated` — Truncated
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "page",
    "limit"
  ],
  "properties": {
    "page": {
      "type": "number",
      "default": 1,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "group": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "limit": {
      "type": "number",
      "default": 50,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "active": {
      "enum": [
        "",
        "1",
        "0"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "date_end": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "location": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_by": {
      "enum": [
        "therapy_start",
        "name",
        "birth_date",
        "created",
        "assigned_id",
        "therapy_days",
        "org_location_name",
        "city_state"
      ],
      "type": "string",
      "default": "therapy_start",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "clinician": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_type": {
      "enum": [
        "created",
        "therapy_start"
      ],
      "type": "string",
      "default": "created",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "birth_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "compliance": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_start": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "organization": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "serial_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_direction": {
      "enum": [
        "asc",
        "desc"
      ],
      "type": "string",
      "default": "desc",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "total": {},
    "success": {},
    "patients": {},
    "per_page": {},
    "last_page": {},
    "truncated": {},
    "current_page": {},
    "next_page_url": {},
    "prev_page_url": {},
    "last_result_index": {},
    "first_result_index": {}
  },
  "additionalProperties": true
}
```

---

# Update Patient Note

> Perform Update Patient Note through React Health.

Source: [https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_update_patient_note](https://genhealth.ai/docs/workflows/integrations/react-health/reacthealth_update_patient_note)

Integration: [React Health](https://genhealth.ai/docs/workflows/integrations/react-health.md)

- Handler: `reacthealth_update_patient_note`

- Connection type: `reacthealth`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "React Health",
  "params": {},
  "handler": "reacthealth_update_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression, required)
  Required literal value or workflow expression.
- `note_id` — Note Id (expression, required)
  Required literal value or workflow expression.
- `expected_current_note` — Expected Current Note (expression, required)
  Required literal value or workflow expression.
- `replacement_note` — Replacement Note (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `note_id` — Note Id
- `updated` — Updated
- `skipped` — Skipped
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_id",
    "note_id",
    "expected_current_note",
    "replacement_note"
  ],
  "properties": {
    "note_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "replacement_note": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_current_note": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "note_id": {},
    "skipped": {},
    "success": {},
    "updated": {},
    "patient_id": {}
  },
  "additionalProperties": true
}
```

---

# Regal integration

> Build workflow automations with 1 public Regal action.

Source: [https://genhealth.ai/docs/workflows/integrations/regal](https://genhealth.ai/docs/workflows/integrations/regal)

## Available actions

1 action. Connection types: regal_lakeside.

### [Search Referred-Provider Authorization](https://genhealth.ai/docs/workflows/integrations/regal/regal_search_pcp_authored_authorization.md)

- Handler: `regal_search_pcp_authored_authorization`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `mbrno`, `dos`, `visit_types`, `submit_delta_auth`, `flagged_procedure_override_cpts`, `reason`, `diagnosis_codes`, `supervising_provider_name`, `appointment_provider_name`, `fallback_provider_name`, `comments`, `from_zipcode`, `grpid`, `ipacd`, `patient_site`, `plntp`
- Outputs: `found`, `auth_ukey`, `auth_number`, `referred_from`, `referred_to`, `referred_to_last_name`, `diagnosis_codes`, `auth_pdf_document_id`, `auth_start_date`, `auth_end_date`, `coverage_state`, `supplemental_auth_pdf_document_id`, `supplemental_procedure_codes`, `supplemental_submission_error`, `supplemental_auth_ukey`, `supplemental_auth_end_date`, `supplemental_auth_start_date`, `flagged_procedure_override`, `referred_from_verified_external`

Perform Search Referred-Provider Authorization through Regal.

---

# Search Referred-Provider Authorization

> Perform Search Referred-Provider Authorization through Regal.

Source: [https://genhealth.ai/docs/workflows/integrations/regal/regal_search_pcp_authored_authorization](https://genhealth.ai/docs/workflows/integrations/regal/regal_search_pcp_authored_authorization)

Integration: [Regal](https://genhealth.ai/docs/workflows/integrations/regal.md)

- Handler: `regal_search_pcp_authored_authorization`

- Connection type: `regal_lakeside`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Regal",
  "params": {
    "grpid": "RHNC",
    "ipacd": "RMG",
    "plntp": "1",
    "from_zipcode": "91406",
    "patient_site": "RMG401",
    "submit_delta_auth": false,
    "flagged_procedure_override_cpts": [
      "93000"
    ]
  },
  "handler": "regal_search_pcp_authored_authorization"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `mbrno` — Mbrno (text, required)
  Required text value.
- `dos` — Dos (date, required)
  Required date in YYYY-MM-DD format.
- `visit_types` — Visit Types (json)
  Optional JSON value.
- `submit_delta_auth` — Submit Delta Auth (boolean)
  Optional true-or-false value.
  Default: `false`
- `flagged_procedure_override_cpts` — Flagged Procedure Override Cpts (json)
  Optional JSON value.
  Default: `["93000"]`
- `reason` — Reason (text)
  Optional text value.
- `diagnosis_codes` — Diagnosis Codes (json, required)
  Required JSON value.
- `supervising_provider_name` — Supervising Provider Name (text)
  Optional text value.
- `appointment_provider_name` — Appointment Provider Name (text)
  Optional text value.
- `fallback_provider_name` — Fallback Provider Name (text)
  Optional text value.
- `comments` — Comments (text)
  Optional text value.
- `from_zipcode` — From Zipcode (text)
  Optional text value.
  Default: `"91406"`
- `grpid` — Grpid (text)
  Optional text value.
  Default: `"RHNC"`
- `ipacd` — Ipacd (text)
  Optional text value.
  Default: `"RMG"`
- `patient_site` — Patient Site (text)
  Optional text value.
  Default: `"RMG401"`
- `plntp` — Plntp (text)
  Optional text value.
  Default: `"1"`

## Outputs

- `found` — Found
- `auth_ukey` — Auth Ukey
- `auth_number` — Auth Number
- `referred_from` — Referred From
- `referred_to` — Referred To
- `referred_to_last_name` — Referred To Last Name
- `diagnosis_codes` — Diagnosis Codes
- `auth_pdf_document_id` — Auth Pdf Document Id
- `auth_start_date` — Auth Start Date
- `auth_end_date` — Auth End Date
- `coverage_state` — Coverage State
- `supplemental_auth_pdf_document_id` — Supplemental Auth Pdf Document Id
- `supplemental_procedure_codes` — Supplemental Procedure Codes
- `supplemental_submission_error` — Supplemental Submission Error
- `supplemental_auth_ukey` — Supplemental Auth Ukey
- `supplemental_auth_end_date` — Supplemental Auth End Date
- `supplemental_auth_start_date` — Supplemental Auth Start Date
- `flagged_procedure_override` — Flagged Procedure Override
- `referred_from_verified_external` — Referred From Verified External

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "mbrno",
    "dos",
    "diagnosis_codes"
  ],
  "properties": {
    "dos": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "grpid": {
      "type": "string",
      "default": "RHNC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ipacd": {
      "type": "string",
      "default": "RMG",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "mbrno": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "plntp": {
      "type": "string",
      "default": "1",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "reason": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "comments": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "visit_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "from_zipcode": {
      "type": "string",
      "default": "91406",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_site": {
      "type": "string",
      "default": "RMG401",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "diagnosis_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "submit_delta_auth": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "fallback_provider_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "appointment_provider_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "supervising_provider_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "flagged_procedure_override_cpts": {
      "default": [
        "93000"
      ],
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "found": {},
    "auth_ukey": {},
    "auth_number": {},
    "referred_to": {},
    "auth_end_date": {},
    "referred_from": {},
    "coverage_state": {},
    "auth_start_date": {},
    "diagnosis_codes": {},
    "auth_pdf_document_id": {},
    "referred_to_last_name": {},
    "supplemental_auth_ukey": {},
    "flagged_procedure_override": {},
    "supplemental_auth_end_date": {},
    "supplemental_auth_start_date": {},
    "supplemental_procedure_codes": {},
    "supplemental_submission_error": {},
    "referred_from_verified_external": {},
    "supplemental_auth_pdf_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Regal/Lakeside integration

> Build workflow automations with 4 public Regal/Lakeside actions.

Source: [https://genhealth.ai/docs/workflows/integrations/regal-lakeside](https://genhealth.ai/docs/workflows/integrations/regal-lakeside)

## Available actions

4 actions. Connection types: regal_lakeside.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_lakeside_check_eligibility.md)

- Handler: `regal_lakeside_check_eligibility`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `member_id`, `patient_first`, `patient_last`, `patient_dob`, `capture_elig_pdf`, `show_elig_pdf_in_inbox`, `ecw_patient_address`, `ecw_patient_name`, `ecw_patient_city`, `ecw_patient_zip`
- Outputs: `success`, `eligibility_active`, `member_id`, `mbrno`, `coverage_details`, `elig_pdf_path`, `eligibility_pdf_document_id`, `identity_mismatch`, `identity_mismatch_reason`, `failure_category`, `company`, `line_of_business`, `referral_network`, `error`

Perform Check Eligibility through Regal/Lakeside.

### [Process F/U Authorization](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_process_fu_auth.md)

- Handler: `regal_process_fu_auth`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `mbrno`, `visit_type`, `visit_types`, `diagnosis_codes`, `assessment_plan`, `date_of_service`, `supervising_provider_name`, `appointment_provider_name`, `comments`, `reason`, `show_auth_pdf_in_inbox`, `ecw_patient_id`, `fallback_provider_name`, `from_zipcode`, `grpid`, `ipacd`, `patient_site`, `plntp`, `flagged_procedure_override_cpts`
- Outputs: `success`, `flagged_procedure_override`, `auth_number`, `auth_status`, `auth_ukey`, `validity_end_date`, `auth_start_date`, `procedure_codes`, `auth_pdf_path`, `auth_pdf_document_id`, `reused_existing`, `resolved_provider_last_name`, `supplemental_auth_pdf_document_id`, `supplemental_procedure_codes`, `supplemental_submission_error`, `failure_reason`, `failure_category`, `human_review_reason`, `diagnosis_undetermined_studies`, `diagnosis_primary_undetermined`, `error`

Perform Process F/U Authorization through Regal/Lakeside.

### [Resolve Insurance (Capitation Match)](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_resolve_insurance.md)

- Handler: `regal_resolve_insurance`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `company`, `line_of_business`, `referral_network`, `patient_id`, `date_of_service`, `member_id`, `visit_type`, `visit_types`, `portal`
- Outputs: `success`, `error`

Perform Resolve Insurance (Capitation Match) through Regal/Lakeside.

### [Submit Authorization](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_lakeside_submit_authorization.md)

- Handler: `regal_lakeside_submit_authorization`
- Connection type: `regal_lakeside`
- External effect: `write`
- Inputs: `mbrno`, `referring_provider_id`, `referred_to_provider_id`, `diagnosis_codes`, `procedure_codes`, `place_of_service`, `visits_allowed`, `date_of_service`, `comments`
- Outputs: `success`, `auth_number`, `auth_status`, `auth_ukey`, `validity_end_date`, `failure_reason`, `failure_category`, `error`

Perform Submit Authorization through Regal/Lakeside.

---

# Check Eligibility

> Perform Check Eligibility through Regal/Lakeside.

Source: [https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_lakeside_check_eligibility](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_lakeside_check_eligibility)

Integration: [Regal/Lakeside](https://genhealth.ai/docs/workflows/integrations/regal-lakeside.md)

- Handler: `regal_lakeside_check_eligibility`

- Connection type: `regal_lakeside`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Regal/Lakeside",
  "params": {
    "show_elig_pdf_in_inbox": false
  },
  "handler": "regal_lakeside_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `member_id` — Member Id (text)
  Optional text value.
- `patient_first` — Patient First (text)
  Optional text value.
- `patient_last` — Patient Last (text)
  Optional text value.
- `patient_dob` — Patient Dob (date)
  Optional date in YYYY-MM-DD format.
- `capture_elig_pdf` — Capture Elig Pdf (boolean)
  Optional true-or-false value.
- `show_elig_pdf_in_inbox` — Show Elig Pdf In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`
- `ecw_patient_address` — Ecw Patient Address (text)
  Optional text value.
- `ecw_patient_name` — Ecw Patient Name (text)
  Optional text value.
- `ecw_patient_city` — Ecw Patient City (text)
  Optional text value.
- `ecw_patient_zip` — Ecw Patient Zip (text)
  Optional text value.

## Outputs

- `success` — Success
- `eligibility_active` — Eligibility Active
- `member_id` — Member Id
- `mbrno` — Mbrno
- `coverage_details` — Coverage Details
- `elig_pdf_path` — Elig Pdf Path
- `eligibility_pdf_document_id` — Eligibility Pdf Document Id
- `identity_mismatch` — Identity Mismatch
- `identity_mismatch_reason` — Identity Mismatch Reason
- `failure_category` — Failure Category
- `company` — Company
- `line_of_business` — Line Of Business
- `referral_network` — Referral Network
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "member_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_dob": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_last": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_first": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ecw_patient_zip": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "capture_elig_pdf": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "ecw_patient_city": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ecw_patient_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ecw_patient_address": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "show_elig_pdf_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "mbrno": {},
    "company": {},
    "success": {},
    "member_id": {},
    "elig_pdf_path": {},
    "coverage_details": {},
    "failure_category": {},
    "line_of_business": {},
    "referral_network": {},
    "identity_mismatch": {},
    "eligibility_active": {},
    "identity_mismatch_reason": {},
    "eligibility_pdf_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Process F/U Authorization

> Perform Process F/U Authorization through Regal/Lakeside.

Source: [https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_process_fu_auth](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_process_fu_auth)

Integration: [Regal/Lakeside](https://genhealth.ai/docs/workflows/integrations/regal-lakeside.md)

- Handler: `regal_process_fu_auth`

- Connection type: `regal_lakeside`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Regal/Lakeside",
  "params": {
    "grpid": "RHNC",
    "ipacd": "RMG",
    "plntp": "1",
    "from_zipcode": "91406",
    "patient_site": "RMG401",
    "show_auth_pdf_in_inbox": false,
    "flagged_procedure_override_cpts": [
      "93000"
    ]
  },
  "handler": "regal_process_fu_auth"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `mbrno` — Mbrno (text, required)
  Required text value.
- `visit_type` — Visit Type (text, required)
  Required text value.
- `visit_types` — Visit Types (json)
  Optional JSON value.
- `diagnosis_codes` — Diagnosis Codes (json, required)
  Required JSON value.
- `assessment_plan` — Assessment Plan (json)
  Optional JSON value.
- `date_of_service` — Date Of Service (date, required)
  Required date in YYYY-MM-DD format.
- `supervising_provider_name` — Supervising Provider Name (text)
  Optional text value.
- `appointment_provider_name` — Appointment Provider Name (text)
  Optional text value.
- `comments` — Comments (text)
  Optional text value.
- `reason` — Reason (text)
  Optional text value.
- `show_auth_pdf_in_inbox` — Show Auth Pdf In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`
- `ecw_patient_id` — Ecw Patient Id (text)
  Optional text value.
- `fallback_provider_name` — Fallback Provider Name (text)
  Optional text value.
- `from_zipcode` — From Zipcode (text)
  Optional text value.
  Default: `"91406"`
- `grpid` — Grpid (text)
  Optional text value.
  Default: `"RHNC"`
- `ipacd` — Ipacd (text)
  Optional text value.
  Default: `"RMG"`
- `patient_site` — Patient Site (text)
  Optional text value.
  Default: `"RMG401"`
- `plntp` — Plntp (text)
  Optional text value.
  Default: `"1"`
- `flagged_procedure_override_cpts` — Flagged Procedure Override Cpts (json)
  Optional JSON value.
  Default: `["93000"]`

## Outputs

- `success` — Success
- `flagged_procedure_override` — Flagged Procedure Override
- `auth_number` — Auth Number
- `auth_status` — Auth Status
- `auth_ukey` — Auth Ukey
- `validity_end_date` — Validity End Date
- `auth_start_date` — Auth Start Date
- `procedure_codes` — Procedure Codes
- `auth_pdf_path` — Auth Pdf Path
- `auth_pdf_document_id` — Auth Pdf Document Id
- `reused_existing` — Reused Existing
- `resolved_provider_last_name` — Resolved Provider Last Name
- `supplemental_auth_pdf_document_id` — Supplemental Auth Pdf Document Id
- `supplemental_procedure_codes` — Supplemental Procedure Codes
- `supplemental_submission_error` — Supplemental Submission Error
- `failure_reason` — Failure Reason
- `failure_category` — Failure Category
- `human_review_reason` — Human Review Reason
- `diagnosis_undetermined_studies` — Diagnosis Undetermined Studies
- `diagnosis_primary_undetermined` — Diagnosis Primary Undetermined
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "mbrno",
    "visit_type",
    "diagnosis_codes",
    "date_of_service"
  ],
  "properties": {
    "grpid": {
      "type": "string",
      "default": "RHNC",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ipacd": {
      "type": "string",
      "default": "RMG",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "mbrno": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "plntp": {
      "type": "string",
      "default": "1",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "reason": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "comments": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "visit_type": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "visit_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "from_zipcode": {
      "type": "string",
      "default": "91406",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_site": {
      "type": "string",
      "default": "RMG401",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "ecw_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "assessment_plan": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "date_of_service": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "diagnosis_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "fallback_provider_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "show_auth_pdf_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "appointment_provider_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "supervising_provider_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "flagged_procedure_override_cpts": {
      "default": [
        "93000"
      ],
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "auth_ukey": {},
    "auth_number": {},
    "auth_status": {},
    "auth_pdf_path": {},
    "failure_reason": {},
    "auth_start_date": {},
    "procedure_codes": {},
    "reused_existing": {},
    "failure_category": {},
    "validity_end_date": {},
    "human_review_reason": {},
    "auth_pdf_document_id": {},
    "flagged_procedure_override": {},
    "resolved_provider_last_name": {},
    "supplemental_procedure_codes": {},
    "supplemental_submission_error": {},
    "diagnosis_primary_undetermined": {},
    "diagnosis_undetermined_studies": {},
    "supplemental_auth_pdf_document_id": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Insurance (Capitation Match)

> Perform Resolve Insurance (Capitation Match) through Regal/Lakeside.

Source: [https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_resolve_insurance](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_resolve_insurance)

Integration: [Regal/Lakeside](https://genhealth.ai/docs/workflows/integrations/regal-lakeside.md)

- Handler: `regal_resolve_insurance`

- Connection type: `regal_lakeside`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Regal/Lakeside",
  "params": {},
  "handler": "regal_resolve_insurance"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `company` — Company (text, required)
  Required text value.
- `line_of_business` — Line Of Business (text)
  Optional text value.
- `referral_network` — Referral Network (text)
  Optional text value.
- `patient_id` — Patient Id (text, required)
  Required text value.
- `date_of_service` — Date Of Service (date, required)
  Required date in YYYY-MM-DD format.
- `member_id` — Member Id (text)
  Optional text value.
- `visit_type` — Visit Type (text)
  Optional text value.
- `visit_types` — Visit Types (json)
  Optional JSON value.
- `portal` — Portal (text)
  Optional text value.

## Outputs

- `success` — Success
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "company",
    "patient_id",
    "date_of_service"
  ],
  "properties": {
    "portal": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "company": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "member_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "visit_type": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "visit_types": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "date_of_service": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "line_of_business": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "referral_network": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Submit Authorization

> Perform Submit Authorization through Regal/Lakeside.

Source: [https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_lakeside_submit_authorization](https://genhealth.ai/docs/workflows/integrations/regal-lakeside/regal_lakeside_submit_authorization)

Integration: [Regal/Lakeside](https://genhealth.ai/docs/workflows/integrations/regal-lakeside.md)

- Handler: `regal_lakeside_submit_authorization`

- Connection type: `regal_lakeside`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Regal/Lakeside",
  "params": {},
  "handler": "regal_lakeside_submit_authorization"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `mbrno` — Mbrno (text, required)
  Required text value.
- `referring_provider_id` — Referring Provider Id (text, required)
  Required text value.
- `referred_to_provider_id` — Referred To Provider Id (text, required)
  Required text value.
- `diagnosis_codes` — Diagnosis Codes (json, required)
  Required JSON value.
- `procedure_codes` — Procedure Codes (json, required)
  Required JSON value.
- `place_of_service` — Place Of Service (text, required)
  Required text value.
- `visits_allowed` — Visits Allowed (number, required)
  Required numeric value.
- `date_of_service` — Date Of Service (date, required)
  Required date in YYYY-MM-DD format.
- `comments` — Comments (text)
  Optional text value.

## Outputs

- `success` — Success
- `auth_number` — Auth Number
- `auth_status` — Auth Status
- `auth_ukey` — Auth Ukey
- `validity_end_date` — Validity End Date
- `failure_reason` — Failure Reason
- `failure_category` — Failure Category
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "mbrno",
    "referring_provider_id",
    "referred_to_provider_id",
    "diagnosis_codes",
    "procedure_codes",
    "place_of_service",
    "visits_allowed",
    "date_of_service"
  ],
  "properties": {
    "mbrno": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "comments": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "visits_allowed": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "date_of_service": {
      "type": "string",
      "format": "date",
      "description": "Required date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "diagnosis_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "procedure_codes": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "place_of_service": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "referring_provider_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "referred_to_provider_id": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "auth_ukey": {},
    "auth_number": {},
    "auth_status": {},
    "failure_reason": {},
    "failure_category": {},
    "validity_end_date": {}
  },
  "additionalProperties": true
}
```

---

# RingCentral integration

> Build workflow automations with 2 public RingCentral actions.

Source: [https://genhealth.ai/docs/workflows/integrations/ring-central](https://genhealth.ai/docs/workflows/integrations/ring-central)

## Available actions

2 actions. Connection types: ringcentral.

### [Download Fax (RingCentral)](https://genhealth.ai/docs/workflows/integrations/ring-central/download_ringcentral_fax.md)

- Handler: `download_ringcentral_fax`
- Connection type: `ringcentral`
- External effect: `write`
- Inputs: `message_id`, `attachment_id`, `dry_run`
- Outputs: `success`, `doc_id`, `message_id`, `skipped`, `reason`, `dry_run`, `sha256`, `size`, `error`

Perform Download Fax (RingCentral) through RingCentral.

### [List Faxes (RingCentral)](https://genhealth.ai/docs/workflows/integrations/ring-central/list_ringcentral_faxes.md)

- Handler: `list_ringcentral_faxes`
- Connection type: `ringcentral`
- External effect: `write`
- Inputs: `days_back`, `from_number`, `limit`
- Outputs: `success`, `faxes`, `count`, `error`

Perform List Faxes (RingCentral) through RingCentral.

---

# Download Fax (RingCentral)

> Perform Download Fax (RingCentral) through RingCentral.

Source: [https://genhealth.ai/docs/workflows/integrations/ring-central/download_ringcentral_fax](https://genhealth.ai/docs/workflows/integrations/ring-central/download_ringcentral_fax)

Integration: [RingCentral](https://genhealth.ai/docs/workflows/integrations/ring-central.md)

- Handler: `download_ringcentral_fax`

- Connection type: `ringcentral`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "RingCentral",
  "params": {
    "dry_run": false
  },
  "handler": "download_ringcentral_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `message_id` — Message Id (expression)
  Optional literal value or workflow expression.
- `attachment_id` — Attachment Id (expression)
  Optional literal value or workflow expression.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `doc_id` — Doc Id
- `message_id` — Message Id
- `skipped` — Skipped
- `reason` — Reason
- `dry_run` — Dry Run
- `sha256` — Sha256
- `size` — Size
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "message_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "attachment_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "doc_id": {},
    "reason": {},
    "sha256": {},
    "dry_run": {},
    "skipped": {},
    "success": {},
    "message_id": {}
  },
  "additionalProperties": true
}
```

---

# List Faxes (RingCentral)

> Perform List Faxes (RingCentral) through RingCentral.

Source: [https://genhealth.ai/docs/workflows/integrations/ring-central/list_ringcentral_faxes](https://genhealth.ai/docs/workflows/integrations/ring-central/list_ringcentral_faxes)

Integration: [RingCentral](https://genhealth.ai/docs/workflows/integrations/ring-central.md)

- Handler: `list_ringcentral_faxes`

- Connection type: `ringcentral`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "RingCentral",
  "params": {
    "days_back": 90
  },
  "handler": "list_ringcentral_faxes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `days_back` — Days Back (number)
  Optional numeric value.
  Default: `90`
- `from_number` — From Number (text)
  Optional text value.
- `limit` — Limit (number)
  Optional numeric value.

## Outputs

- `success` — Success
- `faxes` — Faxes
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "days_back": {
      "type": "number",
      "default": 90,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "from_number": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "faxes": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# RiverSpring / ElderServe integration

> Build workflow automations with 1 public RiverSpring / ElderServe action.

Source: [https://genhealth.ai/docs/workflows/integrations/river-spring-elder-serve](https://genhealth.ai/docs/workflows/integrations/river-spring-elder-serve)

## Available actions

1 action. Connection types: riverspring.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/river-spring-elder-serve/riverspring_check_eligibility.md)

- Handler: `riverspring_check_eligibility`
- Connection type: `riverspring`
- External effect: `write`
- Inputs: `patient_id`, `document_id`, `insurance_policy_id`, `timeout_seconds`
- Outputs: `success`, `benefit_verified`, `status`, `details`, `elig_s3_path`, `insurance_policy_id`, `eligibility`, `error`

Perform Check Eligibility through RiverSpring / ElderServe.

---

# Check Eligibility

> Perform Check Eligibility through RiverSpring / ElderServe.

Source: [https://genhealth.ai/docs/workflows/integrations/river-spring-elder-serve/riverspring_check_eligibility](https://genhealth.ai/docs/workflows/integrations/river-spring-elder-serve/riverspring_check_eligibility)

Integration: [RiverSpring / ElderServe](https://genhealth.ai/docs/workflows/integrations/river-spring-elder-serve.md)

- Handler: `riverspring_check_eligibility`

- Connection type: `riverspring`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "RiverSpring / ElderServe",
  "params": {
    "timeout_seconds": 300
  },
  "handler": "riverspring_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `patient_id` — Patient Id (expression)
  Optional literal value or workflow expression.
- `document_id` — Document Id (expression)
  Optional literal value or workflow expression.
- `insurance_policy_id` — Insurance Policy Id (expression)
  Optional literal value or workflow expression.
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `300`

## Outputs

- `success` — Success
- `benefit_verified` — Benefit Verified
- `status` — Status
- `details` — Details
- `elig_s3_path` — Elig S3 Path
- `insurance_policy_id` — Insurance Policy Id
- `eligibility` — Eligibility
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "patient_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 300,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "insurance_policy_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "details": {},
    "success": {},
    "eligibility": {},
    "elig_s3_path": {},
    "benefit_verified": {},
    "insurance_policy_id": {}
  },
  "additionalProperties": true
}
```

---

# SharePoint integration

> Build workflow automations with 3 public SharePoint actions.

Source: [https://genhealth.ai/docs/workflows/integrations/share-point](https://genhealth.ai/docs/workflows/integrations/share-point)

## Available actions

3 actions. Connection types: sharepoint.

### [Batch Update Cells](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_batch_update_cells.md)

- Handler: `sharepoint_excel_batch_update_cells`
- Connection type: `sharepoint`
- External effect: `write`
- Inputs: `workbook_url`, `worksheet_name`, `header_row`, `headers`, `row_updates`, `fail_on_partial`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `workbook`, `row_update_count`, `updated_cells`, `failed_cells`, `failure_codes`, `error`, `error_message`

Perform Batch Update Cells through SharePoint.

### [Get Rows](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_get_rows.md)

- Handler: `sharepoint_excel_get_rows`
- Connection type: `sharepoint`
- External effect: `write`
- Inputs: `workbook_url`, `worksheet_name`, `header_row`, `max_rows`, `filter_column`, `filter_value`, `skip_empty_rows`
- Outputs: `success`, `workbook`, `worksheet`, `headers`, `rows`, `row_count`, `first_column_index`, `truncated`, `error`, `error_message`

Perform Get Rows through SharePoint.

### [Update Cells](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_update_cells.md)

- Handler: `sharepoint_excel_update_cells`
- Connection type: `sharepoint`
- External effect: `write`
- Inputs: `workbook_url`, `worksheet_name`, `header_row`, `headers`, `row_number`, `updates`, `write_enabled`
- Outputs: `success`, `submitted`, `write_skipped`, `skip_reason`, `workbook`, `row_number`, `updated_cells`, `error`, `error_message`

Perform Update Cells through SharePoint.

---

# Batch Update Cells

> Perform Batch Update Cells through SharePoint.

Source: [https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_batch_update_cells](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_batch_update_cells)

Integration: [SharePoint](https://genhealth.ai/docs/workflows/integrations/share-point.md)

- Handler: `sharepoint_excel_batch_update_cells`

- Connection type: `sharepoint`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "SharePoint",
  "params": {
    "header_row": 1,
    "write_enabled": false,
    "fail_on_partial": true
  },
  "handler": "sharepoint_excel_batch_update_cells"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workbook_url` — Workbook Url (expression, required)
  Required literal value or workflow expression.
- `worksheet_name` — Worksheet Name (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `header_row` — Header Row (number)
  Optional numeric value.
  Default: `1`
- `headers` — Headers (expression)
  Optional literal value or workflow expression.
- `row_updates` — Row Updates (json, required)
  Required JSON value.
- `fail_on_partial` — Fail On Partial (boolean)
  Optional true-or-false value.
  Default: `true`
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `workbook` — Workbook
- `row_update_count` — Row Update Count
- `updated_cells` — Updated Cells
- `failed_cells` — Failed Cells
- `failure_codes` — Failure Codes
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workbook_url",
    "worksheet_name",
    "row_updates"
  ],
  "properties": {
    "headers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "header_row": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "row_updates": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "workbook_url": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "worksheet_name": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "fail_on_partial": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "workbook": {},
    "submitted": {},
    "skip_reason": {},
    "failed_cells": {},
    "error_message": {},
    "failure_codes": {},
    "updated_cells": {},
    "write_skipped": {},
    "row_update_count": {}
  },
  "additionalProperties": true
}
```

---

# Get Rows

> Perform Get Rows through SharePoint.

Source: [https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_get_rows](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_get_rows)

Integration: [SharePoint](https://genhealth.ai/docs/workflows/integrations/share-point.md)

- Handler: `sharepoint_excel_get_rows`

- Connection type: `sharepoint`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "SharePoint",
  "params": {
    "max_rows": 1000,
    "header_row": 1,
    "skip_empty_rows": true
  },
  "handler": "sharepoint_excel_get_rows"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workbook_url` — Workbook Url (expression, required)
  Required literal value or workflow expression.
- `worksheet_name` — Worksheet Name (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `header_row` — Header Row (number)
  Optional numeric value.
  Default: `1`
- `max_rows` — Max Rows (number)
  Optional numeric value.
  Default: `1000`
- `filter_column` — Filter Column (expression)
  Optional literal value or workflow expression.
- `filter_value` — Filter Value (expression)
  Optional literal value or workflow expression.
- `skip_empty_rows` — Skip Empty Rows (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `workbook` — Workbook
- `worksheet` — Worksheet
- `headers` — Headers
- `rows` — Rows
- `row_count` — Row Count
- `first_column_index` — First Column Index
- `truncated` — Truncated
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workbook_url",
    "worksheet_name"
  ],
  "properties": {
    "max_rows": {
      "type": "number",
      "default": 1000,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "header_row": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "filter_value": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "workbook_url": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "filter_column": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "worksheet_name": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "skip_empty_rows": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "rows": {},
    "error": {},
    "headers": {},
    "success": {},
    "workbook": {},
    "row_count": {},
    "truncated": {},
    "worksheet": {},
    "error_message": {},
    "first_column_index": {}
  },
  "additionalProperties": true
}
```

---

# Update Cells

> Perform Update Cells through SharePoint.

Source: [https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_update_cells](https://genhealth.ai/docs/workflows/integrations/share-point/sharepoint_excel_update_cells)

Integration: [SharePoint](https://genhealth.ai/docs/workflows/integrations/share-point.md)

- Handler: `sharepoint_excel_update_cells`

- Connection type: `sharepoint`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "SharePoint",
  "params": {
    "header_row": 1,
    "write_enabled": false
  },
  "handler": "sharepoint_excel_update_cells"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `workbook_url` — Workbook Url (expression, required)
  Required literal value or workflow expression.
- `worksheet_name` — Worksheet Name (select, required, dynamic options)
  Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
- `header_row` — Header Row (number)
  Optional numeric value.
  Default: `1`
- `headers` — Headers (expression)
  Optional literal value or workflow expression.
- `row_number` — Row Number (expression, required)
  Required literal value or workflow expression.
- `updates` — Updates (repeatable_group, required)
  Required list of structured items.
  - `column` — Column (expression, required)
    Required literal value or workflow expression.
  - `value` — Value (expression)
    Optional literal value or workflow expression.
- `write_enabled` — Write Enabled (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `submitted` — Submitted
- `write_skipped` — Write Skipped
- `skip_reason` — Skip Reason
- `workbook` — Workbook
- `row_number` — Row Number
- `updated_cells` — Updated Cells
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "workbook_url",
    "worksheet_name",
    "row_number",
    "updates"
  ],
  "properties": {
    "headers": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "updates": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "column"
        ],
        "properties": {
          "value": {
            "description": "Optional literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          },
          "column": {
            "description": "Required literal value or workflow expression.",
            "x-workflow-field-type": "expression"
          }
        },
        "additionalProperties": false
      },
      "description": "Required list of structured items.",
      "x-workflow-field-type": "repeatable_group"
    },
    "header_row": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "row_number": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "workbook_url": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "worksheet_name": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "workbook": {},
    "submitted": {},
    "row_number": {},
    "skip_reason": {},
    "error_message": {},
    "updated_cells": {},
    "write_skipped": {}
  },
  "additionalProperties": true
}
```

---

# Stedi integration

> Build workflow automations with 3 public Stedi actions.

Source: [https://genhealth.ai/docs/workflows/integrations/stedi](https://genhealth.ai/docs/workflows/integrations/stedi)

## Available actions

3 actions. Connection types: stedi.

### [Check Eligibility (270/271)](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_check_eligibility.md)

- Handler: `stedi_check_eligibility`
- Connection type: `stedi`
- External effect: `write`
- Inputs: `enabled`, `payer_id`, `member_id`, `first_name`, `last_name`, `date_of_birth`, `dependent_first_name`, `dependent_last_name`, `dependent_date_of_birth`, `dependent_gender`, `dependent_ssn`, `dependent_group_number`, `dependent_address1`, `dependent_city`, `dependent_state`, `dependent_postal_code`, `provider_npi`, `provider_organization_name`, `service_start_date`, `service_end_date`, `service_type_codes`, `skip_reason`
- Outputs: `success`, `status`, `stedi_status`, `eligibility_check_id`, `warning_count`, `warnings`, `is_eligible`, `payer_name`, `payer_id`, `trading_partner_service_id`, `plan_name`, `plan_number`, `group_number`, `plan_coverage_start`, `plan_coverage_end`, `coverage_start`, `coverage_end`, `insurance_types`, `plan_coverage_descriptions`, `benefit_codes`, `related_entities`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Check Eligibility (270/271) through Stedi.

### [Get Insurance Discovery Results](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_get_insurance_discovery_results.md)

- Handler: `stedi_get_insurance_discovery_results`
- Connection type: `stedi`
- External effect: `read`
- Inputs: `enabled`, `discovery_id`, `first_name`, `last_name`, `date_of_birth`, `gender`, `ssn`, `address1`, `city`, `state`, `postal_code`, `skip_reason`
- Outputs: `success`, `status`, `discovery_status`, `discovery_id`, `coverages_found`, `coverages`, `requires_identity_review`, `top_payer_name`, `top_payer_id`, `top_member_id`, `warning_count`, `warnings`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Get Insurance Discovery Results through Stedi.

### [Insurance Discovery](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_insurance_discovery.md)

- Handler: `stedi_insurance_discovery`
- Connection type: `stedi`
- External effect: `write`
- Inputs: `enabled`, `first_name`, `last_name`, `date_of_birth`, `gender`, `ssn`, `address1`, `city`, `state`, `postal_code`, `provider_npi`, `service_start_date`, `service_end_date`, `skip_reason`
- Outputs: `success`, `status`, `discovery_status`, `discovery_id`, `coverages_found`, `coverages`, `requires_identity_review`, `top_payer_name`, `top_payer_id`, `top_member_id`, `warning_count`, `warnings`, `payer_errors`, `retryable`, `error`, `skipped`, `skip_reason`

Perform Insurance Discovery through Stedi.

---

# Check Eligibility (270/271)

> Perform Check Eligibility (270/271) through Stedi.

Source: [https://genhealth.ai/docs/workflows/integrations/stedi/stedi_check_eligibility](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_check_eligibility)

Integration: [Stedi](https://genhealth.ai/docs/workflows/integrations/stedi.md)

- Handler: `stedi_check_eligibility`

- Connection type: `stedi`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Stedi",
  "params": {
    "enabled": true
  },
  "handler": "stedi_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `payer_id` — Payer Id (expression, required)
  Required literal value or workflow expression.
- `member_id` — Member Id (expression)
  Optional literal value or workflow expression.
- `first_name` — First Name (expression)
  Optional literal value or workflow expression.
- `last_name` — Last Name (expression)
  Optional literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression)
  Optional literal value or workflow expression.
- `dependent_first_name` — Dependent First Name (expression)
  Optional literal value or workflow expression.
- `dependent_last_name` — Dependent Last Name (expression)
  Optional literal value or workflow expression.
- `dependent_date_of_birth` — Dependent Date Of Birth (expression)
  Optional literal value or workflow expression.
- `dependent_gender` — Dependent Gender (expression)
  Optional literal value or workflow expression.
- `dependent_ssn` — Dependent Ssn (expression)
  Optional literal value or workflow expression.
- `dependent_group_number` — Dependent Group Number (expression)
  Optional literal value or workflow expression.
- `dependent_address1` — Dependent Address1 (expression)
  Optional literal value or workflow expression.
- `dependent_city` — Dependent City (expression)
  Optional literal value or workflow expression.
- `dependent_state` — Dependent State (expression)
  Optional literal value or workflow expression.
- `dependent_postal_code` — Dependent Postal Code (expression)
  Optional literal value or workflow expression.
- `provider_npi` — Provider Npi (expression)
  Optional literal value or workflow expression.
- `provider_organization_name` — Provider Organization Name (expression)
  Optional literal value or workflow expression.
- `service_start_date` — Service Start Date (expression)
  Optional literal value or workflow expression.
- `service_end_date` — Service End Date (expression)
  Optional literal value or workflow expression.
- `service_type_codes` — Service Type Codes (expression)
  Optional literal value or workflow expression.
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `stedi_status` — Stedi Status
- `eligibility_check_id` — Eligibility Check Id
- `warning_count` — Warning Count
- `warnings` — Warnings
- `is_eligible` — Is Eligible
- `payer_name` — Payer Name
- `payer_id` — Payer Id
- `trading_partner_service_id` — Trading Partner Service Id
- `plan_name` — Plan Name
- `plan_number` — Plan Number
- `group_number` — Group Number
- `plan_coverage_start` — Plan Coverage Start
- `plan_coverage_end` — Plan Coverage End
- `coverage_start` — Coverage Start
- `coverage_end` — Coverage End
- `insurance_types` — Insurance Types
- `plan_coverage_descriptions` — Plan Coverage Descriptions
- `benefit_codes` — Benefit Codes
- `related_entities` — Related Entities
- `payer_errors` — Payer Errors
- `retryable` — Retryable
- `error` — Error
- `skipped` — Skipped
- `skip_reason` — Skip Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "payer_id"
  ],
  "properties": {
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "payer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_ssn": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_gender": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_end_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_address1": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_start_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_type_codes": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_postal_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_group_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "dependent_date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_organization_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "skipped": {},
    "success": {},
    "payer_id": {},
    "warnings": {},
    "plan_name": {},
    "retryable": {},
    "payer_name": {},
    "is_eligible": {},
    "plan_number": {},
    "skip_reason": {},
    "coverage_end": {},
    "group_number": {},
    "payer_errors": {},
    "stedi_status": {},
    "benefit_codes": {},
    "warning_count": {},
    "coverage_start": {},
    "insurance_types": {},
    "related_entities": {},
    "plan_coverage_end": {},
    "plan_coverage_start": {},
    "eligibility_check_id": {},
    "plan_coverage_descriptions": {},
    "trading_partner_service_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Insurance Discovery Results

> Perform Get Insurance Discovery Results through Stedi.

Source: [https://genhealth.ai/docs/workflows/integrations/stedi/stedi_get_insurance_discovery_results](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_get_insurance_discovery_results)

Integration: [Stedi](https://genhealth.ai/docs/workflows/integrations/stedi.md)

- Handler: `stedi_get_insurance_discovery_results`

- Connection type: `stedi`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Stedi",
  "params": {
    "enabled": true
  },
  "handler": "stedi_get_insurance_discovery_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `discovery_id` — Discovery Id (expression, required)
  Required literal value or workflow expression.
- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression, required)
  Required literal value or workflow expression.
- `gender` — Gender (expression)
  Optional literal value or workflow expression.
- `ssn` — Ssn (expression)
  Optional literal value or workflow expression.
- `address1` — Address1 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `postal_code` — Postal Code (expression)
  Optional literal value or workflow expression.
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `discovery_status` — Discovery Status
- `discovery_id` — Discovery Id
- `coverages_found` — Coverages Found
- `coverages` — Coverages
- `requires_identity_review` — Requires Identity Review
- `top_payer_name` — Top Payer Name
- `top_payer_id` — Top Payer Id
- `top_member_id` — Top Member Id
- `warning_count` — Warning Count
- `warnings` — Warnings
- `payer_errors` — Payer Errors
- `retryable` — Retryable
- `error` — Error
- `skipped` — Skipped
- `skip_reason` — Skip Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "discovery_id",
    "first_name",
    "last_name",
    "date_of_birth"
  ],
  "properties": {
    "ssn": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "gender": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "address1": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "postal_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "discovery_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "skipped": {},
    "success": {},
    "warnings": {},
    "coverages": {},
    "retryable": {},
    "skip_reason": {},
    "discovery_id": {},
    "payer_errors": {},
    "top_payer_id": {},
    "top_member_id": {},
    "warning_count": {},
    "top_payer_name": {},
    "coverages_found": {},
    "discovery_status": {},
    "requires_identity_review": {}
  },
  "additionalProperties": true
}
```

---

# Insurance Discovery

> Perform Insurance Discovery through Stedi.

Source: [https://genhealth.ai/docs/workflows/integrations/stedi/stedi_insurance_discovery](https://genhealth.ai/docs/workflows/integrations/stedi/stedi_insurance_discovery)

Integration: [Stedi](https://genhealth.ai/docs/workflows/integrations/stedi.md)

- Handler: `stedi_insurance_discovery`

- Connection type: `stedi`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Stedi",
  "params": {
    "enabled": true
  },
  "handler": "stedi_insurance_discovery"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `enabled` — Enabled (boolean)
  Optional true-or-false value.
  Default: `true`
- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression, required)
  Required literal value or workflow expression.
- `gender` — Gender (expression)
  Optional literal value or workflow expression.
- `ssn` — Ssn (expression)
  Optional literal value or workflow expression.
- `address1` — Address1 (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `postal_code` — Postal Code (expression)
  Optional literal value or workflow expression.
- `provider_npi` — Provider Npi (expression)
  Optional literal value or workflow expression.
- `service_start_date` — Service Start Date (expression)
  Optional literal value or workflow expression.
- `service_end_date` — Service End Date (expression)
  Optional literal value or workflow expression.
- `skip_reason` — Skip Reason (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `discovery_status` — Discovery Status
- `discovery_id` — Discovery Id
- `coverages_found` — Coverages Found
- `coverages` — Coverages
- `requires_identity_review` — Requires Identity Review
- `top_payer_name` — Top Payer Name
- `top_payer_id` — Top Payer Id
- `top_member_id` — Top Member Id
- `warning_count` — Warning Count
- `warnings` — Warnings
- `payer_errors` — Payer Errors
- `retryable` — Retryable
- `error` — Error
- `skipped` — Skipped
- `skip_reason` — Skip Reason

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "first_name",
    "last_name",
    "date_of_birth"
  ],
  "properties": {
    "ssn": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "gender": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "address1": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "postal_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skip_reason": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_npi": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_end_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_start_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "skipped": {},
    "success": {},
    "warnings": {},
    "coverages": {},
    "retryable": {},
    "skip_reason": {},
    "discovery_id": {},
    "payer_errors": {},
    "top_payer_id": {},
    "top_member_id": {},
    "warning_count": {},
    "top_payer_name": {},
    "coverages_found": {},
    "discovery_status": {},
    "requires_identity_review": {}
  },
  "additionalProperties": true
}
```

---

# Tellescope integration

> Build workflow automations with 8 public Tellescope actions.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope)

## Available actions

8 actions. Connection types: tellescope.

### [Add Fax Tags (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/add_tellescope_fax_tags.md)

- Handler: `add_tellescope_fax_tags`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `fax_log_id`, `tags`
- Outputs: `success`, `fax_log_id`, `tags`, `error`

Perform Add Fax Tags (Tellescope) through Tellescope.

### [Download Fax (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/download_tellescope_fax.md)

- Handler: `download_tellescope_fax`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `file_id`
- Outputs: `success`, `doc_id`, `file_id`, `skipped`, `filename`, `error`

Perform Download Fax (Tellescope) through Tellescope.

### [Find or Create Patient (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/find_or_create_tellescope_patient.md)

- Handler: `find_or_create_tellescope_patient`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `date_of_birth`, `email`, `phone`, `gender`, `external_id`, `address_line_one`, `address_line_two`, `city`, `state`, `zip_code`, `intake_source_field_name`, `intake_source`
- Outputs: `success`, `patient_id`, `created`, `already_exists`, `address_updated`, `intake_source_set`, `error`

Perform Find or Create Patient (Tellescope) through Tellescope.

### [Get New Faxes (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/get_new_tellescope_faxes.md)

- Handler: `get_new_tellescope_faxes`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `limit`, `lookback_hours`

Perform Get New Faxes (Tellescope) through Tellescope.

### [List Faxes (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/list_tellescope_faxes.md)

- Handler: `list_tellescope_faxes`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `limit`, `lookback_hours`, `exclude_tagged`
- Outputs: `faxes`, `count`, `error`

Perform List Faxes (Tellescope) through Tellescope.

### [List Files (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/list_tellescope_files.md)

- Handler: `list_tellescope_files`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `limit`, `filter_json`, `sort_by`
- Outputs: `files`, `count`, `error`

Perform List Files (Tellescope) through Tellescope.

### [List Intake Sources](https://genhealth.ai/docs/workflows/integrations/tellescope/tellescope_list_intake_sources.md)

- Handler: `tellescope_list_intake_sources`
- Connection type: `tellescope`
- External effect: `read`
- Inputs: `intake_source_field_name`
- Outputs: `success`, `values`, `count`, `error`

Perform List Intake Sources through Tellescope.

### [Set Fax Tags (Tellescope)](https://genhealth.ai/docs/workflows/integrations/tellescope/set_tellescope_fax_tags.md)

- Handler: `set_tellescope_fax_tags`
- Connection type: `tellescope`
- External effect: `write`
- Inputs: `fax_log_id`, `tags`
- Outputs: `success`, `fax_log_id`, `tags`, `error`

Perform Set Fax Tags (Tellescope) through Tellescope.

---

# Add Fax Tags (Tellescope)

> Perform Add Fax Tags (Tellescope) through Tellescope.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope/add_tellescope_fax_tags](https://genhealth.ai/docs/workflows/integrations/tellescope/add_tellescope_fax_tags)

Integration: [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

- Handler: `add_tellescope_fax_tags`

- Connection type: `tellescope`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tellescope",
  "params": {},
  "handler": "add_tellescope_fax_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_log_id` — Fax Log Id (expression, required)
  Required literal value or workflow expression.
- `tags` — Tags (text, required)
  Required text value.

## Outputs

- `success` — Success
- `fax_log_id` — Fax Log Id
- `tags` — Tags
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "fax_log_id",
    "tags"
  ],
  "properties": {
    "tags": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "fax_log_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "error": {},
    "success": {},
    "fax_log_id": {}
  },
  "additionalProperties": true
}
```

---

# Download Fax (Tellescope)

> Perform Download Fax (Tellescope) through Tellescope.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope/download_tellescope_fax](https://genhealth.ai/docs/workflows/integrations/tellescope/download_tellescope_fax)

Integration: [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

- Handler: `download_tellescope_fax`

- Connection type: `tellescope`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tellescope",
  "params": {},
  "handler": "download_tellescope_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `file_id` — File Id (text)
  Optional text value.

## Outputs

- `success` — Success
- `doc_id` — Doc Id
- `file_id` — File Id
- `skipped` — Skipped
- `filename` — Filename
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "file_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "doc_id": {},
    "file_id": {},
    "skipped": {},
    "success": {},
    "filename": {}
  },
  "additionalProperties": true
}
```

---

# Find or Create Patient (Tellescope)

> Perform Find or Create Patient (Tellescope) through Tellescope.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope/find_or_create_tellescope_patient](https://genhealth.ai/docs/workflows/integrations/tellescope/find_or_create_tellescope_patient)

Integration: [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

- Handler: `find_or_create_tellescope_patient`

- Connection type: `tellescope`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tellescope",
  "params": {},
  "handler": "find_or_create_tellescope_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression, required)
  Required literal value or workflow expression.
- `email` — Email (expression)
  Optional literal value or workflow expression.
- `phone` — Phone (expression)
  Optional literal value or workflow expression.
- `gender` — Gender (expression)
  Optional literal value or workflow expression.
- `external_id` — External Id (expression)
  Optional literal value or workflow expression.
- `address_line_one` — Address Line One (expression)
  Optional literal value or workflow expression.
- `address_line_two` — Address Line Two (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `zip_code` — Zip Code (expression)
  Optional literal value or workflow expression.
- `intake_source_field_name` — Intake Source Field Name (text)
  Optional text value.
- `intake_source` — Intake Source (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `patient_id` — Patient Id
- `created` — Created
- `already_exists` — Already Exists
- `address_updated` — Address Updated
- `intake_source_set` — Intake Source Set
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "first_name",
    "last_name",
    "date_of_birth"
  ],
  "properties": {
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "gender": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "zip_code": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "external_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "date_of_birth": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "intake_source": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_line_one": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "address_line_two": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "intake_source_field_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "success": {},
    "patient_id": {},
    "already_exists": {},
    "address_updated": {},
    "intake_source_set": {}
  },
  "additionalProperties": true
}
```

---

# Get New Faxes (Tellescope)

> Perform Get New Faxes (Tellescope) through Tellescope.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope/get_new_tellescope_faxes](https://genhealth.ai/docs/workflows/integrations/tellescope/get_new_tellescope_faxes)

Integration: [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

- Handler: `get_new_tellescope_faxes`

- Connection type: `tellescope`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tellescope",
  "params": {
    "limit": "100",
    "lookback_hours": "48"
  },
  "handler": "get_new_tellescope_faxes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `limit` — Limit (number)
  Optional numeric value.
  Default: `"100"`
- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
  Default: `"48"`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "lookback_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# List Faxes (Tellescope)

> Perform List Faxes (Tellescope) through Tellescope.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope/list_tellescope_faxes](https://genhealth.ai/docs/workflows/integrations/tellescope/list_tellescope_faxes)

Integration: [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

- Handler: `list_tellescope_faxes`

- Connection type: `tellescope`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tellescope",
  "params": {
    "limit": "100",
    "exclude_tagged": "false",
    "lookback_hours": "48"
  },
  "handler": "list_tellescope_faxes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `limit` — Limit (number)
  Optional numeric value.
  Default: `"100"`
- `lookback_hours` — Lookback Hours (number)
  Optional numeric value.
  Default: `"48"`
- `exclude_tagged` — Exclude Tagged (boolean)
  Optional true-or-false value.
  Default: `"false"`

## Outputs

- `faxes` — Faxes
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "exclude_tagged": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "lookback_hours": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "faxes": {}
  },
  "additionalProperties": true
}
```

---

# List Files (Tellescope)

> Perform List Files (Tellescope) through Tellescope.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope/list_tellescope_files](https://genhealth.ai/docs/workflows/integrations/tellescope/list_tellescope_files)

Integration: [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

- Handler: `list_tellescope_files`

- Connection type: `tellescope`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tellescope",
  "params": {
    "limit": "100"
  },
  "handler": "list_tellescope_files"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `limit` — Limit (number)
  Optional numeric value.
  Default: `"100"`
- `filter_json` — Filter Json (expression)
  Optional literal value or workflow expression.
- `sort_by` — Sort By (text)
  Optional text value.

## Outputs

- `files` — Files
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sort_by": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "filter_json": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "files": {}
  },
  "additionalProperties": true
}
```

---

# List Intake Sources

> Perform List Intake Sources through Tellescope.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope/tellescope_list_intake_sources](https://genhealth.ai/docs/workflows/integrations/tellescope/tellescope_list_intake_sources)

Integration: [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

- Handler: `tellescope_list_intake_sources`

- Connection type: `tellescope`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tellescope",
  "params": {},
  "handler": "tellescope_list_intake_sources"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `intake_source_field_name` — Intake Source Field Name (text, required)
  Required text value.

## Outputs

- `success` — Success
- `values` — Values
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `read`
- Confirmation recommended: no
- Retry safe: yes
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "intake_source_field_name"
  ],
  "properties": {
    "intake_source_field_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "values": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Set Fax Tags (Tellescope)

> Perform Set Fax Tags (Tellescope) through Tellescope.

Source: [https://genhealth.ai/docs/workflows/integrations/tellescope/set_tellescope_fax_tags](https://genhealth.ai/docs/workflows/integrations/tellescope/set_tellescope_fax_tags)

Integration: [Tellescope](https://genhealth.ai/docs/workflows/integrations/tellescope.md)

- Handler: `set_tellescope_fax_tags`

- Connection type: `tellescope`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tellescope",
  "params": {},
  "handler": "set_tellescope_fax_tags"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_log_id` — Fax Log Id (expression, required)
  Required literal value or workflow expression.
- `tags` — Tags (text, required)
  Required text value.

## Outputs

- `success` — Success
- `fax_log_id` — Fax Log Id
- `tags` — Tags
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "fax_log_id",
    "tags"
  ],
  "properties": {
    "tags": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "fax_log_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "tags": {},
    "error": {},
    "success": {},
    "fax_log_id": {}
  },
  "additionalProperties": true
}
```

---

# Tomorrow Health integration

> Build workflow automations with 27 public Tomorrow Health actions.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health)

## Available actions

27 actions. Connection types: tomorrow_health.

### [Accept Order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_accept_order.md)

- Handler: `tomorrow_health_accept_order`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `estimated_delivery_at`, `line_item_estimated_delivery_at`, `additional_documentation_required`
- Outputs: `success`, `accepted`, `skipped`, `documentation_survey_submitted`, `additional_documentation_required`, `order_id`, `estimated_delivery_at`, `line_item_count`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Accept Order through Tomorrow Health.

### [Build Order Notification Slack Alert](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_build_order_notification_slack_alert.md)

- Handler: `tomorrow_health_build_order_notification_slack_alert`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`, `source_label`
- Outputs: `success`, `should_alert`, `message`, `order_references`, `count`

Perform Build Order Notification Slack Alert through Tomorrow Health.

### [Create Packet Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_create_packet_document.md)

- Handler: `tomorrow_health_create_packet_document`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `order_details`, `raw_order_details`
- Outputs: `success`, `document_id`, `created`, `order_details_changed`, `order_id`, `supplier_id`, `source_document_count`, `page_count`, `document_types`, `error`

Perform Create Packet Document through Tomorrow Health.

### [Download Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_download_document.md)

- Handler: `tomorrow_health_download_document`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `document_id`, `type`, `original_file_name`, `supplier_id`, `is_primary`, `source_position`, `persist_hidden_document`
- Outputs: `success`, `raw_document_id`, `document_id`, `type`, `type_label`, `supplier_id`, `original_file_name`, `created`, `error`

Perform Download Document through Tomorrow Health.

### [Download Order Documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_download_order_documents.md)

- Handler: `tomorrow_health_download_order_documents`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `persist_hidden_document`
- Outputs: `success`, `documents`, `count`, `created_count`, `order_id`, `primary_document_id`, `supplier_id`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `error`

Perform Download Order Documents through Tomorrow Health.

### [Extract Ordering Facility From Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_extract_ordering_facility_from_document.md)

- Handler: `tomorrow_health_extract_ordering_facility_from_document`

- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `facility_name`, `address_1`, `city`, `state`, `postal_code`, `address_source`, `match_address_1`, `match_city`, `match_state`, `match_postal_code`, `match_address_source`, `provider_npi`, `phone`, `fax`, `action_required`, `action_required_message`, `missing_fields`, `error`

Perform Extract Ordering Facility From Document through Tomorrow Health.

### [Filter New Order Documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_new_order_documents.md)

- Handler: `tomorrow_health_filter_new_order_documents`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `documents`, `known_document_ids`, `known_raw_document_ids`, `allow_success_when_all_known`
- Outputs: `success`, `documents`, `document_ids`, `raw_document_ids`, `new_count`, `known_count`, `all_documents_already_uploaded`, `error`

Perform Filter New Order Documents through Tomorrow Health.

### [Filter Notifications For Managed Orders](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_managed_order_notifications.md)

- Handler: `tomorrow_health_filter_managed_order_notifications`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`
- Outputs: `success`, `notifications`, `managed_notifications`, `unmanaged_notifications`, `count`, `managed_count`, `unmanaged_count`, `error`

Perform Filter Notifications For Managed Orders through Tomorrow Health.

### [Filter Order Notifications By Queue](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_order_notifications_by_queue.md)

- Handler: `tomorrow_health_filter_order_notifications_by_queue`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`, `queue`
- Outputs: `success`, `notifications`, `count`, `excluded_count`, `queue`, `statuses`, `error`

Perform Filter Order Notifications By Queue through Tomorrow Health.

### [Get Additional Document Notifications](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_additional_document_notifications.md)

- Handler: `tomorrow_health_get_additional_document_notifications`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `first`, `notification_created_at_or_after`, `max_pages`, `max_notifications`
- Outputs: `success`, `notifications`, `count`, `has_unread_notifications`, `new_notification_count`, `page_info`, `pages_scanned`, `ignored_before_cutoff_count`, `invalid_created_at_count`, `handled_count`, `acknowledged_receipt_count`, `unresolved_count`, `candidate_limit_reached`, `scan_continuation_saved`, `scan_cycle_completed`, `head_scan_performed`, `notification_created_at_or_after`, `error`

Perform Get Additional Document Notifications through Tomorrow Health.

### [Get Order Details](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_details.md)

- Handler: `tomorrow_health_get_order_details`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`
- Outputs: `success`, `order_id`, `friendly_id`, `order_details`, `raw_order_details`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Get Order Details through Tomorrow Health.

### [Get Order Documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_documents.md)

- Handler: `tomorrow_health_get_order_documents`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`
- Outputs: `success`, `documents`, `count`, `order_id`, `primary_document_id`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Get Order Documents through Tomorrow Health.

### [Get Order Notifications](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_notifications.md)

- Handler: `tomorrow_health_get_order_notifications`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `first`
- Outputs: `success`, `notifications`, `count`, `has_unread_notifications`, `new_notification_count`, `page_info`, `error`

Perform Get Order Notifications through Tomorrow Health.

### [List Supplier Orders](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_list_supplier_orders.md)

- Handler: `tomorrow_health_list_supplier_orders`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `queue`, `friendly_id`, `patient_name`, `category_name`, `paginate_all`, `first`, `offset`
- Outputs: `orders`, `count`, `total_count`, `queue`, `statuses`, `applied_filters`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `tomorrow_health_user_id`, `tomorrow_health_user_email`, `tomorrow_health_user_name`

Perform List Supplier Orders through Tomorrow Health.

### [Mark Notification Read](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_mark_notification_read.md)

- Handler: `tomorrow_health_mark_notification_read`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notification`
- Outputs: `success`, `notification_id`, `error`

Perform Mark Notification Read through Tomorrow Health.

### [Match Missing Info Requests](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_match_missing_info_requests.md)

- Handler: `tomorrow_health_match_missing_info_requests`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`
- Outputs: `success`, `matches`, `match`, `ordering_provider_requested`, `facility_requested`, `count`, `notification_count`, `error`, `error_message`

Perform Match Missing Info Requests through Tomorrow Health.

### [Post Missing Info Documentation Request](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_post_missing_info_request.md)

- Handler: `tomorrow_health_post_missing_info_request`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `document_id`, `missing_fields`, `friendly_id`, `patient_key`, `repost`
- Outputs: `success`, `skipped`, `skip_reason`, `order_id`, `document_id`, `comment_id`, `request_count`, `escalation_fields`, `message`, `slack_should_notify`, `slack_message`, `notification_status`, `notification_error`, `error`, `error_message`

Perform Post Missing Info Documentation Request through Tomorrow Health.

### [Prepare Brightree Document Uploads](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_prepare_brightree_document_uploads.md)

- Handler: `tomorrow_health_prepare_brightree_document_uploads`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `source_document_ids`, `raw_document_ids`, `document_type_override`
- Outputs: `success`, `document_id`, `documents`, `document_count`, `skipped_count`, `failed_count`, `error_message`

Perform Prepare Brightree Document Uploads through Tomorrow Health.

### [Prepare Brightree Patient Update Payload](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_prepare_brightree_patient_update_payload.md)

- Handler: `tomorrow_health_prepare_brightree_patient_update_payload`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `requested_fields`
- Outputs: `success`, `document_id`, `patient_id`, `patient_key`, `missing_fields`, `unwritten_requested_fields`, `patient_updates`, `error_message`

Perform Prepare Brightree Patient Update Payload through Tomorrow Health.

### [Record Brightree Document Upload Results](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_record_brightree_document_upload_results.md)

- Handler: `tomorrow_health_record_brightree_document_upload_results`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `upload_results`, `skipped_count`
- Outputs: `success`, `document_id`, `patient_key`, `uploaded_count`, `skipped_count`, `failed_count`, `uploaded_document_ids`, `error_message`

Perform Record Brightree Document Upload Results through Tomorrow Health.

### [Record Order Notification Seen](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_record_order_notification_seen.md)

- Handler: `tomorrow_health_record_order_notification_seen`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notification`
- Outputs: `success`, `notification_id`, `order_reference`

Perform Record Order Notification Seen through Tomorrow Health.

### [Report Intake Outcome](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_report_intake_outcome.md)

- Handler: `tomorrow_health_report_intake_outcome`

- External effect: `write`
- Inputs: `bindings`, `channel`, `dry_run`
- Outputs: `success`, `delivery_status`, `receipt_status`, `notification_error`, `parent_ts`, `reply_ts`, `text`, `reply_text`, `outcome`

Perform Report Intake Outcome through Tomorrow Health.

### [Resolve Missing Info Request](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_resolve_missing_info_request.md)

- Handler: `tomorrow_health_resolve_missing_info_request`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `document_id`, `missing_fields`, `ordering_provider_synced`, `unwritten_fields`, `facility_synced`, `facility_sync_skipped`
- Outputs: `success`, `skipped`, `resolved`, `should_repost`, `order_id`, `document_id`, `escalation_fields`, `message`, `slack_should_notify`, `slack_message`, `notification_status`, `notification_error`, `error`, `error_message`

Perform Resolve Missing Info Request through Tomorrow Health.

### [Resolve Order Notification References](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_resolve_order_notification_references.md)

- Handler: `tomorrow_health_resolve_order_notification_references`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `notifications`
- Outputs: `success`, `notifications`, `resolved_notifications`, `count`, `resolved_count`, `unresolved_count`, `error`

Perform Resolve Order Notification References through Tomorrow Health.

### [Save Patient, Insurance, and Order Details to GenHealth](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_seed_structured_intake_data.md)

- Handler: `tomorrow_health_seed_structured_intake_data`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `document_id`, `order_id`, `order_details`, `raw_order_details`
- Outputs: `success`, `document_id`, `order_id`, `friendly_id`, `patient_id`, `insurance_id`, `provider_id`, `seeded_fields`, `error`

Perform Save Patient, Insurance, and Order Details to GenHealth through Tomorrow Health.

### [Select Payer from Source Documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_select_payer_from_documents.md)

- Handler: `tomorrow_health_select_payer_from_documents`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `tomorrow_health_payer_name`, `proposed_brightree_payer_name`, `proposed_brightree_payer_key`, `document_id`, `document_text`, `action_required_prefix`
- Outputs: `success`, `can_proceed`, `selected_payer_source`, `selected_brightree_payor_key`, `selected_brightree_payor_name`, `relation`, `confidence`, `document_payer_name`, `evidence_source`, `conflict_dimension`, `tomorrow_health_payer_name`, `proposed_brightree_payer_name`, `comment_message`, `selection_error`, `error`

Perform Select Payer from Source Documents through Tomorrow Health.

### [Send Daily Intake Report](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_send_daily_intake_report.md)

- Handler: `tomorrow_health_send_daily_intake_report`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `to`, `cc`, `report_date`, `timezone`, `from_email`, `workflow_name`, `eligibility_workflow_name`, `additional_documents_workflow_name`, `inbound_fax_workflow_name`, `cmn_workflow_name`, `outbound_cmn_workflow_name`, `unassigned_cmn_faxes`, `subject_prefix`, `report_title`, `client_name`, `empty_message`, `supplier_id`, `brightree_tenant`, `brightree_patient_url_template`, `include_carried_cmn_reviews`
- Outputs: `success`, `message_id`, `recipients`, `subject`, `report_date`, `order_count`, `eligibility_count`, `inbound_fax_count`, `inbound_fax_completed_count`, `inbound_fax_review_count`, `inbound_fax_error_count`, `inbound_fax_report_error_count`, `cmn_count`, `cmn_completed_count`, `cmn_review_count`, `cmn_carried_review_count`, `cmn_unassigned_count`, `cmn_snapshot_available`, `html`, `error`

Perform Send Daily Intake Report through Tomorrow Health.

---

# Accept Order

> Perform Accept Order through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_accept_order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_accept_order)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_accept_order`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_accept_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `estimated_delivery_at` — Estimated Delivery At (text)
  Optional text value.
- `line_item_estimated_delivery_at` — Line Item Estimated Delivery At (json)
  Optional JSON value.
- `additional_documentation_required` — Additional Documentation Required (boolean, required)
  Required true-or-false value.

## Outputs

- `success` — Success
- `accepted` — Accepted
- `skipped` — Skipped
- `documentation_survey_submitted` — Documentation Survey Submitted
- `additional_documentation_required` — Additional Documentation Required
- `order_id` — Order Id
- `estimated_delivery_at` — Estimated Delivery At
- `line_item_count` — Line Item Count
- `tomorrow_health_org_id` — Tomorrow Health Org Id
- `tomorrow_health_org_name` — Tomorrow Health Org Name
- `tomorrow_health_supplier_id` — Tomorrow Health Supplier Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "additional_documentation_required"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "estimated_delivery_at": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "line_item_estimated_delivery_at": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "additional_documentation_required": {
      "type": "boolean",
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "accepted": {},
    "order_id": {},
    "line_item_count": {},
    "estimated_delivery_at": {},
    "tomorrow_health_org_id": {},
    "tomorrow_health_org_name": {},
    "tomorrow_health_supplier_id": {},
    "documentation_survey_submitted": {},
    "additional_documentation_required": {}
  },
  "additionalProperties": true
}
```

---

# Build Order Notification Slack Alert

> Perform Build Order Notification Slack Alert through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_build_order_notification_slack_alert](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_build_order_notification_slack_alert)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_build_order_notification_slack_alert`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "source_label": "Tomorrow Health"
  },
  "handler": "tomorrow_health_build_order_notification_slack_alert"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `notifications` — Notifications (expression, required)
  Required literal value or workflow expression.
- `source_label` — Source Label (text)
  Optional text value.
  Default: `"Tomorrow Health"`

## Outputs

- `success` — Success
- `should_alert` — Should Alert
- `message` — Message
- `order_references` — Order References
- `count` — Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "notifications"
  ],
  "properties": {
    "source_label": {
      "type": "string",
      "default": "Tomorrow Health",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "notifications": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "message": {},
    "success": {},
    "should_alert": {},
    "order_references": {}
  },
  "additionalProperties": true
}
```

---

# Create Packet Document

> Perform Create Packet Document through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_create_packet_document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_create_packet_document)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_create_packet_document`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_create_packet_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `order_details` — Order Details (expression)
  Optional literal value or workflow expression.
- `raw_order_details` — Raw Order Details (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `created` — Created
- `order_details_changed` — Order Details Changed
- `order_id` — Order Id
- `supplier_id` — Supplier Id
- `source_document_count` — Source Document Count
- `page_count` — Page Count
- `document_types` — Document Types
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_details": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "raw_order_details": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "success": {},
    "order_id": {},
    "page_count": {},
    "document_id": {},
    "supplier_id": {},
    "document_types": {},
    "order_details_changed": {},
    "source_document_count": {}
  },
  "additionalProperties": true
}
```

---

# Download Document

> Perform Download Document through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_download_document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_download_document)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_download_document`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "persist_hidden_document": true
  },
  "handler": "tomorrow_health_download_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `type` — Type (expression, required)
  Required literal value or workflow expression.
- `original_file_name` — Original File Name (expression)
  Optional literal value or workflow expression.
- `supplier_id` — Supplier Id (expression)
  Optional literal value or workflow expression.
- `is_primary` — Is Primary (expression)
  Optional literal value or workflow expression.
- `source_position` — Source Position (expression)
  Optional literal value or workflow expression.
- `persist_hidden_document` — Persist Hidden Document (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `raw_document_id` — Raw Document Id
- `document_id` — Document Id
- `type` — Type
- `type_label` — Type Label
- `supplier_id` — Supplier Id
- `original_file_name` — Original File Name
- `created` — Created
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "document_id",
    "type"
  ],
  "properties": {
    "type": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "is_primary": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "supplier_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_position": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "original_file_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "persist_hidden_document": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "type": {},
    "error": {},
    "created": {},
    "success": {},
    "type_label": {},
    "document_id": {},
    "supplier_id": {},
    "raw_document_id": {},
    "original_file_name": {}
  },
  "additionalProperties": true
}
```

---

# Download Order Documents

> Perform Download Order Documents through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_download_order_documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_download_order_documents)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_download_order_documents`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "persist_hidden_document": true
  },
  "handler": "tomorrow_health_download_order_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `persist_hidden_document` — Persist Hidden Document (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

- `success` — Success
- `documents` — Documents
- `count` — Count
- `created_count` — Created Count
- `order_id` — Order Id
- `primary_document_id` — Primary Document Id
- `supplier_id` — Supplier Id
- `tomorrow_health_org_id` — Tomorrow Health Org Id
- `tomorrow_health_org_name` — Tomorrow Health Org Name
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "persist_hidden_document": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "order_id": {},
    "documents": {},
    "supplier_id": {},
    "created_count": {},
    "primary_document_id": {},
    "tomorrow_health_org_id": {},
    "tomorrow_health_org_name": {}
  },
  "additionalProperties": true
}
```

---

# Extract Ordering Facility From Document

> Perform Extract Ordering Facility From Document through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_extract_ordering_facility_from_document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_extract_ordering_facility_from_document)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_extract_ordering_facility_from_document`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_extract_ordering_facility_from_document"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `facility_name` — Facility Name
- `address_1` — Address 1
- `city` — City
- `state` — State
- `postal_code` — Postal Code
- `address_source` — Address Source
- `match_address_1` — Match Address 1
- `match_city` — Match City
- `match_state` — Match State
- `match_postal_code` — Match Postal Code
- `match_address_source` — Match Address Source
- `provider_npi` — Provider Npi
- `phone` — Phone
- `fax` — Fax
- `action_required` — Action Required
- `action_required_message` — Action Required Message
- `missing_fields` — Missing Fields
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "fax": {},
    "city": {},
    "error": {},
    "phone": {},
    "state": {},
    "success": {},
    "address_1": {},
    "match_city": {},
    "document_id": {},
    "match_state": {},
    "postal_code": {},
    "provider_npi": {},
    "facility_name": {},
    "address_source": {},
    "missing_fields": {},
    "action_required": {},
    "match_address_1": {},
    "match_postal_code": {},
    "match_address_source": {},
    "action_required_message": {}
  },
  "additionalProperties": true
}
```

---

# Filter New Order Documents

> Perform Filter New Order Documents through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_new_order_documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_new_order_documents)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_filter_new_order_documents`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "allow_success_when_all_known": false
  },
  "handler": "tomorrow_health_filter_new_order_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `documents` — Documents (expression, required)
  Required literal value or workflow expression.
- `known_document_ids` — Known Document Ids (expression, required)
  Required literal value or workflow expression.
- `known_raw_document_ids` — Known Raw Document Ids (expression)
  Optional literal value or workflow expression.
- `allow_success_when_all_known` — Allow Success When All Known (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `documents` — Documents
- `document_ids` — Document Ids
- `raw_document_ids` — Raw Document Ids
- `new_count` — New Count
- `known_count` — Known Count
- `all_documents_already_uploaded` — All Documents Already Uploaded
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "documents",
    "known_document_ids"
  ],
  "properties": {
    "documents": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "known_document_ids": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "known_raw_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "allow_success_when_all_known": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "documents": {},
    "new_count": {},
    "known_count": {},
    "document_ids": {},
    "raw_document_ids": {},
    "all_documents_already_uploaded": {}
  },
  "additionalProperties": true
}
```

---

# Filter Notifications For Managed Orders

> Perform Filter Notifications For Managed Orders through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_managed_order_notifications](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_managed_order_notifications)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_filter_managed_order_notifications`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_filter_managed_order_notifications"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `notifications` — Notifications (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `notifications` — Notifications
- `managed_notifications` — Managed Notifications
- `unmanaged_notifications` — Unmanaged Notifications
- `count` — Count
- `managed_count` — Managed Count
- `unmanaged_count` — Unmanaged Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "notifications"
  ],
  "properties": {
    "notifications": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "managed_count": {},
    "notifications": {},
    "unmanaged_count": {},
    "managed_notifications": {},
    "unmanaged_notifications": {}
  },
  "additionalProperties": true
}
```

---

# Filter Order Notifications By Queue

> Perform Filter Order Notifications By Queue through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_order_notifications_by_queue](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_filter_order_notifications_by_queue)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_filter_order_notifications_by_queue`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "queue": "inbox"
  },
  "handler": "tomorrow_health_filter_order_notifications_by_queue"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `notifications` — Notifications (expression, required)
  Required literal value or workflow expression.
- `queue` — Queue (select, required)
  Required selected identifier or value.
  Default: `"inbox"`
  Options: Inbox ("inbox"), Accepted ("accepted"), Completed ("completed"), Cancelled ("cancelled")

## Outputs

- `success` — Success
- `notifications` — Notifications
- `count` — Count
- `excluded_count` — Excluded Count
- `queue` — Queue
- `statuses` — Statuses
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "notifications",
    "queue"
  ],
  "properties": {
    "queue": {
      "enum": [
        "inbox",
        "accepted",
        "completed",
        "cancelled"
      ],
      "type": "string",
      "default": "inbox",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "notifications": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "queue": {},
    "success": {},
    "statuses": {},
    "notifications": {},
    "excluded_count": {}
  },
  "additionalProperties": true
}
```

---

# Get Additional Document Notifications

> Perform Get Additional Document Notifications through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_additional_document_notifications](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_additional_document_notifications)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_get_additional_document_notifications`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "first": 25,
    "max_pages": 5,
    "max_notifications": 25
  },
  "handler": "tomorrow_health_get_additional_document_notifications"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first` — First (number)
  Optional numeric value.
  Default: `25`
- `notification_created_at_or_after` — Notification Created At Or After (text)
  Optional text value.
- `max_pages` — Max Pages (number)
  Optional numeric value.
  Default: `5`
- `max_notifications` — Max Notifications (number)
  Optional numeric value.
  Default: `25`

## Outputs

- `success` — Success
- `notifications` — Notifications
- `count` — Count
- `has_unread_notifications` — Has Unread Notifications
- `new_notification_count` — New Notification Count
- `page_info` — Page Info
- `pages_scanned` — Pages Scanned
- `ignored_before_cutoff_count` — Ignored Before Cutoff Count
- `invalid_created_at_count` — Invalid Created At Count
- `handled_count` — Handled Count
- `acknowledged_receipt_count` — Acknowledged Receipt Count
- `unresolved_count` — Unresolved Count
- `candidate_limit_reached` — Candidate Limit Reached
- `scan_continuation_saved` — Scan Continuation Saved
- `scan_cycle_completed` — Scan Cycle Completed
- `head_scan_performed` — Head Scan Performed
- `notification_created_at_or_after` — Notification Created At Or After
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "first": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_pages": {
      "type": "number",
      "default": 5,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_notifications": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "notification_created_at_or_after": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "page_info": {},
    "handled_count": {},
    "notifications": {},
    "pages_scanned": {},
    "unresolved_count": {},
    "head_scan_performed": {},
    "scan_cycle_completed": {},
    "new_notification_count": {},
    "candidate_limit_reached": {},
    "scan_continuation_saved": {},
    "has_unread_notifications": {},
    "invalid_created_at_count": {},
    "acknowledged_receipt_count": {},
    "ignored_before_cutoff_count": {},
    "notification_created_at_or_after": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Details

> Perform Get Order Details through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_details](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_details)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_get_order_details`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_get_order_details"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `friendly_id` — Friendly Id
- `order_details` — Order Details
- `raw_order_details` — Raw Order Details
- `tomorrow_health_org_id` — Tomorrow Health Org Id
- `tomorrow_health_org_name` — Tomorrow Health Org Name
- `tomorrow_health_supplier_id` — Tomorrow Health Supplier Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "friendly_id": {},
    "order_details": {},
    "raw_order_details": {},
    "tomorrow_health_org_id": {},
    "tomorrow_health_org_name": {},
    "tomorrow_health_supplier_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Documents

> Perform Get Order Documents through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_documents)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_get_order_documents`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_get_order_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `documents` — Documents
- `count` — Count
- `order_id` — Order Id
- `primary_document_id` — Primary Document Id
- `tomorrow_health_org_id` — Tomorrow Health Org Id
- `tomorrow_health_org_name` — Tomorrow Health Org Name
- `tomorrow_health_supplier_id` — Tomorrow Health Supplier Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "order_id": {},
    "documents": {},
    "primary_document_id": {},
    "tomorrow_health_org_id": {},
    "tomorrow_health_org_name": {},
    "tomorrow_health_supplier_id": {}
  },
  "additionalProperties": true
}
```

---

# Get Order Notifications

> Perform Get Order Notifications through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_notifications](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_get_order_notifications)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_get_order_notifications`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "first": 25
  },
  "handler": "tomorrow_health_get_order_notifications"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first` — First (number)
  Optional numeric value.
  Default: `25`

## Outputs

- `success` — Success
- `notifications` — Notifications
- `count` — Count
- `has_unread_notifications` — Has Unread Notifications
- `new_notification_count` — New Notification Count
- `page_info` — Page Info
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "first": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "page_info": {},
    "notifications": {},
    "new_notification_count": {},
    "has_unread_notifications": {}
  },
  "additionalProperties": true
}
```

---

# List Supplier Orders

> Perform List Supplier Orders through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_list_supplier_orders](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_list_supplier_orders)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_list_supplier_orders`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "first": 25,
    "queue": "inbox",
    "offset": 0,
    "paginate_all": false
  },
  "handler": "tomorrow_health_list_supplier_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `queue` — Queue (select, required)
  Required selected identifier or value.
  Default: `"inbox"`
  Options: Inbox ("inbox"), Accepted ("accepted"), Completed ("completed"), Cancelled ("cancelled")
- `friendly_id` — Friendly Id (text)
  Optional text value.
- `patient_name` — Patient Name (text)
  Optional text value.
- `category_name` — Category Name (text)
  Optional text value.
- `paginate_all` — Paginate All (boolean)
  Optional true-or-false value.
  Default: `false`
- `first` — First (number)
  Optional numeric value.
  Default: `25`
- `offset` — Offset (number)
  Optional numeric value.
  Default: `0`

## Outputs

- `orders` — Orders
- `count` — Count
- `total_count` — Total Count
- `queue` — Queue
- `statuses` — Statuses
- `applied_filters` — Applied Filters
- `tomorrow_health_org_id` — Tomorrow Health Org Id
- `tomorrow_health_org_name` — Tomorrow Health Org Name
- `tomorrow_health_supplier_id` — Tomorrow Health Supplier Id
- `tomorrow_health_user_id` — Tomorrow Health User Id
- `tomorrow_health_user_email` — Tomorrow Health User Email
- `tomorrow_health_user_name` — Tomorrow Health User Name

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "queue"
  ],
  "properties": {
    "first": {
      "type": "number",
      "default": 25,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "queue": {
      "enum": [
        "inbox",
        "accepted",
        "completed",
        "cancelled"
      ],
      "type": "string",
      "default": "inbox",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "offset": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "friendly_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "paginate_all": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "category_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "queue": {},
    "orders": {},
    "statuses": {},
    "total_count": {},
    "applied_filters": {},
    "tomorrow_health_org_id": {},
    "tomorrow_health_user_id": {},
    "tomorrow_health_org_name": {},
    "tomorrow_health_user_name": {},
    "tomorrow_health_user_email": {},
    "tomorrow_health_supplier_id": {}
  },
  "additionalProperties": true
}
```

---

# Mark Notification Read

> Perform Mark Notification Read through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_mark_notification_read](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_mark_notification_read)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_mark_notification_read`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_mark_notification_read"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `notification` — Notification (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `notification_id` — Notification Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "notification"
  ],
  "properties": {
    "notification": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "notification_id": {}
  },
  "additionalProperties": true
}
```

---

# Match Missing Info Requests

> Perform Match Missing Info Requests through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_match_missing_info_requests](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_match_missing_info_requests)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_match_missing_info_requests`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_match_missing_info_requests"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `notifications` — Notifications (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `matches` — Matches
- `match` — Match
- `ordering_provider_requested` — Ordering Provider Requested
- `facility_requested` — Facility Requested
- `count` — Count
- `notification_count` — Notification Count
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "notifications"
  ],
  "properties": {
    "notifications": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "match": {},
    "matches": {},
    "success": {},
    "error_message": {},
    "facility_requested": {},
    "notification_count": {},
    "ordering_provider_requested": {}
  },
  "additionalProperties": true
}
```

---

# Post Missing Info Documentation Request

> Perform Post Missing Info Documentation Request through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_post_missing_info_request](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_post_missing_info_request)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_post_missing_info_request`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "repost": false
  },
  "handler": "tomorrow_health_post_missing_info_request"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `missing_fields` — Missing Fields (expression)
  Optional literal value or workflow expression.
- `friendly_id` — Friendly Id (expression)
  Optional literal value or workflow expression.
- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `repost` — Repost (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `skipped` — Skipped
- `skip_reason` — Skip Reason
- `order_id` — Order Id
- `document_id` — Document Id
- `comment_id` — Comment Id
- `request_count` — Request Count
- `escalation_fields` — Escalation Fields
- `message` — Message
- `slack_should_notify` — Slack Should Notify
- `slack_message` — Slack Message
- `notification_status` — Notification Status
- `notification_error` — Notification Error
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "document_id"
  ],
  "properties": {
    "repost": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "friendly_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "missing_fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "order_id": {},
    "comment_id": {},
    "document_id": {},
    "skip_reason": {},
    "error_message": {},
    "request_count": {},
    "slack_message": {},
    "escalation_fields": {},
    "notification_error": {},
    "notification_status": {},
    "slack_should_notify": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Brightree Document Uploads

> Perform Prepare Brightree Document Uploads through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_prepare_brightree_document_uploads](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_prepare_brightree_document_uploads)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_prepare_brightree_document_uploads`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_prepare_brightree_document_uploads"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression)
  Optional literal value or workflow expression.
- `source_document_ids` — Source Document Ids (expression)
  Optional literal value or workflow expression.
- `raw_document_ids` — Raw Document Ids (expression)
  Optional literal value or workflow expression.
- `document_type_override` — Document Type Override (text)
  Optional text value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `documents` — Documents
- `document_count` — Document Count
- `skipped_count` — Skipped Count
- `failed_count` — Failed Count
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "raw_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_document_ids": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type_override": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "documents": {},
    "document_id": {},
    "failed_count": {},
    "error_message": {},
    "skipped_count": {},
    "document_count": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Brightree Patient Update Payload

> Perform Prepare Brightree Patient Update Payload through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_prepare_brightree_patient_update_payload](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_prepare_brightree_patient_update_payload)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_prepare_brightree_patient_update_payload`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_prepare_brightree_patient_update_payload"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `requested_fields` — Requested Fields (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_id` — Patient Id
- `patient_key` — Patient Key
- `missing_fields` — Missing Fields
- `unwritten_requested_fields` — Unwritten Requested Fields
- `patient_updates` — Patient Updates
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "requested_fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "patient_id": {},
    "document_id": {},
    "patient_key": {},
    "error_message": {},
    "missing_fields": {},
    "patient_updates": {},
    "unwritten_requested_fields": {}
  },
  "additionalProperties": true
}
```

---

# Record Brightree Document Upload Results

> Perform Record Brightree Document Upload Results through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_record_brightree_document_upload_results](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_record_brightree_document_upload_results)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_record_brightree_document_upload_results`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "skipped_count": 0
  },
  "handler": "tomorrow_health_record_brightree_document_upload_results"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `upload_results` — Upload Results (json, required)
  Required JSON value.
- `skipped_count` — Skipped Count (number)
  Optional numeric value.
  Default: `0`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `uploaded_count` — Uploaded Count
- `skipped_count` — Skipped Count
- `failed_count` — Failed Count
- `uploaded_document_ids` — Uploaded Document Ids
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key",
    "upload_results"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "skipped_count": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "upload_results": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "document_id": {},
    "patient_key": {},
    "failed_count": {},
    "error_message": {},
    "skipped_count": {},
    "uploaded_count": {},
    "uploaded_document_ids": {}
  },
  "additionalProperties": true
}
```

---

# Record Order Notification Seen

> Perform Record Order Notification Seen through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_record_order_notification_seen](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_record_order_notification_seen)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_record_order_notification_seen`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_record_order_notification_seen"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `notification` — Notification (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `notification_id` — Notification Id
- `order_reference` — Order Reference

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "notification"
  ],
  "properties": {
    "notification": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "success": {},
    "notification_id": {},
    "order_reference": {}
  },
  "additionalProperties": true
}
```

---

# Report Intake Outcome

> Perform Report Intake Outcome through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_report_intake_outcome](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_report_intake_outcome)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_report_intake_outcome`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "dry_run": false
  },
  "handler": "tomorrow_health_report_intake_outcome"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `bindings` — Bindings (json, required)
  Required JSON value.
- `channel` — Channel (text, required)
  Required text value.
- `dry_run` — Dry Run (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `delivery_status` — Delivery Status
- `receipt_status` — Receipt Status
- `notification_error` — Notification Error
- `parent_ts` — Parent Ts
- `reply_ts` — Reply Ts
- `text` — Text
- `reply_text` — Reply Text
- `outcome` — Outcome

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: yes

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "bindings",
    "channel"
  ],
  "properties": {
    "channel": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "bindings": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "text": {},
    "outcome": {},
    "success": {},
    "reply_ts": {},
    "parent_ts": {},
    "reply_text": {},
    "receipt_status": {},
    "delivery_status": {},
    "notification_error": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Missing Info Request

> Perform Resolve Missing Info Request through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_resolve_missing_info_request](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_resolve_missing_info_request)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_resolve_missing_info_request`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_resolve_missing_info_request"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `missing_fields` — Missing Fields (expression)
  Optional literal value or workflow expression.
- `ordering_provider_synced` — Ordering Provider Synced (expression)
  Optional literal value or workflow expression.
- `unwritten_fields` — Unwritten Fields (expression)
  Optional literal value or workflow expression.
- `facility_synced` — Facility Synced (expression)
  Optional literal value or workflow expression.
- `facility_sync_skipped` — Facility Sync Skipped (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `skipped` — Skipped
- `resolved` — Resolved
- `should_repost` — Should Repost
- `order_id` — Order Id
- `document_id` — Document Id
- `escalation_fields` — Escalation Fields
- `message` — Message
- `slack_should_notify` — Slack Should Notify
- `slack_message` — Slack Message
- `notification_status` — Notification Status
- `notification_error` — Notification Error
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "document_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "missing_fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_synced": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "unwritten_fields": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_sync_skipped": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_provider_synced": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "skipped": {},
    "success": {},
    "order_id": {},
    "resolved": {},
    "document_id": {},
    "error_message": {},
    "should_repost": {},
    "slack_message": {},
    "escalation_fields": {},
    "notification_error": {},
    "notification_status": {},
    "slack_should_notify": {}
  },
  "additionalProperties": true
}
```

---

# Resolve Order Notification References

> Perform Resolve Order Notification References through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_resolve_order_notification_references](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_resolve_order_notification_references)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_resolve_order_notification_references`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_resolve_order_notification_references"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `notifications` — Notifications (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `notifications` — Notifications
- `resolved_notifications` — Resolved Notifications
- `count` — Count
- `resolved_count` — Resolved Count
- `unresolved_count` — Unresolved Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "notifications"
  ],
  "properties": {
    "notifications": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "success": {},
    "notifications": {},
    "resolved_count": {},
    "unresolved_count": {},
    "resolved_notifications": {}
  },
  "additionalProperties": true
}
```

---

# Save Patient, Insurance, and Order Details to GenHealth

> Perform Save Patient, Insurance, and Order Details to GenHealth through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_seed_structured_intake_data](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_seed_structured_intake_data)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_seed_structured_intake_data`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_seed_structured_intake_data"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `order_details` — Order Details (expression)
  Optional literal value or workflow expression.
- `raw_order_details` — Raw Order Details (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `order_id` — Order Id
- `friendly_id` — Friendly Id
- `patient_id` — Patient Id
- `insurance_id` — Insurance Id
- `provider_id` — Provider Id
- `seeded_fields` — Seeded Fields
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_details": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "raw_order_details": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "order_id": {},
    "patient_id": {},
    "document_id": {},
    "friendly_id": {},
    "provider_id": {},
    "insurance_id": {},
    "seeded_fields": {}
  },
  "additionalProperties": true
}
```

---

# Select Payer from Source Documents

> Perform Select Payer from Source Documents through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_select_payer_from_documents](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_select_payer_from_documents)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_select_payer_from_documents`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {},
  "handler": "tomorrow_health_select_payer_from_documents"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `tomorrow_health_payer_name` — Tomorrow Health Payer Name (expression, required)
  Required literal value or workflow expression.
- `proposed_brightree_payer_name` — Proposed Brightree Payer Name (expression, required)
  Required literal value or workflow expression.
- `proposed_brightree_payer_key` — Proposed Brightree Payer Key (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `document_text` — Document Text (expression, required)
  Required literal value or workflow expression.
- `action_required_prefix` — Action Required Prefix (text, required)
  Required text value.

## Outputs

- `success` — Success
- `can_proceed` — Can Proceed
- `selected_payer_source` — Selected Payer Source
- `selected_brightree_payor_key` — Selected Brightree Payor Key
- `selected_brightree_payor_name` — Selected Brightree Payor Name
- `relation` — Relation
- `confidence` — Confidence
- `document_payer_name` — Document Payer Name
- `evidence_source` — Evidence Source
- `conflict_dimension` — Conflict Dimension
- `tomorrow_health_payer_name` — Tomorrow Health Payer Name
- `proposed_brightree_payer_name` — Proposed Brightree Payer Name
- `comment_message` — Comment Message
- `selection_error` — Selection Error
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "tomorrow_health_payer_name",
    "proposed_brightree_payer_name",
    "proposed_brightree_payer_key",
    "document_id",
    "document_text",
    "action_required_prefix"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_text": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "action_required_prefix": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "tomorrow_health_payer_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "proposed_brightree_payer_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "proposed_brightree_payer_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "relation": {},
    "confidence": {},
    "can_proceed": {},
    "comment_message": {},
    "evidence_source": {},
    "selection_error": {},
    "conflict_dimension": {},
    "document_payer_name": {},
    "selected_payer_source": {},
    "tomorrow_health_payer_name": {},
    "selected_brightree_payor_key": {},
    "proposed_brightree_payer_name": {},
    "selected_brightree_payor_name": {}
  },
  "additionalProperties": true
}
```

---

# Send Daily Intake Report

> Perform Send Daily Intake Report through Tomorrow Health.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_send_daily_intake_report](https://genhealth.ai/docs/workflows/integrations/tomorrow-health/tomorrow_health_send_daily_intake_report)

Integration: [Tomorrow Health](https://genhealth.ai/docs/workflows/integrations/tomorrow-health.md)

- Handler: `tomorrow_health_send_daily_intake_report`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health",
  "params": {
    "include_carried_cmn_reviews": false
  },
  "handler": "tomorrow_health_send_daily_intake_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `to` — To (text, required)
  Required text value.
- `cc` — Cc (text)
  Optional text value.
- `report_date` — Report Date (text)
  Optional text value.
- `timezone` — Timezone (text)
  Optional text value.
- `from_email` — From Email (text)
  Optional text value.
- `workflow_name` — Workflow Name (text, required)
  Required text value.
- `eligibility_workflow_name` — Eligibility Workflow Name (text)
  Optional text value.
- `additional_documents_workflow_name` — Additional Documents Workflow Name (text)
  Optional text value.
- `inbound_fax_workflow_name` — Inbound Fax Workflow Name (text)
  Optional text value.
- `cmn_workflow_name` — Cmn Workflow Name (text)
  Optional text value.
- `outbound_cmn_workflow_name` — Outbound Cmn Workflow Name (text)
  Optional text value.
- `unassigned_cmn_faxes` — Unassigned Cmn Faxes (json)
  Optional JSON value.
- `subject_prefix` — Subject Prefix (text)
  Optional text value.
- `report_title` — Report Title (text)
  Optional text value.
- `client_name` — Client Name (text)
  Optional text value.
- `empty_message` — Empty Message (text)
  Optional text value.
- `supplier_id` — Supplier Id (text)
  Optional text value.
- `brightree_tenant` — Brightree Tenant (text)
  Optional text value.
- `brightree_patient_url_template` — Brightree Patient Url Template (text)
  Optional text value.
- `include_carried_cmn_reviews` — Include Carried Cmn Reviews (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `message_id` — Message Id
- `recipients` — Recipients
- `subject` — Subject
- `report_date` — Report Date
- `order_count` — Order Count
- `eligibility_count` — Eligibility Count
- `inbound_fax_count` — Inbound Fax Count
- `inbound_fax_completed_count` — Inbound Fax Completed Count
- `inbound_fax_review_count` — Inbound Fax Review Count
- `inbound_fax_error_count` — Inbound Fax Error Count
- `inbound_fax_report_error_count` — Inbound Fax Report Error Count
- `cmn_count` — Cmn Count
- `cmn_completed_count` — Cmn Completed Count
- `cmn_review_count` — Cmn Review Count
- `cmn_carried_review_count` — Cmn Carried Review Count
- `cmn_unassigned_count` — Cmn Unassigned Count
- `cmn_snapshot_available` — Cmn Snapshot Available
- `html` — Html
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "to",
    "workflow_name"
  ],
  "properties": {
    "cc": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "timezone": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "from_email": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "client_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "supplier_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_title": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "empty_message": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "workflow_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "subject_prefix": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "brightree_tenant": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "cmn_workflow_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "unassigned_cmn_faxes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "eligibility_workflow_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "inbound_fax_workflow_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "outbound_cmn_workflow_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "include_carried_cmn_reviews": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "brightree_patient_url_template": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "additional_documents_workflow_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "html": {},
    "error": {},
    "subject": {},
    "success": {},
    "cmn_count": {},
    "message_id": {},
    "recipients": {},
    "order_count": {},
    "report_date": {},
    "cmn_review_count": {},
    "eligibility_count": {},
    "inbound_fax_count": {},
    "cmn_completed_count": {},
    "cmn_unassigned_count": {},
    "cmn_snapshot_available": {},
    "inbound_fax_error_count": {},
    "cmn_carried_review_count": {},
    "inbound_fax_review_count": {},
    "inbound_fax_completed_count": {},
    "inbound_fax_report_error_count": {}
  },
  "additionalProperties": true
}
```

---

# Tomorrow Health Intake integration

> Build workflow automations with 21 public Tomorrow Health Intake actions.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake)

## Available actions

21 actions. Connection types: brightree, tomorrow_health.

### [Accept Tomorrow Health Order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/claracare_accept_tomorrow_health_order.md)

- Handler: `claracare_accept_tomorrow_health_order`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `order_details`, `raw_order_details`
- Outputs: `success`, `accepted`, `skipped`, `documentation_survey_submitted`, `additional_documentation_required`, `order_id`, `estimated_delivery_at`, `line_item_count`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Accept Tomorrow Health Order through Tomorrow Health Intake.

### [Accept Tomorrow Health Order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_accept_tomorrow_health_order.md)

- Handler: `gaboro_accept_tomorrow_health_order`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `order_details`, `raw_order_details`
- Outputs: `success`, `accepted`, `skipped`, `documentation_survey_submitted`, `additional_documentation_required`, `recovered_after_auth_rejection`, `order_id`, `estimated_delivery_at`, `line_item_count`, `tomorrow_health_org_id`, `tomorrow_health_org_name`, `tomorrow_health_supplier_id`, `error`

Perform Accept Tomorrow Health Order through Tomorrow Health Intake.

### [Build Tomorrow Health Failure Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_build_failure_comment.md)

- Handler: `gaboro_tomorrow_health_build_failure_comment`

- External effect: `write`
- Inputs: `order_id`, `step`, `display_name`, `error_message`
- Outputs: `success`, `message`, `error`, `error_message`

Perform Build Tomorrow Health Failure Comment through Tomorrow Health Intake.

### [Build Tomorrow Health Failure Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_build_failure_comment.md)

- Handler: `tomorrow_health_build_failure_comment`

- External effect: `write`
- Inputs: `order_id`, `step`, `display_name`, `error_message`
- Outputs: `success`, `message`, `error`, `error_message`

Perform Build Tomorrow Health Failure Comment through Tomorrow Health Intake.

### [Build Tomorrow Health Summary Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_build_summary_comment.md)

- Handler: `gaboro_tomorrow_health_build_summary_comment`

- External effect: `write`
- Inputs: `order_id`, `document_id`, `patient_mode`, `patient_key`, `insurance_result`, `marketing_rep_result`, `ordering_doctor_result`, `upload_result`, `enrichment_result`, `facility_result`
- Outputs: `success`, `message`, `error`, `error_message`

Perform Build Tomorrow Health Summary Comment through Tomorrow Health Intake.

### [Build Tomorrow Health Summary Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_build_summary_comment.md)

- Handler: `tomorrow_health_build_summary_comment`

- External effect: `write`
- Inputs: `order_id`, `document_id`, `patient_mode`, `patient_key`, `insurance_result`, `marketing_rep_result`, `ordering_doctor_result`, `upload_result`, `enrichment_result`, `facility_result`
- Outputs: `success`, `message`, `error`, `error_message`

Perform Build Tomorrow Health Summary Comment through Tomorrow Health Intake.

### [Create Patient From Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_create_patient_from_document_branchable.md)

- Handler: `brightree_create_patient_from_document_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `patient_key`, `external_id`, `created`, `message`, `error_message`

Perform Create Patient From Document through Tomorrow Health Intake.

### [Create Patient From Document](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_create_patient_from_document_branchable.md)

- Handler: `gaboro_brightree_create_patient_from_document_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`
- Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `patient_key`, `external_id`, `created`, `message`, `error_message`

Perform Create Patient From Document through Tomorrow Health Intake.

### [Post Tomorrow Health Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_post_comment.md)

- Handler: `gaboro_tomorrow_health_post_comment`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `message`
- Outputs: `success`, `order_id`, `comment_id`, `message`, `error`, `error_message`

Perform Post Tomorrow Health Comment through Tomorrow Health Intake.

### [Post Tomorrow Health Comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_post_comment.md)

- Handler: `tomorrow_health_post_comment`
- Connection type: `tomorrow_health`
- External effect: `write`
- Inputs: `order_id`, `message`
- Outputs: `success`, `order_id`, `comment_id`, `message`, `error`, `error_message`

Perform Post Tomorrow Health Comment through Tomorrow Health Intake.

### [Prepare Brightree Patient Note](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_prepare_claracare_brightree_patient_note.md)

- Handler: `tomorrow_health_prepare_claracare_brightree_patient_note`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `accepted_at`
- Outputs: `success`, `document_id`, `patient_id`, `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `skip_if_match`, `skip_if_match_fields`, `missing_note_fields`, `missing_note_info`, `missing_note_info_message`, `error_message`

Perform Prepare Brightree Patient Note through Tomorrow Health Intake.

### [Prepare Brightree Patient Note](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_prepare_gaboro_brightree_patient_note.md)

- Handler: `tomorrow_health_prepare_gaboro_brightree_patient_note`

- External effect: `write`
- Inputs: `document_id`, `patient_key`, `accepted_at`
- Outputs: `success`, `document_id`, `patient_id`, `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `skip_if_match`, `skip_if_match_fields`, `missing_note_fields`, `missing_note_info`, `missing_note_info_message`, `error_message`

Perform Prepare Brightree Patient Note through Tomorrow Health Intake.

### [Require Single Tomorrow Health Order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_require_single_tomorrow_health_order.md)

- Handler: `gaboro_require_single_tomorrow_health_order`

- External effect: `write`
- Inputs: `orders`, `requested_order_id`
- Outputs: `success`, `orders`, `matched_count`, `requested_order_id`, `order_id`, `friendly_id`, `error`, `error_message`

Perform Require Single Tomorrow Health Order through Tomorrow Health Intake.

### [Sync Document Insurance](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_insurance_to_patient_branchable.md)

- Handler: `brightree_sync_document_insurance_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `insurance_id`, `carrier_id`, `policy_key`, `insurer_name`, `start_date`, `synced`, `skipped`, `message`, `error_message`

Perform Sync Document Insurance through Tomorrow Health Intake.

### [Sync Document Insurance](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_insurance_to_patient_branchable.md)

- Handler: `gaboro_brightree_sync_document_insurance_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `insurance_id`, `carrier_id`, `policy_key`, `insurer_name`, `start_date`, `synced`, `skipped`, `message`, `error_message`

Perform Sync Document Insurance through Tomorrow Health Intake.

### [Sync Document Marketing Rep](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_marketing_rep_to_patient_branchable.md)

- Handler: `brightree_sync_document_marketing_rep_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `marketing_rep_key`, `marketing_rep_name`, `submitted_by_name`, `synced`, `message`, `error_message`

Perform Sync Document Marketing Rep through Tomorrow Health Intake.

### [Sync Document Marketing Rep](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_marketing_rep_to_patient_branchable.md)

- Handler: `gaboro_brightree_sync_document_marketing_rep_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `marketing_rep_key`, `marketing_rep_name`, `submitted_by_name`, `synced`, `message`, `error_message`

Perform Sync Document Marketing Rep through Tomorrow Health Intake.

### [Sync Ordering Doctor](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_ordering_doctor_to_patient_branchable.md)

- Handler: `brightree_sync_document_ordering_doctor_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `provider_id`, `provider_name`, `doctor_key`, `doctor_name`, `synced`, `message`, `error_message`

Perform Sync Ordering Doctor through Tomorrow Health Intake.

### [Sync Ordering Doctor](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_ordering_doctor_to_patient_branchable.md)

- Handler: `gaboro_brightree_sync_document_ordering_doctor_to_patient_branchable`
- Connection type: `brightree`
- External effect: `write`
- Inputs: `document_id`, `patient_key`
- Outputs: `success`, `document_id`, `patient_key`, `provider_id`, `provider_name`, `doctor_key`, `doctor_name`, `synced`, `message`, `error_message`

Perform Sync Ordering Doctor through Tomorrow Health Intake.

### [Validate Tomorrow Health Payer](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/claracare_validate_tomorrow_health_payer.md)

- Handler: `claracare_validate_tomorrow_health_payer`

- External effect: `write`
- Inputs: `order_details`, `payer_name`
- Outputs: `success`, `can_proceed`, `tomorrow_health_payer_name`, `brightree_payor_key`, `brightree_payor_name`, `brightree_payor_id`, `brightree_claim_code`, `comment_message`, `error_message`, `error`

Perform Validate Tomorrow Health Payer through Tomorrow Health Intake.

### [Validate Tomorrow Health Payer](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_validate_tomorrow_health_payer.md)

- Handler: `gaboro_validate_tomorrow_health_payer`

- External effect: `write`
- Inputs: `order_details`, `payer_name`
- Outputs: `success`, `can_proceed`, `tomorrow_health_payer_name`, `brightree_payor_key`, `brightree_payor_name`, `brightree_payor_id`, `brightree_claim_code`, `comment_message`, `error_message`, `error`

Perform Validate Tomorrow Health Payer through Tomorrow Health Intake.

---

# Accept Tomorrow Health Order

> Perform Accept Tomorrow Health Order through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/claracare_accept_tomorrow_health_order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/claracare_accept_tomorrow_health_order)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `claracare_accept_tomorrow_health_order`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "claracare_accept_tomorrow_health_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `order_details` — Order Details (expression)
  Optional literal value or workflow expression.
- `raw_order_details` — Raw Order Details (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `accepted` — Accepted
- `skipped` — Skipped
- `documentation_survey_submitted` — Documentation Survey Submitted
- `additional_documentation_required` — Additional Documentation Required
- `order_id` — Order Id
- `estimated_delivery_at` — Estimated Delivery At
- `line_item_count` — Line Item Count
- `tomorrow_health_org_id` — Tomorrow Health Org Id
- `tomorrow_health_org_name` — Tomorrow Health Org Name
- `tomorrow_health_supplier_id` — Tomorrow Health Supplier Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_details": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "raw_order_details": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "accepted": {},
    "order_id": {},
    "line_item_count": {},
    "estimated_delivery_at": {},
    "tomorrow_health_org_id": {},
    "tomorrow_health_org_name": {},
    "tomorrow_health_supplier_id": {},
    "documentation_survey_submitted": {},
    "additional_documentation_required": {}
  },
  "additionalProperties": true
}
```

---

# Accept Tomorrow Health Order

> Perform Accept Tomorrow Health Order through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_accept_tomorrow_health_order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_accept_tomorrow_health_order)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_accept_tomorrow_health_order`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_accept_tomorrow_health_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `order_details` — Order Details (expression)
  Optional literal value or workflow expression.
- `raw_order_details` — Raw Order Details (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `accepted` — Accepted
- `skipped` — Skipped
- `documentation_survey_submitted` — Documentation Survey Submitted
- `additional_documentation_required` — Additional Documentation Required
- `recovered_after_auth_rejection` — Recovered After Auth Rejection
- `order_id` — Order Id
- `estimated_delivery_at` — Estimated Delivery At
- `line_item_count` — Line Item Count
- `tomorrow_health_org_id` — Tomorrow Health Org Id
- `tomorrow_health_org_name` — Tomorrow Health Org Name
- `tomorrow_health_supplier_id` — Tomorrow Health Supplier Id
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_details": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "raw_order_details": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "skipped": {},
    "success": {},
    "accepted": {},
    "order_id": {},
    "line_item_count": {},
    "estimated_delivery_at": {},
    "tomorrow_health_org_id": {},
    "tomorrow_health_org_name": {},
    "tomorrow_health_supplier_id": {},
    "documentation_survey_submitted": {},
    "recovered_after_auth_rejection": {},
    "additional_documentation_required": {}
  },
  "additionalProperties": true
}
```

---

# Build Tomorrow Health Failure Comment

> Perform Build Tomorrow Health Failure Comment through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_build_failure_comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_build_failure_comment)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_tomorrow_health_build_failure_comment`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_tomorrow_health_build_failure_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `step` — Step (text, required)
  Required text value.
- `display_name` — Display Name (expression)
  Optional literal value or workflow expression.
- `error_message` — Error Message (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "step",
    "error_message"
  ],
  "properties": {
    "step": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "display_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "error_message": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Build Tomorrow Health Failure Comment

> Perform Build Tomorrow Health Failure Comment through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_build_failure_comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_build_failure_comment)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `tomorrow_health_build_failure_comment`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "tomorrow_health_build_failure_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `step` — Step (text, required)
  Required text value.
- `display_name` — Display Name (expression)
  Optional literal value or workflow expression.
- `error_message` — Error Message (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "step",
    "error_message"
  ],
  "properties": {
    "step": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "display_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "error_message": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Build Tomorrow Health Summary Comment

> Perform Build Tomorrow Health Summary Comment through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_build_summary_comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_build_summary_comment)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_tomorrow_health_build_summary_comment`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_tomorrow_health_build_summary_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_mode` — Patient Mode (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `insurance_result` — Insurance Result (expression, required)
  Required literal value or workflow expression.
- `marketing_rep_result` — Marketing Rep Result (expression)
  Optional literal value or workflow expression.
- `ordering_doctor_result` — Ordering Doctor Result (expression, required)
  Required literal value or workflow expression.
- `upload_result` — Upload Result (expression, required)
  Required literal value or workflow expression.
- `enrichment_result` — Enrichment Result (expression)
  Optional literal value or workflow expression.
- `facility_result` — Facility Result (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "document_id",
    "patient_mode",
    "patient_key",
    "insurance_result",
    "ordering_doctor_result",
    "upload_result"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_mode": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "upload_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_result": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enrichment_result": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marketing_rep_result": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_doctor_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Build Tomorrow Health Summary Comment

> Perform Build Tomorrow Health Summary Comment through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_build_summary_comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_build_summary_comment)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `tomorrow_health_build_summary_comment`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "tomorrow_health_build_summary_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_mode` — Patient Mode (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `insurance_result` — Insurance Result (expression, required)
  Required literal value or workflow expression.
- `marketing_rep_result` — Marketing Rep Result (expression)
  Optional literal value or workflow expression.
- `ordering_doctor_result` — Ordering Doctor Result (expression, required)
  Required literal value or workflow expression.
- `upload_result` — Upload Result (expression, required)
  Required literal value or workflow expression.
- `enrichment_result` — Enrichment Result (expression)
  Optional literal value or workflow expression.
- `facility_result` — Facility Result (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "document_id",
    "patient_mode",
    "patient_key",
    "insurance_result",
    "ordering_doctor_result",
    "upload_result"
  ],
  "properties": {
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_mode": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "upload_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "facility_result": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enrichment_result": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "marketing_rep_result": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordering_doctor_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient From Document

> Perform Create Patient From Document through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_create_patient_from_document_branchable](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_create_patient_from_document_branchable)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `brightree_create_patient_from_document_branchable`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "brightree_create_patient_from_document_branchable"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_id` — Patient Id
- `patient_name` — Patient Name
- `birth_date` — Birth Date
- `patient_key` — Patient Key
- `external_id` — External Id
- `created` — Created
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "created": {},
    "message": {},
    "success": {},
    "birth_date": {},
    "patient_id": {},
    "document_id": {},
    "external_id": {},
    "patient_key": {},
    "patient_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient From Document

> Perform Create Patient From Document through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_create_patient_from_document_branchable](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_create_patient_from_document_branchable)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_brightree_create_patient_from_document_branchable`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_brightree_create_patient_from_document_branchable"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_id` — Patient Id
- `patient_name` — Patient Name
- `birth_date` — Birth Date
- `patient_key` — Patient Key
- `external_id` — External Id
- `created` — Created
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "created": {},
    "message": {},
    "success": {},
    "birth_date": {},
    "patient_id": {},
    "document_id": {},
    "external_id": {},
    "patient_key": {},
    "patient_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Post Tomorrow Health Comment

> Perform Post Tomorrow Health Comment through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_post_comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_tomorrow_health_post_comment)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_tomorrow_health_post_comment`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_tomorrow_health_post_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `message` — Message (textarea, required)
  Required text value.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `comment_id` — Comment Id
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "message"
  ],
  "properties": {
    "message": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "order_id": {},
    "comment_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Post Tomorrow Health Comment

> Perform Post Tomorrow Health Comment through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_post_comment](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_post_comment)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `tomorrow_health_post_comment`

- Connection type: `tomorrow_health`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "tomorrow_health_post_comment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_id` — Order Id (expression, required)
  Required literal value or workflow expression.
- `message` — Message (textarea, required)
  Required text value.

## Outputs

- `success` — Success
- `order_id` — Order Id
- `comment_id` — Comment Id
- `message` — Message
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_id",
    "message"
  ],
  "properties": {
    "message": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "textarea"
    },
    "order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "order_id": {},
    "comment_id": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Brightree Patient Note

> Perform Prepare Brightree Patient Note through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_prepare_claracare_brightree_patient_note](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_prepare_claracare_brightree_patient_note)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `tomorrow_health_prepare_claracare_brightree_patient_note`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "tomorrow_health_prepare_claracare_brightree_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `accepted_at` — Accepted At (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_id` — Patient Id
- `patient_key` — Patient Key
- `note_reason` — Note Reason
- `subject` — Subject
- `description` — Description
- `severity` — Severity
- `state` — State
- `status` — Status
- `skip_if_match` — Skip If Match
- `skip_if_match_fields` — Skip If Match Fields
- `missing_note_fields` — Missing Note Fields
- `missing_note_info` — Missing Note Info
- `missing_note_info_message` — Missing Note Info Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "accepted_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "state": {},
    "status": {},
    "subject": {},
    "success": {},
    "severity": {},
    "patient_id": {},
    "description": {},
    "document_id": {},
    "note_reason": {},
    "patient_key": {},
    "error_message": {},
    "skip_if_match": {},
    "missing_note_info": {},
    "missing_note_fields": {},
    "skip_if_match_fields": {},
    "missing_note_info_message": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Brightree Patient Note

> Perform Prepare Brightree Patient Note through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_prepare_gaboro_brightree_patient_note](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/tomorrow_health_prepare_gaboro_brightree_patient_note)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `tomorrow_health_prepare_gaboro_brightree_patient_note`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "tomorrow_health_prepare_gaboro_brightree_patient_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.
- `accepted_at` — Accepted At (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_id` — Patient Id
- `patient_key` — Patient Key
- `note_reason` — Note Reason
- `subject` — Subject
- `description` — Description
- `severity` — Severity
- `state` — State
- `status` — Status
- `skip_if_match` — Skip If Match
- `skip_if_match_fields` — Skip If Match Fields
- `missing_note_fields` — Missing Note Fields
- `missing_note_info` — Missing Note Info
- `missing_note_info_message` — Missing Note Info Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "accepted_at": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "state": {},
    "status": {},
    "subject": {},
    "success": {},
    "severity": {},
    "patient_id": {},
    "description": {},
    "document_id": {},
    "note_reason": {},
    "patient_key": {},
    "error_message": {},
    "skip_if_match": {},
    "missing_note_info": {},
    "missing_note_fields": {},
    "skip_if_match_fields": {},
    "missing_note_info_message": {}
  },
  "additionalProperties": true
}
```

---

# Require Single Tomorrow Health Order

> Perform Require Single Tomorrow Health Order through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_require_single_tomorrow_health_order](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_require_single_tomorrow_health_order)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_require_single_tomorrow_health_order`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_require_single_tomorrow_health_order"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `orders` — Orders (expression, required)
  Required literal value or workflow expression.
- `requested_order_id` — Requested Order Id (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `orders` — Orders
- `matched_count` — Matched Count
- `requested_order_id` — Requested Order Id
- `order_id` — Order Id
- `friendly_id` — Friendly Id
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "orders",
    "requested_order_id"
  ],
  "properties": {
    "orders": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "requested_order_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "orders": {},
    "success": {},
    "order_id": {},
    "friendly_id": {},
    "error_message": {},
    "matched_count": {},
    "requested_order_id": {}
  },
  "additionalProperties": true
}
```

---

# Sync Document Insurance

> Perform Sync Document Insurance through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_insurance_to_patient_branchable](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_insurance_to_patient_branchable)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `brightree_sync_document_insurance_to_patient_branchable`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "brightree_sync_document_insurance_to_patient_branchable"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `insurance_id` — Insurance Id
- `carrier_id` — Carrier Id
- `policy_key` — Policy Key
- `insurer_name` — Insurer Name
- `start_date` — Start Date
- `synced` — Synced
- `skipped` — Skipped
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "skipped": {},
    "success": {},
    "carrier_id": {},
    "policy_key": {},
    "start_date": {},
    "document_id": {},
    "patient_key": {},
    "insurance_id": {},
    "insurer_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Sync Document Insurance

> Perform Sync Document Insurance through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_insurance_to_patient_branchable](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_insurance_to_patient_branchable)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_brightree_sync_document_insurance_to_patient_branchable`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_brightree_sync_document_insurance_to_patient_branchable"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `insurance_id` — Insurance Id
- `carrier_id` — Carrier Id
- `policy_key` — Policy Key
- `insurer_name` — Insurer Name
- `start_date` — Start Date
- `synced` — Synced
- `skipped` — Skipped
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "skipped": {},
    "success": {},
    "carrier_id": {},
    "policy_key": {},
    "start_date": {},
    "document_id": {},
    "patient_key": {},
    "insurance_id": {},
    "insurer_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
```

---

# Sync Document Marketing Rep

> Perform Sync Document Marketing Rep through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_marketing_rep_to_patient_branchable](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_marketing_rep_to_patient_branchable)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `brightree_sync_document_marketing_rep_to_patient_branchable`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "brightree_sync_document_marketing_rep_to_patient_branchable"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `marketing_rep_key` — Marketing Rep Key
- `marketing_rep_name` — Marketing Rep Name
- `submitted_by_name` — Submitted By Name
- `synced` — Synced
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "success": {},
    "document_id": {},
    "patient_key": {},
    "error_message": {},
    "marketing_rep_key": {},
    "submitted_by_name": {},
    "marketing_rep_name": {}
  },
  "additionalProperties": true
}
```

---

# Sync Document Marketing Rep

> Perform Sync Document Marketing Rep through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_marketing_rep_to_patient_branchable](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_marketing_rep_to_patient_branchable)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_brightree_sync_document_marketing_rep_to_patient_branchable`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_brightree_sync_document_marketing_rep_to_patient_branchable"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `marketing_rep_key` — Marketing Rep Key
- `marketing_rep_name` — Marketing Rep Name
- `submitted_by_name` — Submitted By Name
- `synced` — Synced
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "success": {},
    "document_id": {},
    "patient_key": {},
    "error_message": {},
    "marketing_rep_key": {},
    "submitted_by_name": {},
    "marketing_rep_name": {}
  },
  "additionalProperties": true
}
```

---

# Sync Ordering Doctor

> Perform Sync Ordering Doctor through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_ordering_doctor_to_patient_branchable](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/brightree_sync_document_ordering_doctor_to_patient_branchable)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `brightree_sync_document_ordering_doctor_to_patient_branchable`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "brightree_sync_document_ordering_doctor_to_patient_branchable"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `provider_id` — Provider Id
- `provider_name` — Provider Name
- `doctor_key` — Doctor Key
- `doctor_name` — Doctor Name
- `synced` — Synced
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "success": {},
    "doctor_key": {},
    "doctor_name": {},
    "document_id": {},
    "patient_key": {},
    "provider_id": {},
    "error_message": {},
    "provider_name": {}
  },
  "additionalProperties": true
}
```

---

# Sync Ordering Doctor

> Perform Sync Ordering Doctor through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_ordering_doctor_to_patient_branchable](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_brightree_sync_document_ordering_doctor_to_patient_branchable)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_brightree_sync_document_ordering_doctor_to_patient_branchable`

- Connection type: `brightree`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_brightree_sync_document_ordering_doctor_to_patient_branchable"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `patient_key` — Patient Key (expression, required)
  Required literal value or workflow expression.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `patient_key` — Patient Key
- `provider_id` — Provider Id
- `provider_name` — Provider Name
- `doctor_key` — Doctor Key
- `doctor_name` — Doctor Name
- `synced` — Synced
- `message` — Message
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "success": {},
    "doctor_key": {},
    "doctor_name": {},
    "document_id": {},
    "patient_key": {},
    "provider_id": {},
    "error_message": {},
    "provider_name": {}
  },
  "additionalProperties": true
}
```

---

# Validate Tomorrow Health Payer

> Perform Validate Tomorrow Health Payer through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/claracare_validate_tomorrow_health_payer](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/claracare_validate_tomorrow_health_payer)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `claracare_validate_tomorrow_health_payer`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "claracare_validate_tomorrow_health_payer"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_details` — Order Details (expression, required)
  Required literal value or workflow expression.
- `payer_name` — Payer Name (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `can_proceed` — Can Proceed
- `tomorrow_health_payer_name` — Tomorrow Health Payer Name
- `brightree_payor_key` — Brightree Payor Key
- `brightree_payor_name` — Brightree Payor Name
- `brightree_payor_id` — Brightree Payor Id
- `brightree_claim_code` — Brightree Claim Code
- `comment_message` — Comment Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_details"
  ],
  "properties": {
    "payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_details": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "can_proceed": {},
    "error_message": {},
    "comment_message": {},
    "brightree_payor_id": {},
    "brightree_payor_key": {},
    "brightree_claim_code": {},
    "brightree_payor_name": {},
    "tomorrow_health_payer_name": {}
  },
  "additionalProperties": true
}
```

---

# Validate Tomorrow Health Payer

> Perform Validate Tomorrow Health Payer through Tomorrow Health Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_validate_tomorrow_health_payer](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake/gaboro_validate_tomorrow_health_payer)

Integration: [Tomorrow Health Intake](https://genhealth.ai/docs/workflows/integrations/tomorrow-health-intake.md)

- Handler: `gaboro_validate_tomorrow_health_payer`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Tomorrow Health Intake",
  "params": {},
  "handler": "gaboro_validate_tomorrow_health_payer"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_details` — Order Details (expression, required)
  Required literal value or workflow expression.
- `payer_name` — Payer Name (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `can_proceed` — Can Proceed
- `tomorrow_health_payer_name` — Tomorrow Health Payer Name
- `brightree_payor_key` — Brightree Payor Key
- `brightree_payor_name` — Brightree Payor Name
- `brightree_payor_id` — Brightree Payor Id
- `brightree_claim_code` — Brightree Claim Code
- `comment_message` — Comment Message
- `error_message` — Error Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "order_details"
  ],
  "properties": {
    "payer_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_details": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "can_proceed": {},
    "error_message": {},
    "comment_message": {},
    "brightree_payor_id": {},
    "brightree_payor_key": {},
    "brightree_claim_code": {},
    "brightree_payor_name": {},
    "tomorrow_health_payer_name": {}
  },
  "additionalProperties": true
}
```

---

# United Healthcare integration

> Build workflow automations with 1 public United Healthcare action.

Source: [https://genhealth.ai/docs/workflows/integrations/united-healthcare](https://genhealth.ai/docs/workflows/integrations/united-healthcare)

## Available actions

1 action. Connection types: united_healthcare_portal.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/united-healthcare/uhc_check_eligibility.md)

- Handler: `uhc_check_eligibility`
- Connection type: `united_healthcare_portal`
- External effect: `write`
- Inputs: `member_id`, `date_of_birth`, `service_start_date`, `service_end_date`, `payer_id`, `payer_name`, `include_dme`, `generate_pdf`, `show_generated_document_in_inbox`
- Outputs: `success`, `error`, `failure_category`, `exception_type`, `safe_error_codes`, `customer_message`, `payer_rejection_reason`, `payer_rejection_category`, `is_coverage_data_issue`, `coverage_end_date`, `last_policy_name`, `last_policy_status`, `insurance_info`, `prior_auth`, `prior_auth_issuer`, `deductibles`, `out_of_pocket`, `dme`, `transaction_id`, `policy_id`, `pdf_path`, `generated_pdf_success`, `generated_pdf_status`, `generated_pdf_document_id`, `generated_pdf_title`, `generated_pdf_document_type`, `generated_pdf_s3_key`, `generated_pdf_s3_uri`, `generated_pdf_document_s3_uri`, `generated_pdf_sha256`, `generated_pdf_size`, `generated_pdf_filename`, `generated_pdf_source`, `generated_pdf_content_type`, `generated_pdf_external_id`, `generated_pdf_was_existing`, `generated_pdf_error`, `generated_pdf_error_message`

Perform Check Eligibility through United Healthcare.

---

# Check Eligibility

> Perform Check Eligibility through United Healthcare.

Source: [https://genhealth.ai/docs/workflows/integrations/united-healthcare/uhc_check_eligibility](https://genhealth.ai/docs/workflows/integrations/united-healthcare/uhc_check_eligibility)

Integration: [United Healthcare](https://genhealth.ai/docs/workflows/integrations/united-healthcare.md)

- Handler: `uhc_check_eligibility`

- Connection type: `united_healthcare_portal`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "United Healthcare",
  "params": {
    "payer_name": "UnitedHealthcare",
    "include_dme": true,
    "generate_pdf": false,
    "show_generated_document_in_inbox": false
  },
  "handler": "uhc_check_eligibility"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `member_id` — Member Id (expression, required)
  Required literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression, required)
  Required literal value or workflow expression.
- `service_start_date` — Service Start Date (expression)
  Optional literal value or workflow expression.
- `service_end_date` — Service End Date (expression)
  Optional literal value or workflow expression.
- `payer_id` — Payer Id (expression, required)
  Required literal value or workflow expression.
- `payer_name` — Payer Name (expression)
  Optional literal value or workflow expression.
  Default: `"UnitedHealthcare"`
- `include_dme` — Include Dme (boolean)
  Optional true-or-false value.
  Default: `true`
- `generate_pdf` — Generate Pdf (boolean)
  Optional true-or-false value.
  Default: `false`
- `show_generated_document_in_inbox` — Show Generated Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `error` — Error
- `failure_category` — Failure Category
- `exception_type` — Exception Type
- `safe_error_codes` — Safe Error Codes
- `customer_message` — Customer Message
- `payer_rejection_reason` — Payer Rejection Reason
- `payer_rejection_category` — Payer Rejection Category
- `is_coverage_data_issue` — Is Coverage Data Issue
- `coverage_end_date` — Coverage End Date
- `last_policy_name` — Last Policy Name
- `last_policy_status` — Last Policy Status
- `insurance_info` — Insurance Info
- `prior_auth` — Prior Auth
- `prior_auth_issuer` — Prior Auth Issuer
- `deductibles` — Deductibles
- `out_of_pocket` — Out Of Pocket
- `dme` — Dme
- `transaction_id` — Transaction Id
- `policy_id` — Policy Id
- `pdf_path` — Pdf Path
- `generated_pdf_success` — Generated Pdf Success
- `generated_pdf_status` — Generated Pdf Status
- `generated_pdf_document_id` — Generated Pdf Document Id
- `generated_pdf_title` — Generated Pdf Title
- `generated_pdf_document_type` — Generated Pdf Document Type
- `generated_pdf_s3_key` — Generated Pdf S3 Key
- `generated_pdf_s3_uri` — Generated Pdf S3 Uri
- `generated_pdf_document_s3_uri` — Generated Pdf Document S3 Uri
- `generated_pdf_sha256` — Generated Pdf Sha256
- `generated_pdf_size` — Generated Pdf Size
- `generated_pdf_filename` — Generated Pdf Filename
- `generated_pdf_source` — Generated Pdf Source
- `generated_pdf_content_type` — Generated Pdf Content Type
- `generated_pdf_external_id` — Generated Pdf External Id
- `generated_pdf_was_existing` — Generated Pdf Was Existing
- `generated_pdf_error` — Generated Pdf Error
- `generated_pdf_error_message` — Generated Pdf Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_id",
    "date_of_birth",
    "payer_id"
  ],
  "properties": {
    "payer_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payer_name": {
      "default": "UnitedHealthcare",
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "include_dme": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "generate_pdf": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "date_of_birth": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_end_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "service_start_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "show_generated_document_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "dme": {},
    "error": {},
    "success": {},
    "pdf_path": {},
    "policy_id": {},
    "prior_auth": {},
    "deductibles": {},
    "out_of_pocket": {},
    "exception_type": {},
    "insurance_info": {},
    "transaction_id": {},
    "customer_message": {},
    "failure_category": {},
    "last_policy_name": {},
    "safe_error_codes": {},
    "coverage_end_date": {},
    "prior_auth_issuer": {},
    "generated_pdf_size": {},
    "last_policy_status": {},
    "generated_pdf_error": {},
    "generated_pdf_title": {},
    "generated_pdf_s3_key": {},
    "generated_pdf_s3_uri": {},
    "generated_pdf_sha256": {},
    "generated_pdf_source": {},
    "generated_pdf_status": {},
    "generated_pdf_success": {},
    "generated_pdf_filename": {},
    "is_coverage_data_issue": {},
    "payer_rejection_reason": {},
    "payer_rejection_category": {},
    "generated_pdf_document_id": {},
    "generated_pdf_external_id": {},
    "generated_pdf_content_type": {},
    "generated_pdf_was_existing": {},
    "generated_pdf_document_type": {},
    "generated_pdf_error_message": {},
    "generated_pdf_document_s3_uri": {}
  },
  "additionalProperties": true
}
```

---

# Weave integration

> Build workflow automations with 8 public Weave actions.

Source: [https://genhealth.ai/docs/workflows/integrations/weave](https://genhealth.ai/docs/workflows/integrations/weave)

## Available actions

8 actions. Connection types: weave.

### [Check Fax Tag (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/weave_fax_has_tag.md)

- Handler: `weave_fax_has_tag`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`, `tag_name`
- Outputs: `success`, `fax_id`, `tag_name`, `has_tag`, `matching_tags`, `tag_count`, `error`

Perform Check Fax Tag (Weave) through Weave.

### [Create Patient (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/create_weave_patient.md)

- Handler: `create_weave_patient`
- Connection type: `weave`
- External effect: `write`
- Inputs: `first_name`, `last_name`, `preferred_name`, `gender`, `birthdate`, `phone_mobile`, `phone_home`, `email`, `street`, `city`, `state`, `postCode`, `country`
- Outputs: `success`, `weave_contact_id`, `created`, `already_exists`, `message`, `error`

Perform Create Patient (Weave) through Weave.

### [Download Fax (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/download_weave_fax.md)

- Handler: `download_weave_fax`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`
- Outputs: `success`, `doc_id`, `fax_id`, `skipped`, `filename`, `error`

Perform Download Fax (Weave) through Weave.

### [Get New Faxes (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/get_new_weave_faxes.md)

- Handler: `get_new_weave_faxes`
- Connection type: `weave`
- External effect: `write`
- Inputs: `start`, `end`, `sender`, `recipient`

Perform Get New Faxes (Weave) through Weave.

### [List Faxes (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/list_weave_faxes.md)

- Handler: `list_weave_faxes`
- Connection type: `weave`
- External effect: `write`
- Inputs: `direction`, `limit`, `sender`, `recipient`
- Outputs: `faxes`, `count`, `error`

Perform List Faxes (Weave) through Weave.

### [Tag Fax (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/tag_weave_fax.md)

- Handler: `tag_weave_fax`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`, `tag_ids`

Perform Tag Fax (Weave) through Weave.

### [Tag Fax By Name (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/tag_weave_fax_by_name.md)

- Handler: `tag_weave_fax_by_name`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`, `tag_name`
- Outputs: `success`, `fax_id`, `tag_name`, `tag_id`, `tags_added`, `error`

Perform Tag Fax By Name (Weave) through Weave.

### [Untag Fax (Weave)](https://genhealth.ai/docs/workflows/integrations/weave/untag_weave_fax.md)

- Handler: `untag_weave_fax`
- Connection type: `weave`
- External effect: `write`
- Inputs: `fax_id`, `tag_ids`

Perform Untag Fax (Weave) through Weave.

---

# Check Fax Tag (Weave)

> Perform Check Fax Tag (Weave) through Weave.

Source: [https://genhealth.ai/docs/workflows/integrations/weave/weave_fax_has_tag](https://genhealth.ai/docs/workflows/integrations/weave/weave_fax_has_tag)

Integration: [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

- Handler: `weave_fax_has_tag`

- Connection type: `weave`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Weave",
  "params": {},
  "handler": "weave_fax_has_tag"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_id` — Fax Id (expression, required)
  Required literal value or workflow expression.
- `tag_name` — Tag Name (text, required)
  Required text value.

## Outputs

- `success` — Success
- `fax_id` — Fax Id
- `tag_name` — Tag Name
- `has_tag` — Has Tag
- `matching_tags` — Matching Tags
- `tag_count` — Tag Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "fax_id",
    "tag_name"
  ],
  "properties": {
    "fax_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fax_id": {},
    "has_tag": {},
    "success": {},
    "tag_name": {},
    "tag_count": {},
    "matching_tags": {}
  },
  "additionalProperties": true
}
```

---

# Create Patient (Weave)

> Perform Create Patient (Weave) through Weave.

Source: [https://genhealth.ai/docs/workflows/integrations/weave/create_weave_patient](https://genhealth.ai/docs/workflows/integrations/weave/create_weave_patient)

Integration: [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

- Handler: `create_weave_patient`

- Connection type: `weave`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Weave",
  "params": {},
  "handler": "create_weave_patient"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `first_name` — First Name (expression, required)
  Required literal value or workflow expression.
- `last_name` — Last Name (expression, required)
  Required literal value or workflow expression.
- `preferred_name` — Preferred Name (expression)
  Optional literal value or workflow expression.
- `gender` — Gender (expression)
  Optional literal value or workflow expression.
- `birthdate` — Birthdate (expression)
  Optional literal value or workflow expression.
- `phone_mobile` — Phone Mobile (expression)
  Optional literal value or workflow expression.
- `phone_home` — Phone Home (expression)
  Optional literal value or workflow expression.
- `email` — Email (expression)
  Optional literal value or workflow expression.
- `street` — Street (expression)
  Optional literal value or workflow expression.
- `city` — City (expression)
  Optional literal value or workflow expression.
- `state` — State (expression)
  Optional literal value or workflow expression.
- `postCode` — Postcode (expression)
  Optional literal value or workflow expression.
- `country` — Country (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `weave_contact_id` — Weave Contact Id
- `created` — Created
- `already_exists` — Already Exists
- `message` — Message
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "first_name",
    "last_name"
  ],
  "properties": {
    "city": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "email": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "gender": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "street": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "country": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "postCode": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "birthdate": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone_home": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "phone_mobile": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "preferred_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "created": {},
    "message": {},
    "success": {},
    "already_exists": {},
    "weave_contact_id": {}
  },
  "additionalProperties": true
}
```

---

# Download Fax (Weave)

> Perform Download Fax (Weave) through Weave.

Source: [https://genhealth.ai/docs/workflows/integrations/weave/download_weave_fax](https://genhealth.ai/docs/workflows/integrations/weave/download_weave_fax)

Integration: [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

- Handler: `download_weave_fax`

- Connection type: `weave`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Weave",
  "params": {},
  "handler": "download_weave_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_id` — Fax Id (text)
  Optional text value.

## Outputs

- `success` — Success
- `doc_id` — Doc Id
- `fax_id` — Fax Id
- `skipped` — Skipped
- `filename` — Filename
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "doc_id": {},
    "fax_id": {},
    "skipped": {},
    "success": {},
    "filename": {}
  },
  "additionalProperties": true
}
```

---

# Get New Faxes (Weave)

> Perform Get New Faxes (Weave) through Weave.

Source: [https://genhealth.ai/docs/workflows/integrations/weave/get_new_weave_faxes](https://genhealth.ai/docs/workflows/integrations/weave/get_new_weave_faxes)

Integration: [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

- Handler: `get_new_weave_faxes`

- Connection type: `weave`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Weave",
  "params": {
    "end": "10-07-2026",
    "start": "09-30-2026"
  },
  "handler": "get_new_weave_faxes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `start` — Start (date)
  Optional date in YYYY-MM-DD format.
  Default: `"09-30-2026"`
- `end` — End (date)
  Optional date in YYYY-MM-DD format.
  Default: `"10-07-2026"`
- `sender` — Sender (text)
  Optional text value.
- `recipient` — Recipient (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "end": {
      "type": "string",
      "format": "date",
      "default": "10-07-2026",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "start": {
      "type": "string",
      "format": "date",
      "default": "09-30-2026",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "sender": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "recipient": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# List Faxes (Weave)

> Perform List Faxes (Weave) through Weave.

Source: [https://genhealth.ai/docs/workflows/integrations/weave/list_weave_faxes](https://genhealth.ai/docs/workflows/integrations/weave/list_weave_faxes)

Integration: [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

- Handler: `list_weave_faxes`

- Connection type: `weave`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Weave",
  "params": {
    "limit": "25"
  },
  "handler": "list_weave_faxes"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `direction` — Direction (select)
  Optional selected identifier or value.
  Options: All (""), Inbound ("INBOUND"), Outbound ("OUTBOUND")
- `limit` — Limit (number)
  Optional numeric value.
  Default: `"25"`
- `sender` — Sender (text)
  Optional text value.
- `recipient` — Recipient (text)
  Optional text value.

## Outputs

- `faxes` — Faxes
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "sender": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "direction": {
      "enum": [
        "",
        "INBOUND",
        "OUTBOUND"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "recipient": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "faxes": {}
  },
  "additionalProperties": true
}
```

---

# Tag Fax (Weave)

> Perform Tag Fax (Weave) through Weave.

Source: [https://genhealth.ai/docs/workflows/integrations/weave/tag_weave_fax](https://genhealth.ai/docs/workflows/integrations/weave/tag_weave_fax)

Integration: [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

- Handler: `tag_weave_fax`

- Connection type: `weave`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Weave",
  "params": {},
  "handler": "tag_weave_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_id` — Fax Id (text)
  Optional text value.
- `tag_ids` — Tag Ids (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "tag_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Tag Fax By Name (Weave)

> Perform Tag Fax By Name (Weave) through Weave.

Source: [https://genhealth.ai/docs/workflows/integrations/weave/tag_weave_fax_by_name](https://genhealth.ai/docs/workflows/integrations/weave/tag_weave_fax_by_name)

Integration: [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

- Handler: `tag_weave_fax_by_name`

- Connection type: `weave`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Weave",
  "params": {},
  "handler": "tag_weave_fax_by_name"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_id` — Fax Id (expression, required)
  Required literal value or workflow expression.
- `tag_name` — Tag Name (text, required)
  Required text value.

## Outputs

- `success` — Success
- `fax_id` — Fax Id
- `tag_name` — Tag Name
- `tag_id` — Tag Id
- `tags_added` — Tags Added
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "fax_id",
    "tag_name"
  ],
  "properties": {
    "fax_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "tag_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "fax_id": {},
    "tag_id": {},
    "success": {},
    "tag_name": {},
    "tags_added": {}
  },
  "additionalProperties": true
}
```

---

# Untag Fax (Weave)

> Perform Untag Fax (Weave) through Weave.

Source: [https://genhealth.ai/docs/workflows/integrations/weave/untag_weave_fax](https://genhealth.ai/docs/workflows/integrations/weave/untag_weave_fax)

Integration: [Weave](https://genhealth.ai/docs/workflows/integrations/weave.md)

- Handler: `untag_weave_fax`

- Connection type: `weave`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Weave",
  "params": {},
  "handler": "untag_weave_fax"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `fax_id` — Fax Id (text)
  Optional text value.
- `tag_ids` — Tag Ids (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "fax_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "tag_ids": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# WellCare integration

> Build workflow automations with 4 public WellCare actions.

Source: [https://genhealth.ai/docs/workflows/integrations/well-care](https://genhealth.ai/docs/workflows/integrations/well-care)

## Available actions

4 actions. Connection types: wellcare.

### [Check Duplicate Prior Auth](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_check_duplicate_prior_auth.md)

- Handler: `wellcare_check_duplicate_prior_auth`
- Connection type: `wellcare`
- External effect: `write`
- Inputs: `request_artifact`, `lookback_days`, `max_candidate_claims`
- Outputs: `success`, `duplicate_found`, `match_confidence`, `matched_claim_count`, `matches`, `details_complete`, `safe_reason`, `error`, `error_message`

Perform Check Duplicate Prior Auth through WellCare.

### [Prepare Prior Auth Draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_prepare_prior_auth_draft.md)

- Handler: `wellcare_prepare_prior_auth_draft`
- Connection type: `wellcare`
- External effect: `write`
- Inputs: `member_keyword`, `orders`, `hcpcs_items`, `ordered_hcpcs_items`, `claim_diagnosis_codes`, `attachments`, `mixed_rental_profile_policy`, `provider_id`, `provider_fax`, `requestor_name`, `requestor_phone`, `requestor_fax`, `note`
- Outputs: `success`, `request_artifact`, `plan_family`, `member_search`, `catalog_selection`, `retryable`, `error`

Perform Prepare Prior Auth Draft through WellCare.

### [Resume and Submit Prior Auth Draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_resume_and_submit_prior_auth_draft.md)

- Handler: `wellcare_resume_and_submit_prior_auth_draft`
- Connection type: `wellcare`
- External effect: `write`
- Inputs: `request_artifact`, `saved_draft_result`, `recorded_draft_marker_result`, `enable_final_submit`, `headless`, `authorization_id`, `link_document_id`, `review_screenshot_filename_prefix`, `confirmation_screenshot_filename_prefix`, `error_screenshot_filename_prefix`
- Outputs: `success`, `status`, `final_submit_attempted`, `final_submit_confirmed`, `final_submit_outcome`, `reference_number`, `reference_persisted`, `retryable`, `error`

Perform Resume and Submit Prior Auth Draft through WellCare.

### [Save Prior Auth Draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_save_prior_auth_draft.md)

- Handler: `wellcare_save_prior_auth_draft`
- Connection type: `wellcare`
- External effect: `write`
- Inputs: `request_artifact`, `headless`, `submit_after_review`, `review_only`, `authorization_id`, `link_document_id`, `review_screenshot_filename_prefix`, `confirmation_screenshot_filename_prefix`, `error_screenshot_filename_prefix`
- Outputs: `success`, `status`, `draft_saved_marker`, `attachments_complete`, `final_submit_attempted`, `final_submit_confirmed`, `final_submit_outcome`, `reference_number`, `reference_persisted`, `reached_harness`, `confirmation_reached`, `confirmation_evidence_source`, `observed_fragments`, `view_auth_http`, `review_http`, `submit_http`, `review_outcome`, `duplicate_found`, `duplicate_reference_available`, `review_only`, `review_required`, `review_reason`, `retryable`, `review_screenshot_s3_key`, `review_screenshot_s3_uri`, `review_screenshot_filename`, `review_screenshot_sha256`, `review_screenshot_content_type`, `review_screenshot_delete_source_artifact_after_upload`, `review_screenshot_captured`, `review_screenshot_error`, `confirmation_screenshot_s3_key`, `confirmation_screenshot_s3_uri`, `confirmation_screenshot_filename`, `confirmation_screenshot_sha256`, `confirmation_screenshot_content_type`, `confirmation_screenshot_delete_source_artifact_after_upload`, `confirmation_screenshot_captured`, `confirmation_screenshot_error`, `error_screenshot_s3_key`, `error_screenshot_s3_uri`, `error_screenshot_filename`, `error_screenshot_sha256`, `error_screenshot_content_type`, `error_screenshot_delete_source_artifact_after_upload`, `error_screenshot_captured`, `error_screenshot_error`, `screenshot_captured`, `screenshot_capture_mode`, `screenshot_capture_stage`, `screenshot_width`, `screenshot_height`, `viewport_width`, `viewport_height`, `tile_count`, `screenshot_truncated`, `screenshot_capture_error_type`, `error`

Perform Save Prior Auth Draft through WellCare.

---

# Check Duplicate Prior Auth

> Perform Check Duplicate Prior Auth through WellCare.

Source: [https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_check_duplicate_prior_auth](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_check_duplicate_prior_auth)

Integration: [WellCare](https://genhealth.ai/docs/workflows/integrations/well-care.md)

- Handler: `wellcare_check_duplicate_prior_auth`

- Connection type: `wellcare`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WellCare",
  "params": {
    "lookback_days": 30,
    "max_candidate_claims": 10
  },
  "handler": "wellcare_check_duplicate_prior_auth"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `request_artifact` — Request Artifact (expression, required)
  Required literal value or workflow expression.
- `lookback_days` — Lookback Days (number)
  Optional numeric value.
  Default: `30`
- `max_candidate_claims` — Max Candidate Claims (number)
  Optional numeric value.
  Default: `10`

## Outputs

- `success` — Success
- `duplicate_found` — Duplicate Found
- `match_confidence` — Match Confidence
- `matched_claim_count` — Matched Claim Count
- `matches` — Matches
- `details_complete` — Details Complete
- `safe_reason` — Safe Reason
- `error` — Error
- `error_message` — Error Message

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "request_artifact"
  ],
  "properties": {
    "lookback_days": {
      "type": "number",
      "default": 30,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "request_artifact": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_candidate_claims": {
      "type": "number",
      "default": 10,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "matches": {},
    "success": {},
    "safe_reason": {},
    "error_message": {},
    "duplicate_found": {},
    "details_complete": {},
    "match_confidence": {},
    "matched_claim_count": {}
  },
  "additionalProperties": true
}
```

---

# Prepare Prior Auth Draft

> Perform Prepare Prior Auth Draft through WellCare.

Source: [https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_prepare_prior_auth_draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_prepare_prior_auth_draft)

Integration: [WellCare](https://genhealth.ai/docs/workflows/integrations/well-care.md)

- Handler: `wellcare_prepare_prior_auth_draft`

- Connection type: `wellcare`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WellCare",
  "params": {},
  "handler": "wellcare_prepare_prior_auth_draft"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `member_keyword` — Member Keyword (expression, required)
  Required literal value or workflow expression.
- `orders` — Orders (json)
  Optional JSON value.
- `hcpcs_items` — Hcpcs Items (json)
  Optional JSON value.
- `ordered_hcpcs_items` — Ordered Hcpcs Items (json)
  Optional JSON value.
- `claim_diagnosis_codes` — Claim Diagnosis Codes (json)
  Optional JSON value.
- `attachments` — Attachments (json)
  Optional JSON value.
- `mixed_rental_profile_policy` — Mixed Rental Profile Policy (json)
  Optional JSON value.
- `provider_id` — Provider Id (expression)
  Optional literal value or workflow expression.
- `provider_fax` — Provider Fax (expression)
  Optional literal value or workflow expression.
- `requestor_name` — Requestor Name (expression)
  Optional literal value or workflow expression.
- `requestor_phone` — Requestor Phone (expression)
  Optional literal value or workflow expression.
- `requestor_fax` — Requestor Fax (expression)
  Optional literal value or workflow expression.
- `note` — Note (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `request_artifact` — Request Artifact
- `plan_family` — Plan Family
- `member_search` — Member Search
- `catalog_selection` — Catalog Selection
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "member_keyword"
  ],
  "properties": {
    "note": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "orders": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "attachments": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "hcpcs_items": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "provider_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "provider_fax": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "requestor_fax": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "member_keyword": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "requestor_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "requestor_phone": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "ordered_hcpcs_items": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "claim_diagnosis_codes": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "mixed_rental_profile_policy": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "retryable": {},
    "plan_family": {},
    "member_search": {},
    "request_artifact": {},
    "catalog_selection": {}
  },
  "additionalProperties": true
}
```

---

# Resume and Submit Prior Auth Draft

> Perform Resume and Submit Prior Auth Draft through WellCare.

Source: [https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_resume_and_submit_prior_auth_draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_resume_and_submit_prior_auth_draft)

Integration: [WellCare](https://genhealth.ai/docs/workflows/integrations/well-care.md)

- Handler: `wellcare_resume_and_submit_prior_auth_draft`

- Connection type: `wellcare`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WellCare",
  "params": {
    "headless": true,
    "enable_final_submit": false
  },
  "handler": "wellcare_resume_and_submit_prior_auth_draft"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `request_artifact` — Request Artifact (json, required)
  Required JSON value.
- `saved_draft_result` — Saved Draft Result (expression, required)
  Required literal value or workflow expression.
- `recorded_draft_marker_result` — Recorded Draft Marker Result (expression, required)
  Required literal value or workflow expression.
- `enable_final_submit` — Enable Final Submit (boolean)
  Optional true-or-false value.
  Default: `false`
- `headless` — Headless (boolean)
  Optional true-or-false value.
  Default: `true`
- `authorization_id` — Authorization Id (expression)
  Optional literal value or workflow expression.
- `link_document_id` — Link Document Id (expression)
  Optional literal value or workflow expression.
- `review_screenshot_filename_prefix` — Review Screenshot Filename Prefix (expression)
  Optional literal value or workflow expression.
- `confirmation_screenshot_filename_prefix` — Confirmation Screenshot Filename Prefix (expression)
  Optional literal value or workflow expression.
- `error_screenshot_filename_prefix` — Error Screenshot Filename Prefix (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `final_submit_attempted` — Final Submit Attempted
- `final_submit_confirmed` — Final Submit Confirmed
- `final_submit_outcome` — Final Submit Outcome
- `reference_number` — Reference Number
- `reference_persisted` — Reference Persisted
- `retryable` — Retryable
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "request_artifact",
    "saved_draft_result",
    "recorded_draft_marker_result"
  ],
  "properties": {
    "headless": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "authorization_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "link_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "request_artifact": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "saved_draft_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "enable_final_submit": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "recorded_draft_marker_result": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "error_screenshot_filename_prefix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "review_screenshot_filename_prefix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "confirmation_screenshot_filename_prefix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "retryable": {},
    "reference_number": {},
    "reference_persisted": {},
    "final_submit_outcome": {},
    "final_submit_attempted": {},
    "final_submit_confirmed": {}
  },
  "additionalProperties": true
}
```

---

# Save Prior Auth Draft

> Perform Save Prior Auth Draft through WellCare.

Source: [https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_save_prior_auth_draft](https://genhealth.ai/docs/workflows/integrations/well-care/wellcare_save_prior_auth_draft)

Integration: [WellCare](https://genhealth.ai/docs/workflows/integrations/well-care.md)

- Handler: `wellcare_save_prior_auth_draft`

- Connection type: `wellcare`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WellCare",
  "params": {
    "headless": true,
    "review_only": false,
    "submit_after_review": false
  },
  "handler": "wellcare_save_prior_auth_draft"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `request_artifact` — Request Artifact (json, required)
  Required JSON value.
- `headless` — Headless (boolean)
  Optional true-or-false value.
  Default: `true`
- `submit_after_review` — Submit After Review (boolean)
  Optional true-or-false value.
  Default: `false`
- `review_only` — Review Only (boolean)
  Optional true-or-false value.
  Default: `false`
- `authorization_id` — Authorization Id (expression)
  Optional literal value or workflow expression.
- `link_document_id` — Link Document Id (expression)
  Optional literal value or workflow expression.
- `review_screenshot_filename_prefix` — Review Screenshot Filename Prefix (expression)
  Optional literal value or workflow expression.
- `confirmation_screenshot_filename_prefix` — Confirmation Screenshot Filename Prefix (expression)
  Optional literal value or workflow expression.
- `error_screenshot_filename_prefix` — Error Screenshot Filename Prefix (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `status` — Status
- `draft_saved_marker` — Draft Saved Marker
- `attachments_complete` — Attachments Complete
- `final_submit_attempted` — Final Submit Attempted
- `final_submit_confirmed` — Final Submit Confirmed
- `final_submit_outcome` — Final Submit Outcome
- `reference_number` — Reference Number
- `reference_persisted` — Reference Persisted
- `reached_harness` — Reached Harness
- `confirmation_reached` — Confirmation Reached
- `confirmation_evidence_source` — Confirmation Evidence Source
- `observed_fragments` — Observed Fragments
- `view_auth_http` — View Auth Http
- `review_http` — Review Http
- `submit_http` — Submit Http
- `review_outcome` — Review Outcome
- `duplicate_found` — Duplicate Found
- `duplicate_reference_available` — Duplicate Reference Available
- `review_only` — Review Only
- `review_required` — Review Required
- `review_reason` — Review Reason
- `retryable` — Retryable
- `review_screenshot_s3_key` — Review Screenshot S3 Key
- `review_screenshot_s3_uri` — Review Screenshot S3 Uri
- `review_screenshot_filename` — Review Screenshot Filename
- `review_screenshot_sha256` — Review Screenshot Sha256
- `review_screenshot_content_type` — Review Screenshot Content Type
- `review_screenshot_delete_source_artifact_after_upload` — Review Screenshot Delete Source Artifact After Upload
- `review_screenshot_captured` — Review Screenshot Captured
- `review_screenshot_error` — Review Screenshot Error
- `confirmation_screenshot_s3_key` — Confirmation Screenshot S3 Key
- `confirmation_screenshot_s3_uri` — Confirmation Screenshot S3 Uri
- `confirmation_screenshot_filename` — Confirmation Screenshot Filename
- `confirmation_screenshot_sha256` — Confirmation Screenshot Sha256
- `confirmation_screenshot_content_type` — Confirmation Screenshot Content Type
- `confirmation_screenshot_delete_source_artifact_after_upload` — Confirmation Screenshot Delete Source Artifact After Upload
- `confirmation_screenshot_captured` — Confirmation Screenshot Captured
- `confirmation_screenshot_error` — Confirmation Screenshot Error
- `error_screenshot_s3_key` — Error Screenshot S3 Key
- `error_screenshot_s3_uri` — Error Screenshot S3 Uri
- `error_screenshot_filename` — Error Screenshot Filename
- `error_screenshot_sha256` — Error Screenshot Sha256
- `error_screenshot_content_type` — Error Screenshot Content Type
- `error_screenshot_delete_source_artifact_after_upload` — Error Screenshot Delete Source Artifact After Upload
- `error_screenshot_captured` — Error Screenshot Captured
- `error_screenshot_error` — Error Screenshot Error
- `screenshot_captured` — Screenshot Captured
- `screenshot_capture_mode` — Screenshot Capture Mode
- `screenshot_capture_stage` — Screenshot Capture Stage
- `screenshot_width` — Screenshot Width
- `screenshot_height` — Screenshot Height
- `viewport_width` — Viewport Width
- `viewport_height` — Viewport Height
- `tile_count` — Tile Count
- `screenshot_truncated` — Screenshot Truncated
- `screenshot_capture_error_type` — Screenshot Capture Error Type
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "request_artifact"
  ],
  "properties": {
    "headless": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "review_only": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "authorization_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "link_document_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "request_artifact": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "submit_after_review": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "error_screenshot_filename_prefix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "review_screenshot_filename_prefix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "confirmation_screenshot_filename_prefix": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "retryable": {},
    "tile_count": {},
    "review_http": {},
    "review_only": {},
    "submit_http": {},
    "review_reason": {},
    "review_outcome": {},
    "view_auth_http": {},
    "viewport_width": {},
    "duplicate_found": {},
    "reached_harness": {},
    "review_required": {},
    "viewport_height": {},
    "reference_number": {},
    "screenshot_width": {},
    "screenshot_height": {},
    "draft_saved_marker": {},
    "observed_fragments": {},
    "reference_persisted": {},
    "screenshot_captured": {},
    "attachments_complete": {},
    "confirmation_reached": {},
    "final_submit_outcome": {},
    "screenshot_truncated": {},
    "error_screenshot_error": {},
    "final_submit_attempted": {},
    "final_submit_confirmed": {},
    "error_screenshot_s3_key": {},
    "error_screenshot_s3_uri": {},
    "error_screenshot_sha256": {},
    "review_screenshot_error": {},
    "screenshot_capture_mode": {},
    "review_screenshot_s3_key": {},
    "review_screenshot_s3_uri": {},
    "review_screenshot_sha256": {},
    "screenshot_capture_stage": {},
    "error_screenshot_captured": {},
    "error_screenshot_filename": {},
    "review_screenshot_captured": {},
    "review_screenshot_filename": {},
    "confirmation_evidence_source": {},
    "confirmation_screenshot_error": {},
    "duplicate_reference_available": {},
    "error_screenshot_content_type": {},
    "screenshot_capture_error_type": {},
    "confirmation_screenshot_s3_key": {},
    "confirmation_screenshot_s3_uri": {},
    "confirmation_screenshot_sha256": {},
    "review_screenshot_content_type": {},
    "confirmation_screenshot_captured": {},
    "confirmation_screenshot_filename": {},
    "confirmation_screenshot_content_type": {},
    "error_screenshot_delete_source_artifact_after_upload": {},
    "review_screenshot_delete_source_artifact_after_upload": {},
    "confirmation_screenshot_delete_source_artifact_after_upload": {}
  },
  "additionalProperties": true
}
```

---

# WhiteAid integration

> Build workflow automations with 14 public WhiteAid actions.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid](https://genhealth.ai/docs/workflows/integrations/white-aid)

## Available actions

14 actions. Connection types: None required.

### [Acquire WhiteAid Order Lease](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_acquire_order_lease.md)

- Handler: `white_aid_dvs_acquire_order_lease`

- External effect: `write`
- Inputs: `request`, `worklist_index`

Perform Acquire WhiteAid Order Lease through WhiteAid.

### [Classify Outcome](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_classify_outcome.md)

- Handler: `white_aid_dvs_classify_outcome`

- External effect: `write`
- Inputs: `phase_3_input`, `final_readback`, `guard_source_wip_result`, `write_delivery_note_result`, `log_prior_authorizations_result`, `send_pod_result`, `drop_ship_po_result`

Perform Classify Outcome through WhiteAid.

### [Emit WhiteAid Observability](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_emit_observability.md)

- Handler: `white_aid_dvs_emit_observability`

- External effect: `write`
- Inputs: `summary_payload`

Perform Emit WhiteAid Observability through WhiteAid.

### [Final Brightree Readback](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_final_readback.md)

- Handler: `white_aid_dvs_final_readback`

- External effect: `write`
- Inputs: `phase_3_input`, `order_lease`

Perform Final Brightree Readback through WhiteAid.

### [Generate DVS Summary Report](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_summary_report.md)

- Handler: `white_aid_dvs_summary_report`

- External effect: `write`
- Inputs: `period`, `report_date`, `as_of`, `target_workflow_definition_id`, `brightree_base_url`, `output_path`, `to_emails`, `subject`, `include_patient_names`
- Outputs: `status`, `output_path`, `emailed_to`, `period`, `window_mode`, `time_range_label`, `orders_count`, `success_count`, `human_review_count`, `unexpected_failure_count`, `skipped_count`, `invalid_count`, `retried_orders_count`, `resolved_after_retry_count`, `workflow_run_count`, `failed_workflow_run_count`, `attachment_count`

Perform Generate DVS Summary Report through WhiteAid.

### [Get WhiteAid DVS Orders](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_get_orders.md)

- Handler: `white_aid_dvs_get_orders`

- External effect: `write`
- Inputs: `page`, `max_n`, `worklist_index`, `route_invalid_to_human_review`

Perform Get WhiteAid DVS Orders through WhiteAid.

### [Guard Source WIP](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_guard_source_wip.md)

- Handler: `white_aid_dvs_guard_source_wip`

- External effect: `write`
- Inputs: `phase_3_input`, `order_lease`

Perform Guard Source WIP through WhiteAid.

### [Log Prior Authorizations](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_log_prior_authorizations.md)

- Handler: `white_aid_dvs_log_prior_authorizations`

- External effect: `write`
- Inputs: `phase_3_input`, `order_lease`

Perform Log Prior Authorizations through WhiteAid.

### [Plan Post-ePACES](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_plan_post_epaces.md)

- Handler: `white_aid_dvs_plan_post_epaces`

- External effect: `write`
- Inputs: `request`, `phase_2_result`, `target_wip_state`, `shipping_mode`, `drop_ship_vendor`, `po_priority`, `po_ship_by`, `po_freight`, `delivery_note_writeback_enabled`

Perform Plan Post-ePACES through WhiteAid.

### [Release WhiteAid Order Lease](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_release_order_lease.md)

- Handler: `white_aid_dvs_release_order_lease`

- External effect: `write`
- Inputs: `order_lease`

Perform Release WhiteAid Order Lease through WhiteAid.

### [Run WhiteAid ePACES](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_run_epaces.md)

- Handler: `white_aid_dvs_run_epaces`

- External effect: `write`
- Inputs: `request`, `worklist_index`, `order_lease`, `headless_browser`, `chromium_executable`, `use_http_client`

Perform Run WhiteAid ePACES through WhiteAid.

### [Send POD](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_send_pod.md)

- Handler: `white_aid_dvs_send_pod`

- External effect: `write`
- Inputs: `phase_3_input`, `order_lease`

Perform Send POD through WhiteAid.

### [Summarize WhiteAid Batch](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_summarize_batch.md)

- Handler: `white_aid_dvs_summarize_batch`

- External effect: `write`
- Inputs: `selection_payload`, `loop_results`

Perform Summarize WhiteAid Batch through WhiteAid.

### [Write Delivery Note](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_write_delivery_note.md)

- Handler: `white_aid_dvs_write_delivery_note`

- External effect: `write`
- Inputs: `phase_3_input`, `delivery_note_lines`, `order_lease`, `delivery_note_writeback_enabled`

Perform Write Delivery Note through WhiteAid.

---

# Acquire WhiteAid Order Lease

> Perform Acquire WhiteAid Order Lease through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_acquire_order_lease](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_acquire_order_lease)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_acquire_order_lease`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_acquire_order_lease"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `request` — Request (json)
  Optional JSON value.
- `worklist_index` — Worklist Index (text)
  Optional text value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "request": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "worklist_index": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Classify Outcome

> Perform Classify Outcome through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_classify_outcome](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_classify_outcome)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_classify_outcome`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_classify_outcome"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `phase_3_input` — Phase 3 Input (json)
  Optional JSON value.
- `final_readback` — Final Readback (json)
  Optional JSON value.
- `guard_source_wip_result` — Guard Source Wip Result (json)
  Optional JSON value.
- `write_delivery_note_result` — Write Delivery Note Result (json)
  Optional JSON value.
- `log_prior_authorizations_result` — Log Prior Authorizations Result (json)
  Optional JSON value.
- `send_pod_result` — Send Pod Result (json)
  Optional JSON value.
- `drop_ship_po_result` — Drop Ship Po Result (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "phase_3_input": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "final_readback": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "send_pod_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "drop_ship_po_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "guard_source_wip_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "write_delivery_note_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "log_prior_authorizations_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Emit WhiteAid Observability

> Perform Emit WhiteAid Observability through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_emit_observability](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_emit_observability)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_emit_observability`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_emit_observability"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `summary_payload` — Summary Payload (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "summary_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Final Brightree Readback

> Perform Final Brightree Readback through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_final_readback](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_final_readback)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_final_readback`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_final_readback"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `phase_3_input` — Phase 3 Input (json)
  Optional JSON value.
- `order_lease` — Order Lease (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_lease": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "phase_3_input": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Generate DVS Summary Report

> Perform Generate DVS Summary Report through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_summary_report](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_summary_report)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_summary_report`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {
    "period": "daily",
    "to_emails": "whiteaidmedical@genhealth.ai",
    "include_patient_names": false
  },
  "handler": "white_aid_dvs_summary_report"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `period` — Period (select, required)
  Required selected identifier or value.
  Default: `"daily"`
  Options: Daily ("daily"), Weekly ("weekly")
- `report_date` — Report Date (text)
  Optional text value.
- `as_of` — As Of (text)
  Optional text value.
- `target_workflow_definition_id` — Target Workflow Definition Id (text)
  Optional text value.
- `brightree_base_url` — Brightree Base Url (text)
  Optional text value.
- `output_path` — Output Path (text)
  Optional text value.
- `to_emails` — To Emails (text)
  Optional text value.
  Default: `"whiteaidmedical@genhealth.ai"`
- `subject` — Subject (text)
  Optional text value.
- `include_patient_names` — Include Patient Names (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `status` — Status
- `output_path` — Output Path
- `emailed_to` — Emailed To
- `period` — Period
- `window_mode` — Window Mode
- `time_range_label` — Time Range Label
- `orders_count` — Orders Count
- `success_count` — Success Count
- `human_review_count` — Human Review Count
- `unexpected_failure_count` — Unexpected Failure Count
- `skipped_count` — Skipped Count
- `invalid_count` — Invalid Count
- `retried_orders_count` — Retried Orders Count
- `resolved_after_retry_count` — Resolved After Retry Count
- `workflow_run_count` — Workflow Run Count
- `failed_workflow_run_count` — Failed Workflow Run Count
- `attachment_count` — Attachment Count

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "period"
  ],
  "properties": {
    "as_of": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "period": {
      "enum": [
        "daily",
        "weekly"
      ],
      "type": "string",
      "default": "daily",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "to_emails": {
      "type": "string",
      "default": "whiteaidmedical@genhealth.ai",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "output_path": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "report_date": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "brightree_base_url": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "include_patient_names": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "target_workflow_definition_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "period": {},
    "status": {},
    "emailed_to": {},
    "output_path": {},
    "window_mode": {},
    "orders_count": {},
    "invalid_count": {},
    "skipped_count": {},
    "success_count": {},
    "attachment_count": {},
    "time_range_label": {},
    "human_review_count": {},
    "workflow_run_count": {},
    "retried_orders_count": {},
    "unexpected_failure_count": {},
    "failed_workflow_run_count": {},
    "resolved_after_retry_count": {}
  },
  "additionalProperties": true
}
```

---

# Get WhiteAid DVS Orders

> Perform Get WhiteAid DVS Orders through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_get_orders](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_get_orders)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_get_orders`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {
    "page": 1,
    "max_n": 1,
    "route_invalid_to_human_review": true
  },
  "handler": "white_aid_dvs_get_orders"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `page` — Page (number, required)
  Required numeric value.
  Default: `1`
- `max_n` — Max N (number, required)
  Required numeric value.
  Default: `1`
- `worklist_index` — Worklist Index (number)
  Optional numeric value.
- `route_invalid_to_human_review` — Route Invalid To Human Review (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "page",
    "max_n"
  ],
  "properties": {
    "page": {
      "type": "number",
      "default": 1,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_n": {
      "type": "number",
      "default": 1,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "worklist_index": {
      "type": "number",
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "route_invalid_to_human_review": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Guard Source WIP

> Perform Guard Source WIP through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_guard_source_wip](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_guard_source_wip)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_guard_source_wip`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_guard_source_wip"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `phase_3_input` — Phase 3 Input (json)
  Optional JSON value.
- `order_lease` — Order Lease (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_lease": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "phase_3_input": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Log Prior Authorizations

> Perform Log Prior Authorizations through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_log_prior_authorizations](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_log_prior_authorizations)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_log_prior_authorizations`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_log_prior_authorizations"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `phase_3_input` — Phase 3 Input (json)
  Optional JSON value.
- `order_lease` — Order Lease (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_lease": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "phase_3_input": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Plan Post-ePACES

> Perform Plan Post-ePACES through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_plan_post_epaces](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_plan_post_epaces)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_plan_post_epaces`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_plan_post_epaces"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `request` — Request (json)
  Optional JSON value.
- `phase_2_result` — Phase 2 Result (json)
  Optional JSON value.
- `target_wip_state` — Target Wip State (text)
  Optional text value.
- `shipping_mode` — Shipping Mode (text)
  Optional text value.
- `drop_ship_vendor` — Drop Ship Vendor (text)
  Optional text value.
- `po_priority` — Po Priority (text)
  Optional text value.
- `po_ship_by` — Po Ship By (text)
  Optional text value.
- `po_freight` — Po Freight (text)
  Optional text value.
- `delivery_note_writeback_enabled` — Delivery Note Writeback Enabled (boolean)
  Optional true-or-false value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "request": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "po_freight": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "po_ship_by": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "po_priority": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "shipping_mode": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "phase_2_result": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "drop_ship_vendor": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "target_wip_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "delivery_note_writeback_enabled": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Release WhiteAid Order Lease

> Perform Release WhiteAid Order Lease through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_release_order_lease](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_release_order_lease)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_release_order_lease`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_release_order_lease"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `order_lease` — Order Lease (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_lease": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Run WhiteAid ePACES

> Perform Run WhiteAid ePACES through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_run_epaces](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_run_epaces)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_run_epaces`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {
    "use_http_client": false,
    "headless_browser": true
  },
  "handler": "white_aid_dvs_run_epaces"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `request` — Request (json)
  Optional JSON value.
- `worklist_index` — Worklist Index (text)
  Optional text value.
- `order_lease` — Order Lease (json)
  Optional JSON value.
- `headless_browser` — Headless Browser (boolean)
  Optional true-or-false value.
  Default: `true`
- `chromium_executable` — Chromium Executable (text)
  Optional text value.
- `use_http_client` — Use Http Client (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "request": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "order_lease": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "worklist_index": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "use_http_client": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "headless_browser": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "chromium_executable": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Send POD

> Perform Send POD through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_send_pod](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_send_pod)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_send_pod`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_send_pod"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `phase_3_input` — Phase 3 Input (json)
  Optional JSON value.
- `order_lease` — Order Lease (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_lease": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "phase_3_input": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Summarize WhiteAid Batch

> Perform Summarize WhiteAid Batch through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_summarize_batch](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_summarize_batch)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_summarize_batch`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {},
  "handler": "white_aid_dvs_summarize_batch"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `selection_payload` — Selection Payload (json)
  Optional JSON value.
- `loop_results` — Loop Results (json)
  Optional JSON value.

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "loop_results": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "selection_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Write Delivery Note

> Perform Write Delivery Note through WhiteAid.

Source: [https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_write_delivery_note](https://genhealth.ai/docs/workflows/integrations/white-aid/white_aid_dvs_write_delivery_note)

Integration: [WhiteAid](https://genhealth.ai/docs/workflows/integrations/white-aid.md)

- Handler: `white_aid_dvs_write_delivery_note`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "WhiteAid",
  "params": {
    "delivery_note_writeback_enabled": true
  },
  "handler": "white_aid_dvs_write_delivery_note"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `phase_3_input` — Phase 3 Input (json)
  Optional JSON value.
- `delivery_note_lines` — Delivery Note Lines (expression)
  Optional literal value or workflow expression.
- `order_lease` — Order Lease (json)
  Optional JSON value.
- `delivery_note_writeback_enabled` — Delivery Note Writeback Enabled (boolean)
  Optional true-or-false value.
  Default: `true`

## Outputs

No named outputs are declared for this action.

Output schema completeness: `unknown`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "properties": {
    "order_lease": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "phase_3_input": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "delivery_note_lines": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "delivery_note_writeback_enabled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {},
  "additionalProperties": true
}
```

---

# Zoho Creator integration

> Build workflow automations with 5 public Zoho Creator actions.

Source: [https://genhealth.ai/docs/workflows/integrations/zoho-creator](https://genhealth.ai/docs/workflows/integrations/zoho-creator)

## Available actions

5 actions. Connection types: zoho_creator.

### [Get Form Record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_get_form_record.md)

- Handler: `zoho_creator_get_form_record`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `form_link_name`, `report_link_name`, `record_link_id`, `field_link_names`
- Outputs: `success`, `record_id`, `record_link_id`, `values`, `error`

Perform Get Form Record through Zoho Creator.

### [Import Report Attachment](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_import_report_attachment.md)

- Handler: `zoho_creator_import_report_attachment`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `report_link_name`, `record_id`, `field_link_name`, `attachment_index`, `max_records`, `max_bytes`, `document_type`, `show_imported_document_in_inbox`
- Outputs: `success`, `document_id`, `title`, `mime_type`, `sha256`, `size`, `was_existing`, `record_id`, `field_link_name`, `error`

Perform Import Report Attachment through Zoho Creator.

### [List Report Records](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_list_report_records.md)

- Handler: `zoho_creator_list_report_records`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `report_link_name`, `field_link_names`, `max_records`, `page_size`
- Outputs: `success`, `records`, `count`, `error`

Perform List Report Records through Zoho Creator.

### [Update Form Record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_update_form_record.md)

- Handler: `zoho_creator_update_form_record`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `form_link_name`, `report_link_name`, `record_link_id`, `field_values`, `allowed_field_link_names`, `expected_field_values`
- Outputs: `success`, `record_id`, `record_link_id`, `updated_field_link_names`, `verified_field_link_names`, `precondition_checked_field_link_names`, `precondition_failed`, `failure_category`, `error`

Perform Update Form Record through Zoho Creator.

### [Upload Document to Form Record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_upload_document_to_form_record.md)

- Handler: `zoho_creator_upload_document_to_form_record`
- Connection type: `zoho_creator`
- External effect: `write`
- Inputs: `account_owner_name`, `form_link_name`, `report_link_name`, `record_link_id`, `field_link_name`, `document_id`, `expected_field_values`
- Outputs: `success`, `document_id`, `record_id`, `record_link_id`, `field_link_name`, `file_name`, `mime_type`, `size`, `verified_field_link_names`, `precondition_checked_field_link_names`, `precondition_failed`, `failure_category`, `error`

Perform Upload Document to Form Record through Zoho Creator.

---

# Get Form Record

> Perform Get Form Record through Zoho Creator.

Source: [https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_get_form_record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_get_form_record)

Integration: [Zoho Creator](https://genhealth.ai/docs/workflows/integrations/zoho-creator.md)

- Handler: `zoho_creator_get_form_record`

- Connection type: `zoho_creator`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Zoho Creator",
  "params": {},
  "handler": "zoho_creator_get_form_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_owner_name` — Account Owner Name (expression, required)
  Required literal value or workflow expression.
- `form_link_name` — Form Link Name (expression, required)
  Required literal value or workflow expression.
- `report_link_name` — Report Link Name (expression, required)
  Required literal value or workflow expression.
- `record_link_id` — Record Link Id (expression, required)
  Required literal value or workflow expression.
- `field_link_names` — Field Link Names (json, required)
  Required JSON value.

## Outputs

- `success` — Success
- `record_id` — Record Id
- `record_link_id` — Record Link Id
- `values` — Values
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "account_owner_name",
    "form_link_name",
    "report_link_name",
    "record_link_id",
    "field_link_names"
  ],
  "properties": {
    "form_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_link_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "field_link_names": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "report_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_owner_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "values": {},
    "success": {},
    "record_id": {},
    "record_link_id": {}
  },
  "additionalProperties": true
}
```

---

# Import Report Attachment

> Perform Import Report Attachment through Zoho Creator.

Source: [https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_import_report_attachment](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_import_report_attachment)

Integration: [Zoho Creator](https://genhealth.ai/docs/workflows/integrations/zoho-creator.md)

- Handler: `zoho_creator_import_report_attachment`

- Connection type: `zoho_creator`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Zoho Creator",
  "params": {
    "max_bytes": 26214400,
    "max_records": 100,
    "document_type": "Other",
    "attachment_index": 0,
    "show_imported_document_in_inbox": false
  },
  "handler": "zoho_creator_import_report_attachment"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_owner_name` — Account Owner Name (expression, required)
  Required literal value or workflow expression.
- `report_link_name` — Report Link Name (expression, required)
  Required literal value or workflow expression.
- `record_id` — Record Id (expression, required)
  Required literal value or workflow expression.
- `field_link_name` — Field Link Name (expression, required)
  Required literal value or workflow expression.
- `attachment_index` — Attachment Index (number)
  Optional numeric value.
  Default: `0`
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `100`
- `max_bytes` — Max Bytes (number)
  Optional numeric value.
  Default: `26214400`
- `document_type` — Document Type (select)
  Optional selected identifier or value.
  Default: `"Other"`
  Options: Prescription ("Prescription"), Demographics ("Demographics"), Insurance ("Insurance"), Qualifying Test ("Qualifying Test"), Physician Notes ("Physician Notes"), Other ("Other")
- `show_imported_document_in_inbox` — Show Imported Document In Inbox (boolean)
  Optional true-or-false value.
  Default: `false`

## Outputs

- `success` — Success
- `document_id` — Document Id
- `title` — Title
- `mime_type` — Mime Type
- `sha256` — Sha256
- `size` — Size
- `was_existing` — Was Existing
- `record_id` — Record Id
- `field_link_name` — Field Link Name
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "account_owner_name",
    "report_link_name",
    "record_id",
    "field_link_name"
  ],
  "properties": {
    "max_bytes": {
      "type": "number",
      "default": 26214400,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "record_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "max_records": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "document_type": {
      "enum": [
        "Prescription",
        "Demographics",
        "Insurance",
        "Qualifying Test",
        "Physician Notes",
        "Other"
      ],
      "type": "string",
      "default": "Other",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "field_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "attachment_index": {
      "type": "number",
      "default": 0,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "report_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_owner_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "show_imported_document_in_inbox": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "title": {},
    "sha256": {},
    "success": {},
    "mime_type": {},
    "record_id": {},
    "document_id": {},
    "was_existing": {},
    "field_link_name": {}
  },
  "additionalProperties": true
}
```

---

# List Report Records

> Perform List Report Records through Zoho Creator.

Source: [https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_list_report_records](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_list_report_records)

Integration: [Zoho Creator](https://genhealth.ai/docs/workflows/integrations/zoho-creator.md)

- Handler: `zoho_creator_list_report_records`

- Connection type: `zoho_creator`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Zoho Creator",
  "params": {
    "page_size": 50,
    "max_records": 100
  },
  "handler": "zoho_creator_list_report_records"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_owner_name` — Account Owner Name (expression, required)
  Required literal value or workflow expression.
- `report_link_name` — Report Link Name (expression, required)
  Required literal value or workflow expression.
- `field_link_names` — Field Link Names (json, required)
  Required JSON value.
- `max_records` — Max Records (number)
  Optional numeric value.
  Default: `100`
- `page_size` — Page Size (number)
  Optional numeric value.
  Default: `50`

## Outputs

- `success` — Success
- `records` — Records
- `count` — Count
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "account_owner_name",
    "report_link_name",
    "field_link_names"
  ],
  "properties": {
    "page_size": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_records": {
      "type": "number",
      "default": 100,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "field_link_names": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "report_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_owner_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "count": {},
    "error": {},
    "records": {},
    "success": {}
  },
  "additionalProperties": true
}
```

---

# Update Form Record

> Perform Update Form Record through Zoho Creator.

Source: [https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_update_form_record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_update_form_record)

Integration: [Zoho Creator](https://genhealth.ai/docs/workflows/integrations/zoho-creator.md)

- Handler: `zoho_creator_update_form_record`

- Connection type: `zoho_creator`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Zoho Creator",
  "params": {},
  "handler": "zoho_creator_update_form_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_owner_name` — Account Owner Name (expression, required)
  Required literal value or workflow expression.
- `form_link_name` — Form Link Name (expression, required)
  Required literal value or workflow expression.
- `report_link_name` — Report Link Name (expression, required)
  Required literal value or workflow expression.
- `record_link_id` — Record Link Id (expression, required)
  Required literal value or workflow expression.
- `field_values` — Field Values (json, required)
  Required JSON value.
- `allowed_field_link_names` — Allowed Field Link Names (json, required)
  Required JSON value.
- `expected_field_values` — Expected Field Values (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `record_id` — Record Id
- `record_link_id` — Record Link Id
- `updated_field_link_names` — Updated Field Link Names
- `verified_field_link_names` — Verified Field Link Names
- `precondition_checked_field_link_names` — Precondition Checked Field Link Names
- `precondition_failed` — Precondition Failed
- `failure_category` — Failure Category
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "account_owner_name",
    "form_link_name",
    "report_link_name",
    "record_link_id",
    "field_values",
    "allowed_field_link_names"
  ],
  "properties": {
    "field_values": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "form_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_link_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "report_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_owner_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_field_values": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "allowed_field_link_names": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "record_id": {},
    "record_link_id": {},
    "failure_category": {},
    "precondition_failed": {},
    "updated_field_link_names": {},
    "verified_field_link_names": {},
    "precondition_checked_field_link_names": {}
  },
  "additionalProperties": true
}
```

---

# Upload Document to Form Record

> Perform Upload Document to Form Record through Zoho Creator.

Source: [https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_upload_document_to_form_record](https://genhealth.ai/docs/workflows/integrations/zoho-creator/zoho_creator_upload_document_to_form_record)

Integration: [Zoho Creator](https://genhealth.ai/docs/workflows/integrations/zoho-creator.md)

- Handler: `zoho_creator_upload_document_to_form_record`

- Connection type: `zoho_creator`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

{
  "_group": "Zoho Creator",
  "params": {},
  "handler": "zoho_creator_upload_document_to_form_record"
}

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `account_owner_name` — Account Owner Name (expression, required)
  Required literal value or workflow expression.
- `form_link_name` — Form Link Name (expression, required)
  Required literal value or workflow expression.
- `report_link_name` — Report Link Name (expression, required)
  Required literal value or workflow expression.
- `record_link_id` — Record Link Id (expression, required)
  Required literal value or workflow expression.
- `field_link_name` — Field Link Name (expression, required)
  Required literal value or workflow expression.
- `document_id` — Document Id (expression, required)
  Required literal value or workflow expression.
- `expected_field_values` — Expected Field Values (json)
  Optional JSON value.

## Outputs

- `success` — Success
- `document_id` — Document Id
- `record_id` — Record Id
- `record_link_id` — Record Link Id
- `field_link_name` — Field Link Name
- `file_name` — File Name
- `mime_type` — Mime Type
- `size` — Size
- `verified_field_link_names` — Verified Field Link Names
- `precondition_checked_field_link_names` — Precondition Checked Field Link Names
- `precondition_failed` — Precondition Failed
- `failure_category` — Failure Category
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "account_owner_name",
    "form_link_name",
    "report_link_name",
    "record_link_id",
    "field_link_name",
    "document_id"
  ],
  "properties": {
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "form_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "record_link_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "field_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "report_link_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_owner_name": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_field_values": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "size": {},
    "error": {},
    "success": {},
    "file_name": {},
    "mime_type": {},
    "record_id": {},
    "document_id": {},
    "record_link_id": {},
    "field_link_name": {},
    "failure_category": {},
    "precondition_failed": {},
    "verified_field_link_names": {},
    "precondition_checked_field_link_names": {}
  },
  "additionalProperties": true
}
```

---

# Search Workflow Actions

> Search tenant-permitted platform actions; connection setup is reported separately.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/search-workflow-actions](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/search-workflow-actions)

## Endpoint

`GET /developer/v1/actions`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `query` | query | string \| null | No | Terms such as Brightree patient search or Niko order. |
| `group` | query | string \| null | No | Optional partial integration group name. |
| `limit` | query | integer | No | No description provided. Default: 25. |
| `offset` | query | integer | No | No description provided. Default: 0. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/actions?limit=25&offset=0' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/actions?limit=25&offset=0', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/actions?limit=25&offset=0',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "actions": [
    {
      "connection_type": "string",
      "description": "string",
      "fields": [
        {
          "example_key": "string"
        }
      ],
      "group": "string",
      "handler": "string",
      "input_schema": {
        "example_key": "string"
      },
      "integration_node_config": {
        "example_key": "string"
      },
      "label": "string"
    }
  ],
  "count": 1,
  "group": "string",
  "has_more": false,
  "next_offset": 1,
  "offset": 0,
  "query": "string",
  "success": true
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Workflow Action

> Return the complete first-pass schema for one exact public action handler.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-action](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-action)

## Endpoint

`GET /developer/v1/actions/{handler}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `handler` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/actions/{handler}' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/actions/{handler}', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/actions/{handler}',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "connection_type": "string",
  "description": "string",
  "fields": [
    {
      "example_key": "string"
    }
  ],
  "group": "string",
  "handler": "string",
  "input_schema": {
    "example_key": "string"
  },
  "integration_node_config": {
    "example_key": "string"
  },
  "label": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# List Workflow Action Field Options

> Resolve dynamic choices for one action field without exposing credentials.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-action-field-options](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-action-field-options)

## Endpoint

`GET /developer/v1/actions/{handler}/fields/{field}/options`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `handler` | path | string | Yes | No description provided. |
| `field` | path | string | Yes | No description provided. |
| `query` | query | string \| null | No | No description provided. |
| `page` | query | integer | No | No description provided. Default: 1. |
| `page_size` | query | integer | No | No description provided. Default: 50. |
| `account_id` | query | string \| null | No | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/actions/{handler}/fields/{field}/options?page=1&page_size=50' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/actions/{handler}/fields/{field}/options?page=1&page_size=50', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/actions/{handler}/fields/{field}/options?page=1&page_size=50',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "has_more": false,
  "input_mode": "string",
  "options": [
    {
      "data": {
        "example_key": "string"
      },
      "label": "string",
      "value": "string"
    }
  ]
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Workflow Capabilities

> Return the established strict V1 workflow capability manifest.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-capabilities](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-capabilities)

## Endpoint

`GET /developer/v1/capabilities`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

This endpoint has no request parameters.

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/capabilities' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/capabilities', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/capabilities',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |

### 200 response example

```json
{
  "expression_syntax": {
    "embedded_reference_stringifies": true,
    "loop_index_reference": "{{loop_node_id.index}}",
    "loop_item_reference": "{{loop_node_id.item}}",
    "reference": "{{node_id.output_name.path}}",
    "whole_value_preserves_type": true
  },
  "graph_schema": {
    "edge": {
      "additionalProperties": false,
      "properties": {
        "id": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Id"
        },
        "source_node_id": {
          "title": "Source Node Id",
          "type": "string"
        },
        "source_output": {
          "default": "default",
          "title": "Source Output",
          "type": "string"
        },
        "target_input": {
          "default": "default",
          "title": "Target Input",
          "type": "string"
        },
        "target_node_id": {
          "title": "Target Node Id",
          "type": "string"
        }
      },
      "required": [
        "source_node_id",
        "target_node_id"
      ],
      "title": "WorkflowEdgeSchema",
      "type": "object"
    },
    "node": {
      "additionalProperties": false,
      "allOf": [
        {
          "else": {
            "properties": {
              "retry_config": {
                "type": "null"
              }
            }
          },
          "if": {
            "properties": {
              "error_strategy": {
                "const": "retry"
              }
            },
            "required": [
              "error_strategy"
            ]
          },
          "then": {
            "properties": {
              "retry_config": {
                "additionalProperties": false,
                "description": "Stricter retry settings advertised and enforced for third-party authors.",
                "properties": {
                  "delay_seconds": {
                    "default": 0,
                    "maximum": 300,
                    "minimum": 0,
                    "title": "Delay Seconds",
                    "type": "number"
                  },
                  "max_retries": {
                    "maximum": 3,
                    "minimum": 0,
                    "title": "Max Retries",
                    "type": "integer"
                  }
                },
                "required": [
                  "max_retries"
                ],
                "title": "PublicWorkflowRetryConfig",
                "type": "object"
              }
            },
            "required": [
              "retry_config"
            ]
          }
        }
      ],
      "properties": {
        "config": {
          "additionalProperties": true,
          "title": "Config",
          "type": "object"
        },
        "default_value": {
          "anyOf": [
            {
              "additionalProperties": true,
              "type": "object"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Default Value"
        },
        "error_strategy": {
          "default": "fail",
          "enum": [
            "fail",
            "fail_branch",
            "default_value",
            "retry"
          ],
          "type": "string"
        },
        "id": {
          "title": "Id",
          "type": "string"
        },
        "name": {
          "title": "Name",
          "type": "string"
        },
        "position": {
          "anyOf": [
            {
              "maxItems": 2,
              "minItems": 2,
              "prefixItems": [
                {
                  "type": "integer"
                },
                {
                  "type": "integer"
                }
              ],
              "type": "array"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Position"
        },
        "retry_config": {
          "anyOf": [
            {
              "additionalProperties": false,
              "description": "Stricter retry settings advertised and enforced for third-party authors.",
              "properties": {
                "delay_seconds": {
                  "default": 0,
                  "maximum": 300,
                  "minimum": 0,
                  "title": "Delay Seconds",
                  "type": "number"
                },
                "max_retries": {
                  "maximum": 3,
                  "minimum": 0,
                  "title": "Max Retries",
                  "type": "integer"
                }
              },
              "required": [
                "max_retries"
              ],
              "title": "PublicWorkflowRetryConfig",
              "type": "object"
            },
            {
              "type": "null"
            }
          ],
          "default": null
        },
        "type": {
          "title": "Type",
          "type": "string"
        }
      },
      "required": [
        "id",
        "type",
        "name"
      ],
      "title": "WorkflowNodeSchema",
      "type": "object"
    },
    "rules": [
      "Node ids are unique within a workflow.",
      "Every edge endpoint names an existing node.",
      "Expressions may only reference statically upstream nodes.",
      "Active workflows must be edited through a draft before publishing."
    ],
    "workflow_import_envelope": {
      "$defs": {
        "WorkflowEdgeSchema": {
          "additionalProperties": false,
          "properties": {
            "id": {
              "anyOf": [
                {
                  "type": "string"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Id"
            },
            "source_node_id": {
              "title": "Source Node Id",
              "type": "string"
            },
            "source_output": {
              "default": "default",
              "title": "Source Output",
              "type": "string"
            },
            "target_input": {
              "default": "default",
              "title": "Target Input",
              "type": "string"
            },
            "target_node_id": {
              "title": "Target Node Id",
              "type": "string"
            }
          },
          "required": [
            "source_node_id",
            "target_node_id"
          ],
          "title": "WorkflowEdgeSchema",
          "type": "object"
        },
        "WorkflowImportBody": {
          "additionalProperties": false,
          "description": "Upload shape with write-side limits that do not constrain exports.",
          "properties": {
            "config": {
              "anyOf": [
                {
                  "additionalProperties": true,
                  "type": "object"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Config"
            },
            "description": {
              "anyOf": [
                {
                  "maxLength": 20000,
                  "type": "string"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Description"
            },
            "edges": {
              "items": {
                "$ref": "#/$defs/WorkflowEdgeSchema"
              },
              "title": "Edges",
              "type": "array"
            },
            "name": {
              "title": "Name",
              "type": "string"
            },
            "nodes": {
              "items": {
                "$ref": "#/$defs/WorkflowNodeSchema"
              },
              "title": "Nodes",
              "type": "array"
            },
            "route": {
              "anyOf": [
                {
                  "type": "string"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Route"
            },
            "trigger": {
              "anyOf": [
                {
                  "additionalProperties": true,
                  "type": "object"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "description": "Only `webhook` and manual `config.run_fields` are active; other triggers are ignored. The server syncs `webhook` from the `webhook_trigger` node. Trigger-only updates leave it unchanged; missing or mismatched values fail closed until publish or a node-bearing update. `type: manual` fields: `key`, `label`, `type`, `required`, `default`. `key` is required and unique; `type`: `boolean`, `number`, `text` (default `text`); `required` defaults to false; `default` must match `type`. An `upload_trigger` uses `text`, `date`, `number` run-field types, distinct from manual. Max 50 fields; keys 128 chars; labels 200 chars. Invalid manual triggers are rejected; see `details[].msg` and `details[].loc`.",
              "examples": [
                {
                  "config": {
                    "run_fields": [
                      {
                        "default": false,
                        "key": "dry_run",
                        "type": "boolean"
                      },
                      {
                        "key": "limit",
                        "required": true,
                        "type": "number"
                      }
                    ]
                  },
                  "type": "manual"
                }
              ],
              "title": "Trigger"
            }
          },
          "required": [
            "name",
            "nodes",
            "edges"
          ],
          "title": "WorkflowImportBody",
          "type": "object"
        },
        "WorkflowNodeSchema": {
          "additionalProperties": false,
          "allOf": [
            {
              "else": {
                "properties": {
                  "retry_config": {
                    "type": "null"
                  }
                }
              },
              "if": {
                "properties": {
                  "error_strategy": {
                    "const": "retry"
                  }
                },
                "required": [
                  "error_strategy"
                ]
              },
              "then": {
                "properties": {
                  "retry_config": {
                    "additionalProperties": false,
                    "description": "Stricter retry settings advertised and enforced for third-party authors.",
                    "properties": {
                      "delay_seconds": {
                        "default": 0,
                        "maximum": 300,
                        "minimum": 0,
                        "title": "Delay Seconds",
                        "type": "number"
                      },
                      "max_retries": {
                        "maximum": 3,
                        "minimum": 0,
                        "title": "Max Retries",
                        "type": "integer"
                      }
                    },
                    "required": [
                      "max_retries"
                    ],
                    "title": "PublicWorkflowRetryConfig",
                    "type": "object"
                  }
                },
                "required": [
                  "retry_config"
                ]
              }
            }
          ],
          "properties": {
            "config": {
              "additionalProperties": true,
              "title": "Config",
              "type": "object"
            },
            "default_value": {
              "anyOf": [
                {
                  "additionalProperties": true,
                  "type": "object"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Default Value"
            },
            "error_strategy": {
              "default": "fail",
              "enum": [
                "fail",
                "fail_branch",
                "default_value",
                "retry"
              ],
              "type": "string"
            },
            "id": {
              "title": "Id",
              "type": "string"
            },
            "name": {
              "title": "Name",
              "type": "string"
            },
            "position": {
              "anyOf": [
                {
                  "maxItems": 2,
                  "minItems": 2,
                  "prefixItems": [
                    {
                      "type": "integer"
                    },
                    {
                      "type": "integer"
                    }
                  ],
                  "type": "array"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Position"
            },
            "retry_config": {
              "anyOf": [
                {
                  "additionalProperties": false,
                  "description": "Stricter retry settings advertised and enforced for third-party authors.",
                  "properties": {
                    "delay_seconds": {
                      "default": 0,
                      "maximum": 300,
                      "minimum": 0,
                      "title": "Delay Seconds",
                      "type": "number"
                    },
                    "max_retries": {
                      "maximum": 3,
                      "minimum": 0,
                      "title": "Max Retries",
                      "type": "integer"
                    }
                  },
                  "required": [
                    "max_retries"
                  ],
                  "title": "PublicWorkflowRetryConfig",
                  "type": "object"
                },
                {
                  "type": "null"
                }
              ],
              "default": null
            },
            "type": {
              "title": "Type",
              "type": "string"
            }
          },
          "required": [
            "id",
            "type",
            "name"
          ],
          "title": "WorkflowNodeSchema",
          "type": "object"
        }
      },
      "additionalProperties": false,
      "properties": {
        "kind": {
          "const": "genhealth.workflow_definition",
          "title": "Kind",
          "type": "string"
        },
        "schema_version": {
          "const": 1,
          "title": "Schema Version",
          "type": "integer"
        },
        "workflow": {
          "$ref": "#/$defs/WorkflowImportBody"
        }
      },
      "required": [
        "kind",
        "schema_version",
        "workflow"
      ],
      "title": "WorkflowImportEnvelope",
      "type": "object"
    }
  },
  "integration_actions": {
    "connection_status": "Use the integration connection status endpoint before publishing; it reports only configured/validated state and never credential material.",
    "detail_source": "Each result includes an exact handler/group, compact public fields, connection type, and best-effort declared outputs. Connection configuration status is not asserted.",
    "discovery": "Use the workflow action search endpoint for compact, tenant-permitted results.",
    "output_schema_completeness": "best_effort_declared_or_unknown",
    "warning": "Output names may be incomplete or observed from production examples; use PHI-safe run-node shape inspection to observe runtime fields."
  },
  "lifecycle": {
    "recommended_sequence": [
      "create or import an inactive workflow",
      "read the editable graph",
      "create a draft before changing any published workflow version",
      "write and audit the graph",
      "publish the draft",
      "run and inspect PHI-safe run metadata"
    ],
    "states": [
      "inactive",
      "active",
      "paused"
    ],
    "umpa_visibility": "Developer API and UMPA use the same organization-scoped workflow records and versions.",
    "version_states": [
      "draft",
      "published",
      "archived"
    ]
  },
  "node_types": [
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "_group": {
            "description": "Integration group returned by workflow action search.",
            "type": "string"
          },
          "handler": {
            "description": "Exact handler returned by workflow action search.",
            "type": "string"
          },
          "params": {
            "additionalProperties": true,
            "properties": {},
            "type": "object"
          }
        },
        "required": [
          "handler",
          "params"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Invoke a public action in an integration configured for the organization.",
      "examples": [
        {
          "config": {
            "_group": "NikoHealth",
            "handler": "exact_handler_from_search",
            "params": {}
          },
          "id": "find_patient",
          "name": "Find patient",
          "type": "integration"
        }
      ],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "integration",
      "version": 1,
      "warnings": [
        "Input and output schemas vary by action; call workflow action search before constructing this node."
      ]
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "agent_id": {
            "type": "string"
          },
          "instructions": {
            "type": "string"
          },
          "max_iterations": {
            "default": 10,
            "minimum": 1,
            "type": "integer"
          },
          "model": {
            "type": "string"
          },
          "tools": {
            "items": {
              "type": "string"
            },
            "type": "array"
          }
        },
        "required": [
          "instructions"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "steps": {},
          "tool_calls": {}
        },
        "type": "object"
      },
      "description": "Run an agent with instructions and an approved tool set.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "internal_only",
      "type": "agent",
      "version": 1,
      "warnings": [
        "Not accepted by third-party developer endpoints until referenced agents and tools have a public authorization contract."
      ]
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "max_tokens": {
            "minimum": 1,
            "type": "integer"
          },
          "model": {
            "type": "string"
          },
          "prompt": {
            "type": "string"
          },
          "seed": {
            "minimum": 0,
            "type": "integer"
          },
          "structured_output": {
            "additionalProperties": true,
            "properties": {},
            "type": "object"
          },
          "system_prompt": {
            "type": "string"
          },
          "temperature": {
            "default": 0.7,
            "maximum": 2,
            "minimum": 0,
            "type": "number"
          }
        },
        "required": [
          "prompt"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "model": {},
          "output": {},
          "text": {}
        },
        "type": "object"
      },
      "description": "Generate text or configured structured fields with a language model.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "llm",
      "version": 1,
      "warnings": []
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "code": {
            "type": "string"
          }
        },
        "required": [
          "code"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Run a Python transformation for trusted, internally authored workflows.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "internal_only",
      "type": "code",
      "version": 1,
      "warnings": [
        "Not accepted by third-party developer endpoints because execution isolation is not yet a public contract."
      ]
    },
    {
      "category": "annotation",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "body": {
            "type": "string"
          },
          "heading": {
            "type": "string"
          }
        },
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "body": {},
          "default": {},
          "heading": {}
        },
        "type": "object"
      },
      "description": "Carry human-readable documentation through the graph without performing an external action.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "comment",
      "version": 1,
      "warnings": []
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "operations": {
            "items": {
              "additionalProperties": true,
              "properties": {
                "op": {
                  "enum": [
                    "add",
                    "add_duration",
                    "append",
                    "as_datetime_text",
                    "as_unix_milliseconds",
                    "as_unix_seconds",
                    "base64_decode",
                    "base64_encode",
                    "difference_to_now",
                    "hash",
                    "length",
                    "lowercase",
                    "pad_end",
                    "pad_start",
                    "parse_date",
                    "parse_datetime",
                    "parse_json",
                    "parse_number",
                    "parse_url",
                    "prepend",
                    "replace",
                    "replace_all",
                    "replace_regex",
                    "split",
                    "substring",
                    "subtract",
                    "subtract_duration",
                    "time_since",
                    "trim",
                    "truncate",
                    "uppercase",
                    "url_encode"
                  ],
                  "type": "string"
                }
              },
              "required": [
                "op"
              ],
              "type": "object"
            },
            "type": "array"
          },
          "source": {}
        },
        "required": [
          "source",
          "operations"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "result": {}
        },
        "type": "object"
      },
      "description": "Apply a chain of text, date, parsing, encoding, and hashing transformations to one value.",
      "examples": [
        {
          "config": {
            "operations": [
              {
                "op": "trim"
              },
              {
                "op": "lowercase"
              }
            ],
            "source": "{{lookup.status}}"
          },
          "id": "normalize_status",
          "name": "Normalize status",
          "type": "formatter"
        }
      ],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "formatter",
      "version": 1,
      "warnings": [
        "Formatter transforms one value; it is not a general object/dictionary projection node."
      ]
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "auth": {
            "additionalProperties": true,
            "properties": {
              "audience": {
                "type": "string"
              },
              "client_auth": {
                "enum": [
                  "body",
                  "header"
                ],
                "type": "string"
              },
              "client_id": {
                "type": "string"
              },
              "client_secret": {
                "type": "string"
              },
              "key_in": {
                "enum": [
                  "header",
                  "query"
                ],
                "type": "string"
              },
              "key_name": {
                "type": "string"
              },
              "key_value": {
                "type": "string"
              },
              "password": {
                "type": "string"
              },
              "scope": {
                "type": "string"
              },
              "token": {
                "type": "string"
              },
              "token_url": {
                "type": "string"
              },
              "type": {
                "enum": [
                  "none",
                  "basic",
                  "bearer",
                  "api_key",
                  "digest",
                  "oauth2_client_credentials"
                ],
                "type": "string"
              },
              "username": {
                "type": "string"
              }
            },
            "type": "object"
          },
          "body": {},
          "body_type": {
            "enum": [
              "none",
              "json",
              "form",
              "multipart",
              "raw"
            ],
            "type": "string"
          },
          "fail_on_error_status": {
            "default": false,
            "type": "boolean"
          },
          "follow_redirects": {
            "default": true,
            "type": "boolean"
          },
          "headers": {
            "additionalProperties": {
              "type": "string"
            },
            "type": "object"
          },
          "max_redirects": {
            "default": 10,
            "maximum": 20,
            "minimum": 0,
            "type": "integer"
          },
          "method": {
            "enum": [
              "GET",
              "POST",
              "PUT",
              "PATCH",
              "DELETE",
              "HEAD",
              "OPTIONS"
            ],
            "type": "string"
          },
          "pagination": {
            "additionalProperties": true,
            "properties": {
              "items_path": {
                "type": "string"
              },
              "max_pages": {
                "default": 10,
                "maximum": 100,
                "minimum": 1,
                "type": "integer"
              },
              "mode": {
                "enum": [
                  "off",
                  "next_url",
                  "increment"
                ],
                "type": "string"
              },
              "next_url_path": {
                "type": "string"
              },
              "param": {
                "type": "string"
              },
              "start": {
                "type": "integer"
              },
              "step": {
                "minimum": 1,
                "type": "integer"
              }
            },
            "type": "object"
          },
          "query": {
            "type": "object"
          },
          "raw_content_type": {
            "type": "string"
          },
          "response_format": {
            "enum": [
              "auto",
              "json",
              "text"
            ],
            "type": "string"
          },
          "timeout": {
            "default": 30,
            "maximum": 300,
            "minimum": 1,
            "type": "number"
          },
          "url": {
            "format": "uri",
            "type": "string"
          }
        },
        "required": [
          "url"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Make a generic HTTP request for trusted, internally authored workflows.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "internal_only",
      "type": "http",
      "version": 1,
      "warnings": [
        "Not accepted by third-party developer endpoints until DNS-aware egress controls are enforced."
      ]
    },
    {
      "category": "control",
      "config_schema": {
        "oneOf": [
          {
            "additionalProperties": true,
            "properties": {
              "condition": {
                "oneOf": [
                  {
                    "description": "Literal JSON value or expression string tested for truthiness.",
                    "type": [
                      "string",
                      "number",
                      "boolean",
                      "array"
                    ]
                  },
                  {
                    "additionalProperties": false,
                    "properties": {
                      "left": {},
                      "operator": {
                        "enum": [
                          "eq",
                          "gt",
                          "gte",
                          "is_empty",
                          "is_not_empty",
                          "length_eq",
                          "length_gt",
                          "length_gte",
                          "length_lt",
                          "length_lte",
                          "length_neq",
                          "lt",
                          "lte",
                          "neq"
                        ],
                        "type": "string"
                      },
                      "right": {}
                    },
                    "required": [
                      "left",
                      "operator"
                    ],
                    "type": "object"
                  }
                ]
              }
            },
            "required": [
              "condition"
            ],
            "type": "object"
          },
          {
            "additionalProperties": true,
            "properties": {
              "conditions": {
                "items": {
                  "additionalProperties": false,
                  "properties": {
                    "condition": {
                      "oneOf": [
                        {
                          "description": "Literal JSON value or expression string tested for truthiness.",
                          "type": [
                            "string",
                            "number",
                            "boolean",
                            "array"
                          ]
                        },
                        {
                          "additionalProperties": false,
                          "properties": {
                            "left": {},
                            "operator": {
                              "enum": [
                                "eq",
                                "gt",
                                "gte",
                                "is_empty",
                                "is_not_empty",
                                "length_eq",
                                "length_gt",
                                "length_gte",
                                "length_lt",
                                "length_lte",
                                "length_neq",
                                "lt",
                                "lte",
                                "neq"
                              ],
                              "type": "string"
                            },
                            "right": {}
                          },
                          "required": [
                            "left",
                            "operator"
                          ],
                          "type": "object"
                        }
                      ]
                    },
                    "name": {
                      "minLength": 1,
                      "type": "string"
                    }
                  },
                  "required": [
                    "name",
                    "condition"
                  ],
                  "type": "object"
                },
                "minItems": 1,
                "type": "array"
              }
            },
            "required": [
              "conditions"
            ],
            "type": "object"
          }
        ]
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "branch": {},
          "default": {}
        },
        "type": "object"
      },
      "description": "Route execution through a two-way condition or an ordered named else-if chain.",
      "examples": [
        {
          "config": {
            "condition": {
              "left": "{{search.orders}}",
              "operator": "length_gt",
              "right": 0
            }
          },
          "id": "has_orders",
          "name": "Has orders",
          "type": "if"
        }
      ],
      "routing_ports": {
        "description": "Named-condition mode uses each condition name plus else instead of true/false.",
        "dynamic": true,
        "static": [
          "true",
          "false"
        ]
      },
      "status": "supported",
      "type": "if",
      "version": 1,
      "warnings": []
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "cases": {
            "additionalProperties": {
              "type": "string"
            },
            "type": "object"
          },
          "value": {}
        },
        "required": [
          "value",
          "cases"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Route a resolved value to a configured output handle, falling back to default.",
      "examples": [
        {
          "config": {
            "cases": {
              "active": "process",
              "inactive": "skip"
            },
            "value": "{{lookup.status}}"
          },
          "id": "route_status",
          "name": "Route status",
          "type": "switch"
        }
      ],
      "routing_ports": {
        "description": "Case values map to output-handle names; default is used when no case matches.",
        "dynamic": true,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "switch",
      "version": 1,
      "warnings": [
        "Named if conditions are preferred for new multi-branch workflows."
      ]
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "execution_mode": {
            "default": "inline",
            "enum": [
              "inline",
              "item_step"
            ],
            "type": "string"
          },
          "items": {
            "description": "Array value or expression resolving to an array."
          },
          "loop_iteration_concurrency": {
            "default": 10,
            "maximum": 20,
            "minimum": 1,
            "type": "integer"
          },
          "max_iterations": {
            "description": "Required public execution cap. Each loop is limited to 100 iterations and the product of all loop caps in one graph cannot exceed 500.",
            "maximum": 100,
            "minimum": 1,
            "type": "integer"
          },
          "mode": {
            "default": "single_node",
            "enum": [
              "single_node",
              "subgraph"
            ],
            "type": "string"
          }
        },
        "required": [
          "items",
          "max_iterations"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "count": {},
          "default": {},
          "failure_count": {},
          "items": {},
          "results": {},
          "success_count": {}
        },
        "type": "object"
      },
      "description": "Iterate over an array using a single body node or an owned subgraph.",
      "examples": [
        {
          "config": {
            "items": "{{search.orders}}",
            "max_iterations": 100,
            "mode": "subgraph"
          },
          "id": "each_order",
          "name": "Each order",
          "type": "loop"
        }
      ],
      "routing_ports": {
        "description": "default enters the loop body; complete continues after all iterations.",
        "dynamic": false,
        "static": [
          "default",
          "complete"
        ]
      },
      "status": "supported",
      "type": "loop",
      "version": 1,
      "warnings": [
        "Loop-body expressions use {{loop_node_id.item}} and {{loop_node_id.index}}.",
        "execution_mode=item_step requires mode=subgraph.",
        "The developer API requires max_iterations <= 100; all loop caps have a cumulative product budget of 500."
      ]
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {},
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Legacy parallel branch marker; new graphs are rejected.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "deprecated",
      "type": "fan_out",
      "version": 1,
      "warnings": [
        "Use ordinary DAG branches or loop subgraphs instead."
      ]
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {},
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Reserved node type for invoking another workflow; no runtime implementation is registered.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "unavailable",
      "type": "subworkflow",
      "version": null,
      "warnings": [
        "Do not use this node type in a graph."
      ]
    },
    {
      "category": "trigger",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "active_hours_end": {
            "anyOf": [
              {
                "maximum": 23,
                "minimum": 0,
                "type": "integer"
              },
              {
                "type": "null"
              }
            ]
          },
          "active_hours_start": {
            "anyOf": [
              {
                "maximum": 23,
                "minimum": 0,
                "type": "integer"
              },
              {
                "type": "null"
              }
            ]
          },
          "cron": {
            "description": "Runnable five-field cron expression; required when schedule_type is cron.",
            "minLength": 1,
            "type": "string"
          },
          "days_of_week": {
            "items": {
              "maximum": 6,
              "minimum": 0,
              "type": "integer"
            },
            "minItems": 1,
            "type": "array",
            "uniqueItems": true
          },
          "interval": {
            "description": "Repeat count; must be 1 for days, weeks, and months.",
            "minimum": 1,
            "type": "integer"
          },
          "jitter_seconds": {
            "maximum": 300,
            "minimum": 0,
            "type": "integer"
          },
          "review_route": {
            "default": "workflow-review",
            "type": "string"
          },
          "schedule_type": {
            "description": "Required; choose the schedule evaluation mode explicitly.",
            "enum": [
              "cron",
              "interval"
            ],
            "type": "string"
          },
          "timezone": {
            "type": "string"
          },
          "unit": {
            "enum": [
              "minutes",
              "hours",
              "days",
              "weeks",
              "months"
            ],
            "type": "string"
          }
        },
        "required": [
          "schedule_type"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "cron": {},
          "date_iso": {},
          "date_us": {},
          "day": {},
          "day_of_week": {},
          "default": {},
          "epoch_ms": {},
          "epoch_seconds": {},
          "human": {},
          "human_short": {},
          "jitter_seconds": {},
          "month": {},
          "review_route": {},
          "run_at_iso": {},
          "run_at_iso_utc": {},
          "schedule_type": {},
          "time_12h": {},
          "time_24h": {},
          "timezone": {},
          "timezone_used": {},
          "year": {}
        },
        "type": "object"
      },
      "description": "Start a workflow from a cron or interval schedule.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "schedule",
      "version": 1,
      "warnings": [
        "Cron schedules require a runnable five-field expression.",
        "For interval schedules, active-hour bounds must be paired and start must be less than end.",
        "The runtime supports only interval=1 for days, weeks, and months; use cron for longer cadences."
      ]
    },
    {
      "category": "trigger",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "accepted_types": {
            "description": "Comma-separated MIME types or file extensions.",
            "type": "string"
          },
          "completion_behavior": {
            "default": "always_review",
            "enum": [
              "always_review",
              "always_complete",
              "review_on_failure"
            ],
            "type": "string"
          },
          "review_route": {
            "default": "workflow-review",
            "type": "string"
          },
          "run_fields": {
            "items": {
              "additionalProperties": false,
              "properties": {
                "key": {
                  "minLength": 1,
                  "type": "string"
                },
                "label": {
                  "type": "string"
                },
                "required": {
                  "default": true,
                  "type": "boolean"
                },
                "type": {
                  "enum": [
                    "text",
                    "date",
                    "number"
                  ],
                  "type": "string"
                }
              },
              "required": [
                "key",
                "label",
                "type"
              ],
              "type": "object"
            },
            "type": "array"
          },
          "upload_fields": {
            "items": {
              "additionalProperties": false,
              "properties": {
                "key": {
                  "minLength": 1,
                  "type": "string"
                },
                "label": {
                  "type": "string"
                },
                "required": {
                  "default": true,
                  "type": "boolean"
                }
              },
              "required": [
                "key",
                "label"
              ],
              "type": "object"
            },
            "type": "array"
          },
          "upload_instructions": {
            "type": "string"
          },
          "upload_mode": {
            "default": "single",
            "enum": [
              "single",
              "structured"
            ],
            "type": "string"
          }
        },
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "document_content": {},
          "document_id": {},
          "document_title": {},
          "truncated": {}
        },
        "type": "object"
      },
      "description": "Start a workflow from a single or structured document upload.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "upload_trigger",
      "version": 1,
      "warnings": [
        "Configured upload and run fields add dynamic properties to the trigger output."
      ]
    },
    {
      "category": "trigger",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "provider": {
            "enum": [
              "generic"
            ],
            "type": "string"
          },
          "slug": {
            "type": "string"
          },
          "slug_token": {
            "readOnly": true,
            "type": "string"
          }
        },
        "required": [
          "provider"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "call_uuid": {},
          "correlation_id": {},
          "default": {},
          "order_id": {},
          "org_id": {},
          "patient_id": {},
          "recording_url": {},
          "status": {},
          "transcript": {}
        },
        "type": "object"
      },
      "description": "Start a workflow from an inbound provider webhook.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "webhook_trigger",
      "version": 1,
      "warnings": [
        "The server manages the unguessable slug token; clients must not supply or persist it.",
        "Signed Plivo webhooks remain internal until provider-path enforcement is enabled fleet-wide."
      ]
    },
    {
      "category": "trigger",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "fields": {
            "items": {
              "additionalProperties": false,
              "properties": {
                "key": {
                  "minLength": 1,
                  "type": "string"
                },
                "label": {
                  "type": "string"
                },
                "required": {
                  "default": true,
                  "type": "boolean"
                },
                "source": {
                  "enum": [
                    "billing",
                    "manual"
                  ],
                  "type": "string"
                },
                "type": {
                  "enum": [
                    "text",
                    "date",
                    "code_ranges",
                    "payer"
                  ],
                  "type": "string"
                }
              },
              "required": [
                "key",
                "label",
                "type",
                "source"
              ],
              "type": "object"
            },
            "type": "array"
          }
        },
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Start a workflow from a billing-system URL using configured input fields.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "billing_url_trigger",
      "version": 1,
      "warnings": [
        "Configured fields add dynamic properties to the trigger output."
      ]
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "allow_reprocess": {
            "type": "boolean"
          },
          "completion_behavior": {
            "default": "always_review",
            "enum": [
              "always_complete",
              "always_review"
            ],
            "type": "string"
          },
          "document_id": {
            "minLength": 1,
            "type": "string"
          },
          "related_document_ids": {
            "items": {
              "type": "string"
            },
            "type": "array"
          },
          "review_route": {
            "default": "workflow-review",
            "type": "string"
          },
          "summary_json": {},
          "target_document_id": {},
          "title": {
            "type": "string"
          }
        },
        "required": [
          "document_id"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "display_status": {},
          "document_id": {},
          "primary_document_id": {},
          "related_document_ids": {},
          "review_route": {},
          "success": {},
          "title": {}
        },
        "type": "object"
      },
      "description": "Publish a workflow result as an operator-review artifact in UMPA.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "publish_to_inbox",
      "version": 1,
      "warnings": []
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "correlation_id": {
            "description": "Literal value or resolved expression must match [A-Za-z0-9_.:\\-]{1,256}.",
            "minLength": 1,
            "type": "string"
          },
          "event_name": {
            "default": "etl/workflow.callback.received",
            "enum": [
              "etl/workflow.callback.received"
            ],
            "type": "string"
          },
          "timeout_seconds": {
            "default": 900,
            "minimum": 1,
            "type": "integer"
          }
        },
        "required": [
          "correlation_id"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Durably pause a run until a correlated callback arrives or the wait times out.",
      "examples": [
        {
          "config": {
            "correlation_id": "{{submit.request_id}}",
            "timeout_seconds": 900
          },
          "id": "wait_for_vendor",
          "name": "Wait for vendor callback",
          "type": "wait_for_callback"
        }
      ],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default",
          "timeout"
        ]
      },
      "status": "supported",
      "type": "wait_for_callback",
      "version": 1,
      "warnings": []
    }
  ],
  "recipes": [
    {
      "description": "JSON objects may be supplied directly in node params, bodies, and other open config fields.",
      "name": "object_literals"
    },
    {
      "description": "There is no public first-class dictionary projection node yet; compose known fields in a target action's params.",
      "name": "object_transform",
      "status": "limited"
    },
    {
      "description": "Use if for truthy/operator checks and named conditions; connect its named routing ports with edges.",
      "name": "branching"
    },
    {
      "description": "Use loop with default edges into the body and a complete edge to the post-loop continuation.",
      "name": "iteration"
    }
  ],
  "schema_version": 1
}
```

---

# Get Workflow Capabilities V2

> Describe graph controls plus the public webhook lifecycle contract.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-capabilities-v2](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-workflow-capabilities-v2)

## Endpoint

`GET /developer/v1/capabilities/v2`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

This endpoint has no request parameters.

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/capabilities/v2' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/capabilities/v2', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/capabilities/v2',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |

### 200 response example

```json
{
  "expression_syntax": {
    "embedded_reference_stringifies": true,
    "loop_index_reference": "{{loop_node_id.index}}",
    "loop_item_reference": "{{loop_node_id.item}}",
    "reference": "{{node_id.output_name.path}}",
    "whole_value_preserves_type": true
  },
  "graph_schema": {
    "edge": {
      "additionalProperties": false,
      "properties": {
        "id": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Id"
        },
        "source_node_id": {
          "title": "Source Node Id",
          "type": "string"
        },
        "source_output": {
          "default": "default",
          "title": "Source Output",
          "type": "string"
        },
        "target_input": {
          "default": "default",
          "title": "Target Input",
          "type": "string"
        },
        "target_node_id": {
          "title": "Target Node Id",
          "type": "string"
        }
      },
      "required": [
        "source_node_id",
        "target_node_id"
      ],
      "title": "WorkflowEdgeSchema",
      "type": "object"
    },
    "node": {
      "additionalProperties": false,
      "allOf": [
        {
          "else": {
            "properties": {
              "retry_config": {
                "type": "null"
              }
            }
          },
          "if": {
            "properties": {
              "error_strategy": {
                "const": "retry"
              }
            },
            "required": [
              "error_strategy"
            ]
          },
          "then": {
            "properties": {
              "retry_config": {
                "additionalProperties": false,
                "description": "Stricter retry settings advertised and enforced for third-party authors.",
                "properties": {
                  "delay_seconds": {
                    "default": 0,
                    "maximum": 300,
                    "minimum": 0,
                    "title": "Delay Seconds",
                    "type": "number"
                  },
                  "max_retries": {
                    "maximum": 3,
                    "minimum": 0,
                    "title": "Max Retries",
                    "type": "integer"
                  }
                },
                "required": [
                  "max_retries"
                ],
                "title": "PublicWorkflowRetryConfig",
                "type": "object"
              }
            },
            "required": [
              "retry_config"
            ]
          }
        }
      ],
      "properties": {
        "config": {
          "additionalProperties": true,
          "title": "Config",
          "type": "object"
        },
        "default_value": {
          "anyOf": [
            {
              "additionalProperties": true,
              "type": "object"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Default Value"
        },
        "error_strategy": {
          "default": "fail",
          "enum": [
            "fail",
            "fail_branch",
            "default_value",
            "retry"
          ],
          "type": "string"
        },
        "id": {
          "title": "Id",
          "type": "string"
        },
        "name": {
          "title": "Name",
          "type": "string"
        },
        "position": {
          "anyOf": [
            {
              "maxItems": 2,
              "minItems": 2,
              "prefixItems": [
                {
                  "type": "integer"
                },
                {
                  "type": "integer"
                }
              ],
              "type": "array"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Position"
        },
        "retry_config": {
          "anyOf": [
            {
              "additionalProperties": false,
              "description": "Stricter retry settings advertised and enforced for third-party authors.",
              "properties": {
                "delay_seconds": {
                  "default": 0,
                  "maximum": 300,
                  "minimum": 0,
                  "title": "Delay Seconds",
                  "type": "number"
                },
                "max_retries": {
                  "maximum": 3,
                  "minimum": 0,
                  "title": "Max Retries",
                  "type": "integer"
                }
              },
              "required": [
                "max_retries"
              ],
              "title": "PublicWorkflowRetryConfig",
              "type": "object"
            },
            {
              "type": "null"
            }
          ],
          "default": null
        },
        "type": {
          "title": "Type",
          "type": "string"
        }
      },
      "required": [
        "id",
        "type",
        "name"
      ],
      "title": "WorkflowNodeSchema",
      "type": "object"
    },
    "rules": [
      "Node ids are unique within a workflow.",
      "Every edge endpoint names an existing node.",
      "Expressions may only reference statically upstream nodes.",
      "Active workflows must be edited through a draft before publishing."
    ],
    "workflow_import_envelope": {
      "$defs": {
        "WorkflowEdgeSchema": {
          "additionalProperties": false,
          "properties": {
            "id": {
              "anyOf": [
                {
                  "type": "string"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Id"
            },
            "source_node_id": {
              "title": "Source Node Id",
              "type": "string"
            },
            "source_output": {
              "default": "default",
              "title": "Source Output",
              "type": "string"
            },
            "target_input": {
              "default": "default",
              "title": "Target Input",
              "type": "string"
            },
            "target_node_id": {
              "title": "Target Node Id",
              "type": "string"
            }
          },
          "required": [
            "source_node_id",
            "target_node_id"
          ],
          "title": "WorkflowEdgeSchema",
          "type": "object"
        },
        "WorkflowImportBody": {
          "additionalProperties": false,
          "description": "Upload shape with write-side limits that do not constrain exports.",
          "properties": {
            "config": {
              "anyOf": [
                {
                  "additionalProperties": true,
                  "type": "object"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Config"
            },
            "description": {
              "anyOf": [
                {
                  "maxLength": 20000,
                  "type": "string"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Description"
            },
            "edges": {
              "items": {
                "$ref": "#/$defs/WorkflowEdgeSchema"
              },
              "title": "Edges",
              "type": "array"
            },
            "name": {
              "title": "Name",
              "type": "string"
            },
            "nodes": {
              "items": {
                "$ref": "#/$defs/WorkflowNodeSchema"
              },
              "title": "Nodes",
              "type": "array"
            },
            "route": {
              "anyOf": [
                {
                  "type": "string"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Route"
            },
            "trigger": {
              "anyOf": [
                {
                  "additionalProperties": true,
                  "type": "object"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "description": "Only `webhook` and manual `config.run_fields` are active; other triggers are ignored. The server syncs `webhook` from the `webhook_trigger` node. Trigger-only updates leave it unchanged; missing or mismatched values fail closed until publish or a node-bearing update. `type: manual` fields: `key`, `label`, `type`, `required`, `default`. `key` is required and unique; `type`: `boolean`, `number`, `text` (default `text`); `required` defaults to false; `default` must match `type`. An `upload_trigger` uses `text`, `date`, `number` run-field types, distinct from manual. Max 50 fields; keys 128 chars; labels 200 chars. Invalid manual triggers are rejected; see `details[].msg` and `details[].loc`.",
              "examples": [
                {
                  "config": {
                    "run_fields": [
                      {
                        "default": false,
                        "key": "dry_run",
                        "type": "boolean"
                      },
                      {
                        "key": "limit",
                        "required": true,
                        "type": "number"
                      }
                    ]
                  },
                  "type": "manual"
                }
              ],
              "title": "Trigger"
            }
          },
          "required": [
            "name",
            "nodes",
            "edges"
          ],
          "title": "WorkflowImportBody",
          "type": "object"
        },
        "WorkflowNodeSchema": {
          "additionalProperties": false,
          "allOf": [
            {
              "else": {
                "properties": {
                  "retry_config": {
                    "type": "null"
                  }
                }
              },
              "if": {
                "properties": {
                  "error_strategy": {
                    "const": "retry"
                  }
                },
                "required": [
                  "error_strategy"
                ]
              },
              "then": {
                "properties": {
                  "retry_config": {
                    "additionalProperties": false,
                    "description": "Stricter retry settings advertised and enforced for third-party authors.",
                    "properties": {
                      "delay_seconds": {
                        "default": 0,
                        "maximum": 300,
                        "minimum": 0,
                        "title": "Delay Seconds",
                        "type": "number"
                      },
                      "max_retries": {
                        "maximum": 3,
                        "minimum": 0,
                        "title": "Max Retries",
                        "type": "integer"
                      }
                    },
                    "required": [
                      "max_retries"
                    ],
                    "title": "PublicWorkflowRetryConfig",
                    "type": "object"
                  }
                },
                "required": [
                  "retry_config"
                ]
              }
            }
          ],
          "properties": {
            "config": {
              "additionalProperties": true,
              "title": "Config",
              "type": "object"
            },
            "default_value": {
              "anyOf": [
                {
                  "additionalProperties": true,
                  "type": "object"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Default Value"
            },
            "error_strategy": {
              "default": "fail",
              "enum": [
                "fail",
                "fail_branch",
                "default_value",
                "retry"
              ],
              "type": "string"
            },
            "id": {
              "title": "Id",
              "type": "string"
            },
            "name": {
              "title": "Name",
              "type": "string"
            },
            "position": {
              "anyOf": [
                {
                  "maxItems": 2,
                  "minItems": 2,
                  "prefixItems": [
                    {
                      "type": "integer"
                    },
                    {
                      "type": "integer"
                    }
                  ],
                  "type": "array"
                },
                {
                  "type": "null"
                }
              ],
              "default": null,
              "title": "Position"
            },
            "retry_config": {
              "anyOf": [
                {
                  "additionalProperties": false,
                  "description": "Stricter retry settings advertised and enforced for third-party authors.",
                  "properties": {
                    "delay_seconds": {
                      "default": 0,
                      "maximum": 300,
                      "minimum": 0,
                      "title": "Delay Seconds",
                      "type": "number"
                    },
                    "max_retries": {
                      "maximum": 3,
                      "minimum": 0,
                      "title": "Max Retries",
                      "type": "integer"
                    }
                  },
                  "required": [
                    "max_retries"
                  ],
                  "title": "PublicWorkflowRetryConfig",
                  "type": "object"
                },
                {
                  "type": "null"
                }
              ],
              "default": null
            },
            "type": {
              "title": "Type",
              "type": "string"
            }
          },
          "required": [
            "id",
            "type",
            "name"
          ],
          "title": "WorkflowNodeSchema",
          "type": "object"
        }
      },
      "additionalProperties": false,
      "properties": {
        "kind": {
          "const": "genhealth.workflow_definition",
          "title": "Kind",
          "type": "string"
        },
        "schema_version": {
          "const": 1,
          "title": "Schema Version",
          "type": "integer"
        },
        "workflow": {
          "$ref": "#/$defs/WorkflowImportBody"
        }
      },
      "required": [
        "kind",
        "schema_version",
        "workflow"
      ],
      "title": "WorkflowImportEnvelope",
      "type": "object"
    }
  },
  "integration_actions": {
    "connection_status": "Use the integration connection status endpoint before publishing; it reports only configured/validated state and never credential material.",
    "detail_source": "Each result includes an exact handler/group, compact public fields, connection type, and best-effort declared outputs. Connection configuration status is not asserted.",
    "discovery": "Use the workflow action search endpoint for compact, tenant-permitted results.",
    "output_schema_completeness": "best_effort_declared_or_unknown",
    "warning": "Output names may be incomplete or observed from production examples; use PHI-safe run-node shape inspection to observe runtime fields."
  },
  "lifecycle": {
    "recommended_sequence": [
      "create or import an inactive workflow",
      "read the editable graph",
      "create a draft before changing any published workflow version",
      "write and audit the graph",
      "publish the draft",
      "run and inspect PHI-safe run metadata"
    ],
    "states": [
      "inactive",
      "active",
      "paused"
    ],
    "umpa_visibility": "Developer API and UMPA use the same organization-scoped workflow records and versions.",
    "version_states": [
      "draft",
      "published",
      "archived"
    ]
  },
  "node_types": [
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "_group": {
            "description": "Integration group returned by workflow action search.",
            "type": "string"
          },
          "handler": {
            "description": "Exact handler returned by workflow action search.",
            "type": "string"
          },
          "params": {
            "additionalProperties": true,
            "properties": {},
            "type": "object"
          }
        },
        "required": [
          "handler",
          "params"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Invoke a public action in an integration configured for the organization.",
      "examples": [
        {
          "config": {
            "_group": "NikoHealth",
            "handler": "exact_handler_from_search",
            "params": {}
          },
          "id": "find_patient",
          "name": "Find patient",
          "type": "integration"
        }
      ],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "integration",
      "version": 1,
      "warnings": [
        "Input and output schemas vary by action; call workflow action search before constructing this node."
      ]
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "agent_id": {
            "type": "string"
          },
          "instructions": {
            "type": "string"
          },
          "max_iterations": {
            "default": 10,
            "minimum": 1,
            "type": "integer"
          },
          "model": {
            "type": "string"
          },
          "tools": {
            "items": {
              "type": "string"
            },
            "type": "array"
          }
        },
        "required": [
          "instructions"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "steps": {},
          "tool_calls": {}
        },
        "type": "object"
      },
      "description": "Run an agent with instructions and an approved tool set.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "internal_only",
      "type": "agent",
      "version": 1,
      "warnings": [
        "Not accepted by third-party developer endpoints until referenced agents and tools have a public authorization contract."
      ]
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "max_tokens": {
            "minimum": 1,
            "type": "integer"
          },
          "model": {
            "type": "string"
          },
          "prompt": {
            "type": "string"
          },
          "seed": {
            "minimum": 0,
            "type": "integer"
          },
          "structured_output": {
            "additionalProperties": true,
            "properties": {},
            "type": "object"
          },
          "system_prompt": {
            "type": "string"
          },
          "temperature": {
            "default": 0.7,
            "maximum": 2,
            "minimum": 0,
            "type": "number"
          }
        },
        "required": [
          "prompt"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "model": {},
          "output": {},
          "text": {}
        },
        "type": "object"
      },
      "description": "Generate text or configured structured fields with a language model.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "llm",
      "version": 1,
      "warnings": []
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "code": {
            "type": "string"
          }
        },
        "required": [
          "code"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Run a Python transformation for trusted, internally authored workflows.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "internal_only",
      "type": "code",
      "version": 1,
      "warnings": [
        "Not accepted by third-party developer endpoints because execution isolation is not yet a public contract."
      ]
    },
    {
      "category": "annotation",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "body": {
            "type": "string"
          },
          "heading": {
            "type": "string"
          }
        },
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "body": {},
          "default": {},
          "heading": {}
        },
        "type": "object"
      },
      "description": "Carry human-readable documentation through the graph without performing an external action.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "comment",
      "version": 1,
      "warnings": []
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "operations": {
            "items": {
              "additionalProperties": true,
              "properties": {
                "op": {
                  "enum": [
                    "add",
                    "add_duration",
                    "append",
                    "as_datetime_text",
                    "as_unix_milliseconds",
                    "as_unix_seconds",
                    "base64_decode",
                    "base64_encode",
                    "difference_to_now",
                    "hash",
                    "length",
                    "lowercase",
                    "pad_end",
                    "pad_start",
                    "parse_date",
                    "parse_datetime",
                    "parse_json",
                    "parse_number",
                    "parse_url",
                    "prepend",
                    "replace",
                    "replace_all",
                    "replace_regex",
                    "split",
                    "substring",
                    "subtract",
                    "subtract_duration",
                    "time_since",
                    "trim",
                    "truncate",
                    "uppercase",
                    "url_encode"
                  ],
                  "type": "string"
                }
              },
              "required": [
                "op"
              ],
              "type": "object"
            },
            "type": "array"
          },
          "source": {}
        },
        "required": [
          "source",
          "operations"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "result": {}
        },
        "type": "object"
      },
      "description": "Apply a chain of text, date, parsing, encoding, and hashing transformations to one value.",
      "examples": [
        {
          "config": {
            "operations": [
              {
                "op": "trim"
              },
              {
                "op": "lowercase"
              }
            ],
            "source": "{{lookup.status}}"
          },
          "id": "normalize_status",
          "name": "Normalize status",
          "type": "formatter"
        }
      ],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "formatter",
      "version": 1,
      "warnings": [
        "Formatter transforms one value; it is not a general object/dictionary projection node."
      ]
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "auth": {
            "additionalProperties": true,
            "properties": {
              "audience": {
                "type": "string"
              },
              "client_auth": {
                "enum": [
                  "body",
                  "header"
                ],
                "type": "string"
              },
              "client_id": {
                "type": "string"
              },
              "client_secret": {
                "type": "string"
              },
              "key_in": {
                "enum": [
                  "header",
                  "query"
                ],
                "type": "string"
              },
              "key_name": {
                "type": "string"
              },
              "key_value": {
                "type": "string"
              },
              "password": {
                "type": "string"
              },
              "scope": {
                "type": "string"
              },
              "token": {
                "type": "string"
              },
              "token_url": {
                "type": "string"
              },
              "type": {
                "enum": [
                  "none",
                  "basic",
                  "bearer",
                  "api_key",
                  "digest",
                  "oauth2_client_credentials"
                ],
                "type": "string"
              },
              "username": {
                "type": "string"
              }
            },
            "type": "object"
          },
          "body": {},
          "body_type": {
            "enum": [
              "none",
              "json",
              "form",
              "multipart",
              "raw"
            ],
            "type": "string"
          },
          "fail_on_error_status": {
            "default": false,
            "type": "boolean"
          },
          "follow_redirects": {
            "default": true,
            "type": "boolean"
          },
          "headers": {
            "additionalProperties": {
              "type": "string"
            },
            "type": "object"
          },
          "max_redirects": {
            "default": 10,
            "maximum": 20,
            "minimum": 0,
            "type": "integer"
          },
          "method": {
            "enum": [
              "GET",
              "POST",
              "PUT",
              "PATCH",
              "DELETE",
              "HEAD",
              "OPTIONS"
            ],
            "type": "string"
          },
          "pagination": {
            "additionalProperties": true,
            "properties": {
              "items_path": {
                "type": "string"
              },
              "max_pages": {
                "default": 10,
                "maximum": 100,
                "minimum": 1,
                "type": "integer"
              },
              "mode": {
                "enum": [
                  "off",
                  "next_url",
                  "increment"
                ],
                "type": "string"
              },
              "next_url_path": {
                "type": "string"
              },
              "param": {
                "type": "string"
              },
              "start": {
                "type": "integer"
              },
              "step": {
                "minimum": 1,
                "type": "integer"
              }
            },
            "type": "object"
          },
          "query": {
            "type": "object"
          },
          "raw_content_type": {
            "type": "string"
          },
          "response_format": {
            "enum": [
              "auto",
              "json",
              "text"
            ],
            "type": "string"
          },
          "timeout": {
            "default": 30,
            "maximum": 300,
            "minimum": 1,
            "type": "number"
          },
          "url": {
            "format": "uri",
            "type": "string"
          }
        },
        "required": [
          "url"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Make a generic HTTP request for trusted, internally authored workflows.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "internal_only",
      "type": "http",
      "version": 1,
      "warnings": [
        "Not accepted by third-party developer endpoints until DNS-aware egress controls are enforced."
      ]
    },
    {
      "category": "control",
      "config_schema": {
        "oneOf": [
          {
            "additionalProperties": true,
            "properties": {
              "condition": {
                "oneOf": [
                  {
                    "description": "Literal JSON value or expression string tested for truthiness.",
                    "type": [
                      "string",
                      "number",
                      "boolean",
                      "array"
                    ]
                  },
                  {
                    "additionalProperties": false,
                    "properties": {
                      "left": {},
                      "operator": {
                        "enum": [
                          "eq",
                          "gt",
                          "gte",
                          "is_empty",
                          "is_not_empty",
                          "length_eq",
                          "length_gt",
                          "length_gte",
                          "length_lt",
                          "length_lte",
                          "length_neq",
                          "lt",
                          "lte",
                          "neq"
                        ],
                        "type": "string"
                      },
                      "right": {}
                    },
                    "required": [
                      "left",
                      "operator"
                    ],
                    "type": "object"
                  }
                ]
              }
            },
            "required": [
              "condition"
            ],
            "type": "object"
          },
          {
            "additionalProperties": true,
            "properties": {
              "conditions": {
                "items": {
                  "additionalProperties": false,
                  "properties": {
                    "condition": {
                      "oneOf": [
                        {
                          "description": "Literal JSON value or expression string tested for truthiness.",
                          "type": [
                            "string",
                            "number",
                            "boolean",
                            "array"
                          ]
                        },
                        {
                          "additionalProperties": false,
                          "properties": {
                            "left": {},
                            "operator": {
                              "enum": [
                                "eq",
                                "gt",
                                "gte",
                                "is_empty",
                                "is_not_empty",
                                "length_eq",
                                "length_gt",
                                "length_gte",
                                "length_lt",
                                "length_lte",
                                "length_neq",
                                "lt",
                                "lte",
                                "neq"
                              ],
                              "type": "string"
                            },
                            "right": {}
                          },
                          "required": [
                            "left",
                            "operator"
                          ],
                          "type": "object"
                        }
                      ]
                    },
                    "name": {
                      "minLength": 1,
                      "type": "string"
                    }
                  },
                  "required": [
                    "name",
                    "condition"
                  ],
                  "type": "object"
                },
                "minItems": 1,
                "type": "array"
              }
            },
            "required": [
              "conditions"
            ],
            "type": "object"
          }
        ]
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "branch": {},
          "default": {}
        },
        "type": "object"
      },
      "description": "Route execution through a two-way condition or an ordered named else-if chain.",
      "examples": [
        {
          "config": {
            "condition": {
              "left": "{{search.orders}}",
              "operator": "length_gt",
              "right": 0
            }
          },
          "id": "has_orders",
          "name": "Has orders",
          "type": "if"
        }
      ],
      "routing_ports": {
        "description": "Named-condition mode uses each condition name plus else instead of true/false.",
        "dynamic": true,
        "static": [
          "true",
          "false"
        ]
      },
      "status": "supported",
      "type": "if",
      "version": 1,
      "warnings": []
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "cases": {
            "additionalProperties": {
              "type": "string"
            },
            "type": "object"
          },
          "value": {}
        },
        "required": [
          "value",
          "cases"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Route a resolved value to a configured output handle, falling back to default.",
      "examples": [
        {
          "config": {
            "cases": {
              "active": "process",
              "inactive": "skip"
            },
            "value": "{{lookup.status}}"
          },
          "id": "route_status",
          "name": "Route status",
          "type": "switch"
        }
      ],
      "routing_ports": {
        "description": "Case values map to output-handle names; default is used when no case matches.",
        "dynamic": true,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "switch",
      "version": 1,
      "warnings": [
        "Named if conditions are preferred for new multi-branch workflows."
      ]
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "execution_mode": {
            "default": "inline",
            "enum": [
              "inline",
              "item_step"
            ],
            "type": "string"
          },
          "items": {
            "description": "Array value or expression resolving to an array."
          },
          "loop_iteration_concurrency": {
            "default": 10,
            "maximum": 20,
            "minimum": 1,
            "type": "integer"
          },
          "max_iterations": {
            "description": "Required public execution cap. Each loop is limited to 100 iterations and the product of all loop caps in one graph cannot exceed 500.",
            "maximum": 100,
            "minimum": 1,
            "type": "integer"
          },
          "mode": {
            "default": "single_node",
            "enum": [
              "single_node",
              "subgraph"
            ],
            "type": "string"
          }
        },
        "required": [
          "items",
          "max_iterations"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "count": {},
          "default": {},
          "failure_count": {},
          "items": {},
          "results": {},
          "success_count": {}
        },
        "type": "object"
      },
      "description": "Iterate over an array using a single body node or an owned subgraph.",
      "examples": [
        {
          "config": {
            "items": "{{search.orders}}",
            "max_iterations": 100,
            "mode": "subgraph"
          },
          "id": "each_order",
          "name": "Each order",
          "type": "loop"
        }
      ],
      "routing_ports": {
        "description": "default enters the loop body; complete continues after all iterations.",
        "dynamic": false,
        "static": [
          "default",
          "complete"
        ]
      },
      "status": "supported",
      "type": "loop",
      "version": 1,
      "warnings": [
        "Loop-body expressions use {{loop_node_id.item}} and {{loop_node_id.index}}.",
        "execution_mode=item_step requires mode=subgraph.",
        "The developer API requires max_iterations <= 100; all loop caps have a cumulative product budget of 500."
      ]
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {},
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Legacy parallel branch marker; new graphs are rejected.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "deprecated",
      "type": "fan_out",
      "version": 1,
      "warnings": [
        "Use ordinary DAG branches or loop subgraphs instead."
      ]
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {},
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Reserved node type for invoking another workflow; no runtime implementation is registered.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "unavailable",
      "type": "subworkflow",
      "version": null,
      "warnings": [
        "Do not use this node type in a graph."
      ]
    },
    {
      "category": "trigger",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "active_hours_end": {
            "anyOf": [
              {
                "maximum": 23,
                "minimum": 0,
                "type": "integer"
              },
              {
                "type": "null"
              }
            ]
          },
          "active_hours_start": {
            "anyOf": [
              {
                "maximum": 23,
                "minimum": 0,
                "type": "integer"
              },
              {
                "type": "null"
              }
            ]
          },
          "cron": {
            "description": "Runnable five-field cron expression; required when schedule_type is cron.",
            "minLength": 1,
            "type": "string"
          },
          "days_of_week": {
            "items": {
              "maximum": 6,
              "minimum": 0,
              "type": "integer"
            },
            "minItems": 1,
            "type": "array",
            "uniqueItems": true
          },
          "interval": {
            "description": "Repeat count; must be 1 for days, weeks, and months.",
            "minimum": 1,
            "type": "integer"
          },
          "jitter_seconds": {
            "maximum": 300,
            "minimum": 0,
            "type": "integer"
          },
          "review_route": {
            "default": "workflow-review",
            "type": "string"
          },
          "schedule_type": {
            "description": "Required; choose the schedule evaluation mode explicitly.",
            "enum": [
              "cron",
              "interval"
            ],
            "type": "string"
          },
          "timezone": {
            "type": "string"
          },
          "unit": {
            "enum": [
              "minutes",
              "hours",
              "days",
              "weeks",
              "months"
            ],
            "type": "string"
          }
        },
        "required": [
          "schedule_type"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "cron": {},
          "date_iso": {},
          "date_us": {},
          "day": {},
          "day_of_week": {},
          "default": {},
          "epoch_ms": {},
          "epoch_seconds": {},
          "human": {},
          "human_short": {},
          "jitter_seconds": {},
          "month": {},
          "review_route": {},
          "run_at_iso": {},
          "run_at_iso_utc": {},
          "schedule_type": {},
          "time_12h": {},
          "time_24h": {},
          "timezone": {},
          "timezone_used": {},
          "year": {}
        },
        "type": "object"
      },
      "description": "Start a workflow from a cron or interval schedule.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "schedule",
      "version": 1,
      "warnings": [
        "Cron schedules require a runnable five-field expression.",
        "For interval schedules, active-hour bounds must be paired and start must be less than end.",
        "The runtime supports only interval=1 for days, weeks, and months; use cron for longer cadences."
      ]
    },
    {
      "category": "trigger",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "accepted_types": {
            "description": "Comma-separated MIME types or file extensions.",
            "type": "string"
          },
          "completion_behavior": {
            "default": "always_review",
            "enum": [
              "always_review",
              "always_complete",
              "review_on_failure"
            ],
            "type": "string"
          },
          "review_route": {
            "default": "workflow-review",
            "type": "string"
          },
          "run_fields": {
            "items": {
              "additionalProperties": false,
              "properties": {
                "key": {
                  "minLength": 1,
                  "type": "string"
                },
                "label": {
                  "type": "string"
                },
                "required": {
                  "default": true,
                  "type": "boolean"
                },
                "type": {
                  "enum": [
                    "text",
                    "date",
                    "number"
                  ],
                  "type": "string"
                }
              },
              "required": [
                "key",
                "label",
                "type"
              ],
              "type": "object"
            },
            "type": "array"
          },
          "upload_fields": {
            "items": {
              "additionalProperties": false,
              "properties": {
                "key": {
                  "minLength": 1,
                  "type": "string"
                },
                "label": {
                  "type": "string"
                },
                "required": {
                  "default": true,
                  "type": "boolean"
                }
              },
              "required": [
                "key",
                "label"
              ],
              "type": "object"
            },
            "type": "array"
          },
          "upload_instructions": {
            "type": "string"
          },
          "upload_mode": {
            "default": "single",
            "enum": [
              "single",
              "structured"
            ],
            "type": "string"
          }
        },
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "document_content": {},
          "document_id": {},
          "document_title": {},
          "truncated": {}
        },
        "type": "object"
      },
      "description": "Start a workflow from a single or structured document upload.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "upload_trigger",
      "version": 1,
      "warnings": [
        "Configured upload and run fields add dynamic properties to the trigger output."
      ]
    },
    {
      "category": "trigger",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "provider": {
            "enum": [
              "generic"
            ],
            "type": "string"
          },
          "slug": {
            "type": "string"
          },
          "slug_token": {
            "readOnly": true,
            "type": "string"
          }
        },
        "required": [
          "provider"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "call_uuid": {},
          "correlation_id": {},
          "default": {
            "additionalProperties": true,
            "description": "Full inbound JSON object. Reference an arbitrary body field as {{webhook_node_id.default.field_name}}.",
            "properties": {},
            "type": "object"
          },
          "order_id": {},
          "org_id": {},
          "patient_id": {},
          "recording_url": {},
          "status": {},
          "transcript": {}
        },
        "type": "object"
      },
      "description": "Start a workflow from a public generic webhook or a trusted internal provider webhook.",
      "examples": [
        {
          "config": {
            "provider": "generic",
            "slug": "orders"
          },
          "id": "receive_event",
          "name": "Receive event",
          "type": "webhook_trigger"
        }
      ],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "webhook_trigger",
      "version": 1,
      "warnings": [
        "The server manages the unguessable slug token; clients must not supply or persist it.",
        "Public agents may author only generic webhooks; provider-specific webhooks such as Plivo remain internal.",
        "For generic webhooks, read the complete request body from default; provider-specific named outputs may be empty."
      ]
    },
    {
      "category": "trigger",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "fields": {
            "items": {
              "additionalProperties": false,
              "properties": {
                "key": {
                  "minLength": 1,
                  "type": "string"
                },
                "label": {
                  "type": "string"
                },
                "required": {
                  "default": true,
                  "type": "boolean"
                },
                "source": {
                  "enum": [
                    "billing",
                    "manual"
                  ],
                  "type": "string"
                },
                "type": {
                  "enum": [
                    "text",
                    "date",
                    "code_ranges",
                    "payer"
                  ],
                  "type": "string"
                }
              },
              "required": [
                "key",
                "label",
                "type",
                "source"
              ],
              "type": "object"
            },
            "type": "array"
          }
        },
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Start a workflow from a billing-system URL using configured input fields.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "billing_url_trigger",
      "version": 1,
      "warnings": [
        "Configured fields add dynamic properties to the trigger output."
      ]
    },
    {
      "category": "action",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "allow_reprocess": {
            "type": "boolean"
          },
          "completion_behavior": {
            "default": "always_review",
            "enum": [
              "always_complete",
              "always_review"
            ],
            "type": "string"
          },
          "document_id": {
            "minLength": 1,
            "type": "string"
          },
          "related_document_ids": {
            "items": {
              "type": "string"
            },
            "type": "array"
          },
          "review_route": {
            "default": "workflow-review",
            "type": "string"
          },
          "summary_json": {},
          "target_document_id": {},
          "title": {
            "type": "string"
          }
        },
        "required": [
          "document_id"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {},
          "display_status": {},
          "document_id": {},
          "primary_document_id": {},
          "related_document_ids": {},
          "review_route": {},
          "success": {},
          "title": {}
        },
        "type": "object"
      },
      "description": "Publish a workflow result as an operator-review artifact in UMPA.",
      "examples": [],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default"
        ]
      },
      "status": "supported",
      "type": "publish_to_inbox",
      "version": 1,
      "warnings": []
    },
    {
      "category": "control",
      "config_schema": {
        "additionalProperties": true,
        "properties": {
          "correlation_id": {
            "description": "Literal value or resolved expression must match [A-Za-z0-9_.:\\-]{1,256}.",
            "minLength": 1,
            "type": "string"
          },
          "event_name": {
            "default": "etl/workflow.callback.received",
            "enum": [
              "etl/workflow.callback.received"
            ],
            "type": "string"
          },
          "timeout_seconds": {
            "default": 900,
            "minimum": 1,
            "type": "integer"
          }
        },
        "required": [
          "correlation_id"
        ],
        "type": "object"
      },
      "data_output_schema": {
        "additionalProperties": true,
        "properties": {
          "default": {}
        },
        "type": "object"
      },
      "description": "Durably pause a run until a correlated callback arrives or the wait times out.",
      "examples": [
        {
          "config": {
            "correlation_id": "{{submit.request_id}}",
            "timeout_seconds": 900
          },
          "id": "wait_for_vendor",
          "name": "Wait for vendor callback",
          "type": "wait_for_callback"
        }
      ],
      "routing_ports": {
        "dynamic": false,
        "static": [
          "default",
          "timeout"
        ]
      },
      "status": "supported",
      "type": "wait_for_callback",
      "version": 1,
      "warnings": []
    }
  ],
  "public_webhooks": {
    "authoring_example": {
      "config": {
        "provider": "generic",
        "slug": "orders"
      },
      "id": "receive_event",
      "name": "Receive event",
      "type": "webhook_trigger"
    },
    "authoring_rules": [
      "The optional slug is a readable label, not the URL credential.",
      "Do not supply slug_token or require_idempotency_key; the server owns both fields.",
      "Do not supply top-level trigger.webhook metadata; the server derives it from the node.",
      "Provider-specific webhooks such as Plivo are internal and cannot be authored through this API."
    ],
    "delivery": {
      "additional_authentication_headers_required": false,
      "authentication": "webhook_url_credential",
      "body_type": "json_object",
      "conflicting_retry_result": "HTTP 409",
      "content_type": "application/json",
      "exact_retry_result": "Returns the original delivery and workflow run identifiers without dispatching again.",
      "idempotency_key_guidance": "Generate one stable opaque key per logical delivery, reuse it only for an exact retry with the same body, and never include PHI or credentials.",
      "invalid_json_or_delivery_status": 400,
      "max_body_bytes": 256000,
      "method": "POST",
      "oversized_body_status": 413,
      "quota_exceeded_status": 429,
      "required_idempotency_header": "Idempotency-Key",
      "success_response_fields": [
        "success",
        "run_id",
        "correlation_id",
        "workflow_definition_id",
        "delivery_id",
        "duplicate"
      ],
      "success_status": 200
    },
    "deployment_enabled": false,
    "disabled_behavior": "When false, public webhook authoring and endpoint retrieval are unavailable.",
    "endpoint_retrieval": {
      "available_as_mcp_tool": false,
      "credential_handling": "The returned URL is an execution credential. Fetch it outside MCP, honor no-store, and do not place it in model context, logs, or persisted workflow JSON.",
      "handoff_guidance": "After authoring and publishing, hand the definition_id to an authorized operator or non-LLM credential client to retrieve and store the URL. An MCP-only agent is not expected to retrieve it.",
      "method": "GET",
      "operator_handoff_required": true,
      "path_template": "/developer/v1/workflows/{definition_id}/webhook-endpoint",
      "prerequisites": [
        "workflow status is active",
        "active workflow version is published"
      ],
      "required_scope": "workflow:run",
      "transport": "rest_only"
    },
    "node_type": "webhook_trigger",
    "payload": {
      "accepted_body_schema": "open_json_object",
      "configurable_payload_schema": false,
      "expression_template": "{{webhook_node_id.default.field_name}}",
      "trigger_output": "default",
      "validation_guidance": "The trigger does not configure an accepted-payload schema. Validate or branch on required fields in downstream nodes."
    },
    "provider": "generic",
    "status": "supported"
  },
  "recipes": [
    {
      "description": "JSON objects may be supplied directly in node params, bodies, and other open config fields.",
      "name": "object_literals"
    },
    {
      "description": "There is no public first-class dictionary projection node yet; compose known fields in a target action's params.",
      "name": "object_transform",
      "status": "limited"
    },
    {
      "description": "Use if for truthy/operator checks and named conditions; connect its named routing ports with edges.",
      "name": "branching"
    },
    {
      "description": "Use loop with default edges into the body and a complete edge to the post-loop continuation.",
      "name": "iteration"
    }
  ],
  "schema_version": 2
}
```

---

# List Workflow Integration Connections

> Report whether each public integration has credentials, without exposing them.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-integration-connections](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-integration-connections)

## Endpoint

`GET /developer/v1/integration-connections`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

This endpoint has no request parameters.

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/integration-connections' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/integration-connections', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/integration-connections',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |

### 200 response example

```json
{
  "connection_count": 1,
  "connections": [
    {
      "configured": true,
      "connection_type": "string",
      "login_testable": true,
      "status": "not_connected",
      "validated": true
    }
  ]
}
```

---

# List Workflow Integrations

> List tenant-permitted public integrations; this does not assert connection setup.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-integrations](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-integrations)

## Endpoint

`GET /developer/v1/integrations`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

This endpoint has no request parameters.

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/integrations' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/integrations', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/integrations',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |

### 200 response example

```json
{
  "action_count": 1,
  "integration_count": 1,
  "integrations": [
    {
      "action_count": 1,
      "connection_types": [
        "string"
      ],
      "group": "string"
    }
  ]
}
```

---

# Cancel Developer Workflow Run

> Request cancellation of one organization-owned public-compatible workflow run.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/cancel-developer-workflow-run](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/cancel-developer-workflow-run)

## Endpoint

`POST /developer/v1/runs/{run_id}/cancel`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:run`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `run_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/runs/{run_id}/cancel' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/runs/{run_id}/cancel', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/runs/{run_id}/cancel',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "run_id": "string",
  "status": "open"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# List Developer Workflows

> List the same organization-scoped workflows shown in UMPA.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-developer-workflows](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-developer-workflows)

## Endpoint

`GET /developer/v1/workflows`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `page` | query | integer | No | No description provided. Default: 1. |
| `limit` | query | integer | No | No description provided. Default: 20. |
| `search` | query | string \| null | No | No description provided. |
| `status` | query | string \| null | No | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows?page=1&limit=20' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows?page=1&limit=20', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows?page=1&limit=20',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "pagination": {
    "example_key": "string"
  },
  "workflow_definitions": [
    {
      "_created": "2026-08-05T14:30:00Z",
      "_last_modified": "2026-08-05T14:30:00Z",
      "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "capabilities": {
        "isolated_batch_loops": false
      },
      "config": {
        "example_key": "string"
      },
      "created_by": "string",
      "created_by_email": "string",
      "deleted": false
    }
  ]
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Create Developer Workflow

> Create a workflow directly in the core ETL store used by UMPA.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/create-developer-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/create-developer-workflow)

## Endpoint

`POST /developer/v1/workflows`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

This endpoint has no request parameters.

## Request body

Required. JSON request body.

Schema: `WorkflowDeveloperDefinitionCreate`.

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "description": "string",
  "edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "name": "string",
  "nodes": [
    {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "string"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        1
      ],
      "retry_config": {
        "example_key": "string"
      },
      "type": "string"
    }
  ],
  "route": "string",
  "trigger": {
    "config": {
      "run_fields": [
        {
          "default": false,
          "key": "dry_run",
          "type": "boolean"
        },
        {
          "key": "limit",
          "required": true,
          "type": "number"
        }
      ]
    },
    "type": "manual"
  }
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "description": "string",
    "edges": [
      {
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "source_node_id": "string",
        "source_output": "default",
        "target_input": "default",
        "target_node_id": "string"
      }
    ],
    "name": "string",
    "nodes": [
      {
        "config": {
          "example_key": "string"
        },
        "default_value": {
          "example_key": "string"
        },
        "error_strategy": "fail",
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "string",
        "position": [
          1
        ],
        "retry_config": {
          "example_key": "string"
        },
        "type": "string"
      }
    ],
    "route": "string",
    "trigger": {
      "config": {
        "run_fields": [
          {
            "default": false,
            "key": "dry_run",
            "type": "boolean"
          },
          {
            "key": "limit",
            "required": true,
            "type": "number"
          }
        ]
      },
      "type": "manual"
    }
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "description": "string",
  "edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "name": "string",
  "nodes": [
    {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "string"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        1
      ],
      "retry_config": {
        "example_key": "string"
      },
      "type": "string"
    }
  ],
  "route": "string",
  "trigger": {
    "config": {
      "run_fields": [
        {
          "default": false,
          "key": "dry_run",
          "type": "boolean"
        },
        {
          "key": "limit",
          "required": true,
          "type": "number"
        }
      ]
    },
    "type": "manual"
  }
}''')

import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 201 | Successful Response |
| 422 | Validation Error |

### 201 response example

```json
{
  "_created": "2026-08-05T14:30:00Z",
  "_last_modified": "2026-08-05T14:30:00Z",
  "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "capabilities": {
    "isolated_batch_loops": false
  },
  "config": {
    "example_key": "string"
  },
  "created_by": "string",
  "created_by_email": "string",
  "deleted": false
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Import Developer Workflow

> Import canonical JSON as an inactive UMPA workflow with published version 1.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/import-developer-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/import-developer-workflow)

## Endpoint

`POST /developer/v1/workflows/import`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

This endpoint has no request parameters.

## Request body

Required. JSON request body.

Schema: `WorkflowDeveloperImportEnvelope`.

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/import' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "kind": "genhealth.workflow_definition",
  "schema_version": 1,
  "workflow": {
    "config": {
      "example_key": "string"
    },
    "description": "string",
    "edges": [
      {
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "source_node_id": "string",
        "source_output": "default",
        "target_input": "default",
        "target_node_id": "string"
      }
    ],
    "name": "string",
    "nodes": [
      {
        "config": {
          "example_key": "string"
        },
        "default_value": {
          "example_key": "…"
        },
        "error_strategy": "fail",
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "string",
        "position": [
          "…"
        ],
        "retry_config": {
          "example_key": "…"
        },
        "type": "string"
      }
    ],
    "route": "string",
    "trigger": {
      "config": {
        "run_fields": [
          {
            "default": false,
            "key": "dry_run",
            "type": "boolean"
          },
          {
            "key": "limit",
            "required": true,
            "type": "number"
          }
        ]
      },
      "type": "manual"
    }
  }
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/import', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "kind": "genhealth.workflow_definition",
    "schema_version": 1,
    "workflow": {
      "config": {
        "example_key": "string"
      },
      "description": "string",
      "edges": [
        {
          "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "source_node_id": "string",
          "source_output": "default",
          "target_input": "default",
          "target_node_id": "string"
        }
      ],
      "name": "string",
      "nodes": [
        {
          "config": {
            "example_key": "string"
          },
          "default_value": {
            "example_key": "…"
          },
          "error_strategy": "fail",
          "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "name": "string",
          "position": [
            "…"
          ],
          "retry_config": {
            "example_key": "…"
          },
          "type": "string"
        }
      ],
      "route": "string",
      "trigger": {
        "config": {
          "run_fields": [
            {
              "default": false,
              "key": "dry_run",
              "type": "boolean"
            },
            {
              "key": "limit",
              "required": true,
              "type": "number"
            }
          ]
        },
        "type": "manual"
      }
    }
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "kind": "genhealth.workflow_definition",
  "schema_version": 1,
  "workflow": {
    "config": {
      "example_key": "string"
    },
    "description": "string",
    "edges": [
      {
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "source_node_id": "string",
        "source_output": "default",
        "target_input": "default",
        "target_node_id": "string"
      }
    ],
    "name": "string",
    "nodes": [
      {
        "config": {
          "example_key": "string"
        },
        "default_value": {
          "example_key": "…"
        },
        "error_strategy": "fail",
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "string",
        "position": [
          "…"
        ],
        "retry_config": {
          "example_key": "…"
        },
        "type": "string"
      }
    ],
    "route": "string",
    "trigger": {
      "config": {
        "run_fields": [
          {
            "default": false,
            "key": "dry_run",
            "type": "boolean"
          },
          {
            "key": "limit",
            "required": true,
            "type": "number"
          }
        ]
      },
      "type": "manual"
    }
  }
}''')

import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/import',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 201 | Successful Response |
| 422 | Validation Error |

### 201 response example

```json
{
  "warnings": [
    {
      "code": "99213",
      "message": "string",
      "node_id": "string"
    }
  ],
  "workflow": {
    "_created": "2026-08-05T14:30:00Z",
    "_last_modified": "2026-08-05T14:30:00Z",
    "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "capabilities": {
      "isolated_batch_loops": false
    },
    "config": {
      "example_key": "string"
    },
    "created_by": "string",
    "created_by_email": "string",
    "deleted": false
  }
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Validate Workflow Definition

> Preflight canonical workflow JSON against save, audit, and public API rules. This operation does not persist anything. A definition that fails validation still returns HTTP 200 with ``viable=false`` and machine-actionable findings.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/validate-workflow-definition](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/validate-workflow-definition)

## Endpoint

`POST /developer/v1/workflows/validate`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

This endpoint has no request parameters.

## Request body

Required. JSON request body.

Schema: `WorkflowDefinitionValidationRequest`.

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/validate' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "definition": {
    "kind": "genhealth.workflow_definition",
    "schema_version": 1,
    "workflow": {
      "config": {
        "example_key": "…"
      },
      "description": "string",
      "edges": [
        {
          "id": "…",
          "source_node_id": "…",
          "source_output": "…",
          "target_input": "…",
          "target_node_id": "…"
        }
      ],
      "name": "string",
      "nodes": [
        {
          "config": "…",
          "default_value": "…",
          "error_strategy": "…",
          "id": "…",
          "name": "…",
          "position": "…",
          "retry_config": "…",
          "type": "…"
        }
      ],
      "route": "string",
      "trigger": {
        "config": {
          "run_fields": [
            {
              "default": false,
              "key": "dry_run",
              "type": "boolean"
            },
            {
              "key": "limit",
              "required": true,
              "type": "number"
            }
          ]
        },
        "type": "manual"
      }
    }
  }
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/validate', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "definition": {
      "kind": "genhealth.workflow_definition",
      "schema_version": 1,
      "workflow": {
        "config": {
          "example_key": "…"
        },
        "description": "string",
        "edges": [
          {
            "id": "…",
            "source_node_id": "…",
            "source_output": "…",
            "target_input": "…",
            "target_node_id": "…"
          }
        ],
        "name": "string",
        "nodes": [
          {
            "config": "…",
            "default_value": "…",
            "error_strategy": "…",
            "id": "…",
            "name": "…",
            "position": "…",
            "retry_config": "…",
            "type": "…"
          }
        ],
        "route": "string",
        "trigger": {
          "config": {
            "run_fields": [
              {
                "default": false,
                "key": "dry_run",
                "type": "boolean"
              },
              {
                "key": "limit",
                "required": true,
                "type": "number"
              }
            ]
          },
          "type": "manual"
        }
      }
    }
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "definition": {
    "kind": "genhealth.workflow_definition",
    "schema_version": 1,
    "workflow": {
      "config": {
        "example_key": "…"
      },
      "description": "string",
      "edges": [
        {
          "id": "…",
          "source_node_id": "…",
          "source_output": "…",
          "target_input": "…",
          "target_node_id": "…"
        }
      ],
      "name": "string",
      "nodes": [
        {
          "config": "…",
          "default_value": "…",
          "error_strategy": "…",
          "id": "…",
          "name": "…",
          "position": "…",
          "retry_config": "…",
          "type": "…"
        }
      ],
      "route": "string",
      "trigger": {
        "config": {
          "run_fields": [
            {
              "default": false,
              "key": "dry_run",
              "type": "boolean"
            },
            {
              "key": "limit",
              "required": true,
              "type": "number"
            }
          ]
        },
        "type": "manual"
      }
    }
  }
}''')

import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/validate',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "findings": [
    {
      "category": "string",
      "code": "99213",
      "details": {
        "example_key": "string"
      },
      "edge": {
        "example_key": "string"
      },
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "message": "string",
      "node_ids": [
        "string"
      ],
      "severity": "blocking"
    }
  ],
  "graph_valid": true,
  "policy_valid": true,
  "readiness": "blocked",
  "runtime_notes": [
    {
      "category": "string",
      "code": "99213",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "message": "string",
      "node_ids": [
        "string"
      ],
      "suggestion": "string"
    }
  ],
  "runtime_verified": false,
  "schema_errors": [
    {
      "code": "99213",
      "message": "string",
      "path": "string"
    }
  ],
  "schema_valid": true
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Delete Developer Workflow

> Soft-delete a workflow after publish-scope authorization and explicit confirmation.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/delete-developer-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/delete-developer-workflow)

## Endpoint

`DELETE /developer/v1/workflows/{definition_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:publish`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `confirm` | query | boolean | No | Must be true to confirm removal of the workflow from UMPA-visible lists. Default: false. |

## Request examples

### cURL

```curl
curl --request DELETE \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}?confirm=false' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}?confirm=false', {
  method: 'DELETE',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.delete(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}?confirm=false',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 204 | Successful Response |
| 422 | Validation Error |

### 204 response example

```json
{
  "message": "Successful Response"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Developer Workflow

> Read an active, historical, or draft workflow definition by identifier.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow)

## Endpoint

`GET /developer/v1/workflows/{definition_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `version_id` | query | string \| null | No | No description provided. |
| `draft` | query | boolean | No | No description provided. Default: false. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}?draft=false' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}?draft=false', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}?draft=false',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "_created": "2026-08-05T14:30:00Z",
  "_last_modified": "2026-08-05T14:30:00Z",
  "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "capabilities": {
    "isolated_batch_loops": false
  },
  "config": {
    "example_key": "string"
  },
  "created_by": "string",
  "created_by_email": "string",
  "deleted": false
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Update Developer Workflow

> Update workflow metadata or an existing draft; published graphs are immutable.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/update-developer-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/update-developer-workflow)

## Endpoint

`PATCH /developer/v1/workflows/{definition_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request body

Required. JSON request body.

Schema: `WorkflowDeveloperDefinitionUpdate`.

## Request examples

### cURL

```curl
curl --request PATCH \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "config": {
    "example_key": "string"
  },
  "description": "string",
  "edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "name": "string",
  "nodes": [
    {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "…"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        "…"
      ],
      "retry_config": {
        "example_key": "…"
      },
      "type": "string"
    }
  ],
  "route": "string",
  "status": "open",
  "trigger": {
    "config": {
      "run_fields": [
        {
          "default": false,
          "key": "dry_run",
          "type": "boolean"
        },
        {
          "key": "limit",
          "required": true,
          "type": "number"
        }
      ]
    },
    "type": "manual"
  }
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}', {
  method: 'PATCH',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "config": {
      "example_key": "string"
    },
    "description": "string",
    "edges": [
      {
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "source_node_id": "string",
        "source_output": "default",
        "target_input": "default",
        "target_node_id": "string"
      }
    ],
    "name": "string",
    "nodes": [
      {
        "config": {
          "example_key": "string"
        },
        "default_value": {
          "example_key": "…"
        },
        "error_strategy": "fail",
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "string",
        "position": [
          "…"
        ],
        "retry_config": {
          "example_key": "…"
        },
        "type": "string"
      }
    ],
    "route": "string",
    "status": "open",
    "trigger": {
      "config": {
        "run_fields": [
          {
            "default": false,
            "key": "dry_run",
            "type": "boolean"
          },
          {
            "key": "limit",
            "required": true,
            "type": "number"
          }
        ]
      },
      "type": "manual"
    }
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "config": {
    "example_key": "string"
  },
  "description": "string",
  "edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "name": "string",
  "nodes": [
    {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "…"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        "…"
      ],
      "retry_config": {
        "example_key": "…"
      },
      "type": "string"
    }
  ],
  "route": "string",
  "status": "open",
  "trigger": {
    "config": {
      "run_fields": [
        {
          "default": false,
          "key": "dry_run",
          "type": "boolean"
        },
        {
          "key": "limit",
          "required": true,
          "type": "number"
        }
      ]
    },
    "type": "manual"
  }
}''')

import requests

response = requests.patch(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "_created": "2026-08-05T14:30:00Z",
  "_last_modified": "2026-08-05T14:30:00Z",
  "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "capabilities": {
    "isolated_batch_loops": false
  },
  "config": {
    "example_key": "string"
  },
  "created_by": "string",
  "created_by_email": "string",
  "deleted": false
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Audit Workflow

> Audit the unpublished draft and return actionable graph findings without mutation.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/audit-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/audit-workflow)

## Endpoint

`POST /developer/v1/workflows/{definition_id}/audit`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `node_id` | query | string \| null | No | No description provided. |

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/audit' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/audit', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/audit',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "definition_id": "string",
  "editable": true,
  "error": "string",
  "error_category": "string",
  "filtered": true,
  "findings": [
    {
      "example_key": "string"
    }
  ],
  "retryable": true,
  "runtime_notes": [
    {
      "example_key": "string"
    }
  ]
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Discard Developer Workflow Draft

> Discard the current unpublished draft while preserving published versions.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/discard-developer-workflow-draft](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/discard-developer-workflow-draft)

## Endpoint

`DELETE /developer/v1/workflows/{definition_id}/draft`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request DELETE \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft', {
  method: 'DELETE',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.delete(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 204 | Successful Response |
| 422 | Validation Error |

### 204 response example

```json
{
  "message": "Successful Response"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Create Developer Workflow Draft

> Create an editable draft from the workflow's currently active version.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/create-developer-workflow-draft](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/create-developer-workflow-draft)

## Endpoint

`POST /developer/v1/workflows/{definition_id}/draft`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 201 | Successful Response |
| 422 | Validation Error |

### 201 response example

```json
{
  "_created": "2026-08-05T14:30:00Z",
  "_last_modified": "2026-08-05T14:30:00Z",
  "config": {
    "example_key": "string"
  },
  "created_by": "string",
  "created_by_email": "string",
  "description": "string",
  "edges": [],
  "edited_at": "2026-08-05T14:30:00Z"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Replace Developer Workflow Draft From Json

> Replace the complete draft graph from canonical JSON without publishing it.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/replace-developer-workflow-draft-from-json](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/replace-developer-workflow-draft-from-json)

## Endpoint

`POST /developer/v1/workflows/{definition_id}/draft/from-json`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request body

Required. JSON request body.

Schema: `WorkflowDeveloperImportEnvelope`.

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft/from-json' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "kind": "genhealth.workflow_definition",
  "schema_version": 1,
  "workflow": {
    "config": {
      "example_key": "string"
    },
    "description": "string",
    "edges": [
      {
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "source_node_id": "string",
        "source_output": "default",
        "target_input": "default",
        "target_node_id": "string"
      }
    ],
    "name": "string",
    "nodes": [
      {
        "config": {
          "example_key": "string"
        },
        "default_value": {
          "example_key": "…"
        },
        "error_strategy": "fail",
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "string",
        "position": [
          "…"
        ],
        "retry_config": {
          "example_key": "…"
        },
        "type": "string"
      }
    ],
    "route": "string",
    "trigger": {
      "config": {
        "run_fields": [
          {
            "default": false,
            "key": "dry_run",
            "type": "boolean"
          },
          {
            "key": "limit",
            "required": true,
            "type": "number"
          }
        ]
      },
      "type": "manual"
    }
  }
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft/from-json', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "kind": "genhealth.workflow_definition",
    "schema_version": 1,
    "workflow": {
      "config": {
        "example_key": "string"
      },
      "description": "string",
      "edges": [
        {
          "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "source_node_id": "string",
          "source_output": "default",
          "target_input": "default",
          "target_node_id": "string"
        }
      ],
      "name": "string",
      "nodes": [
        {
          "config": {
            "example_key": "string"
          },
          "default_value": {
            "example_key": "…"
          },
          "error_strategy": "fail",
          "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "name": "string",
          "position": [
            "…"
          ],
          "retry_config": {
            "example_key": "…"
          },
          "type": "string"
        }
      ],
      "route": "string",
      "trigger": {
        "config": {
          "run_fields": [
            {
              "default": false,
              "key": "dry_run",
              "type": "boolean"
            },
            {
              "key": "limit",
              "required": true,
              "type": "number"
            }
          ]
        },
        "type": "manual"
      }
    }
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "kind": "genhealth.workflow_definition",
  "schema_version": 1,
  "workflow": {
    "config": {
      "example_key": "string"
    },
    "description": "string",
    "edges": [
      {
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "source_node_id": "string",
        "source_output": "default",
        "target_input": "default",
        "target_node_id": "string"
      }
    ],
    "name": "string",
    "nodes": [
      {
        "config": {
          "example_key": "string"
        },
        "default_value": {
          "example_key": "…"
        },
        "error_strategy": "fail",
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "string",
        "position": [
          "…"
        ],
        "retry_config": {
          "example_key": "…"
        },
        "type": "string"
      }
    ],
    "route": "string",
    "trigger": {
      "config": {
        "run_fields": [
          {
            "default": false,
            "key": "dry_run",
            "type": "boolean"
          },
          {
            "key": "limit",
            "required": true,
            "type": "number"
          }
        ]
      },
      "type": "manual"
    }
  }
}''')

import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/draft/from-json',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "warnings": [
    {
      "code": "99213",
      "message": "string",
      "node_id": "string"
    }
  ],
  "workflow": {
    "_created": "2026-08-05T14:30:00Z",
    "_last_modified": "2026-08-05T14:30:00Z",
    "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "capabilities": {
      "isolated_batch_loops": false
    },
    "config": {
      "example_key": "string"
    },
    "created_by": "string",
    "created_by_email": "string",
    "deleted": false
  }
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Export Developer Workflow

> Export canonical workflow JSON suitable for validation or exact re-import.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/export-developer-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/export-developer-workflow)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/export`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/export' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/export', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/export',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "kind": "genhealth.workflow_definition",
  "schema_version": 1,
  "workflow": {
    "config": {
      "example_key": "string"
    },
    "description": "string",
    "edges": [
      {
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "source_node_id": "string",
        "source_output": "default",
        "target_input": "default",
        "target_node_id": "string"
      }
    ],
    "name": "string",
    "nodes": [
      {
        "config": {
          "example_key": "string"
        },
        "default_value": {
          "example_key": "…"
        },
        "error_strategy": "fail",
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "string",
        "position": [
          "…"
        ],
        "retry_config": {
          "example_key": "…"
        },
        "type": "string"
      }
    ],
    "route": "string",
    "trigger": {
      "example_key": "string"
    }
  }
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Workflow Graph

> Read the complete public-safe graph for a workflow's current target version.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-graph](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-graph)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/graph`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/graph' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/graph', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/graph',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "definition_id": "string",
  "edge_count": 1,
  "edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "editable": true,
  "error": "string",
  "error_category": "string",
  "node_count": 1,
  "nodes": [
    {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "string"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        1
      ],
      "retry_config": {
        "example_key": "string"
      },
      "type": "string"
    }
  ]
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Replace Workflow Graph

> Replace the entire editable draft graph after public policy validation.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/replace-workflow-graph](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/replace-workflow-graph)

## Endpoint

`PUT /developer/v1/workflows/{definition_id}/graph`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request body

Required. JSON request body.

Schema: `WorkflowGraphReplaceRequest`.

## Request examples

### cURL

```curl
curl --request PUT \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/graph' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "nodes": [
    {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "string"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        1
      ],
      "retry_config": {
        "example_key": "string"
      },
      "type": "string"
    }
  ]
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/graph', {
  method: 'PUT',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "edges": [
      {
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "source_node_id": "string",
        "source_output": "default",
        "target_input": "default",
        "target_node_id": "string"
      }
    ],
    "nodes": [
      {
        "config": {
          "example_key": "string"
        },
        "default_value": {
          "example_key": "string"
        },
        "error_strategy": "fail",
        "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "string",
        "position": [
          1
        ],
        "retry_config": {
          "example_key": "string"
        },
        "type": "string"
      }
    ]
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "nodes": [
    {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "string"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        1
      ],
      "retry_config": {
        "example_key": "string"
      },
      "type": "string"
    }
  ]
}''')

import requests

response = requests.put(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/graph',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "added_edge_count": 1,
  "changed_fields": [
    "string"
  ],
  "definition_id": "string",
  "error": "string",
  "error_category": "string",
  "inserted": "string",
  "node_id": "string",
  "node_name": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Insert Workflow Node After

> Insert one node after an existing draft node and optionally rewire its targets.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/insert-workflow-node-after](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/insert-workflow-node-after)

## Endpoint

`POST /developer/v1/workflows/{definition_id}/nodes/after`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request body

Required. JSON request body.

Schema: `WorkflowNodeInsertAfterRequest`.

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/after' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "after_node_id": "string",
  "node": {
    "config": {
      "example_key": "string"
    },
    "default_value": {
      "example_key": "string"
    },
    "error_strategy": "fail",
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "name": "string",
    "position": [
      1
    ],
    "retry_config": {
      "example_key": "string"
    },
    "type": "string"
  },
  "rewire_existing_targets": true,
  "source_output": "default",
  "target_input": "default"
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/after', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "after_node_id": "string",
    "node": {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "string"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        1
      ],
      "retry_config": {
        "example_key": "string"
      },
      "type": "string"
    },
    "rewire_existing_targets": true,
    "source_output": "default",
    "target_input": "default"
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "after_node_id": "string",
  "node": {
    "config": {
      "example_key": "string"
    },
    "default_value": {
      "example_key": "string"
    },
    "error_strategy": "fail",
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "name": "string",
    "position": [
      1
    ],
    "retry_config": {
      "example_key": "string"
    },
    "type": "string"
  },
  "rewire_existing_targets": true,
  "source_output": "default",
  "target_input": "default"
}''')

import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/after',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "added_edge_count": 1,
  "changed_fields": [
    "string"
  ],
  "definition_id": "string",
  "error": "string",
  "error_category": "string",
  "inserted": "string",
  "node_id": "string",
  "node_name": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Insert Workflow Node Before

> Insert one node before an existing draft node and optionally rewire its sources.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/insert-workflow-node-before](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/insert-workflow-node-before)

## Endpoint

`POST /developer/v1/workflows/{definition_id}/nodes/before`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request body

Required. JSON request body.

Schema: `WorkflowNodeInsertBeforeRequest`.

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/before' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "before_node_id": "string",
  "node": {
    "config": {
      "example_key": "string"
    },
    "default_value": {
      "example_key": "string"
    },
    "error_strategy": "fail",
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "name": "string",
    "position": [
      1
    ],
    "retry_config": {
      "example_key": "string"
    },
    "type": "string"
  },
  "rewire_existing_sources": true,
  "source_output": "default",
  "target_input": "default"
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/before', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "before_node_id": "string",
    "node": {
      "config": {
        "example_key": "string"
      },
      "default_value": {
        "example_key": "string"
      },
      "error_strategy": "fail",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "string",
      "position": [
        1
      ],
      "retry_config": {
        "example_key": "string"
      },
      "type": "string"
    },
    "rewire_existing_sources": true,
    "source_output": "default",
    "target_input": "default"
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "before_node_id": "string",
  "node": {
    "config": {
      "example_key": "string"
    },
    "default_value": {
      "example_key": "string"
    },
    "error_strategy": "fail",
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "name": "string",
    "position": [
      1
    ],
    "retry_config": {
      "example_key": "string"
    },
    "type": "string"
  },
  "rewire_existing_sources": true,
  "source_output": "default",
  "target_input": "default"
}''')

import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/before',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "added_edge_count": 1,
  "changed_fields": [
    "string"
  ],
  "definition_id": "string",
  "error": "string",
  "error_category": "string",
  "inserted": "string",
  "node_id": "string",
  "node_name": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Delete Workflow Node

> Delete one draft node and optionally reconnect its incoming and outgoing edges.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/delete-workflow-node](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/delete-workflow-node)

## Endpoint

`DELETE /developer/v1/workflows/{definition_id}/nodes/{node_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `node_id` | path | string | Yes | No description provided. |
| `rewire_edges` | query | boolean | No | No description provided. Default: true. |

## Request examples

### cURL

```curl
curl --request DELETE \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}?rewire_edges=true' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}?rewire_edges=true', {
  method: 'DELETE',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.delete(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}?rewire_edges=true',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "added_edge_count": 1,
  "changed_fields": [
    "string"
  ],
  "definition_id": "string",
  "error": "string",
  "error_category": "string",
  "inserted": "string",
  "node_id": "string",
  "node_name": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Workflow Node Details

> Read one node's configuration, connections, and public action metadata.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-node-details](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-node-details)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/nodes/{node_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `node_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "definition_id": "string",
  "editable": true,
  "error": "string",
  "error_category": "string",
  "incoming_edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "node": {
    "config": {
      "example_key": "string"
    },
    "default_value": {
      "example_key": "string"
    },
    "error_strategy": "fail",
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "name": "string",
    "position": [
      1
    ],
    "retry_config": {
      "example_key": "string"
    },
    "type": "string"
  },
  "outgoing_edges": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "source_node_id": "string",
      "source_output": "default",
      "target_input": "default",
      "target_node_id": "string"
    }
  ],
  "retryable": true
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Update Workflow Node

> Patch selected fields on one node in the editable draft graph.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/update-workflow-node](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/update-workflow-node)

## Endpoint

`PATCH /developer/v1/workflows/{definition_id}/nodes/{node_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `node_id` | path | string | Yes | No description provided. |

## Request body

Required. JSON request body.

Schema: `WorkflowNodeUpdateRequest`.

## Request examples

### cURL

```curl
curl --request PATCH \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "config": {
    "example_key": "string"
  },
  "default_value": {
    "example_key": "string"
  },
  "error_strategy": "string",
  "name": "string",
  "node_type": "string",
  "position": [
    1
  ],
  "retry_config": {
    "example_key": "string"
  }
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}', {
  method: 'PATCH',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "config": {
      "example_key": "string"
    },
    "default_value": {
      "example_key": "string"
    },
    "error_strategy": "string",
    "name": "string",
    "node_type": "string",
    "position": [
      1
    ],
    "retry_config": {
      "example_key": "string"
    }
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "config": {
    "example_key": "string"
  },
  "default_value": {
    "example_key": "string"
  },
  "error_strategy": "string",
  "name": "string",
  "node_type": "string",
  "position": [
    1
  ],
  "retry_config": {
    "example_key": "string"
  }
}''')

import requests

response = requests.patch(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "added_edge_count": 1,
  "changed_fields": [
    "string"
  ],
  "definition_id": "string",
  "error": "string",
  "error_category": "string",
  "inserted": "string",
  "node_id": "string",
  "node_name": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Workflow Node Context

> Read one node with its immediate upstream and downstream graph context.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-node-context](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-node-context)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/nodes/{node_id}/context`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `node_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}/context' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}/context', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/nodes/{node_id}/context',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "available_outputs": [
    {
      "example_key": "string"
    }
  ],
  "branch_outputs": [
    {
      "example_key": "string"
    }
  ],
  "current_node": {
    "example_key": "string"
  },
  "definition_id": "string",
  "downstream_nodes": [
    {
      "example_key": "string"
    }
  ],
  "editable": true,
  "error": "string",
  "error_category": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Workflow Outline

> Read a compact node-and-edge outline before requesting larger graph details.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-outline](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-outline)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/outline`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/outline' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/outline', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/outline',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "definition_id": "string",
  "edge_count": 1,
  "edges": [
    {
      "example_key": "string"
    }
  ],
  "editable": true,
  "error": "string",
  "error_category": "string",
  "node_count": 1,
  "nodes": [
    {
      "example_key": "string"
    }
  ]
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Publish Developer Workflow

> Audit and publish the current draft as an immutable active version. Inherits the same confirm_removed_nodes / 409 removed_nodes_require_confirmation contract as the interactive publish route (see publish_draft); confirmation retries must echo the returned removed_nodes_confirmation.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/publish-developer-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/publish-developer-workflow)

## Endpoint

`POST /developer/v1/workflows/{definition_id}/publish`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:publish`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request body

Optional. JSON request body.

Schema: `WorkflowPublishRequest`.

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/publish' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "confirm_removed_nodes": false,
  "description": "string",
  "personal_account_authorizations": [
    {
      "allowed_actions": [
        "string"
      ],
      "connection_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "credential_revision": 1,
      "draft_content_fingerprint": "string",
      "draft_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
    }
  ],
  "removed_nodes_confirmation": {
    "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "diff_fingerprint": "string",
    "draft_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/publish', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "confirm_removed_nodes": false,
    "description": "string",
    "personal_account_authorizations": [
      {
        "allowed_actions": [
          "string"
        ],
        "connection_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "credential_revision": 1,
        "draft_content_fingerprint": "string",
        "draft_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
      }
    ],
    "removed_nodes_confirmation": {
      "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "diff_fingerprint": "string",
      "draft_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
    }
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "confirm_removed_nodes": false,
  "description": "string",
  "personal_account_authorizations": [
    {
      "allowed_actions": [
        "string"
      ],
      "connection_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "credential_revision": 1,
      "draft_content_fingerprint": "string",
      "draft_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
    }
  ],
  "removed_nodes_confirmation": {
    "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "diff_fingerprint": "string",
    "draft_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}''')

import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/publish',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "status": "open",
  "version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "version_number": 1
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# List Workflow Runs Safe

> Return run navigation metadata without trigger or node-result values.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-runs-safe](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-workflow-runs-safe)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/runs`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `status` | query | string \| null | No | No description provided. |
| `limit` | query | integer | No | No description provided. Default: 10. |
| `since` | query | string \| null | No | No description provided. |
| `until` | query | string \| null | No | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs?limit=10' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs?limit=10', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs?limit=10',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "definition_id": "string",
  "error": "string",
  "error_category": "string",
  "retryable": true,
  "returned": 1,
  "runs": [
    {
      "example_key": "string"
    }
  ],
  "success": true,
  "total": 1
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Run Developer Workflow

> Start an active published workflow with idempotent retry semantics.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/run-developer-workflow](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/run-developer-workflow)

## Endpoint

`POST /developer/v1/workflows/{definition_id}/runs`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:run`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `draft` | query | boolean | No | No description provided. Default: false. |

## Request body

Required. JSON request body.

Schema: `WorkflowDeveloperRunTriggerRequest`.

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs?draft=false' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json' \
  --header 'Content-Type: application/json' \
  --data '{
  "idempotency_key": "string",
  "trigger_data": {
    "example_key": "string"
  }
}'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs?draft=false', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "idempotency_key": "string",
    "trigger_data": {
      "example_key": "string"
    }
  }),
});

const data = await response.json();
```

### Python

```python
import json

payload = json.loads(r'''{
  "idempotency_key": "string",
  "trigger_data": {
    "example_key": "string"
  }
}''')

import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs?draft=false',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
        'Content-Type': 'application/json',
    },
    json=payload,
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 202 | Successful Response |
| 422 | Validation Error |

### 202 response example

```json
{
  "run_id": "string",
  "status": "open"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Read Workflow Run Node Shape

> Return status and value-free output shapes for one executed node.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-run-node-shape](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/read-workflow-run-node-shape)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/runs/{run_id}/nodes/{node_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `run_id` | path | string | Yes | No description provided. |
| `node_id` | path | string | Yes | No description provided. |
| `iteration_path` | query | array<integer> \| null | No | No description provided. |
| `limit` | query | integer | No | No description provided. Default: 5. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs/{run_id}/nodes/{node_id}?limit=5' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs/{run_id}/nodes/{node_id}?limit=5', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/runs/{run_id}/nodes/{node_id}?limit=5',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "error": "string",
  "error_category": "string",
  "executed": true,
  "hint": "string",
  "in_loop": true,
  "item_shapes": [
    {
      "example_key": "string"
    }
  ],
  "iteration_path": [
    1
  ],
  "iteration_status": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# List Developer Workflow Versions

> List immutable published versions and draft metadata for one workflow.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-developer-workflow-versions](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/list-developer-workflow-versions)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/versions`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `page` | query | integer | No | No description provided. Default: 1. |
| `limit` | query | integer | No | No description provided. Default: 20. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions?page=1&limit=20' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions?page=1&limit=20', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions?page=1&limit=20',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "pagination": {
    "example_key": "string"
  },
  "versions": [
    {
      "_created": "2026-08-05T14:30:00Z",
      "created_by": "string",
      "created_by_email": "string",
      "description": "string",
      "edited_at": "2026-08-05T14:30:00Z",
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "published_at": "2026-08-05T14:30:00Z",
      "published_by": "string"
    }
  ]
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Developer Workflow Version

> Read one immutable workflow version without changing the active version.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow-version](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow-version)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/versions/{version_id}`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:read`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `version_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions/{version_id}' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions/{version_id}', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions/{version_id}',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "_created": "2026-08-05T14:30:00Z",
  "_last_modified": "2026-08-05T14:30:00Z",
  "config": {
    "example_key": "string"
  },
  "created_by": "string",
  "created_by_email": "string",
  "description": "string",
  "edges": [],
  "edited_at": "2026-08-05T14:30:00Z"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Revert Developer Workflow Version

> Create a new editable draft copied from a historical workflow version.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/revert-developer-workflow-version](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/revert-developer-workflow-version)

## Endpoint

`POST /developer/v1/workflows/{definition_id}/versions/{version_id}/revert`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:write`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |
| `version_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request POST \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions/{version_id}/revert' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions/{version_id}/revert', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.post(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/versions/{version_id}/revert',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 201 | Successful Response |
| 422 | Validation Error |

### 201 response example

```json
{
  "_created": "2026-08-05T14:30:00Z",
  "_last_modified": "2026-08-05T14:30:00Z",
  "config": {
    "example_key": "string"
  },
  "created_by": "string",
  "created_by_email": "string",
  "description": "string",
  "edges": [],
  "edited_at": "2026-08-05T14:30:00Z"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```

---

# Get Developer Workflow Webhook Endpoint

> Return an active, published webhook URL; never exposed as an MCP tool.

Source: [https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow-webhook-endpoint](https://genhealth.ai/docs/workflows/api-reference/v1/workflow-developer-api/get-developer-workflow-webhook-endpoint)

## Endpoint

`GET /developer/v1/workflows/{definition_id}/webhook-endpoint`

## Authentication

Send a GenHealth credential in the `Authorization` header:

```http
Authorization: Bearer <YOUR_API_KEY>
Accept: application/json
```

Required scopes: `workflow:run`

## Parameters

| Name | Location | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `definition_id` | path | string | Yes | No description provided. |

## Request examples

### cURL

```curl
curl --request GET \
  --url 'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/webhook-endpoint' \
  --header 'Authorization: Bearer <YOUR_API_KEY>' \
  --header 'Accept: application/json'
```

### JavaScript

```javascript
const response = await fetch('https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/webhook-endpoint', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer <YOUR_API_KEY>',
    Accept: 'application/json',
  },
});

const data = await response.json();
```

### Python

```python
import requests

response = requests.get(
    'https://api.umpa.genhealth.ai/developer/v1/workflows/{definition_id}/webhook-endpoint',
    headers={
        'Authorization': 'Bearer <YOUR_API_KEY>',
        'Accept': 'application/json',
    },
)

data = response.json()
```

## Responses

| Status | Description |
| --- | --- |
| 200 | Successful Response |
| 422 | Validation Error |

### 200 response example

```json
{
  "draft": true,
  "idempotency_header": "Idempotency-Key",
  "live": true,
  "provider": "string",
  "url": "string",
  "version_id": "string",
  "workflow_id": "string"
}
```

### 422 response example

```json
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string"
    }
  ]
}
```